BLAKE DANNATT
Wheaton
Summary
Dynamic Account Manager with a proven track record at Paylocity, excelling in client account management and strategic planning. Leveraged CRM expertise to enhance customer satisfaction and retention. Demonstrated effective communication and teamwork, driving business process optimization. Successfully identified service improvement opportunities, boosting client engagement by 20%. Passionate about delivering exceptional results.
Overview
7
7
years of professional experience
Work History
Account Manager
Paylocity
Schaumburg
08.2025 - Current
- Managed client accounts to ensure satisfaction and retention.
- Analyzed client feedback to identify service improvement opportunities.
- Acted as main point of contact in matters relating to client concerns and needs.
- Maintained accurate records of all customer interactions in the CRM system.
Wealth Management Associate
Equitable Advisors
Oak Brook
02.2025 - 05.2025
- Assisted in developing comprehensive financial plans for diverse client portfolios.
- Conducted market research to identify investment opportunities and trends.
- Collaborated with team members to prepare client presentations and reports.
- Analyzed client's portfolio performance relative to benchmark indices.
Management Trainee (Internship)
Launch 513
Cincinnati
05.2024 - 08.2024
- Collaborated with departments to ensure alignment of project goals and timelines.
- Analyzed performance metrics to provide insights for process improvements.
- Supported the implementation of new systems aimed at increasing efficiency across departments.
- Learned company processes, procedures and employee role functions.
Dock Worker
Power Play Distributors
Bolingbrook
06.2022 - 08.2022
- Loading/Unloading Delivery Trucks, Completed orders for big pizza franchises.
- Followed verbal and written instructions to properly move and ship products.
- Used forklifts, hand truck, and pallet jacks to move materials on dock.
- Inspected cargo for proper packaging to meet safety and security regulations.
- Kept storage areas organized, clean, and secure to fully protect company assets.
- Loaded and unloaded materials onto and off of trucks for fast shipment.
Dining Services Employee
Brookdale Senior Living Facility
Glen Ellyn
11.2019 - 08.2022
- Food Server, bus tables, food preparation, assisted senior residents.
- Delivered quality services while maintaining a friendly and welcoming environment.
- Complied with health and safety regulations, maintaining top cleanliness and organization.
- Implemented best practices and completed training on new dishes, drinks and services to optimize guest recommendations.
- Communicated complex requests to kitchen team, playing key roles in satisfying selective clientele.
Sales Associate
Sierra
Wheaton
11.2018 - 02.2019
- Evaluation of inventory, maintained organized, assisting customers with purchases.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Managed returns, exchanges and refunds in accordance with store policy.
- Solved customer challenges by offering relevant products and services.
Education
Bachelor of Science - Business Management Major, Marketing Minor
University of Dayton
Dayton, OH12.2024
Skills
- Client account management
- Strategic planning
- Data analysis
- Effective communication
- Time management
- Accounts payable/receivable
- Customer relationship management (CRM)
- Teamwork and collaboration
- Business process optimization
- Sales expertise
Extracurricular Activities
Phi Kappa Psi Men's Fraternity - Judicial Board Member
Christmas On Campus Volunteer Member
Extracurricular Sports
Skills And Licenses
- Ill. Life Insurance License (NIPR), 03/25
- Advertising Simternship (Stukent), 11/24
- Social Media Simternship (Stukent), 11/24
Timeline
Account Manager
Paylocity
08.2025 - Current
Wealth Management Associate
Equitable Advisors
02.2025 - 05.2025
Management Trainee (Internship)
Launch 513
05.2024 - 08.2024
Dock Worker
Power Play Distributors
06.2022 - 08.2022
Dining Services Employee
Brookdale Senior Living Facility
11.2019 - 08.2022
Sales Associate
Sierra
11.2018 - 02.2019
Bachelor of Science - Business Management Major, Marketing Minor
University of Dayton