BEI is the largest multi-disciplinary network of professional advisors who support business owners in the preparation and execution of a successful Exit Plan. Whether their clients wish to sell to a third party, transition to the next generation or transfer to key employees, the advisors who work with BEI help their clients sell their business when they want, for the money they need, to the person they choose.

Our mission at BEI is to help Business Owners benefit from their life's work. My role in this mission is to increase the annual membership in our services to ensure Advisors to the Business Owner community have industry leading tools to Attract and Engage clients as well as Create and Implement plans that help Business Owners move through the process of exiting their business.- Develop and manage a team of sales professionals to exceed revenue growth targets, increase market share, and set BEI as the industry leader in Exit Planning. - Develop a continuous feedback loop between Sales and Marketting- Build strategic relationships with Financial Services Organizations to offer Exit Planning as a value added business solution- Build partnerships with professional associations to create service opportunities for members

Developed and implemented a long term account strategy for a top tier Global Account. Successfully established long term business relationships at the highest organizational levels within the Account to increase sales through value add business partnership.• Ensured proper execution and delivery to exceed annual sales revenue and operating income targets• Led project teams to develop a technology solution which increased sales production by 30% by integrating customer behavior and propensity to buy models • Identified and implemented "how to go to market" approach, needed to deliver on short term and long term revenue• Ensured structured feedback mechanisms were in place to measure success and to obtain satisfaction levels, from the Global Account • Participated in and contributed to product development strategies to anticipate the long term flow of solutions, products and services • Proven track record of growing accounts • Negotiated contract terms impacting profit and loss contributions in a large business process outsourcing company• Executive presence and the substance to successfully operate at CEO and Board level

Developed a global sales model and implementation strategy offering a competitive advantage for clients and Convergys. Worked across multiple programs and verticals to develop strategic and tactical plans to achieve sales revenue and service targets. • Developed and implemented global sales model increasing Sales production and revenue more than 50% for a financial services client and 100% for a global communications client• Developed relationships with client and operational partners to drive the implementation of Sales Center of Excellence initiatives aligning Convergys and Client goals• Partnered with procurement teams to develop 4 RFPs and secure new business through successful contract renegotiations• Analyzed client strategic metrics in order to develop action plans to meet targets• Participated in multiple cross-functional teams to develop tracking and sales analytics tools • Led cross functional team in the alignment of internal and external new-hire transition process for our top communications and technology client

Developed Sales Strategy, Incentive, Recognition, and Goal Setting Process for Citi Brand and Sears Credit Card portfolios. Managed the performance of Assistant Vice Presidents of Sales while partnering with Site Management Teams, Seniors Leaders, and Site Director to support Sales initiatives for 400 associates.• Improved site sales rank from last place to 1st in 6 months and increased Greensboro Site Sales revenue 25%• Managed the relationship and performance of outsourced team• Led Tucson site to # 1 National Sales Ranking for 23 consecutive months• Participated in the National Retention Maximization team to build a more successful unit and increase productivity both locally and nationally • Created best practice sharing forum to drive division performance • Developed coaching program that led to professional development and management opportunities for participants • Partnered with Citi marketing to create a process to test new products in contact center channel leading to overall increase in revenue• Developed specific action plans to increase sales production and revenue• Led three project teams to develop, communicate, and implement new products and market strategy across multiple projects• Improved communication channels between all levels of management through implementing and managing weekly Operations Readiness Meetings • Developed a highly motivated and innovative Sales Leadership Team

• Traveled to partner sites in Spokane, WA and Tampa, FL; provided support for new hire classes and production floor • Facilitated Training Assistant training and up-trainings on continuing changes in sales process. Observed new TA’s and provided feedback. • Served as a Training Assistant in excess of 10 new hire classes where I communicated guidelines, sales process, and set action plans for newly hired, re-hired, and transferring consultants through daily interactions and documentation • Set training and floor records with trainee teams graduating with an upfront retention rate above 60% and a 33% commits in a seven-day rolling period • Performed live calls for multiple training classes to demonstrate excellence in call flow and service behaviors. In addition, my calls were used continuously as models for new hires