Enerex is Retail Energy's trusted data platform, providing secure connectivity the entire value chain: Brokers, Suppliers, Agents, Customers and Utilities to drive efficient transactions.Our flagship service, Sparkplug is the #1 retail energy sales platform in the world, powering over 10% of US commercial and industrial (C&I) transactions.

Zettawatts is creating a market for companies with Scope 2 emissions to subsidize new renewable projects and enhance green energy claims through Additionality RECs. Additionality RECs are a fixed-price forward commitment to buy RECs from new projects before the start of commercial operation.We are interested in meeting ESG consultants supporting their clients’ Scope 2 emission reduction strategies with several RE approaches, including unbundled REC procurement, and would like to hear about a new way to buy the same RECs with additional functionality.My role in Zettawatts is in meeting with Utility Scale Project developers, as we are currently looking to purchase RECs starting in 2025 from new projects in the US with COD in 2024 or 2025 - and continuing to work with developers that maintain a pipeline of utility-scale projects (50 MW+). #EnergyMarket #BuyersEmpowerment #SustainableFuture

Member of Energy Generation Leadership Development Program 2024 Cohort. The program focuses on developing leaders from all sectors of the energy industry who will support a clean, net-zero emissions energy future by 2050.

Advanced Strategies LLC is a client focused consulting group bringing proven processes in several key business development area . These areas include:• Software development and subject matter expertise - focused on business process improvement across sales-pricing-enrollments, field sales, customer lifecycle management and broker-supplier relationship.• Multi-channel marketing plans (digital acquisition, direct mail, door-to-door, telemarketing, customer retention/service, affinity relationships, influencer development, aggregation, PR/media)• New product development - solar, storage, energy efficiency, community solar• Outsourced and insourced customer management teams• Sales training and development• Sales benchmarking/performance management and creating data-driven decision cultures• Pipeline management• Compensation modeling• Developing customer-facing online management tools• Creating customer lifecycle communication plans• Internal organization communication utilizing emotional intelligence• CRM system development and design• Org structure• Employee satisfaction and performance surveys• RFP/RFQ writing/responses• RACI DiagramsIf your organization is seeking to build or grow the customer base, you can reach Advanced Strategies LLC at AdvancedStrategiesLLC@gmail.com or 847-373-1751.

SPG Energy is a retail electric provider focused on serving the broker market. They are a wholly owned subsidiary of ERM Power, an Australian based energy company: EPW(ASX).• Launched sales reporting – corporate, sales management, individual sales rep• Developed broker ranking model & broker dashboard in order to share historical performance with easy to understand charts• Developed sales forecasting methodology• Owned the creation and dissemination of marketing material for sales team• Executed and conducted analysis on broker and customer surveys• Assisted in the sale of residential business• Managed new product development – storage, solar, software, demand management• Developed new mission, vision and values for organization and led office redesign bringing these elements to life utilizing vinyl and acrylic artwork• Led development and roll out strategy for PJM and ERCOT small commercial matrices• Streamlined current enrollment process – leading toward automation • Developed corporate strategy presentations for ERM Power board• Served on strategic leadership team• Achieved 400% velocity growth within first 3 months – ended 1st year at 150% of target sales

Led sales efforts for small business customers in addition to residential customers Managed team of 45 total employees with 6 direct reportsLed efforts in a variety of marketing channels seeking residential customers, including internally led channels and channels utilizing external third party partners. Acquisition channels include Web/Digital, Direct Mail, Telemarketing, Door to Door, Direct Sales, Municipal Aggregation, Standard Offer Programs and other new ventures. These programs covered electricity and natural gas.Achieved 400% growth of the business in terms of number of customers during tenure (over 250,000 customers)Guided the growth of the direct sales team. Direct Sales channel manager grew team from 4 to 45 agentsAccountable for P&L management and served as main point of contact for one of three business unitsDaily oversight and development of channel managers/residential associates who led various MKT activityPresented & coached team in providing weekly and monthly updates to executive and senior leadership teamsResponsible for Audit & Compliance of Sales teamOversaw maintenance of data for market intelligence and competitor analysisDetermined and drove national market strategy and tactical campaigns for the residential businessAnalyzed different M&A opportunities as well as partnership opportunitiesServed on Strategic Leadership Team – guided future strategy for companyServed as key stakeholder in IT Development and roadmap for residential domainServed as key stakeholder in developing other product lines to serve our current customer base

Created strategy and product structuring for business development targeting the small commercial electric marketVerticals included multi-site restaurant chains, single site owners, small manufacturers and service providersIncreased margin 165% in Q4 2011. Q1 2012 - 206% of planMapped process for back office sales support which led to increased productivity for contract management (5x)Managed 40 outbound call center reps across 5 vendor relationshipsResearched Outbound Call Centers and other vendors across US to determine strategic partnersNegotiated contracts with vendors and executed on sales resultsCreated scripting, regulatory audits, call monitoring procedures, leads management and trainingStayed current on competitive trends and utility offerings to build new value propositions

Managed Telesales Channel that focuses on new and renewal sales within small and medium business segment2010 - $7.6 million in GM (120% of quota)2009 President’s Club Award - $6.0 million in GM (136% of quota) 2008 President’s Club Award - $3.8 million in GM (152% of quota)Operated channels selling into Pennsylvania, New Jersey, New York, Maryland, Illinois, Michigan, Ohio, Texas and New England markets. In 2007, started new TeleSales Channel aimed at acquiring new business, gained $800,000 in first 6 months. Innovated new channels which targeted lower cost to acquire and higher ROIs. Worked to automate current processes and reduce cost to serve.Provided excellent customer service and maintained constructive relationships with existing customers Trained, coached, and developed 50+ sales people in selling solutions and in strategic and tactical sales planningCommunicated regularly with functional leaders of business development, marketing, pricing, legal, account management, and operations to resolve customer service issues, exceptions to the standard product/contract, and to develop new customer value propositions/offeringsLed initiative to clean up CRM system and contributed to the reorganization of sales force by geographical territory in Great Lakes Region

Organize and Manage Web Sales Channel Initiative which aimed at providing a quick and easy process for customers to sign up with CNE. Channel reached the $1M mark in contracted margin and gave direct channel a chance to spend more time on larger deals •Execute quarterly direct mailing campaigns in order to gain prospects. •Coordinate, implement and manage a standard Welcome Kit for the GLR•Expand and improve current event planning and Association sponsorships. •Plan/Coordinate GLR customer events (sponsorships, speaking, utility open houses, etc)•Arrange 2007 Sales Giveaway budget and purchase selected items to increase branding/customer appreciation•Maintain and update all Marketing Collateral

Owned and operated CPT Events, Inc., which hosted Texas Hold Em' tournaments with Colleges/Universities and educated students on why they shouldn't gamble for money. Tournament winners receive scholarship money and there is no fee to play. Revenue came through sponsorship from local/national businesses looking to advertise to college students