Marcy Margolis Email & Phone Number

Aliso Viejo, California, United States

NVISION is a network of world class surgeons and optometrists focused on ensuring the eye health of patients. With industry leading outcomes and a relentless pursuit of improvement, NVISION strives to ensure every patient interaction is safe and effective. The unique design of NVISION has created a web of local eye care support to the 2500 vitally important co-managing optometrists across the western US. Lead both Outside and Inside Sales teams. Focusing on establishing territories, metrics, quotas, and operational efficiencies. Working with the team to identify opportunities to increase revenue and profitability for the company.• 100% to Quota in 2023. • 8 out of 10 Area Managers met their Year End Numbers.• Established Deep Dives on the books of business to identify strategy for 2024.• Created new marketing collateral for 2024 market strategy.• Onboarded 7 New Area Managers. Have an 87.5% retention rate for the role.• Implemented and built out the workflow in Salesforce CRM to help track customer data, constant communication, activity tracking and forecasting.• Established Area Manger KPI’s & Metrics• Authored 2022 & 2023 Area Manager Comp Plans. Provided direction on non-Solicitation language• Structured Two new sales role• Evaluated, vetted, and implemented a marketing platform.• Worked with outsource team to provide a Sub Domain for referring providers• Built out new forms and new form management• Implemented an outside payment platform for referring providers.• Worked directly with the legal team and compliance.• Built a site for outside sales teams to give them access to the tools they need. • Established call cadence with the centers.• Launch the Area Manager Role to new centers.

Helping Organizations:-Enhance sales skill set-Shorten sales cycle-Increase customer life span- Increase profit margin-create future leaders

•Excelled as one of the top regional teams out of 50, finishing 100%+ to quota P1-P2 of 2020.•Exceeded team quota period over period, producing at 100%+ YOY.•Coached each rep to be accountable for their success by strategizing with each on their book of business to identify opportunities for growth.•Developed Customer Profitability models which empowered the reps to align their quota targets to be 35-40% more profitable.•Remotely managed 15+ reps in both Southern CA and Northern CA.•Led Teams in account management and business development with Enterprise and Mid-Market Space•Seven-time recipient of Sales Excellence Award awarded to the Top 10% of sales producers companywide.•Hired and trained new associates, significantly reducing turnover by 75%+. Retained talent average of 5+ years.•Conducted interviews, reporting analytics, authored contracts and created content for the sales teams.•Worked with team to successfully implement New Customers, both systemically and internally.•Implemented new sales strategy in Business Development with the Los Angeles Region, elevating the team from a #71 national ranking to a #5 ranking, including twice finishing #1.•Worked with multiple industries including: Government/Public Sector, Finance, Healthcare, Retail, Property Management/Real estate/Construction, Food & Beverage, Software/Media/Platforms, Transportation, Aerospace & Defense.Accomplished sales and organization mission by completing related results as needed. Achieved regional sales operational objectives by contributing regional sales information and recommendations to strategic plans and reviews; preparing and completing action plans; productivity, quality, and customer-service standards; resolving problems; identifying trends; determining regional sales system improvements; implementing change.Met regional sales financial objectives by forecasting requirementsHelped to established sales objectives

As the first regional Business Development Executive in the Western Region, acquired over $3MM+ in new business yearly. Worked with Regional Sales Directors to focus on the Fortune 1000 companies in their regions. Worked with both Enterprise and Mid-Market Prospects.•Acquired over $100MM in new business.•Reached an all-time high of $12MM in new business during first full year.•Obtained meetings with C-Level decision makers to identify unmet needs and come up with proposals to address their needs.•Worked with Medium to Large customers to acquire their business as a B2B.Assisted the organization sales and growth efforts by contributing to new customer acquisition. Built contacts with potential clients to create new business opportunities. Kept prospective client database updated. Made cold calls for new business leads. Dealt with C-Level point of contacts. Worked closely with the internal teams to implement and transition new customers.

Sought to build relationships with corporate decision makers to sell a product or service. Made Sales excellence in my first full first year. Maintained one of the top spots in the country Year Over Year. Worked with a variety of Industries to bring them over to Staples Business Advantage. Maintained one of the highest profit margins in the country. Developed both large and medium size businesses.-Finance-Manufacturing-Software-Corporate Services