Joseph Gizzi Email & Phone Number

Greater Boston

Responsibilities:• Educate homeowners on the benefits of energy efficiency improvements• Use software to develop comprehensive reports of a home’s potential energy savings• Install no-cost light bulbs, thermostats, power strips, and low-flow showerheads to reduce energy consumption at the time of the assessment• Ability to accurately complete, organize and guide the customer through paperwork• Complete all necessary paperwork required by the Mass Save program

Greater Boston Area

Responsibilities:• Selling Profit Tools products and services to new customers.• Managing the sales process from qualification through close.• Establishing business relationships with decision makers.• Finding and qualifying leads from cold calling, telemarketing, referrals, web search, etc.• Determining the appropriate solution to meet the customer’s needs and budget.• Preparing/presenting the proposal to the customer and providing required documentation and handoffs to Professional Services.• Creating final order documents, and negotiating payment terms and final price.

Greater Boston Area

Responsibilities:• Proactively managed the needs, challenges and expectations of a growing customer base.• Strengthened relationships with customers through: Account Reviews & Consultative Analysis.• Coordinated product training & case resolution between customers & Professional Services.• Identified pain points and up-sold software/services to support customer growth.• Troubleshooted customer feedback to offer best practices and process improvements.

Greater Boston Area

Responsibilities:Specialized Sales:• Selling Profit Tools products and services to new customers (1-20 trucks).• Sales outreach for targeted niche campaigns.Technology Platform Guru:• Power user on Salesforce for New Sales, Marketing, & Account Management.• Salesforce Dashboard and Report creation, page layouts.• Trained & knowledgeable on Hubspot Sales Pro.• Salesforce and Hubspot integration.Marketing & Lead Gen:• Assisted in ramping up the Lead Gen Team.• Coached Lead Gen Team on impactful phone and email outreach.• Helped develop compelling email campaign content for effective "drip" Marketing campaigns.Financial Reporting & Analysis:• Created and managed key Sales and Marketing Financial Reports.• Monthly, quarterly, and annual-to-date revenue reports with comparisons to previous periods.• Sales reports by account status, product and type.

Greater New York City Area

Responsibilities:• Territory (Dec 2016 - Aug 2017): NJ, NY, PA• Territory (Sep 2017 - Jan 2018): NJ, NY, PA, OH, MI, ON, QC• Selling Profit Tools products and services to new customers.• Managing the sales process from qualification through close.• Establishing business relationships with decision makers.• Finding and qualifying leads from cold calling, telemarketing, referrals, web search, etc.• Determining the appropriate solution to meet the customer’s needs and budget.• Preparing/presenting the proposal to the customer and providing required documentation and handoffs to Professional Services.• Creating final order documents, and negotiating payment terms and final price.

Lee, New Hampshire

Responsibilities:• Developed new pipeline opportunities and provided critical support to the sales team from opportunity inception through close.• Responsibilities in this position included outbound lead generation, qualification of inbound leads, assistance in proposal creation, general sales support, and other special projects as assigned to support the general business needs of Profit Tools, Inc.

Taunton, Ma

Responsibilities:• Oversaw incoming and outgoing shipping activities to ensure accuracy, completeness and conditions of shipments.• Ensured a smooth and consistent operation so parts and supplies are located and distributed to proper departments in an effective and efficient manner.• Inspected incoming materials and notified appropriate staff of potential quality issues.• Directed movement of shipments to appropriate work areas.• Managed lumpers (Person who manually unloads the truck) as the truck is received.

1 Lakeshore Center, Bridgewater, Ma 02324

Responsibilities:• Offered a variety of products that can help an individual meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, and lifetime income strategies.• Responsible for scheduling appointments, meeting with clients, analyzing clients’ information, making product recommendations, and providing ongoing service.

Taunton, Ma

Part-Time while I attended High-school and College (Summer and Winter Breaks):Receiving Manager• See role responsibilities above.Lumper• Unloaded delivery trucks as they arrived and then properly stored the delivered products.• Container/Truck ranges from 1000-4000 boxes depending on the size of each box (10-40lbs).Maintenance Worker• Picked orders, reboxed broken boxes, strapped boxes, stickered boxes, conducted inventory, and swept the establishment.The 3 positions varied throughout the week.

Bachelor Of Arts (Ba), Accounting And Business/Management, Gpa 3.23/4

Activities and Societies: Assumption College Football alumniApplicable Business Course studies: •Advanced Accounting •Federal Income Taxes.

Education record

Activities and Societies: Football, Winter Track, Spring Track•Received an education that helped Joseph prepare for college and create.