Brian L. Torrez Email & Phone Number

Colorado, United States

Oversee performance and client portfolio of four Account Executives; manage SaaS client accounts to drive profitability and growth. Contribute to development and implementation of department’s strategic direction and create performance objectives for team portfolio. Support senior management throughout budgeting, financial planning, and forecasting. Align customer delivery service level agreements (SLAs) with corporate financial goals and risk appetite. Evaluate client and application data to form targeted product recommendations and management actions. Monitor client renewal deadlines; design renewal strategies, including up-sale opportunities and outreach efforts. Investigate and resolve client questions and/or concerns in timely manner.

Broomfield, Co.

The Senior Account Management Executive (SRAME) is responsible for maintaining and strengthening relationships with existing software and service customers and/or partners’ customers. In addition, the SRAME manages account profitability, loss risk, and growth and serves as the single point of contact for Reed Group customers for in-coming and out-going communication upon completion of the sale. The SRAME may have one or more Account Concierge direct reports.◾Accepts assignment(s) to specific customer accounts◾Develops professional, productive relationships with all account constituents (internal functions including sales, operations, and executives, client personnel, client employees)◾Works closely with the Solutions Delivery team post-sale to insure a smooth transition from implementation to live customer◾Facilitates on-going communications to ensure solid client relations; addresses client concerns, seeks resolution to issues and acts as the liaison between the client and internal resources◾Tracks and manages daily tactical issues; ensures customer satisfaction with services provided, resolves operational issues affecting client relations and manages loss risk◾Receives, assembles, interprets and communicates customer and operations reporting data ◾Develops recommendations for and communicates operations and for client policies and management action◾Informs client of changes in legislation that affect disability, workers compensation and FMLA management◾Tracks customer renewal timeframes, plans renewal effort according to appropriate timing and identifies and plans up sell opportunities◾Escalates issues to Reed Group leadership as needed at a time early enough that senior intervention can help address issues successfully

Broomfield, Co.

Primary account resource for software clients. Responsible for actively managing the client relationship as it progresses from sales, through implementation and into sustained operations.•Provides direction and support to ensure effectiveness and efficiency of the team(s)•Engages in the typical responsibilities of a technical account manager requiring planning, evaluating, organizing, integrating, and controlling client deliverables•Manages the planning, development, design, and implementation of assigned projects; including tracking schedules, issues, and tasks•Confers with customers and product to assess needs, and to determine requirements•Provides forward-thinking on product introduction/development and on new technology projects•Assists the Director with strategic decisions and direction; develop tactics per client that will meet annual objectives•Responsible for product demonstrations and technical presentations/seminars within target assigned accounts•Reviews account penetration and relationship development with manager•Provides leadership on the account and in the program execution process•Manages day-to-day dialogue with client contacts•Implements strategy and assures teams work together as a group to accomplish overall goals

Lafayette, Co.

As the Alliance Sales Manager I worked closely with the Sales Team to identify and qualify inbound sales leads as well as work on lead generation programs for the Sales Team. I also was involved in telesales activities specific to alliances, which included associations, partners, resellers and franchisers. I managed the ongoing relationship with partners and associations, to syndicate KPA created content with partners and associations, and to create demand generation programs with these partners and associations. In this position, I became an expert in Eloqua and Salesforce.com.

Lafayette, Co.

The Alliance Marketing Manager is to manage the marketing relationship with partners and associations, to syndicate KPA created content, and to create demand generation programs with these partners and associations. The Alliance Marketing Manager works in a marketing team with the Webinar Manager, Brand Journalist, Webmaster, and dozens of industry experts to create demand generation programs and raise brand awareness. The Alliance Marketing Manager will become an expert in Eloqua and Website Content Management.

Lafayette, Co.

The Marketing Campaign Manager fills a lead qualification and lead management position. Reporting to marketing, the responsibility is to qualify and manage leads generated by our marketing programs/campaigns to a point that they are ready to enter the sales cycle as qualified leads for the KPA Sales Executives. The position utilizes organization skills, computer skills, professional communication, research, and potential sales skills.

The Maintenance Sales Representative is responsible for meeting or exceeding maintenance revenue targets quarterly and annually. This person achieves the target by selling maintenance support contracts for PTC products and providing regional customer support to all PTC customers. Reps interface with customers, PTC software Sales Representatives and PTC Value Added Resellers to negotiate maintenance and software deals within their designated region. Reps coordinate internally between different PTC groups to ensure optimal levels of customer satisfaction for PTC customers.

Acquired by PTC in November 2007, the Inside Sales Rep. postion at CoCreate Software, Inc. entails customer relations such as selling CoCreate's CAD & Collaboration products, training and consulting services. In addition contacting new and named accounts for additional product sales/services from CoCreate.

Identified customers to renew yearly maintenance agreements and purchase additional products. Served as a one-stop shop for customers needing to add-on to current software installations, renew software support contracts, assist in technical installations of trial products and purchase consulting services.

Receive and process internal and external orders; notified operations and traffic of orders for shipment to customers. Support in areas of writing orders, data entry, pricing and communicating with customers over the phone and fax. Also booked loads to arrive across the nation, securing LTL’s (Less than truck loads) for arrival, working with freezer services to secure product availability, data entry, pricing and communicating with customers and company personnel.Other duties include providing sales managers with assistance in problem solving, discrepancies or issues pertaining to FoodService accounts, providing assistance in discrepancies or issues relating to transportation, working with other departments, i.e. claims, credit, corporate transportation; presenting a knowledgeable configuration on the best ways to get product to customers in emergencies and when product recalls occur.

Bachelor, Speech Communications-Libral Arts

Activities and Societies: Student Alumni AssociationGreeley, CO.

Ged, Ged, 10-12

Activities and Societies: Marching Band, Student Council, Honor Society, Track TeamGreeley, CO.