Open to opportunities

Joellen DS Hart

@joellen-ds-hart

Message

Sales and Financial Operations Professional

Canada

Message

What I'm looking for

I am seeking to work for a dynamic company that values growth, fosters a positive work environment, and flexibility. I’m particularly excited by small, early-stage companies where I can get my start, contribute across functions, and grow with the organization as it scales.

I'm a sales and operations professional who combines a passion for connecting with others with helping clients and teams find the best outcomes. Starting in high-volume sales environments, I learned how to listen deeply, prioritize opportunities, and guide people toward the right solutions. That foundation carried me into financial operations, where accuracy, collaboration, and thoughtful problem-solving make all the difference.

What motivates me most is helping others - whether it’s a client finding the right path for them or a team discovering a better way to work. I’m eager to bring that mindset to roles in tech sales, customer success, or account management.

Experience

Work history, roles, and key accomplishments

Current

Disbursement Associate

Current

Foresters Financial

May 2022 - Present (3 years 9 months)

Overseeing complex financial disbursements using accounting systems for claims, transfers, and surrenders. Reviewing legal and financial documents to validate requests. Consistently exceeded SLAs through cross-functional collaboration, drove process improvements and training resources, and achieved top performance ratings, improving to 100%+ across all metrics.

Accounting Systems Process Improvement Stakeholder Management Account Management Compliance Management Process Optimization SLA Management Cross Functional Collaboration Legal Document Review Financial Operations Financial Reporting

Direct Sales

Bell Canada Inc. (Virgin Plus)

Nov 2017 - May 2022 (4 years 6 months)

Managed full-cycle sales in a high-volume, short-cycle environment, from prospecting to close. Drove pipeline growth through warm outbound, referrals, renewals, upselling and cross-selling. Prioritized high-intent leads, handled objections, re-engaged prospects, built lasting customer relationships, and ensured compliance with credit, identity, and fraud requirements.

Customer Service Sales Cycle Management Lead Generation Product Demonstrations Inventory Management Sales Customer Experience Cross Selling Upselling Merchandising Lead Qualification Prospecting Account Management Objection Handling Contract Negotiation Sales Process Needs Analysis Follow Up Skills

Retail Sales Associate

Express

Nov 2016 - May 2017 (6 months)

Delivered personalized, high-touch customer service through styling advice and trend-driven recommendations. Processed POS transactions accurately, including payments and returns, while supporting merchandising and product launches. Maintained a clean, organized, and compliant store environment across all customer-facing and back-of-house areas.

Customer Service Sales Product Knowledge Merchandising Consultative Selling Needs Analysis

Sales Representative

The Source

Sep 2014 - Nov 2015 (1 year 2 months)

Engaged customers using a consultative approach to position Virgin Mobile and Bell Mobility solutions. Consistently exceeded sales targets through upselling, cross-selling, and closing deals. Built strong client relationships by providing technical guidance and a seamless experience that drove retention and referrals.