Matthew Ptak Email & Phone Number

At TechWise Group, we offer small and medium organizations a convenient and reliable solution for their technology needs. Serving clients across diverse industries such as manufacturing, marketing, professional services, and healthcare, we specialize in supporting physician practices and long-term care facilities. Our comprehensive range of technology services encompasses strategic planning, infrastructure deployment, custom development, comprehensive support, and staffing solutions. As a Microsoft Certified Partner and Small Business Specialist, TechWise Group is equipped to deliver exceptional results for our valued clients

Remote (Home Office)

As a Microsoft Licensing Solutions Specialist (LSS), I take a proactive approach to growing and maintaining Microsoft licensing Enterprise Agreements (EAs). My primary focus is on identifying new opportunities to introduce and expand Microsoft Products and Services, particularly Azure. I excel in solution-selling across on-premises, cloud, and hybrid software environments.With a solid understanding of the Microsoft lifecycle and renewals process for Enterprise Agreements, MPSA, and Cloud Subscription Agreements, I possess the ability to oversee all aspects of a Microsoft deal from its inception to its closure. My goal is to drive licensing consumption and achieve benchmarks set by Microsoft and the Microsoft Center of Excellence (COE).As an LSS, I am responsible for producing, protecting, and growing Microsoft Enterprise agreements. I lead client calls involving all stakeholders, presenting clear options that align with customer needs and budgets, ensuring transparency and control. Additionally, I contribute to or assist in conducting Microsoft Landscape Optimization (MLO) assessments.Monitoring agreements is another crucial aspect of my role. I provide yearly true-up assistance to ensure that customer licensing environments remain in compliance. Furthermore, I actively prospect for new agreement opportunities to expand our current portfolio and seek avenues to grow the Microsoft book of business, including increased Azure consumption.My daily tasks encompass participating in business development meetings with senior leadership, preparing pricing and quotes, updating the pipeline and forecast on a weekly basis, providing clients with product terms, and optimizing agreement renewals.To stay up to date with the latest developments, I regularly attend Microsoft training sessions and conduct online research. This enables me to remain informed about any changes and effectively communicate relevant topics as needed.

Remote (Home Office)

As an inside sales position that involves some client-facing responsibilities. I work remotely and collaborate with a team consisting of 5 field sales representatives and 3 internal customer support representatives. My role primarily revolves around managing the sales process, starting from prospecting and setting meetings to mapping out projects, coordinating with technical engineers, gathering pricing information, collecting purchase orders, and ensuring accurate pricing until the completion of projects.In this fast-paced environment, I excel at swiftly analyzing and evaluating various business scenarios, enabling me to make rapid decisions and take appropriate actions that prioritize the best interests of both clients and the company.With a high level of understanding of the IT industry and the distribution channel, I possess comprehensive knowledge of enterprise client needs and a solid grasp of technical concepts. This expertise allows me to effectively address client requirements and provide suitable solutions.My excellent organization, time management, and multitasking skills play a crucial role in ensuring quick turnarounds and accurate information relayed to clients. I prioritize efficient communication to maintain effective client relationships.As part of my responsibilities, I actively plan, prepare, and arrange strategic meetings with partners, field representatives, and clients. This enables me to establish strong connections and foster collaborative relationships for successful business outcomes.To stay current in the rapidly evolving IT landscape, I engage in continuous education on major brands and services such as Microsoft, Sophos, VMware, Cisco, HP, Dell, EMC, IBM/Lenovo sales, Adobe, Symantec, cloud services, third-party service providers, and client-facing services. This ensures that I remain knowledgeable about the latest advancements and can provide up-to-date information and guidance to clients.

