Fox Factory – April 2023 to PresentOperations Specialist -Distributor AccountsManage day-to-day accounts and sales support for 30+ Fox Distributors and Dealers.Generate revenue by creating new sales orders and reviewing existing sales orders to ship materials when production planning is complete.Coordinate with production planning teams to generate parts/ revenue for existing client orders. Attend weekly meetings to review Part Number’s on backorder and determine new ETA’s to book deferred revenue.Provide timely communications to all existing clients – index on when parts will be available, follow-up consistently to provide WCS to all clients.Create reports via Power BI and Oracle to determine revenue opportunities.Manage pick and choose clients to secure shipments to generate additional revenue.Review clients approved for freight program to determine if we can increase PO’s to meet eligibility requirements.

Introduced and expanded fee-based White Glove support services that include client onboarding, customer success utilization and engagement, and other premium support services, generating $800,000 additional annualized recurring revenue with well-known large Insurance and Financial Services businesses.Participated in structuring client support services and deliverables for opportunities that made the difference in closing the sale, expanding our Tier 1 client base and adding millions of dollars in revenue.Implemented bi-coastal help desk operations – East and West coast locations – integrating customer call centers to provide additional capacity, scalability, expanded business hours and an improved customer experience. Managed and lead the successful delivery of several highly profitable onboarding engagements for Tier 1 client with some of the largest US financial services firms.Sponsored and coached Support Managers to higher levels of success, as they created and executed a migration plan for a Tier 1 corporate account from legacy web-platform to new-web-platform, successfully transitioned over 1500 customers.Implemented new business processes to successfully satisfy ISO27001 requirements for multiple Broadridge locations which demonstrates our procedures meet the international standard for continual monitoring and protection of third-party data.

Individual contributor and influencer of profitable $60M company sale.Successfully downsized in plant production facility with outsourced solutioning therefore increasing core capabilities, providing efficiency gains and saving $2m annually.Successfully implemented over 30 events annually, increasing market share and generating event-driven revenue.Managed Product Development team, including a team of professional content writers and compliance personnel, generating hundreds of new financial publications for customers.Managed Technical Support helpdesk team dedicated to serving over 15,000 clients via phone and email.Supervised the development of client-facing self-help tools / documentation.

Direct-mail sales/marketing - #1 producing territory for 3 yearsMember Relations RepresentativeMarket testing (A / B testing initiative)Product Manager – Wealth Advantage - #1 selling system 2000-2002