Monica Pleasant Email & Phone Number

Mason, Oh, Us

Cincinnati, Ohio, United States

Smarter Business Ownership Starts HereLearn How Franchise Ownership Can Mitigate Your Risk Of Starting Your Own Business and Help You Succeed Faster. FranNet provides education and support to individuals who are interested in exploring self employment as a career option through franchised business ownership. After all, franchising is more than just food and retail stores. I am part of the Operations Team. My primary role is to recruit and vet franchisors to bring into our inventory for our consultants to show to potential franchisee clients. I review financial data, review Franchise Disclosure Documents (FDDs), conduct validation surveys with current franchisees, and negotiate contracts. I run monthly reviews of franchisors in our inventory to gauge the health of the system, determining if we keep them as partners. I keep information updated in our internal portal system by auditing, on a regular basis. I have routine contact with our franchisor partners, assisting in the use of our portal, and advising on best practices with our consultants. I also support our consultants in the US and Canada by verifying contractual information, executing one-off referral agreements, providing data as needed on our franchisor partners. I travel several times a year to various conferences, including: our own spring and fall conferences, International Franchise Association annual conference, Canadian Franchise Association annual conference and Franchise Springboard, for emerging brands.

Cincinnati, Ohio, United States

EMS helps employers develop programs that support employees with insurance options outside the group’s plan. As employees choose to take advantage of other resources, healthcare costs can be more sustainably managed.Group health insurance can be a great resource for families, but it may not always be the best option for every situation. EMS works with families individually to help them understand other opportunities and make informed healthcare decisions.

Southeast United States Territory

Transformational CX Analytics & Expert Guidance. Develop pipeline of financial institution potential clients into leads that will ultimately engage us to help them transform their customer experience into a differentiated state. Through targeted analytics, and consultation on proven, predictive outcomes, guide clients through a fundamental change in culture and accountability to create a fully engaged client base and enjoying the ROI that comes with it.

Cincinnati, Oh

Manage a team of inside Account Managers that began as support for the company’s largest enterprise customer. With this client closing 30% of locations, during 2018, we were able to increase lease revenue by over 30%. Because of my team’s success with this client and special projects, we were moved into the Strategic Sales reporting vertical to take on our independent clients to affect growth and manage these accounts as well.

Louisville, Kentucky Area

FranNet provides education and support to individuals who are interested in exploring self employment as a career option through franchised business ownership. My role is to recruit and evaluate franchises that want to be a part of FranNet's inventory. I assess, validate, on-board and support all of our franchise partners, as well as our international team of consultants.

Louisville, Kentucky Area

I worked with area businesses and labor unions to bring new members into the credit union. Educated and communicated, with our business partners, the benefits of credit union membership, and special promotions. I set up sign-up events, participated in companies' benefit fairs, and presented the credit union to as many potential members, as possible. Growing our member base to enable us to offer more services and better serve our members and community.

Knoxville, Tennessee Area

ResponsibilitiesWorking manager of team of Customer Account Managers. Coached in needs assessment, understanding client needs and matching solutions. Responsible for book of business within lender vertical, as well.Specialized in credit unions. On Boarding, training, continued sell-through and retention.Accomplishments cohesive, collaborative trusting team, client trust and very positive feedback. Account retention and win-backs.Skills UsedUtilized knowledge of lender buying, consumer credit, credit union relationship experience, consultative selling experience, problem solving and training experience.

Tennessee

Purpose and Scope: Supplied insight and acumen essential to grow sales of loan programs, related products and services. Executed strategic plans, promotional programs, and managed sales operations. Contacted decision makers, defined unique requirements and formulated custom business solutions. Implemented technology tools; provided training and support to client businesses. Utilized metrics and monitored performance, compliance and customer satisfaction.Organizational Impact | Contributions:Secured new indirect loan business with automotive and power sports dealers for CU Direct; managed lending portfolio management (CUDL) and inventory systems, procured new business for the AutoSmart program and converted non-paying customers into paying customers.

Knoxville, Tennessee Area

Implementation of sales/service tasks and roles for each member-contact position and support and guide managers on coaching and support to provide a proactive selling culture. Maintain sales and incentive tracking program to monitor, measure, reward, and reinforce performance. Responsible for managing the member relationship management module (MRM). Serve as expert on all sales and service related programs, processes, tools, aids and systems.

Knoxville, Tennessee Area

Managed staff and sales functions for CHANEL fragrance, skincare, and beauty line.

Consultative sales to financial institutions of products and programs to increase fee income, increase core customer base, cross sell and more.

East Tennessee

-Consultative sales of EQUIFAX consumer and commercial data and complimentary ancillary products.-Territory management of financial institution clients.-Constulted in risk-based lending programs, consumer credit marketing programs, and portfolio review programs.-Managed client data being reported to the Equifax repository.-Relationship management with C-Level as well as training and ongoing service support for all levels within the financial institutions in my territory.-Increased territory sales consistently meeting goals and client expectations.

Anthropology

Management

Communication