Downingtown, Pennsylvania

Softmart was a leading provider of information technology products and services to businesses, government agencies, and academic institutions. As a B2B reseller, we offer an extensive range of 1,700 product lines, encompassing a quarter million SKUs, along with comprehensive implementation services. Our company serves as a primary source for IT hardware and software products, including reputable brands such as Adobe, Apple, Blackberry, Cisco, HP, IBM, Intel, Lenovo, Microsoft, Symantec, and VMware.In my role, I take a consultative approach to building IT solutions for our clients. I prioritize providing exceptional support and offering creative solutions that meet their specific IT needs.My specialties include comprehensive IT solutions that cover a wide array of areas such as Microsoft Licensing, hardware procurement, backup solutions, antivirus software, cloud computing, virtualization, mobile devices, network security, and software asset management.

As an Account Manager in the Small Business division of Softmart, my responsibilities encompass a range of tasks including licensing, maintenance renewals, hardware sales, handling inbound and outbound calls, generating quotes, and processing orders.In this role, I actively seek new business accounts by conducting cold calls, following up persistently, and successfully selling our offerings to them. By building strong relationships with both new and existing accounts, I foster long-term connections and position myself as a trusted and valued sales representative, encouraging repeat business.Interdepartmental coordination is a key aspect of my role, involving collaboration with teams such as Business Development, Finance, Customer Service, Vendor Account Specialists, and Purchasing. This ensures smooth operations and seamless customer experiences.I also prioritize cultivating and expanding relationships with publishers, partners, and distributors, strengthening our network and enhancing our business opportunities.To maintain personal excellence, I make a commitment to attend weekly trainings provided by publishers and other available resources, ensuring that my knowledge and certifications are up to date.Consistently exceeding quarterly quotas is a testament to my sales performance. I have also achieved the distinction of being among the elite top 5 sales representatives in the entire Small Business team.In addition, I have been recognized as one of the top 5 performers in SMB hardware sales in 2013, highlighting my expertise in this specific area.Sharing knowledge and expertise is important to me, as I actively contribute to training new account representatives on Softmart policies and procedures, as well as providing insights into the inner workings of IT sales.

In my role as a field sales representative in southern Colorado, I have had the opportunity to work closely with large companies, particularly in the area of providing them with the latest CNC machinery.My responsibilities include actively seeking and identifying new opportunities within the region. This involves prospecting and engaging with potential clients, with a particular focus on collaborating with large space exploration companies.Understanding and defining the specific needs and expectations of my clients is a key aspect of my role. By thoroughly comprehending their requirements, I can provide tailored solutions that effectively fulfill their needs, whether it be through recommending the appropriate CNC machinery or offering additional support services.Furthermore, I place a strong emphasis on building new relationships with clients. By establishing trust and rapport, I aim to foster long-term partnerships that benefit both parties and contribute to mutual success.

Downingtown Pa

As an Account Manager in the Small Business division of Softmart, my role encompasses various responsibilities, including managing licensing, maintenance renewals, handling inbound and outbound calls, generating quotes, and processing orders.In addition to these tasks, a crucial aspect of my role is establishing strong vendor communication and relationships. By nurturing these connections, I ensure smooth collaboration and effective delivery of products and services.I am responsible for reaching out to pre-qualified leads as well as maintaining relationships with existing accounts within Softmart's Small Business channel. This involves proactive communication and providing exceptional customer service to meet their needs and foster long-term partnerships.Interdepartmental coordination is vital to my role, involving close collaboration with teams such as Business Development, Finance, Customer Service, Vendor Account Specialists, and Purchasing. This ensures seamless operations and a cohesive customer experience.I actively cultivate and expand relationships with publishers, partners, and distributors. This involves regular engagement to strengthen our network and explore opportunities for collaboration and growth.To uphold personal excellence, I am committed to attending weekly trainings provided by publishers and other available resources. This enables me to stay updated with industry trends and maintain certifications that enhance my expertise.Consistently exceeding quarterly quotas and frequently leading in small business sales are key accomplishments that highlight my success as one of the top representatives on the team.Furthermore, I was appointed as the Trend Micro Fall Competition Team Leader, demonstrating my leadership skills and ability to drive successful initiatives within the organization.