Derek Bertrand Email & Phone Number

San Diego Metropolitan Area

Carlsbad, California, United States

I am a long-time ERP consultant who brings a mindset of solution selling to our sales team. I also form a bridge between the sales and consulting teams within the organization and facilitate the handoff between scoping and implementation.I have a broad array of experience from my time in startups and as a Sage 100 consultant; I engage our clients on a.

Carlsbad, CA

• Directly managed a team of 5-7 Sage 100 Consultants, who implemented and supported Sage 100.
• Provided strategic and tactical guidance to Sage 100 consultants, the sales team, and clients.
• Responsible for team budgeting and budget realization.
• Member of the Blytheco CEDAR Leadership team.
• Maintained high-level relationships with Sage 100 customers.
• Client escalation management.

Carlsbad, CA

· Performed Sage 100 implementations from installation and testing to go-live.· New solution, module, and feature implementation.· Configuration and optimization of Sage 100.· Needs analysis.· Financial reconciliations.· Financial and Operational report development.· Partnered with Business Account Managers to acquire new Sage 100 clients (ROR changes) and.

· Managed ERP and CRM Software implementations from installation to go-live.· Successfully performed multiple Sage 100 and SageCRM upgrades.· Maintained customer relationships and interacted with all employee levels, from owners and executives to IT teams to administrative and warehouse staff.· Trained new and existing users in Sage 100, SageCRM, Starship.

Utilized existing and created new relationships with international distributors to grow the brand. Managed all aspects of market development and sales, including supply line and logistics. Wore many hats in a startup environment and served as the primary IT and ERP manager. Worked with the CEO to develop analytical tools to support and improve growth.

Carlsbad, CA

Managed international distribution of golf products throughout Europe, the Americas, Asia, Africa, and Australia. Worked closely with distributors to develop marketing content and strategy to grow markets. Managed sales forecasting from finished goods to raw material requirements planning. Managed all aspects of international supply chain, including.

Greater San Diego Area

Worked closely with the Director to ensure the effective delivery of tutoring services to students from Kindergarten children through college-level adults. Managed a staff of 20+ high school student tutors and paired tutors with tutees based on requirements, skill sets, and personalities. Monitored improvement of students' skills, communicated to parents.

Managed eCommerce order fulfillment cycle for an online photo sharing community and eCommerce site. We designed and ran our own site as well as branded partner sites for Sony (Imagestation), Cannon, Nikon, and a number of other partners. Managed relationships with drop-ship vendors and ensured customer satisfaction from order to fulfillment.

San Francisco Bay Area

Managed customer service staff to ensure the highest level of satisfaction during photo sharing and photo product ordering and fulfillment. Trained call center staff to handle first-level support and ensure scalability during a time of rapid growth.

San Francisco Bay Area

Worked in the technology sector to support the development and execution of IPO's, follow-on offerings, and mergers and acquisitions. Maintained database of competitive companies for market analysis. Aggregated and prepared research from a variety of sources to produce pitch materials. Worked with internal and external teams to produce materials for.