Bill Roberts-Ross Mba Email & Phone Number

Financial Advisor providing tailored financial solutions for individuals, families, and businesses. Focused on helping you achieve financial goals, secure your legacy, and make a lasting impact on your family, community, and future.

• Integral part of the Senior Management Team collaborating with all departments to develop a business strategy to motivate and inspire changes to expand the future business. • Oversight of all sales functions including sales team management, strategic customer relations with B2B customers, B2C sales development, OEM sales, customer service, and warranty/repair departments.• Responsible for relationship building, contract negotiations, and conflict resolution with supplier vendors.• Accountable for the expansion of new 3PLs, planning, and forecasting of inventory across 4 international marketplaces. • Responsible for NetSuite ERP/CRM/WMS implementation, training, and support across the company.

• Responsible for all global operations and sales strategy expansion, multi-channel distribution, pricing strategies, and product innovations.• Contributor to the strategic business planning for brand integrity and development• Managed all key sales functions including sales management, sales operations, dealer and distributor services, aftermarket and OEM sales, customer service, and warranty/repair departments.• Acquired 10 new international distributor partnerships growing profits by 30%. • Accountable for the planning and forecasting of inventory for US warehouse operations and 3PL administration in 2 foreign countries.• Responsible for NetSuite ERP/CRM/WMS implementation, training, and support across the company.

Petaluma, Ca, Us

• Manage 35 key accounts averaging $30 million per year, with an average per account spend of $800,000.• Host bi-annual product presentation line reviews with key account buyers to build assortments for new products and carry-over products during national tradeshows and corporate in-house showroom visits.• Manage all new account setups including reviewing all routing and vendor guides, vendor agreements, and warehouse management processes. • Develop sales programs with executive sales team, accounts buying team, and sales representatives.• Provide 20 outside sales representatives in office support to achieve sales goals of 15% growth. • Analyze and facilitate the approval of custom projects, special sales programs, and special makeup (SMU) orders.• Develop and implement efficient procedures and processes within the Oracle ERP system, ensuring all B2B portals represent accurate price lists and universal minimum advertise price policies and breaks. • Responsible for daily relationship management; on-time delivery of orders ensuring compliance at every step of the supply chain including EDI compliance, value-added services, and routing.• Analyze account bookings and sales trends on a weekly, monthly, and year-to-date basis to accurately forecast, purchase planning, and analyze sales through trends during promotional periods.

Igualada, Barcelona, Es

• Managed accounts for 13 key accounts, over 1,000 independent retailers, and 18 international distributors• Maintained corporate showroom, managed samples and returns, and worked with executive team, sales representatives, and account stakeholders to develop sales programs and bi-annual sales meetings• Responsible for daily relationship management; on-time delivery of orders ensuring compliance at every step of the supply chain including; EDI compliance, value added services, and routing• Accountable for forecast scheduling, new assortment planograms, and current inventory management • Managed execution of sales meetings and seven annual tradeshows including; setup, scheduling, samples, transportation, line reviews, and consistently averaged 10 new accounts per tradeshow• Managed price lists, training, and developed procedures to optimize efficiency within NetSuite ERP system

• Managed a team of 25 people (employees and volunteers) including hiring, training, annual performance evaluations, and recommended merit based compensation increases• Managed $125,000 annual budget for Community Program Department and lead annual fundraising campaign for Youth Childcare Programs over $50,000 through various fundraising campaigns

• Manager of all youth sports activities for ages 3-17 years• Coordinator of 6 major sports programs that include, marketing, hiring, training, evaluations, fundraising, budgeting, vision and oversight of the programs.

• Communicate policies and rules set, and resolve conflicts• Process paperwork for new tenants, including key & parking lot assignment• Assist with marketing activities

• In charge of staff planning and scheduling, maintenance scheduling, and day to day operation-• Analyzing and evaluating safe procedures, implementing new policies and procedures, and conduct staff trainings

• In charge of organizing and promoting rafting trips in the community• Qualified Class 5 – White Water Rafting Guide, CPR and First Aid certified

• Coached a 50 student competitive team.• Instructor of 4-6 classes weekly of children and adult age groups.• Achieved the rank of 2nd Degree Black Belt in Jodan Karate and Black Belt in American Kickboxing

Master Of Business Administration (Mba), Leadership

Bachelor Of Business Administration, Concentration In Management

Associate Degree, Business Administration And U.S. History