Josh Learn Email & Phone Number

Mississauga, Ontario

Technical Sales Specialist for Process Automation Solutions (Systems). DeltaV, Guardian, and Reliability.

Winnipeg, Manitoba

Responsible for developing and achieving both maximum new clients for Lakeside as well as maximum profitable sales volumes of products, services and solutions sold by Lakeside Process Controls Ltd. This role has primary focus on business development for driving development of new clients across the entire Lakeside Group portfolio.The primary responsibilities include:•Develop and implement specific strategies to develop new clients for the overall Lakeside Controls portfolio in the assigned territory. •Work cohesively with the Account Management and Business Unit Sales teams on the business development strategies. •Determine sales call frequency for all target and assigned customers and make personal sales calls.•Develop and maintain relationships with management personnel of major customers and other personnel in various functional departments, such as: engineering, purchasing, maintenance, production and expediting.•Gain and maintain detailed knowledge of competitors' offerings and sales organizations.•Keep abreast of and advise competitive market information such as new products, pricing strategies and market directions •Work closely with Management on the identification of portfolio gaps, opportunities and weaknesses for assigned territory.•Develop Differentiation and Value Selling Skills.•Provide direction to inside sales staff with respect to structure and content of quotations.•Develop subject matter expertise on the Automation Solutions portfolio, co-ordinate marketing - lunch and learn, technical presentations and seminars for Lakeside in the pertinent product lines.

Winnipeg, Canada Area

Responsible for the sale of industrial and electrical control systems for customapplications. Further responsibilities include establishing, growing and maintaining relationshipthrough our client base.Support client’s business objectives.o Maintain a current database of all accounts and their respective requirements.o Develop knowledge of the competitive activity.o Build a portfolio of growth opportunities and develop the necessary contacts andrelationship.o Maintain appropriate call frequencies and call documentation. Lead the customer interface and manage volume and revenue against contractualcommitments utilizing the account planning process.o Develop and implement strategic account plans consistent with client’smarketing strategies and value proposition.o Lead the contract negotiations and ensure compliance against contractcommitments.o Manage price negotiations and secure the necessary approvals.o Build multi-level relationships and contacts.o Monitor customer needs and satisfaction and ensure problem resolution.o Periodically assess SWOT and recommend any appropriate action. Develop customer proposals and surface new growth and product/service opportunities. Monitor and report on market, product, customer trends and competitive activity. Manage expenses against an assigned budget. Jointly with the Project Manager and the Systems Integrator, initiate technical projects thatprovide value and differentiation. Jointly with Finance, manage the company’s credit exposure to individual accounts

Winnipeg, Canada Area

Manage all aspects of AGI’s relationship with multiple National Account customers. Implement processes and procedures to support the selling, implementation and ongoing continuous improvement.KEY DUTIES AND RESPONSIBILITIES:*Lead and manage National Account customers to support sales growth and operations. Supports our outside selling team and customer with a wide variety of selling, analytical and project management information.*Provide co-ordination among numerous other AGI departments including Information Services, Logistics, Credit and Legal.*Work with National Account Management, Senior Management, Finance/Credit to design and apply business filters to gauge sales potential, profitably and internal cost savings.*Take a lead role in working with the National Account customer to ensure clear service parameters and expectations are set for both the customer and AGI.*Manage and lead members of the customer group by applying all aspects of AGI’s Performance Excellence Program.*Create and maintain appropriate communication with Account Managers, Regional Managers and GM’s*Lead and manage a highly skilled, independent thinking business team that support National account sales growth and operations. Supports our outside selling team and customers with a wide variety of selling, analytical and project management information*Help design and then manage a database of National Account Customer specific information. Analyse this information for sales performance, service issues and opportunities*Daily contact with National Account team members to maintain a clear understanding of departmental priorities and progress. Regular contact with the product Sourcing Group to obtain product and price information as required

Winnipeg, Manitoba

Manage an account portfolio of approximately 5 very large size customers, including National Accounts customers. As well, execute a balanced focus of new/new customer acquisition activity. •Weekly field calls throughout these organizations. •Identifying and classifying account opportunities and potential by establishing call priorities and frequencies. •Developing and implementing account penetration plans and strategies to include regular account business reviews for key customers. •Understanding customer needs and concerns to help them get the job done and win their business •Manage and maintain customer segment accounts, while increasing customer awareness of AGI through our product and service offering. •Grow share of wallet with these customers and determine potential customers that may have more complex requirements. •Partnering with AGI suppliers/vendors and internal AGI sales resources, such as National Accounts and Specialists to achieve profitable sales goals. •Communicating regularly with branch team in order to resolve customer issues •Install AGI solutions such as eCommerce and Private Brands with customersFollow the sales cycle, with heavy emphasis on opportunity identification and follow up.

Manitoba, Canada

•Managed the day-today activities of business development in the province of Manitoba and North Western Ontario. This included (but not limited to): hiring, training, developing, identifying marketing trends and analyzing businesses.•Improved business processes through careful analysis of the sales cycle and emerging market trends. Markets include Agriculture, Construction, Oil and Gas, and Transportation•Interact with 100-250 prospects/clients a month with an emphasis on ensuring our current clients are promoters of our business.

London, Ontario

Ensure the successful presentation and sale of key products and services related to tax preparation and financial/tax planning for agricultural and small businesses. Ensure maximum market penetration, seeking out and developing new business opportunities that will enhance high growth potential.

Delegated tasks and monitored support service for over 200 employees within the NHS, as well as contractors working for the NHS. Scheduled for support service employees; including blocks, vacation days, leave of absences, and sick calls, while abiding by the Union contract. Processed work orders, and scheduled/coordinated tasks to maintenance and outside contractors. Assisted in the creation and improvement of the "porter system". The porter system consisted of monitoring porter's times throughout the hospital and trying to make the process more efficient.Handled external and internal calls for Niagara Health Systems. Analyze trends and assist management with decisions pertaining to Human Resources and Operations.

Managed and monitored up to ten call centers at a time. This included forecasting (both judgmental & quantitative), scheduling, change management and reporting. These were all parts of the Work Force Management process. Made real time decisions that impacted the performance of the call centre's. This was done by analyzing accurate forecasts, scheduling changes, and evaluating the impact. Maximized both efficiency of the employees and profit for all stakeholders by working within budget constraints and service level targets.Work in a small team to insure problem free activation and servicing of 3 million credit cards.

Ranked in the top quartile of CSR's for referrals in the Niagara Region, (averaged 188% of targeted referral plan).Increased and maintained customer satisfaction with a year-to-date average of 100% on Branch Experience Survey's (customer satisfaction survey), which was amongst the highest within the 21 branches in the Niagara Region.

Honours Bachelor, Business Administration, Marketing

Activities and Societies: Beta Gamma Sigma

High School Diploma, High School