Summary
Overview
Work History
Education
Skills
Timeline
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Jennifer Choi

Aldie

Summary

Dynamic Client Engagement Manager with a versatile background in sales across mortgages and technology sectors, and extensive experience in event planning within the government contracting industry. Proven ability to establish and maintain strong relationships with key customer stakeholders, including C-level executives and VPs. Expertise in customer relationship management, strategic account planning, and driving customer success through innovative solutions. Highly skilled in managing multiple councils, organizing high-profile events, and consistently exceeding sales targets.

Overview

6
6
years of professional experience

Work History

Client Engagement Manager

WashingtonExec
01.2024 - Current
  • Cultivate and maintain relationships with C-level and VP-level members, ensuring strong engagement and retention.
  • Manage six executive councils—Supply Chain, Cloud, Contracts, General Counsel, ESG, and Climate
  • Maintain and update a robust sales pipeline, constantly adding new leads and ensuring up-to-date information.
  • Prospect and onboard potential members, consistently exceeding target quotas by 150%.
  • Identify and secure government and industry speakers for 24 dinner events, 25-30 virtual events, and plan 5-10 social/networking events annually, supporting a network of over 500 members.
  • Develop and produce the Top Watch List, highlighting key government and industry executives.
  • Maintain and update the database with project management tasks, speaker and lead outreach.

Inside Sales Representative

Zumigo
11.2022 - 01.2024
  • Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
  • Prepared and submitted reports to keep management informed of sales activities and progress.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Used CRM software to maintain detailed contact logs and account records.

Loan Partner

CrossCountry Mortgage
02.2022 - 10.2022
  • Established, developed and maintained client referral relationships with potential and existing customers, realtors, builders, developers and others to facilitate and retain business.
  • Organized and maintained a pipeline of $15M+ at a time.
  • Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling opportunities.
  • Stayed educated on current market and changes in mortgage regulations, followed industry guidelines and provided professional, impartial financial advice.
  • Resolved all problems throughout application processes after analyzing potential risks and benefits for each loan option.

Junior Processor

CrossCountry Mortgage
08.2020 - 03.2022
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
  • Verified credit histories, personal references and employment backgrounds for each applicant.

Executive Assistant

Intercoastal Mortgage
12.2019 - 07.2020
  • Maintained a calendar of appointments, filed expense reports, composed and prepared confidential correspondence.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Facilitated drip campaign to retain generated leads.
  • Answered and screened telephone calls (15+ daily) in a courteous manner, while taking messages with a high degree of accuracy.
  • Organized and coordinated conferences and monthly meetings.

Account Manager

Vantage Global
02.2019 - 08.2019
  • Managed a team of 7 colleagues on the Comcast campaign in direct sales.
  • Worked directly with the Senior Executive to oversee territory and event planning.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Expanded sales by 30% by facilitating client satisfaction and renewing customer relations.
  • Received recognition for Top Account Manager at annual New York sales conference.
  • Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.

Education

Bachelor’s degree - Kinesiology Science

Virginia Commonwealth University
Richmond, VA
12.2017

Skills

  • Sales Pipeline Maintenance
  • Customer Needs Analysis
  • Cloud Adoption Strategy
  • Contract Renewal Strategy
  • Relationship Management
  • Business-Technology Alignment
  • Opprtunity Identification
  • Value Communication
  • Strategic Account Management
  • Event Planning and Coordination

Timeline

Client Engagement Manager

WashingtonExec
01.2024 - Current

Inside Sales Representative

Zumigo
11.2022 - 01.2024

Loan Partner

CrossCountry Mortgage
02.2022 - 10.2022

Junior Processor

CrossCountry Mortgage
08.2020 - 03.2022

Executive Assistant

Intercoastal Mortgage
12.2019 - 07.2020

Account Manager

Vantage Global
02.2019 - 08.2019

Bachelor’s degree - Kinesiology Science

Virginia Commonwealth University

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Jennifer Choi