Patrick R. Email and Phone Number

-Project Planning - Develop and execute project plans for commercial glass installation projects. - Coordinate with clients to understand project requirements and specifications.- Resource Management - Allocate resources effectively, including labor, equipment, and materials. - Ensure adherence to project budgets and timelines.- Team Leadership - Supervise project teams, including glass installers and subcontractors. - Provide guidance, motivation, and performance feedback to team members.- Quality Assurance - Ensure that all glass installations meet industry standards and client expectations. - Conduct regular quality inspections and address any issues promptly.- Risk Management - Identify potential project risks and develop mitigation strategies. - Proactively resolve issues to prevent delays or cost overruns.- Budget Oversight - Manage project budgets, track expenses, and control costs. - Prepare and present financial reports to stakeholders.- Client Communication - Serve as the primary point of contact for clients. - Maintain clear and open communication to address concerns and provide project updates.- Permitting and Compliance- Documentation - Maintain accurate project records, including contracts, change orders, and project documentation. - Prepare and submit progress reports to clients and senior management.- Safety and Training - Promote a culture of safety on the job site. - Provide training and enforce safety protocols to prevent accidents.- Cost Estimation - Assist in the preparation of cost estimates and proposals for new projects. - Collaborate with the sales team on bidding processes.- Project Closeout - Ensure a smooth project closeout process, including final inspections and client sign-offs. - Facilitate any warranty or post-project service requirements.- Client Satisfaction - Strive to achieve high levels of client satisfaction through quality work and exceptional service.

Upsell Medicare Advantage Plans Created and implemented a comprehensive onboarding process, resulting in a 30% reduction in time-to-value for new clients Increased customer retention rate by 28% within six months by implementing safeguards to their accounts Developed a cross functional training cadence to help the sales team to understand reasonings for breakage to better align sales expectations with clients and customer concierge

Developing and maintain high profile clients such as Phillips 66, Zips Franchise, Victory Lane and Jiffy Lube Grew existing book of business year over year Collaborating with clients on strategies to address specific growth targets. Traveled to regional franchise conferences to continue to strengthen relationships. Held quarterly onsite reviews to highlight results and uncover potential opportunitiesNavigating the ever changing business of a startup company.SaaS implementation and developmentWork in collaboration with sales, design, marketing, support, product, onboarding specialists, and development teamConduct monthly meetings with clients to set expectations of service, communicate progress, and discuss future campaigns and goals to ensure revenue retention.

Focused on strategy, growth, retention & expansion Maintained a knowledge based of evolving product offerings while proactively recommending new products and features to customers Documented customer interactions in Salesforce to reduce inefficiencies while interacting customers across email and phone Exceeded monthly metrics on customer satisfaction, customer retention & inquiry volume Achieved a 93% customer retention rate with a highly empathetic approach Deescalated customer complaints & agitated customers through proactive outreach and solution based processes

Managing clients' accounts through multiple operating interfaces within a designated territory.Delegating with customers and partners to ensure productivity and timely delivery of our product.Oversee communication, negotiation, data management and data analysis of my territory.Experience with Lean Logistics, Oracle, Schlumberger, Axon, TMS systems.Coordinating and monitoring supply chain operationsEnsuring premises, assets and communications are used effectivelyUtilizing logistics IT to optimize shipping and transport procedures Coordinate and monitor supply chain operationsRecruit and coordinate logistics staff (e.g. truck drivers) according to availabilities and requirementsSupervise orders and arrange stocking of raw materials and equipment to ensure they meet needsCommunicate with suppliers, retailers, customers etc. to achieve profitable deals and mutual satisfactionPlan and track the shipment of final products according to customer requirementsKeep logs and records of warehouse stock, executed orders etc.Prepare accurate reports for upper management

Fabricated 1965 Shelby AC Cobra's and Shelby Daytona's for Shelby America and public customers.Fabricated and welded custom performance parts. Built and fabricated cars from the ground up. Operated machines; Press Brake, Water Jet, CNC bender, manual lathe, CNC mills, manual lathe.