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Skills

  • Budgets
  • Scheduling understanding
  • Customer relations
  • Procedure marketing
  • Marketing understanding
  • Retention strategies
  • Vendor relationship management
  • Key account management
  • Account servicing
  • Staff training

Work Experiences

  • Created and used program reports to assist leadership in making key decisions and exceeding operational goals.
  • Met with current and potential customers to assess their needs and make recommendations for the best initiative solutions.
  • Achieved record-breaking numbers in Q1 sales by focusing on direct engagement with key regional accounts.
  • Achieved 22% year-over-year sales growth.
  • Achieved results in several months.
  • Achieved savings over the past three years.
  • Built strong relationships with top-tier distributors.
  • Achieved Employee of the Year for best-regional sales team.
  • Achieved record-breaking Q1 sales.
  • Aimed at improving product knowledge.

Summaries

  • Dedicated to providing excellent customer service and maintaining customer relationships.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the process business.
  • Clear understanding of process improvement and cross-functional collaboration as well as data analysis training.
  • Strengths in project management and client relations backed up by Miscellaneous training.
  • Accomplished Senior Regional Wholesaler.
  • Senior Regional Wholesaler with 16 years of successful budget management and quality assurance experience.
  • Dedicated, articulate, and tenacious sales professional with a track record of exceeding goals through the use of strategy and advanced people skills.
  • Recognized for using ingenuity and creativity to meet and exceed sales, revenue, and profit targets.
  • Highly skilled at hiring, training, managing, coaching, and mentoring sales and customer service representatives, as well as interacting with employees at all levels of the organization and the general public.
  • Detail-oriented with a knack for streamlining sales processes to boost profits.

Accomplishments

  • Initiated strategic partnerships with local distributors, securing contracts worth over $5 annually and expanding market penetration.
  • Provided personalized account management to increase customer satisfaction by 58%, helping to reduce churn rate by 48%.
  • Worked alongside marketing to create targeted outreach strategies, contributing to a 69% increase in engagement for Salesforce.
  • Exceeded sales goals by 70% for 2021, using tailored sales approaches for regional wholesalers and leveraging local market insights.
  • Sustained 48% performance to sales target during periods of regional economic uncertainty by identifying market niches and leveraging client relationships.
  • Generated new sales leads by developing strong partnerships with local distributors and attending industry events, resulting in $17 of closed deals.
  • Developed tailored client presentations and proposals that resulted in a new business growth worth $9 over a one year.
  • Successfully managed a portfolio of 7 clients across the region, increasing account retention by 25% over three years.
  • Collaborated with team of 10 in the development of method.
  • Collaborated with cross-functional teams to streamline product delivery, reducing turnaround time by 15 days and improving overall logistics efficiency.

Affiliations

  • Freemason
  • American Medical Informatics Association
  • International Association of Administrative Professionals
  • Rotary International
  • Council of Supply Chain Management Professionals (CSCMP)
  • Institutional Sales Group (ISG) Network
  • Toastmasters
  • Global Wholesale Distribution Council (GWDC)
  • Association of Information Technology Professionals
  • Investment Management Consultants Association (IMCA)

Certifications

  • Advanced Certificate in Competitive Marketing Strategy by Cornell University 2020
  • SHRM Certified Professional (SHRM-CP)
  • Certified Investment Management Analyst (CIMA) by Investments & Wealth Institute
  • Certified Data-Driven Marketing Specialist – American Marketing Association
  • Certified Public Accountant
  • Microsoft Certified Systems Engineer (MCSE)
  • NASD Series 6 License – Securities Industry Essentials (SIE) 2021
  • Certified Social Media Marketing Professional by Hootsuite 2022
  • First Aid/CPR Certified
  • Certified Advanced Negotiation Tactics in Sales by LinkedIn Learning 2015

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