Corporate sales strategy across all business categories; Channel and major accounts sales development; Process development in support of strategic sales initiatives.

I am looking for three, proven, top-performing sales professionals for BDR's Profit Coach Division.Sales management leader for BDR’s Business Coaching Division, charged with building out departmental infrastructure and processes to support growth into a six-member high-performing sales team by year-end 2021. Responsible for business coaching sales as well as business development and sales strategy of new services, new sales channels, and strategic partner relationships. I believe in, practice, and train on “Sales Process” as the core driver of sales success. Having developed BDR’s “Discovery Process” in the Year 2005, I have closed 771 business coaching sales and increased my average sale amount by 67% from 2005 through 2020. I have earned 20 separate record-setting sales achievement awards. Other accomplishments include Industry speaking engagements; Training BDR's Training division staff on presentation skills and writing skills; and configuration-guidance on BDR's CRM software to support our business coaching sales methodology.BDR is #1 in our category: Business training and business coaching services for the HVAC (Heating, Ventilating, Air Conditioning) industry, as well as the broader “Home Services” category. With 450 business coaching clients and conducting some 250 business management training classes annually throughout the United States and Canada, BDR has coached 2,000 companies and trained 10-s of thousands of business owners and their employees. BDR’s clientele is vertically integrated, spanning Equipment Manufacturers, their Distributors, and their Dealers which are our coaching clients. Long term BDR business coaching clients routinely exceed industry-average profit margins by as much as 10-to-1. BDR’s coaching business is training-class driven and referral-based.

Recruited away from Business Development Resources for the purpose of building an inside-sales team from scratch for Talisma, a global, enterprise-level, CRM software solutions vendor. Responsible for all aspects of inside sales, including team build-out, quota-attainment, recruiting, training, sales systems and sales process development, with a goal of preparing inside sales team members for promotion into field sales. In October, Talisma executed an acquisition, changed the business model, and I left to rejoin BDR.

Sales leader responsible for growing BDR's business-coaching division. Learned the industry through BDR's training classes, discussions with ownership and key business coaches and set about developing sales systems, tools, and processes where - largely - non existed before. Created a comprehensive prospect qualification methodology still in use to this day. Dramatically improved BDR's coaching program sales presentations. Our target market is the HVAC industry within a territory that spans the United States and Canada. My accomplishments and success were the drivers for being invited back to BDR in 2005.

I leveraged my brokerage-industry knowledge of regulations on written communication in the financial services industry, and created a new role for myself within Talisma, transitioning from Inside Sales Manager to Director, Financial Services. This was a hybrid product marketing, training, sales support role wherein I traveled nationally, aiding and supporting field sales to understand and sell our product's benefits to the financial services industry. This was a role requiring the ability to "influence" both the inside and field sales teams to want to sell into a highly competitive and crowded vertical market. I was indirectly and directly responsible for multiple sales including, SAI Investments, a $3 billion company; ING, and Coast Capital Savings, the 2nd largest credit union in Canada. Achieved quota in 9-months.

Resulting from my success as a Sales Representative for Aditi Corporation, I was transitioned and promoted to Inside Sales Manager for Talisma Corporation, which is the sister-company to Talisma. Aditi was split into two companies to support wholly diverse business focuses. Talisma was a start-up software publishing company in the "Electronic Customer Relationship Management" space. For Talisma I was charged with starting an Inside Sales team from scratch. Over a two year period I hired and trained 32 sales rep's through 2 significant product development cycles. I exceeded quota over this period while my top-9 sales rep's were promoted to field sales. I successfully trained and managed a remote "outsourced" telesales team based in Boca Ratan, Florida. I was selected for a high-visibility project in Bangalore, India, where I trained (and named) Talisma's India-based Chat Team (Talisma Spice) and conducted a presentation on CRM for Talimsa's entire software development team.

For this global systems Integrator with 500 engineers, with offices in Redmond, WA, and headquartered in Bangalore, India, I had complete field sales and account management responsibility for national business-to-business sales of Custom Software Development Projects & Contract Engineering Services. Sold outsourced custom software projects to U.S. companies with development executed in Bangalore, India, and sold onsite contract engineering engagements to U.S. companies leveraging Aditi engineers. Increased sales by 82% in first 6-months and built a pipeline to meet $1mm quota. I transitioned to Talisma Corporation and was promoted to Inside Sales Manager within a year.

Registered securities broker & Registered Investment Advisor with a straight-commission compensation model.