Energy Management as a Solution https://ucepartners.com/Experience with HubSpot/CRM/Customer Management

Responsible for sales and business development for the Minuteman® UPS product line into the Western Region of the U.S. (Continental - 11 States), Alaska & Hawaii, and Canada (4 Western Provinces).Experience with SalesForce/CRM/Customer Management

Responsible for sales and business development for the Minuteman® product line into the Western Region of the U.S. (Continental - 11 States), Alaska & Hawaii, and Canada (4 Provinces).Para Systems, Inc. is a leading provider of power protection and management products including the Minuteman® line of Uninterruptible Power Supplies (UPS) for computers, servers, peripherals, voice and data communication systems, security systems, and other mission-critical equipment.Minuteman single-phase UPS products are available from 350VA to 20kVA.The Minuteman brand has been synonymous with quality and reliability since 1982, and our products are designed to provide better value, both in terms of price vs. performance and reliability.

Territory Manager responsible for the State of Texas to electric utility, gas utility, water & wastewater utilities, and large industrial/commercial customers in Texas who require Power Services for their business. This would include support with: transformers, breakers, motor control centers, cables, and relay testing. Engineering studies are also available in several areas including: arc flash, power factor, circuit loading, project management, and retrofit/commissioning.• Developing strategic and tactical plans for customers who have the greatest potential to utilize Power Services support.• Meeting with customers, identifying needs, matching those with L&S Services’ capabilities, and opening door for our very talented Power Services Team to engage them in a project.• Working with technical staff to develop Scopes of Work (SOWs), quotes, and to secure project funding.

Sales Engineer (and New Business Development) to electric utility, gas utility, water & wastewater utilities, and large industrial/commercial customers in Texas who require Power Services for their business. This would include support with: transformers, breakers, motor control centers, cables, and relay testing. Engineering studies are also available in several areas including: arc flash, power factor, circuit loading, project management, and retrofit/commissioning.• Developing list of customers who have the greatest potential to utilize Power Services support.• Meeting with customers, identifying needs, matching those with L&S Services’ capabilities, and opening door for our very talented Power Services Team to engage them in a project.

Major Account (Large Customer Only) Sales Consultant to commercial customers, Design best “customized” plan with desired rate/terms to fit customer’s specific needs, Sales Territory - Dallas and All Suburbs, Individual contracts from $200K - $1.0M+ annually.• Developed contract working with CFO of a large printing company that will save them 1+ million in energy costs over 3 years.• Develop commercial contracts using consultative sales approaches for big-box technical companies, high-demand mid-size businesses, and franchise owners with multiple locations.

Responsible for sales and new business development for "commercial" energy contracts in the Dallas, TX area for Reliant Energy, a Texas-based, electricity company and part of the NRG Family of Companies.Reliant is the largest Retail Electric Provider (REP) in the State of Texas and has been in business over 100 years, all the way back to its days as Houston Lighting & Power (HL&P).Today, as part of NRG Energy, Reliant is even stronger. NRG's commitment to sustainability, renewable energy, innovation, and community involvement uniquely positions us to create value for our customers, employees and shareholders while enhancing our commitment to preserving the environment. So, as Reliant has done since energy competition began, together, we will continue to provide our customers the highest level of service and constantly seek innovative solutions that will improve our lives and our world.

Sales Consultant to residential customers, Design best plan with desired rate/terms to fit customer’s specific needs.Sales Territory includes North Dallas Area, Customers in various dwelling types (homes, apartments, condos), Individual deals from $2K - $10K annually.• Developed straightforward sales techniques to engage residential customers at malls and store–fronts to secure contracts for Green Mountain.• Provided consultative sales to potential customers to allow them to understand the matrix of opportunities available to them based on their desired price point and length of contract.

John Bickley - VP Sales and Market Segment Leader for the Sale of Hydrotex Products into the Electric Utilities Industry.Deal hunter and shaper, Business Unit Segment Leader for U.S. Electric Utility Market, Sales Coach for field sales personnel in reaching electric utility market• Developed electric utility market training presentation used by 50+ field sales representatives to open up and develop a new business segment.• Leveraged extensive electric utility contact list to position sales representatives in front of customers in a much shorter time frame as compared to their previous efforts.• Led program to increase customer awareness of our products/services from a handful of small T&D applications to 30+ new utilities at 50+ new sites in 18 months.

Joined Shermco Industries in Irving, TX on 11/30/12 as their Utility Account Manager. Worked in their Machine Services Division (MSD) and contacted electric utility companies in my appointed sales region across Texas, New Mexico, and Louisiana regarding rewind/repair services, maintenance/testing services, and related training for electric motors and generators.Performed in the role of Sales/Applications Engineer in matching our capabilities with the needs of our customer.

Change agent, Business Manager, deal strategy advisor.Bridge between the customer staff and Generation Business Unit technical staff regarding the matching & integration of our R&D capabilities with their needs.• Directed the Generation Business Unit specific sales activities for thirteen (13) large energy providersthroughout the U.S. regarding all aspects of EPRI’s R&D Program.• Managed customer R&D portfolio in excess of $25 million by offering more efficient alternatives.

