➤ Managing continuous sales growth of small business and large corporate clients, growing clientele by 1,400% within five years, leading all facets of business ownership including day-to-day operations, client management, and problem resolution.
➤ Formulating a comprehensive business plan complete with clear and actionable sales goals and vision, turning a $10K investment into a high-volume business operation with more than $150K in annual revenue.
➤ Leading the day-to-day operations, supervising 4 direct reports including 1 business development specialist and 1 office manager, generating steady business growth of 35% annually.
➤ Filling a broad range of roles including marketing, new business development, existing account management, operations, accounting, and vendor acquisition/management to ensure business needs are met.
➤ Analyzing market trends and industry developments to set marking objectives and sales goals, identifying, developing, and evaluating marketing strategies including developing key sales strategies to develop strategic offerings.
➤ Leading marketing efforts to increase overall sales while expanding market share to increase return on investment and meet profit-loss projections, adjusting business projections and forecasting to meet changing demands.
➤ Analyzing expense transactions and preparing expense reports to manage accounting operations, accounting close, account reporting, and reconciliations including payroll, annual bonuses, annual reporting, and investment management.
➤ Monitoring financial statements and tax records, correcting any discrepancies as well as preparing detailed tax documentation to submit monthly and quarterly federal payments and to provide to accountants for annual tax filings.
➤ Determining staffing requirements to meet business needs, recruiting, screening, interviewing, and hiring staff for all positions, training employees in essential job functions.
Deposit Account Analyst
➤ Served on a Virtual Back Office Solutions team to provide services that allowed customers to realize increased operational efficiencies, improved speed to market, and improved customer satisfaction in a cost-effective manner.
➤ Provided administrative processes support for all back-office tasks such as client support processing, researching customer deposit and loan-related questions/problems, and performing miscellaneous customer and account maintenance as defined by client specific procedures.
➤ Performed tasks to ensure compliance with workgroup and client-specific procedures to further guarantee adherence to service-level agreements including delivering customer and account maintenance per reports, client workflow solutions, postal mail, or by direct instruction from immediate supervisor.
➤ Directed all work requests from sources outside the department to immediate supervisor for consideration and approval as well as researched and resolved internal and external customer-submitted and client-submitted account questions or problems outside normal daily procedures.
➤ Performed quality checks on employees' work and worked independently on problem tickets within the client problem ticket solution platform while maintaining confidentiality and carrying out assignments that are sensitive in nature.
➤ Hired, trained, and mentored a staff of 8 employees and tradesmen, providing leadership and team building while overseeing human resource policies to meet state and federal laws and regulations including wage reporting.
➤ Created business and marketing plans to maximize revenue, developing production strategies, sales forecasts, and budgets, supporting sales efforts through creating advertising, pursuing direct sales, industry networking, and developing key client relationships.
➤ Coordinated and oversaw all work on site, placing orders for materials, overseeing responsibility for equipment or other resources on site as well as ensuring adherence to schedules and budgets while meeting all project specifications.
➤ Managed all accounting and required financial reporting duties including creating and reviewing P&L statements, analyzing sales reports as well as adjusting sales activities or expenses to meet budgets and ensure profitability.
➤ Negotiated and wrote purchase orders and subcontracts, reconciling all terms with bid proposals, contracts, or specifications while reporting any specification or contract discrepancies to sales and project managers.
Teller Services Supervisor
➤ Interacted with customers and fulfilled their financial needs, managing day-to-day personal and business banking procedures and transactions including the handling of cash interactions with customers.
➤ Supervised the productivity of 11 employees to maintain business operations, and enforcing company policies and procedures while overseeing employee scheduling, training and retention.
➤ Ensured adherence to bank policies and procedures, maintained control of the vault, and performed teller duties as needed as well as monitored, counseled, and trained employees to manage progress and increase productivity.
➤ Resolved customer disputes, provided resolutions to conflicts and maintained customer relations, assisting staff with difficult customer transactions and actively participated in community events.
➤ Product sales through customer service
➤ Creating Local Store Marketing
➤ Customer problem and dispute resolution
➤ Enforcement of Company policies and procedures
➤ Monitoring and counseling with regard to employee progress
➤ Schedule development
➤ Recruiting, training and retention
Certified Science-Based Sales® Development Rep
➤ Certified in Science-Based Sales®
This process covers the following parts of the sales development process.
➤ Prospection to generate high quantity & quality of sales leads.
➤ Qualification to ensure alignment between buyer and seller.
➤ Discovery to dive deep into goals, challenges, and solutions.
➤ Advisory to uncover value/insight, create urgency, remove barriers, and close deals if there is a mutual fit between the buyer and seller.
➤ Science-Based Sales® messaging for calls, meetings/demo calls, social media, and emails.
➤ Trained on 20+ CRMs, lead generation, sales automation, and productivity tools.
➤ CRMs - Salesforce, Hubspot, Close.io, Base CRM
➤ Lead Gen - LinkedIn, DiscoverOrg, Zoominfo, Crunchbase, Angel, Hunter, Interseller, Prospect.io
➤ Automation - Outreach, Interseller, Apollo, Salesloft
➤ Productivity - Calendly, Zoom, Slack, Intercom, Join.me, GoToMeeting, Hubspot Sales Pro