Kyle Zepp Email & Phone Number

United States

San Mateo, California, Us

San Mateo, California, Us

- Simplifeye empowers doctors by automating the business side of their practice. We do this by providing software solutions that digitize and improve existing processes that are core to many medical practices. Simply put, Simplifeye allows medical professionals to focus their efforts on providing high quality health care, resulting in great experiences for patients.

Brooklyn, Ny, Us

- Hired, built, and managed quip’s first team of Account Executives, in addition to an inside sales and support team in Utah, in order to scale for the rapidly growing dental professional wholesale program

Brooklyn, Ny, Us

- Primary stakeholder responsible for scaling quip’s dental professional wholesale program from its early beta stage to a full launch on a national level- Main stakeholder on developing the overall messaging, sales, and distribution strategy in the dental professional channel by working cross-functionally with the marketing, operations, and digital product teams, to grow our market share - Developed and maintained key strategic partnerships in order to expand our reach and visibility within the dental space- Grew quip’s dental professional wholesale program from a dozen purchasing practices in beta phase to over 1,500 purchasing practices in under a year

Amsterdam, Noord-Holland, Nl

- Oversaw dental practices in Eastern Connecticut, Rhode Island, and Southeastern Massachusetts by introducing Philips Oral Healthcare products into patient treatment planning, and developing the Philips brand in a business to business setting- Successfully managed an assigned territory growth expectation as well as assigned KPI’s, consistently meeting and exceeding quarterly sales goals- Conducted “lunch and learns,” product demonstrations, and scheduled continuing education courses in order to close new business, in addition to mitigating against client attrition by coaching clinical teams on marketing and dispensing Philips products to patients- Attended dental trade shows and professional education seminars in order to personally educate dental professionals on the extensive Philips product portfolio and trends in the dental professional industry- Managed and coached Account Managers on the Inside Sales team by developing sales initiatives, call strategies, and coaching on best practices in order to grow the business - Regularly obtained and analyze data, based on sales trends and forecasts through the Powercerv CRM, in order to organize a detailed strategy for the region ensuring continued growth

Amsterdam, Noord-Holland, Nl

- Managed and consulted with a book of dental practices in the Northeast and Mid-Atlantic regions by providing support and expertise on the Philips Oral Healthcare product portfolio through outbound calling efforts- Consistently ranked in the top 5% of Account Managers by exceeding assigned sales goals and KPI’s - Successfully partnered with Field Sales Managers to sustain current client relationships, while prospecting for new business opportunities by scheduling “lunch and learns,” product demonstrations, and dental hygiene continuing education - Sat on an advisory board, as a representative for the dental professional sales team, meeting with the marketing and sales planning teams to create comprehensive sales campaigns and develop strategies for new product launches

Ridgefield, Connecticut, Us

- Oversaw and expanded a book of clients by responding to daily service requests while also prospecting for new business opportunities within existing client base as well as through offsite activities- Performed administrative activities for wealth management clients including establishing trust, estate, and other fiduciary accounts- Worked closely with Fairfield County Bank partners, including mortgage consultants, commercial lenders, merchant service consultants, and financial advisors to refer clients with specialized financial needs - Ensured cash journals, logs, and other important branch records were accurate for routine audits

San Francisco, California, Us

- Originated and closed FHA loans and aided clients in consolidating debt helping to reduce their financial burden- Examined credit analysis worksheets to determine borrowers’ qualifications according to company guidelines, which included verifying clients’ assets, credit, and earnings history- Worked closely with Wells Fargo’s underwriters by performing loan document processing duties in order to expedite the loan closing process in a timely manner- Personally built and managed a book of clients, through direct contact, in order to meet their financial goals with Wells Fargo’s products and services- Maintained a position as one of the top-ranked service providers within a district of approximately 60 bankers, while helping to make the branch a top performer within its district of 11 locations

St. Louis, Mo, Us

- Attended meetings and seminars with other professionals in the financial services field and personally planned a jointly held public seminar with representatives from the Social Security Administration and the branch advisor resulting in the acquisition of new clients- assisted in managing branch advisor’s client base by personally contacting and meeting with potential clients, as well as reviewing and updating account information to reflect the current status of existing clients- Observed client meetings, financial transactions and market trades, developing a better understanding of the financial services industry

Bachelor Of Science (B.S.), Business Administration; Finance

Education record