Deal hunter and shaper, Go-to-market solution evangelist and leader of global cross-business unit support sales across EPRI’s full non-nuclear R&D portfolio.• Directed efforts to retain key customer and to transition them into a multi-year funder in excel of $4M/year.• Directed the “strategic sales activities” for 7 very large energy providers in the U.S. regarding all aspects of EPRI’s R&D Program with funding in excess of $50 million/year.

Change agent, Business Manager, deal strategy advisor.Bridge between the customer staff and Generation Business Unit technical staff regarding the matching & integration of our R&D capabilities with their needs.• Directed the Generation Business Unit specific sales activities for thirty (30) energy providers of various sizes throughout the U.S. regarding all aspects of EPRI’s R&D Program.• Managed customer R&D portfolio in excess of $20 million by offering more efficient alternatives.

My job responsibilities were:• Led the development of high-voltage transmission grid compliance measures.• Led the development & assessment of penalties for non-compliance with established policies & standards.• Prepared and lead in the submittal of FERC filings & reporting.• Ensured timely and accurate regional reporting.• Participated in Reliability Authority audits as NERC Representative.• Participated in or led Control Area Certification reviews as NERC Representative.• Served as the NERC Coordinator for the Compliance Subcommittee (CS) reporting to the NERC Operating Committee.

My job responsibilities were:• Led Marketing & Sales activities with 25+ energy providers throughout the U.S. in the sale of “Power Perfecter” software for NOx control and optimization of fossil-fired power plants.• Worked with Applications personnel within Pavilion to provide leads on new client applications and to provide feedback to enhance existing products.• Worked with Pavilion personnel to outline and implement Client Relations Business Plan for the Power Business Unit.

• Directed all Sales activities with 30+ energy providers in eight-state, South Central (SC) Region regarding Generation Segment technologies.• Managed 4-6 Major Accounts regarding all aspects of EPRI’s R&D work.• Managed an engineers and specialists call center team for hot-line responses to client questions in Generation & Environmental areas.• Identified/developed R&D project leads designed to meet client’s goals in the areas of power plant O&M, H2O chemistry, CT/CC’s, performance, asset management, emissions, repowering, steam turbines/generators, I&C and simulators, training.• Identified and assisted clients in the development of a performance improvement/heat rate program for their fossil units.• Provided technical support to clients regarding the use of fossil plant hardware, software, technical reports, and guidelines to diagnose/solve issues on their generating units.

Directed Operations for a five (5) unit natural gas-fired generating plant with units ranging in size from 33 MW to 550 MW.Participated in effort that substantially improved the unit heat rate on Mt. Creek #8 (550 MW supercritical unit) to move unit into most cost-effective position in dispatch order.Participated in committee effort to develop a “Controllable Losses Program” on Mt. Creek #8 to allow operators to monitor real-time heat rate and causes of lost efficiency.

My job responsibilities were:Directed Technical Services (Engineering, I&C, Chemistry, and Environmental) for two natural gas-fired generating plants with a total of seven (7) units ranging in size from 33 MW to 550 MW.Directed the preparation of the Capital Budget for new and retrofit equipment as well as the Technical Services O&M Budget.Directed the training and development of the plant engineering staff and participated in development of training curriculum for new engineers.

My job responsibilities were:Maintenance Superintendent – Parkdale Plant:Directed Maintenance for a three (3) unit natural gas-fired generating plant with units ranging in size from 87 MW to 125 MW.Directed preparation of plans, budget, and scope for one major overhaul per unit per year, including an annual budget of $3,000,000+.Served as the Chairman of the TU Electric Repowering Task Force that reviewed all nineteen (19) natural gas-fired plant sites for repowering suitability and prepared a report that ranked all units based on selected criteria.Operations Superintendent – Parkdale Plant:Directed Operations for a three (3) unit natural gas-fired generating plant with units ranging in size from 87 MW to 125 MW.Served as the Gas Plant Operations-Central, Operations Skills representative on the Skills Training Advancement Review (STAR) Program Committee that designed the program for qualification of craft personnel at various skill levels.Led the development of Operating Procedures to be followed for daily operation, start-up, and shutdown of our gas-fired units.

My job responsibilities were:Directed the NERC Generating Availability Data System (GADS) reporting for all sixty-three (63) fossil units on the TU Electric System.Performed editing, analyses, and trending of availability, reliability, and performance data and made recommendations regarding possible areas of improvement for fossil plants. Directed the development of a Corporate Database for use in submitting reports to FERC, EIA, EEI, and EPA to insure the consistency and reliability of our reporting.

My job responsibilities were:Developed the TU Electric System, Five (5) Year Overhaul Plan (annually) that determined which units were to be overhauled at what time based on overhaul scope, overhaul windows, resource loading, spinning reserve, systems loads, etc., for all fossil units.Served as the Technical Coordinator for several EPRI technical studies on draft fan failures, improved electric motor operation, and turbine-generator bearing system failures. Served as a member of numerous task forces/working groups on O&M issues related to the eight (8) lignite-fired units and the construction of new units, as required by the system.

My job responsibilities were:Participated in the start-up and checkout of two (2) 575 MW, lignite-fired supercritical steam, generating units.Participated in early check-out of one (1) 750 MW, lignite-fired supercritical steam, generating unit that was under construction.Participated in the planning and daily follow-up of task completion and documentation of semi-annual overhauls covering 2-6 weeks on each of two units per year. Participated in the development/optimization of the spare parts program for each of these high-value, base-loaded units for TU Electric.