Peter Cassell Email & Phone Number

Director of Professional Services. Develop on boarding and continuing education programs. Manage, build and train offshore teams and processes. Push company directives while involved with development of internal tools, maintenance and implementation of them to team members. Lead Professional Service development and training. Focus on creating efficient and cost savings directives to promote streamlining content creation and delivery to both internal and external clientele. Focus on increasing bottom line while also focusing on internal trainer and consultant development. Direct individual office instance configuration, custom work and Professional Services teams.

Implementation Operations and Professional Services Director. Work in Medical Billing, cloud based software office. Internal tool development, implementation and training. Agent to client training. Position emphasis is tool development, team management, offshore relation head, implementation to process and methodology. Manage onboarding and continuing education, tools development maintenance and implementation.

Utah

Instruct clients on updated financial tools and procedures in a high paced environmentDemonstrating strong multitasking ability working on multiple projects for multiple clientsResearch and resolve problems with both internal employees and external clientsWinner of the 1st Quarter ‘Innovation Award’ for increasing sales results and supporting company initiatives using new and unique ideas and teaching those processes to co-workersRestructured call quality scorecard and part of compensation plan to be implemented for 2015 Involved with other process improvement projects that were implemented branch wideWork with clients to develop plans to create greater individual wealth management flexibilityWork alongside multiple teams and departments to ensure quality response to client issuesSpecialized in deceased accounts, easing client frustration and stress of estate management and funds distribution to beneficiaries and surviving members

Control classified document review and approval by analyzing paperwork and validity of instructions. Improving turnaround time and instruction quality since entering position. Over 30 minutes to under 5 minutesInstructed and worked alongside 50+ Client Associates in proper procedures for Document ControlTeach and lead client associates on proper data entry and policy procedures that will increase efficiency and limit time wasted Work directly with Client Relationship managers to manage workflow and increase efficiency Interface with both clients and support staff to obtain correct signatures and legal documentationPosition is large part of annual corporate audit; Passing well in 2010 and 2011Train support staff on proper implementation of Letters of Authorization or Document Control submissions helping the clients to better understand requests and requirementsWorking with legal documents to ensure and verify correct completionHandle Document Control for Utah Intermountain complex

Sales and brokerage consultant for Business Development TeamTook new leads and developed them into new accountsDirected carriers on scheduling Negotiated rated to benefit bottom lineManage 100+ customer shipments per month through all stages of logistical operations Organized billing and payment responsibility plans for carriers and customersActed as a mediator for all shippers, carriers, receivers, buyers and sellersDirected segment of logistic operations between one the states largest grocer and one of the nations largest recycler

Business to business sales and brokerage consultant for a transportation and logistics companyConsistently performed in the top five in margin percentage gained per loadSold services to 30-45 clients and executing management of freight shipments Operated as a freight broker to negotiate rates and processes with new and existing clientsScheduled logistical operations with external customers for their shipping departmentsDevelop and release new program offerings to existing customer baseProspect new business through the effective use of leads, cold calls and persuasive selling skills

Managed sales and operations in the cellular phone space.Assisted with development of personal business strategy and store operations for multiple store locations.Guided store production from last place to a top five producing store in sales and activationsDeveloped and trained employees on new manuals for business operationsWas the *Escalated* point of contact for resolving customer service issuesCreated processes for record keeping, inventory and sales reporting using Word, Excel and QuickBooksProcured potential employees, interviewed, hired and handled performance evaluations of employees

Supervised order fulfillment staff (up to 40 employees) by partnering with line managers to successfully oversee materials distribution activitiesAdvised other managers in diffusing contentious employee issues Managed multiple operating systems for the management of shipping, accounting and warehouse operations Conducted regular performance evaluations and monitored progress of employees to optimize employee efficiency and development

Maintained operations during a challenging ownership transitionManaged operations during the company*s greatest growth - 50% revenue increaseDeveloped employee manuals and standard operating proceduresConducted market research and monitored trends within the golf / family entertainment businessDeveloped effective marketing campaigns for target demographic, increasing interest and name recognitionManaged merchandise, inventory and equipment salesDeveloped teaching programs for all golf skill levelsOther SkillsProficient in Microsoft Word, Publisher, Photoshop and Small Business Manager Completed course work in Crisis Management and Crucial ConversationsCompleted coursework in Lean ManagementProficient in As400 transportation systemsTrained in utilization of ITS-Dispatch tracking softwareExperience in SwiftPic control functionsUtilized ShipperMate and RateMate software applications