Ivan Carter, Capm Email & Phone Number

Nashville, Tn, Us

Identify areas of potential growth with existing customers by working with clients to find upsell and cross-sell opportunitiesBe the source of truth for clients as a single point of contact for answers across commercial, operations, and medical affairsOwn the onboarding process to ensure a seamless customer experience Lead candid informative conversations about workflowPartner with sales to identify issues that may prevent accounts from working with Invitae and work with internal stakeholders to resolve those issuesInitiated program to perform business reviews for key accounts quarterly and bi-annually. Exceeded expected number of reviews to be performed quarterly by 60%Led collaboration with Medical Science Liaisons to present clinical data to clients in order to demonstrate the downstream impact of testing on patients & their families and ultimately facilitate more fruitful conversations concerning clinical impactGrowth of top 10 Key Accounts (12 Months) - 84% average growth in volumeMaintained and grew vacant sales territory by 9% over a 6 month periodCollaborated with sales leads to train regional managers in best practices

Greater Nashville Area, Tn

Provides sales operations support for outside sales team and develops customer relationships that promote retention, loyalty, and ultimately improving long-term customer value. Maintains operational processes and internal systems for maximizing efficiencies while collaborating with sales team, finance team, vendor partners, and customers.General Account Management• Day-to-day interaction with customers and sales team to include quoting, ordering, and ensuring proper fulfillment of product, software, maintenance sales• Timely response to internal and external customer requests via email or phone• Provide value-add analysis and comparisons concerning vendor and product information• Increase profit margins by utilizing vendor registration and rebate programs• Ensure customer satisfaction standards are achieved and maintainedLifecycle Management• Creation of quotes for manufacturer renewals• Provide analysis and verification of inventory reports for customers• Proactive reporting of upcoming renewals and yearly reporting to assist customers with budgeting• Provide notification, advice, and consultation around end of sale/support status• Contract management to include consolidating contracts, co-terming of end-dates, and maintaining user ID’s for customersAdoption & Managed Services• Ensure customers are successfully using the products or services purchased with Enterprise License Agreements• Provide on-boarding support for managed services

• Coordinate project planning and implementation between internal and external clients for products and services• Establish and meet realistic project deadlines • Conduct needs analysis including processes, compliance, and training• Identify options in line with budgetary needs• Adapt quickly to a variety of client industries with the evolution of new product technologies• Identify risks and prepare appropriate responses• Provide project updates to customers and management• Works autonomously, seeking business and building client relations• Grown business by over 100% through first three quarters of 2018

Nashville, Tn

• Planned projects and coordinated with upper management and manufacturers to implement a variety of wholesale and retail level promotions & consignment programs• Planned and implemented changes to inventory system and process for assessing product needso Worked with programmers to create new reports that better suited the companies needs• Reorganized sales routes to better serve customers and reduce labor up to 25%• Analyzed data and developed reports to demonstrate departmental performance and identify areas for improvement• Created organizational system to improve efficiency in loading delivery vehicles• Created transparent allocation process for allocating in demand productso Transparency of a fair process created trust with customers• Spearheaded project to organize customer information to ensure compliance with manufacture and government regulationso Implemented new technology to organize and safeguard customer information while allowing ready access for authorized individualso Coordinated with programmers to include essential compliance data in customer information as related to inventory• Managed and mentored up to 10 sales representatives and supporting sales managero Led sales team to achieve 95% completion rate on sales goalso Reduced customer service issues by nearly 100%o Travelled to other branches to train teams and assisted with startup and education in company culture for new branch• Financial Processes o Fiscal reporting and budgetary planningo Created forecasting analytics to drive accurate inventory purchasing for immediate sales, driving up revenue by over 25% annually and over 100% annually in some categorieso Reviewed accounts receivable regularly to prevent revenue loss and damaged customer relationships. Implementation of new AR policies reduced customer loss related to accounts receivable to zero in 2013 and 2014 fiscal years• Consulted with customers constantly to improve service and logistics in an evolving industry

Nashville, Tn

• Managed team of up to 15 employees in daily operations• Improved relationships with customers through constant personal contact• Assigned high profile properties due to outstanding performance and attention to detail• Responsible for meeting deadlines and upholding performance standards

St. Francisville, Il

-Grew sales rep's business by selling advertising program to current customers-Documented personal sales strategies for use by future sales interns

Marion, Il

• Planned and implemented team training• Conducted risk assessment evaluations and implemented preventative measures• Top Performer at Primary Leadership Development Courseo Commandant’s list – Top 10%

Bachelor Of Science, Agribusiness Economics

Activities and Societies: Dean's List Honors: 5 semesters, Agribusiness Economics Club, Alpha Zeta Scholastic Fraternity

Bachelor Of Arts (B.A.), History