Jordan A. Berman, C.E.M. Email & Phone Number

Rhode Island, United States

Wakefield, Ri, Us

Wakefield, Ri, Us

I am responsible for fostering and strengthening relationships at Best Practice Energy for our customers to identify opportunities in making their business stronger, more efficient and increasing profitability. I energetically provide financial, business, and market strategy expertise to implement energy services such as demand response, efficiency upgrades, generation, and a mix of supply and demand energy products into strategic B2B clients' existing business models. I am dedicated to creating and strengthening strategic partnerships to deliver a more complete energy health portfolio for our customers. My responsibilities include:- Identifying opportunities to enhance our customers overall energy services strategy by increasing the level of sophistication used for strategic decision making.- Cultivating and developing relationships with strategic partnerships, energy suppliers, and C&I customers.- Structuring innovative techniques to reduce the customer effort for an enhanced, more cost-effective energy management & efficiency strategy.- Delivering the Best Practice Energy value proposition.

Baltimore, Md, Us

• Successfully achieve over 175% of my 2014 sales performance quota. Directly responsible for contributing over $2.75 million dollars towards our team’s 2014 northeast sales goal. Increase and maintain over 90% renewal rates for over 225 of our Maine PowerOptions members. Effectively manage medium-to-large size commercial & industrial accounts contributing to over $30 million dollars for our 2014 northeast sales team goal. Create and support customer centric solutions which received recognition for top performance from top-level executives. Cultivate and develop relationships for over 300 assigned valued customers. Structure innovative techniques to forward-resolve issues and reduce the customer effort for an enhanced, more cost-effective energy management strategy. Act on behalf of each assigned customer to escalate and report trends to executive leadership teams to better enhance our value proposition.

Baltimore, Md, Us

Provide sales support to the New England sales team by acting as single point of contact for customers and Business Development Managers. Liaise and collaborate with internal functional teams (Legal, Pricing, Operations, Customer Care, Enrollments, Data Management, etc.) to ensure an accurate and seamless sales process. Prepare and facilitate the internal sales process resulting in increased revenue, improved customer service and quicker turnaround time for contract execution. Independently complete tasks to ensure utility data uploaded, accurate account setup in CRM, pricing requests entered, contracts generated, and data quality. Maintain knowledge of regional market specifics, regulatory developments, utility rules, and internal process changes.

Influence top-level executives to implement strategic management skills with respect the operational longevity of OneTouch Direct, LLC. Design an external and internal analysis, recognize strategic issues using a SWOT and financial analysis and made recommendations based on the conclusions of our research. Meet with the VP of finance to analyze financial reports and make recommendations using competitors as a benchmark within four categories: profitability, liquidity, leverage, and efficiency. This course challenges my skills in critical thinking, speaking, writing, teamwork, and the ability to apply theory to real-world situations.

Organized guest speakers from the Tampa Bay area to discuss important issues on vehicle capabilities, safety, and overall motoring knowledge. Managed finances for vehicle education association including membership dues, marketing materials, and sponsorships. Coordinated meetings with GM representatives to co-sponsor track days, events, and community seminars to market new products and educate members on vehicle diagnostics and safety information.

Facilitate both primary and secondary research to methodically conduct marketing,consumer research problems, and opportunities for the University of Tampa's campus safety and security department. Examine the information needed of marketing managers and the use of quantitative and qualitative data for making effective marketing decisions. Cover the marketing research process, including research design, analysis and interpretation, and report of findings including the implementation of multiple safety programs.

Tampa, Fl, Us

Find satisfaction in offering the right financial solutions to help customers with large expenses, such as refinancing debts for business acquisitions or new ventures including a 14 million dollar debt repayment schedule for Glazer’s Children Museum. Take pride in exceeding clear-cut goals and receive frequent recognition for top performance. Prepared and assisted in executing the Comprehensive Annual Financial Report 2009. Aided in the sale of Hillsborough County bonds, schedule timelines, and execution of sale. Meetings with CEO and VP for Moffitt Cancer center to coordinate business development programs.

Oxford, Oh, Us

Coordinate the Tampa Chamber of Commerce networking events to over 80 active business fraternal members.

Plan, present, and demonstrate materials in the sale of life, health, and annuities to prospective clients. Develope customized solutions for individual short-term and long-term financial goals and objectives. Increase clientele through networking and referrals from satisfied customers. Assist financial advisor in marketing and service campaigns. Plan and execute public seminars, process research reports for financial advisor review.