SUMMARY:

• Dynamic sales management strategist with more than 25 years record of accomplishing goals of leading companies to succeed in the highly competitive markets.
• Accomplished professional with over 25 years of successful sales leadership in startup and territory expansion situations.
• Experienced in dealing directly with C - Level Executives, driving key accounts and establishing strategic partnerships in order to increase revenues.
• Excellent interpersonal skill-set, with special strength in building and sustaining effective customer and partner relations. Knowledgeable in ERP best practices and CRM applications.
• Exceptionally well organized, with a track record that demonstrates self-motivation, creativity and initiative to achieve both corporate and personal goals.

Additional areas of expertise include:

• Business Development
• Project Management
• Customer Relations
• Market & Competitive Analysis
• Strategic & Market Planning
• Professional Presentations
• Acct. & Territory Management
• Major Account Management
• Bi-Lingual (English & Spanish)
• Budgeting & Expense Control
• Solution Selling
• Mentor/Motivator

SKILLS: 

Salesforce, Goldmine Proficient in Microsoft Access, Word, Excel, PowerPoint, Outlook, Adobe Acrobat Master Suite Collection, Macromedia, Web Design Tools and Web Application Tools, Inventory Management Systems.

PROFESSIONAL EXPERIENCE:

Startup Sales Manager

Responsibilities:

• Overall revenue responsibility,
• Strategically plan for future growth of company’s database
• Direct development of sales collateral and marketing communications materials
• Managing of CRM
• Participate in mentoring and interviewing process
• Training of sales team, motivation and establish goals
• Client retention
• Conduct meetings with C-Level executives
• Research of strategic partnership in order to increase company revenue stream

Manager

Responsibilities:

• Retain, deepen and manage relationships with our small business clients.
• Conducting meeting with C-Level executives
• Responsible for generating deposit growth of over $45 million through sales, marketing promotions and referrals.
• Uncovered $12 million in financial needs including term loans, line of credit, business charge cards.
• Cross selling of all bank products (business checking accounts, credit cards, treasury products, Merrill Edge services, payroll, and merchant services) and referring back to bank center consumer accounts.
• The ability to analyze companies’ cash flow to uncover credit opportunities and charged with gathering all documentation for loan application while working closely with underwriters.
• Conducted business profiles to offer the best banking solutions while keeping both the bank and clients best interest at hand.
• Prospecting on new and existing client’s 20-40 calls daily as well maintaining 2-3 face to face meetings daily.
• Submitting of daily reports on deposit growth, daily sales.
• Participated in mentoring and assisted in the interviewing process for additional Small Business Bankers.

AVP Business Consultant

Responsibilities:

• Conduct meetings with C-Level executives
• Managed the states of New Jersey, Delaware, and Pennsylvania
• Negotiated and secured deals, maintained existing accounts and acquired new account business
• Developed leads and maintain a viable network of business contacts and prospective clients to consistently meet assigned sales quotas
• Ascertained client needs and cost parameters; formulated appropriate products packages; made effectives sales presentations
• Tracked comparative credit cards rates and programs offered from competitive banks and processors
• Maintained a customer database
• Analyzed statements from other competitors and closing deals
• Processed and tracked customer applications, troubleshot customer problems and ensured total client satisfaction
• Exhibited products at trade shows and attend trade shows to review competitors’ products

Regional Client Manager

Responsibilities:

• Manage a portfolio of 1,000 clients
• Manage a territory of early tenure, high potential and high spending clients
• Identifying new spend opportunities and driving spend onto the Open American Express Card
• Conducting meetings with C-Level executives
• Our success is measured on the volume of closed spend opportunities, and the creation and retention of high spending clients
• In 2014, responsible in closing spend opportunities of $32 Million in new closed spend

President/CEO

Responsibilities:

• Evaluate potential project opportunities expanded our customer base through cold calling, trade shows and seminars.
• Managed 6 territory managers and customer service representatives
• Manage corporate accounts including new business development, account management, and forecasting.
• Monitor, track and evaluate sales data to ensure satisfaction of sales objectives
• Train, motivate, and evaluate the sales team on product and selling strategies
• Define and initiate sales programs and assigned Territory Managers to manage cost, schedule, and performance of programs, while working to ensure the ultimate success of the program
• Sourced vendor relations to ensure product availability and to reduce costs of materials overhead
• Involved with execution of online marketing initiatives resulting in better visibility for the company
• Direct development of sales collateral and marketing communications materials
• Develop and execute product marketing strategies to help grow sales of existing products and support the launch of new products and programs
• Develop and help execute action plans for increased market share and profitability
• Lead high-visibility projects across functional and product teams.
• Drafted and submitted budget proposals and recommended subsequent budget changes where necessary
• Proactively manage changes in project scope, identified potential crises and devised contingency plans.

District Sales Manager

Responsibilities:

• Responsible for the development of the first outside sales department on the East Coast for First American
• Created and implementing the compensation plan for sale representatives
• Trained, motivated, and evaluated the sales team on products and selling strategies
• Assisted sales agents with cost analysis reports
• Demonstrated strong client needs assessment skills through illustration of product performance and
• cost - effective benefits designed to meet consumer preferences and budget limitations
• Directed development of sales collateral and marketing communications materials
• Coordinated scheduling and developed outside strategic partners
• Built networking groups in the Tri-State Area
• Created the company s first Lead Generating Department
• Coordinated scheduling and developed outside strategic partners
• Prepared business performance reports for senior management review
• Created the company s first Lead Generating Department
• Established strong business relationships through provision of quality service and client referrals
• Sourced vendor relations to ensure product availability and to reduce costs of materials overhead

Account Executive

Responsibilities:

• Conduct meetings with C-Level executives
• Managed the states of New Jersey and Delaware
• Negotiated and secured deals, maintained existing accounts and acquired new account business
• Developed leads and maintain a viable network of business contacts and prospective clients to consistently meet assigned sales quotas
• Ascertained client needs and cost parameters; formulated appropriate products packages; made effectives sales presentations
• Tracked comparative credit cards rates and programs offered from competitive banks and processors
• Maintained a customer database
• Analyzed statements from other competitors and closing deals
• Processed and tracked customers applications, troubleshot customer problems and ensured total client satisfaction
• Exhibited products at trade shows and attend trade shows to review competitors’ products

Account Executive

Responsibilities:

• Managed six counties in Southern New Jersey
• Generated over 900 new accounts in 3 years (meetings with C - Level executives, cold calling, COI s, and Bank Referrals)
• #1 Salesperson in Cold Call Accounts
• #1 Salesperson in Gift Card Accounts
• Motivated and trained new employees
• Set-up terminals
• Successfully established new accounts in territory
• Analyzed statements, POS equipment
• Processed and tracked customers applications; troubleshot customer problems and ensured total client satisfaction
• Maintained a customer database
• Analyzed statements from other competitors and closing deals