RP

Rupinder Pilkington

Customer Success Manager , Quota at ThoughtExchange

Rupinder Pilkington has a diverse work experience spanning over several years. Rupinder began their career as an Independent Sales Representative at Sea to Sky Marketing in 2004, where they consistently exceeded sales quotas and targets. Rupinder'ssuccess led to their running their own team and guiding them to achieve their sales targets.

In 2005, Rupinder joined CIBC as a Financial Representative, where they demonstrated exceptional sales and client relationship management skills. Rupinder consistently exceeded targets and quotas given to their by management, showcasing their proficiency in small business banking, lending, investments, and sales leadership. Rupinder later transitioned to the role of Financial Service Associate, where they provided operations and sales support to a Financial Advisor, receiving accolades such as the Award of Excellence, Q4 Achievers, and customer service awards. Rupinder then became a Client Service Manager, managing a team of 13 associates across five branches and helping lead the advisory team in Wealth Management, implementing successful processes to increase sales and meet quotas.

In 2015, Rupinder joined Coast Capital Savings, where they held various roles and responsibilities within retail and small business banking and financial services. Rupinder excelled as a Change Management Leader and Coach, providing sales and customer service leadership and behavior-based coaching. Rupinder delivered short and long-term financial plans for retail sales, maximizing financial performance through informed business decisions. Rupinder also organized community volunteer and relationship events, demonstrating their abilities in strategy planning, operational efficiency, and CRM training. Rupinder was actively involved in enterprise-wide programs and initiatives, serving as a Communication Lead for Diversity and Inclusion and a member of the Business Women Network and RWM National Expansion Team.

Currently, Rupinder is a Sales Enablement Specialist at ThoughtExchange, a role they assumed in 2022.

Rupinder Pilkington's education history includes a degree in Psychology from the University of the Fraser Valley, which was obtained between the years 2003 and 2007. They also pursued a degree in Criminal Psychology from the same university, though the start and end years are not specified. Additionally, Rupinder has obtained several certifications, including the Arise Leadership Accelerator from Arise Leadership in March 2023, Competitive Intelligence from Udemy in November 2022, Positioning and Messaging Fundamentals certificate from Udemy in January 2022, Product Marketing Fundamentals certificate from Udemy in January 2022, Product Marketing for Technology Companies certificate from Udemy in January 2022, Mutual Funds Certification-IFIC (institution not specified), Product Marketing Manager Certificate from Udemy (no date provided), and Sales Enablement Fundamentals certificate from Udemy (no date provided).

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