As the Sales Director and Team Lead at BlueTeam, I lead and manage a dynamic sales team, ensuring optimal performance, comprehensive training, and continuous development. With over 25 years of sales management experience, I've spent 8 years in our commercial roofing/restoration, consistently crafting and implementing effective sales strategies that build robust customer relationships and foster collaboration across departments.A pivotal aspect of my role involves transitioning into the role of Sales Closer, a position that focuses on supporting our sales representatives and ensuring each team achieves its goals. Collaborating closely with the sales team, I provide crucial support during negotiations, drawing from extensive experience and staying attuned to industry trends to facilitate successful deal closures.Moreover, my responsibilities include curating a training curriculum for kickoff meetings and devising ongoing training programs to continually enhance our team's capabilities.Acting as a team leader, I am responsible for training, reviewing performance, and providing ongoing guidance to ensure each team member excels in their roles. I maintain regular communication channels to monitor progress and ensure the attainment of set goals.Setting and monitoring sales quotas and goals (KPI's) for team members is a core responsibility. Providing comprehensive progress reports to the executive team on goal achievements is a routine part of my duties.I take charge of the deployment and ongoing use of Pipedrive, ensuring accuracy and providing detailed progress reports to the management team.Additionally, I manage and schedule sales team meetings, creating inclusive agendas and encouraging team participation. I conduct quarterly performance reviews with team leads and members, addressing performance gaps and setting short-term goals for continuous improvement.

Diamondback Restoration is a full service general contracting company who specializes in commercial buildings who have been damaged due to hail & wind storms. We help guide our clients through the insurance claims process and work as their advocate and will perform all services necessary to bring their building back to it's pre-storm condition. We offer free roof consultations and provide a thorough inspection to locate all damaged areas. We will fully replace your roof and work with all major roofing product manufacturers.

Sendero Restoration is a national commercial roofing and insurance loss restoration company with more than 40 years of combined roofing and general contracting experience. Our goal is to restore the property to its original if not pre-storm condition or in many cases even better. Our 24/7 consulting team travels to areas adversely affected and works directly with commercial property owners. Our consultants will inspect and evaluate the property at no cost or obligation to the building owner. Sendero's services include all forms of insurance loss and storm damage restoration, commercial and multi-family roofing, and general contracting. Our mission is to exceed customers’ expectations by providing the highest-quality, innovative roofing solutions with on-time results and minimal impact to the client's day-to-day operations.

I am tasked with helping the company execute on some of the various initiatives we have in front of us already, as well as helping the leadership team to strategically plan for the next phases of our business as we embrace new opportunities and chart new courses. Some of those responsibilities include:• Report directly to CEO, helping to strategize what future company objectives and business lines will be.• Manage 25 active partnerships by driving the direction of which product mixtures and vendors will deliver the most short term and long term return based on company objectives.• Create and manage product development plans that align with companies core initiatives, encompassing all aspects of product launch and management (marketing, IT, sales, support, finance)• Built plan to execute on the creation of an insurance agency, and was the point person that the executive team relied on to launch and project all operational requirements, agreements and financial projections required to run the agency.• Expanding current relationships by introducing new potential offerings to our current product mixture• