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# David Smith

**Headline:** Customer Success \| Account Management \| 80\+ Account Portfolio \| Retention & Adoption Focus
**Profession:** Sales Account Manager
**Location:** Fairmont, West Virginia, United States

## About

David Smith is a Sales Account Manager at Keurig Dr Pepper Inc\. who manages an 80\+ account retail portfolio in a high\-volume territory\. He also works as a Customer Service Representative at IBEX Frontier, handling inbound billing, retention, service, and sales calls\. David’s strengths are account retention, account health, customer success, consultative selling, proactive risk management, and disciplined execution across competing priorities\. At Keurig Dr Pepper, he owns day\-to\-day account performance across multiple stakeholders, identifies risk signals, resolves issues with internal teams, and supports sustained product and program adoption\. He manages a portfolio spanning 20\+ beverage brands, builds relationships with store managers and decision\-makers, and uses CRM tools to track activity and follow up\. David has also taken direct action to protect customer relationships, including personally delivering product to save a customer, turning churn risk into trust, and winning Walmart display space through strategic insight\. He holds an associate degree in Business Administration and Management from Pierpont Community and Technical College and is strengthening his Excel, Power BI, and SQL capabilities\. David is pursuing Customer Success opportunities in SaaS, with an emphasis on adoption, retention, scalable outcomes, and larger strategic accounts\.

## Services

- Sales Territory Management
- Territory Account Management
- Merchant Accounts
- CRM Software
- CRM Integration
- Business Management
- Reporting Tool
- Customer Retention
- Customer Interaction Management
- Account Sales Strategies
- Customer Service
- Promotional Merchandise
- Branding
- DART Sales Manager
- Shipping & Receiving
- Customer Issue Management
- Account Management
- Customer Success
- Marketing Support
- Reporting Systems
- Regional Marketing
- Customer Relationship Management \(CRM\)
- Store Management
- Sales Analysis
- Consultative Selling
- Business\-to\-Business \(B2B\)
- New Product Rollout
- Account Portfolio Management
- Certified Management Accountant \(CMA\)
- Merchandising

## Highlights

- Manages an 80\+ account retail portfolio in a high\-volume Keurig Dr Pepper territory\.
- Manages accounts across 20\+ beverage brands within a defined territory\.
- Owns the complete commercial process for account growth without handoffs\.
- Drives account expansion through strategic opportunity identification and execution\.
- Owns day\-to\-day account performance across multiple stakeholders, with responsibility for retention, account health, and execution consistency\.
- Proactively identifies account\-risk signals and works cross\-functionally to prevent churn, maintain engagement, and support sustained product and program adoption\.
- Builds relationships with store managers and decision\-makers across assigned accounts\.
- Uses DSDmyday and Insight Tool CRM systems to track activity, document visits, and manage follow\-ups\.
- Supports retail product rollouts and execution changes\.
- Identifies and resolves inventory gaps, execution inconsistencies, and operational concerns\.
- Personally delivered product to save a customer relationship\.
- Turned a churn risk into trust through proactive problem\-solving and relationship building\.
- Won Walmart display space through strategic insight\.
- Handles high\-volume inbound billing, retention, service, and sales calls at IBEX Frontier\.
- Resolves customer issues while maintaining satisfaction and reducing cancellations at IBEX Frontier\.
- Uses CRM systems at IBEX Frontier to document customer interactions and maintain account continuity\.
- Uses sales data to identify trends, evaluate performance, and uncover opportunities for account growth\.
- Is strengthening Excel, Power BI, and SQL skills for more data\-driven customer and business decisions\.
- Earned an Associate's Degree in Business Administration and Management, General, from Pierpont Community and Technical College\.

## Experience

- **Sales Account Manager at Keurig Dr Pepper Inc\.** (2020\-08\-01–present) — Managed 80\+ accounts in a high\-volume territory, responsible for retention, account health, and execution consistency across a complex portfolio\. Owned day\-to\-day account performance across multiple stakeholders, ensuring consistent execution, issue resolution, and long\-term account stability\. Proactively identified risk signals and worked cross\-functionally to prevent churn, maintain account engagement, and ensure sustained product and program adoption across assigned accounts\. Partnered with internal teams to align execution, resolve account issues, and maintain operational consistency in a fast\-paced environment with competing priorities\. Developed strong discipline in managing large\-scale portfolios, prioritizing high\-impact accounts, and maintaining consistent customer outcomes under time\-sensitive conditions\.
- **Customer Service Representative at IBEX Frontier** — · Handled high\-volume inbound calls involving billing, retention, service, and sales\. · Resolved customer issues while maintaining satisfaction and reducing cancellations\. · Used CRM systems to document interactions and maintain account continuity\.
- **Sales Manager at Keurig Dr Pepper Inc\.** — Manage an 80\+ account portfolio across 20\+ beverage brands within a defined territory\. Build and maintain relationships with store managers and decision\-makers across assigned accounts\. Use CRM systems \(DSDmyday, Insight Tool\) to track account activity, document visits, and manage follow\-ups\. Support product rollouts and execution changes across retail accounts\. Identify and resolve account issues including inventory gaps, execution inconsistencies, and operational concerns\. Coordinate with internal teams to resolve account issues and maintain consistent execution\.

