Anthony Lopez, Mba Email & Phone Number

Fort Myers, Florida, United States

Responsible for upskilling the Customer Success team, specifically in understanding Supply Chain (SC) principles and strategies.Initiated and led training sessions by bringing in three industry experts to address Life Sciences and Healthcare-based challenges, providing actionable insights on overcoming these challenges.Act as a trusted advisor to a portfolio of C-level executives, helping them drive business outcomes through Gartner’s solutions.Develop and execute strategic engagement plans to ensure client satisfaction, retention, and growth.Foster long-term relationships by providing thought leadership and leveraging data-driven insights to empower clients to achieve their organizational goals.Retained 86% of clients in 2024, with notable growth in three strategic accounts.

Hendry County, Florida, United States

Responsible for all operations of the non-profit. Collaborate on decision-making, event planning, organizational activities, and marketing outreach.Actively apply for grants and sponsorship requests to support organizational growth and community initiatives.Focus on community outreach efforts, including the establishment of a food pantry in collaboration with the VFW in LaBelle.Maintain club records and develop strong community relationships to enhance engagement and impact.Conduct SWOT analyses to evaluate potential donation opportunities and strategic partnerships.

North Fort Myers, Florida, United States

Leveraged Gainsight CRM to manage an Enterprise book of business and collaborate with Chief Information Security Officers and their teams to maximize return on investment.Utilized Looker, Salesforce, and G-Suite to analyze data and trends, supporting 10 Executive Business Reviews to measure program performance against business objectives and identify areas of opportunity.Led 6 internal Quarterly Business Reviews, highlighting wins, areas of opportunity, and strategic initiatives ("magic wands").Achieved Net Revenue Retention of 113%, with 100% renewals for 2022 and 2023.

• Led a team of 9 direct reports, conducting performance reviews and providing career development recommendations, resulting in the promotion of 1 individual and the transition of another to a better-fit role.Utilized PowerBI and Excel to analyze team performance data on a weekly basis and presented insights during 2 internal Quarterly Business Reviews to the global leadership team.Developed a team strategy to improve relationships with the most challenging clients, leading to a 25% improvement rate among those clients.Achieved the #1 team ranking for Review and Plan meetings, with an average completion rate of 92% for consultations.

Fort Myers, Florida

Maintained strong relationships with 25 Chief Supply Chain Officers and their teams from retail, CPG, and healthcare companies.Collaborated with major Retailer on their network strategy, including RFP proposals and contract reviews, resulting in $2M in savings.Led 50 Executive Business Reviews, providing strategic insights and counsel to drive client success.Spearheaded the team's initiative for managing the most challenging clients, leading to a 5% reduction in the list of difficult accounts.Achieved 91% retention for 2020 and maintained 100% retention for 2021.Recognized in 2019 as part of the Top 10% Globally and awarded the Rising Leader Award.

Managed relationships with 135 Supply Chain leaders, ranging from senior C-level executives to junior professionals, in retail, CPG, and automotive companies.Led the Analyst Consultation Initiative as Project Manager, aiming for 60% of clients to engage in deep-dive conversations with a subject matter expert monthly; achieved a 65% completion rate as a team in Q1.Maintained a 100% Client Retention Rate.

Fort Myers, Florida

Conducted 25 retention and bright spot analyses with Executive Supply Chain clients, providing insights into performance and tracking client success goals.Developed a new system to connect with 135 clients monthly, optimizing review and plan metrics.Achieved a 90% Client Retention Rate.Awarded "Top 10%" for service within Supply Chain and ranked number 1 globally.

Fort Myers, Florida Area

Leveraged Salesforce CRM to manage a portfolio of commercial and consumer relationships, acting as a trusted advisor by fully understanding client needs.Accountable for cross-selling financial products, driving profitability, and ensuring client satisfaction.Built credibility and demonstrated expertise in conversations with a variety of client contacts, including business owners, Treasurers, Chief Financial Officers, and Chief Executive Officers, addressing both personal and professional financial goals.Ranked Number 2 Globally in Q4 of 2016.

Lehigh Acres, Florida

Actively engage clients to inquire about their financial lives identifying opportunities while effectively satisfying their transaction in a timely manner. Maintained and exceeded a 5% referral rate at 7% on a weekly basis.

Estero, Fl

Continuously drove a 30% conversion rate on all inbound traffic.Managed all store operations, including returns, exchanges, and damages.First manager to backstock all product and eliminate inventory obsolescence, resulting in increased profitability and a reduction in on-hand inventory.

Fort Myers, Fl

Coached a team responsible for inventory levels, inbound and outbound logistics, replenishment, inventory management, shipping and receiving, returns, and price management.Achieved #1 in-stocks team ranking in 2012.

Master'S Degree, Supply Chain Management

Master Of Business Administration (Mba), Business Administration And Management, General

Bachelor, Sociology