Teams at PlanITROI

Lead client-facing operations for assigned accounts: manage high-volume client communications, onboarding, portal demos, logistics coordination, operations liaison, data review and settlement reconciliation, generate quotes and strategic reports, run operational calls and QBRs, identify upsell opportunities, and ensure retention through proactive problem-solving and follow-through.

Hunt and close new enterprise accounts for IT Asset Disposition and lifecycle services by building executive relationships, managing complex sales cycles, delivering executive presentations, responding to RFPs, and collaborating cross-functionally to exceed revenue targets.