## Education

- Associate's Degree, Business Administration and Management, General — Pierpont Community and Technical College (2024\-01\-01–2025\-12\-01)

## FAQ

### What does David do?

David is a Sales Account Manager at Keurig Dr Pepper Inc\. He manages account growth, retention, account health, execution consistency, and customer outcomes across a high\-volume retail territory\.

### What is the scope of David's account portfolio?

David manages an 80\+ account portfolio across 20\+ beverage brands within a defined territory\. He prioritizes high\-impact accounts while maintaining account stability and consistent execution across competing priorities\.

### How does David approach account growth?

David owns the complete commercial process for account growth without handoffs\. He identifies strategic opportunities, executes account\-expansion efforts, and works to improve business results\.

### How does David support retention and customer success?

David focuses on proactive account health monitoring, early identification of risk signals, issue resolution, relationship building, and engagement to prevent churn\. He is especially interested in customer\-success environments where adoption and workflow usage are central to retention\.

### What did David accomplish at Keurig Dr Pepper?

David owns day\-to\-day account performance across multiple stakeholders\. He partners with internal teams to align execution, resolve account issues, and maintain operational consistency in a fast\-paced environment\.

### How does David manage retail account relationships?

David builds and maintains relationships with store managers and other decision\-makers\. He supports product rollouts and execution changes, and he addresses inventory gaps, execution inconsistencies, and operational concerns across retail accounts\.

### What systems and tools does David use?

David uses DSDmyday and Insight Tool to track account activity, document visits, and manage follow\-ups\. He also has experience with CRM software, CRM integration, customer relationship management, customer interaction management, reporting systems, reporting tools, document management systems, and document tracking\.

### What does David do at IBEX Frontier?

David works as a Customer Service Representative at IBEX Frontier\. He handles high\-volume inbound calls involving billing, retention, service, and sales resolves customer issues while maintaining satisfaction and reducing cancellations and documents interactions in CRM systems to maintain account continuity\.

### How has David protected a customer relationship?

David personally delivered product to save a customer relationship\. This reflects his willingness to take direct action to resolve account needs and protect retention\.

### How has David handled churn risk?

David has turned a churn risk into trust through proactive problem\-solving and relationship building\. His approach centers on recognizing risk early and following through on account needs\.

### What strategic retail opportunity has David won?

David won Walmart display space through strategic insight\. The accomplishment reflects his ability to identify opportunities and execute within retail accounts\.

### How does David approach customer transitions?

David has demonstrated respect in a thoughtful transition, reflecting his attention to customer relationships and account continuity during change\.

### What roles is David seeking?

David is pursuing Customer Success roles in SaaS environments\. He is particularly interested in work that combines adoption, retention, workflow usage, proactive risk management, consultative selling, relationship management, business analysis, and scalable customer outcomes\.

### What is David's career goal?

David’s career goal is to manage larger strategic accounts with responsibility for retention and expansion\.

### What is David's education?

David holds an Associate's Degree in Business Administration and Management, General, from Pierpont Community and Technical College\. His LinkedIn education record lists the degree in 2025\.

### How does David use data and analytics?

David is continuing to strengthen his skills in Excel, Power BI, and SQL to bring a more data\-driven approach to customer and business decisions\. He also uses sales data to identify trends, evaluate performance, and uncover growth opportunities\.

### What sales and operational capabilities does David bring?

David’s experience includes sales territory management, territory account management, merchant accounts, account sales strategies, account portfolio management, sales analysis, sales territory execution, and business\-to\-business selling\. He also has experience in business management, store management, merchandising, shipping and receiving, and new\-product rollout\.

### What additional professional skills are listed for David?

David’s customer\-facing capabilities include customer retention, customer service, customer issue management, issue resolution management, consultative selling, internal and external communications, and account management\. His listed capabilities also include marketing support, regional marketing, marketing communications, promotional merchandise, branding, Microsoft Office, Microsoft PowerPoint, Microsoft Insights, DART Sales Manager, and Certified Management Accountant \(CMA\)\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/david\-smith\-b15735403

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