Implemented dashboards and reporting tools for national and regional salesmanagers to align margins with company objectivesIdentified product lines and services with high growth potential, onlinedemand, and high margins to drive customer engagement through sales andmarketing effortsAnalyzed and eliminated product lines and services with limited growthopportunities and marginsOrchestrated national recovery sales campaign to reclaim loss businessexceeding 180 days on a monthly basisAchieved average monthly sales of over $750K and maintained an averagemargin of 26% on recovered business on recovery sales campaignExtracted and transformed data to identify lost business and targeted up tothree product lines for customer outreach via email campaign withpersonalized pricingConfigured data for Hubspot upload to execute email campaignDeveloped and documented team process to enhance customer pricingmigrations for ownership transfers, customer mergers, acquisitions, andnational franchise pricingOversaw project to migrate and consolidate more than 20,000 items fromacquired companyTransferred 7,000 prices for new items during acquisition period.

Successfully managed 95 key accounts in the San Francisco Bay Area andTampa markets while based in Atlanta, GAAchieved a 5.6% year-over-year sales growth in the San Francisco market,reversing three years of double-digit revenue shrinkageSurpassed regional average with a 42.2% year-over-year sales increase in theTampa market compared to a region average of 10.6%Conducted 40 to 60 in-person meetings with customers to identify growthopportunities and address ongoing concernsEmphasized recurring core item purchases over one-time large orders, ensuringconsistent monthly replication of sales

Collaborated with a team of 7 web developers and a project manager to designand implement an internal CRM system for companywide utilization by over200 sales representatives and various other positionsImplemented a leads to opportunity workflow, resulting in a 32% conversionrate of business leads into sales opportunitiesDeveloped reporting capabilities for management to assess sales pipelines andestablish performance metrics for sales representatives annuallyUtilized Power BI to create interactive dashboards embedded on thehomepage, including metrics such as monthly sales goal versus pace, new andrecovered business, cross-sales leads, sales opportunity pipeline management,and customer engagement frequency and interactions by company andassigned sales representative.

Spearheaded the implementation of the first national customer assignmentdatabase for customers & branches in collaboration with BIEstablished monthly sales goals for sales representatives based on customerassignmentsDeveloped comprehensive reporting tools for sales representatives andmanagers, including:Analyzed sales vs pace at National, Regional, Branch & Customer List levelsSegmented new customer acquisition and customer typesIdentified new business opportunities for individual customers productsegmentsGenerated holes reports to pinpoint sales opportunitiesAnalyzed customer hardware profiles to determine product offeringsReported on consumable purchases following customer hardware purchasesOversaw the creation and management of a new customer welcome teamIdentified new e-commerce customers and coordinated a team of 20representatives nationwide to gather information and estimate revenuepotential

Managed territory of 200+ accounts with $3.5+ million in annual salesIncreased year over year sales consistently over 15% compared to goal of 9.6%Generated own leads through outbound phone calls and on site visitsManaged pipeline of 60+ leads at a time moving them from generation toclosing in sales pipelineProspected online, in the field, and networked to find new accounts

Established and continued working relationship with new clients to continue to assist with business capital needs for small to medium size businesses Averaged 40+ account and $2+ million in renewal sales per monthBuild relationships with clients over phone and email conversations to determine client’s business future needs Worked on 200+ pipeline at a time of businesses that met renewal qualificationsMaintained relationships with book of business of 600+ existing clients

Primary contact to assigned clients between internal departments and the clients to ensure the delivery of optimal service, satisfaction, retention and growth can be achieved Partner with clients to verify that their products will ship to their merchants as need with hardware and collateral specifications Work with operations, inventory, purchasing, and receiving internal departments to ensure that client’s product mix is available for customers to purchase and deploy from our facilities Facilitate communication between billing and accounts receivable departments when invoicing issues ariseResponsible for interpreting and communicating the client objectives to the different internal departments Work on solutions that will be mutually beneficial to both parties when new needs arise Start up and drive any needed projects to fulfill client and company objectives Propose different projects to management and clients when investment is required and ROI must be achieved before implementing project Follow up on completed projects to verify that objectives have been met and ROI is being met at acceptable levelsWork in partnership with clients to promote growth of their business channel Work with clients to forecast and implement product a life cycle moments when markets shift to new product Implement new products when client wants to introduce into the market Implement swap and return procedures when products are returned by customer or products fail in the field Implement end of life procedures when products are no longer viable in the market or industry security standard increases cause product to cease production

As a part of building growth opportunities for employees at First Data, the organization at build the Lead Account Executive position for Account Executives to enter a leadership position. During the three month program Lead Account Executives learn about the sales manager and sales director roles at First Data and help with initiative to improve the organization.

Account Executives at First Data build and nurture merchant account is small business throughout the United States. Services offered are credit card, debit card, check, and gift card process. First Data also offers processing terminals, POS system for both retail and restaurant, online gateways, and mobile solutions.