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Skills

  • Review of contracts
  • Comparable company analysis
  • Stakeholder management
  • Digital media understanding
  • Merger and acquisition financing expert
  • Multi-Task Management
  • Executive-level presentations
  • Account management
  • Analytical problem solver
  • Inventory management background

Work Experiences

  • Communicated with customers, management, and the sales team to better understand their needs and make recommendations.
  • Was in charge of overseeing and evaluating the activities of 6 external investment advisors.
  • Met with National Business Development Managers one-on-one to identify selling roadblocks and provided advice, including performance reporting, on how to best address them.
  • Was given a regional branch recognition award for increasing sales by 11%.
  • Researched competitor products, services, and trends to target prospects in other territories.
  • Organized promotional events and interacted with the community to increase sales volume.
  • Built strong relationships with coworkers, lowering turnover by 6% in two years.
  • Negotiated contracts worth up to $12 in the amount of 13.
  • Met established KPIs for the company, regional team, and individual performance through teamwork and customer focus.
  • Performed audits for financial services clients such as banks and asset management firms.

Summaries

  • Customer loyalty is increased by effectively resolving problems and processing transactions quickly.
  • Administrator, leader, and project manager of the highest caliber.
  • Customer acquisition and relationship-building skills.
  • Desire a career-oriented position at Ironclad Systems that focuses on quality assurance transformation.
  • National Business Development Manager is a multi-talented National Business Development Manager who is consistently rewarded for planning and operational improvements.
  • Banking professional with 13 years of experience providing sophisticated money managers with value-added risk management solutions.
  • Skilled in project management and capable of streamlining daily activities to increase productivity and sales.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • National Business Development Manager with 5 years of successful quality assurance and budget management experience.
  • Outstanding communicator who is fluent in Portuguese and knows how to deal with employees, vendors, and partners.

Accomplishments

  • Formulated and executed pricing strategies yielding a $161,000 increase in gross profit margins across key product lines in 2021.
  • Developed and managed a national territory realignment plan based on data-driven insights that increased team productivity by 40%.
  • Optimized sales operations through advanced analytics and CRM enhancements, resulting in a 28% improvement in team efficiency.
  • Generated $6 in revenue by closing strategic five-year contracts with Fortune 10 companies.
  • Optimized sales performance by designing and deploying incentive programs, resulting in a 62% rise in national revenue.
  • Collaborated with marketing and operations teams to scale business partnerships, driving a $11 increase in annual contract value.
  • Earned category Award in 2019.
  • Designed market entry strategies for the Northeast, resulting in $12 in new sales and a 33% improvement in customer acquisition.
  • Increased assets and net cash flow by 11% while minimizing outflow of assets.
  • Collaborated with team of 14 in the development of initiative.

Affiliations

  • Certified Business Development Professional (CBDP) Program
  • American Medical Informatics Association
  • Jaycees
  • Freemason
  • Rotary International
  • Growth Association of North America (GANA)
  • Partnership for 21st Century Sales Strategies
  • Sales Enablement Society (SES)
  • Association for Supply Chain Management (APICS)
  • Association for Strategic Planning (ASP)

Certifications

  • Certified Sales and Marketing Executive (CSME) - metric
  • Project Management Professional (PMP) - Project Management Institute
  • CompTIA Network+
  • Customer Success Manager Certified Professional - program
  • First Aid/CPR Certified
  • Certified Public Accountant
  • Certified Sales Operations Professional (CSOP) – AA-ISP
  • Digital Marketing Certified Associate (DMCA) - Simplilearn
  • Six Sigma Green Belt Certification - ASQ
  • SHRM Certified Professional (SHRM-CP)

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