Carter Spellman
About Carter Spellman
Carter Spellman is an Account Manager at Notified in New York, specializing in relationship building and solution-oriented selling. With experience managing a diverse client portfolio, he focuses on increasing sales opportunities while minimizing client turnover.
Work at Notified
Carter Spellman has been serving as an Account Manager at Notified since 2021. In this role, he manages a portfolio of over 100 clients, focusing on optimizing sales strategies. His responsibilities include increasing upsell and cross-sell opportunities while actively working to reduce client churn. Spellman employs multi-channel sales strategies to introduce and integrate new products into client solutions, demonstrating a commitment to understanding customer goals and identifying their needs.
Previous Experience at Fidelity Investments
Before joining Notified, Carter Spellman worked at Fidelity Investments as a Brokerage Associate from 2015 to 2018. During his three years at Fidelity, he gained valuable experience in the financial services sector, which contributed to his skills in building relationships with multiple stakeholders. This background has equipped him with insights into client management and sales optimization.
Education and Expertise
Carter Spellman studied at the University at Albany, SUNY, from 2011 to 2015, where he developed foundational knowledge relevant to his career in sales and account management. His expertise lies in solution-oriented selling, which involves understanding customer goals and identifying needs and gaps. This educational background supports his ability to drive sales and enhance client relationships.
Sales Strategies and Client Management
Carter Spellman specializes in utilizing multi-channel sales strategies to enhance client solutions. He has a proven track record of driving sales through a deep understanding of scale, monetization, and product synergy across various industries. His approach focuses on building strong relationships with both internal and external stakeholders, which is essential for optimizing sales strategies and achieving business objectives.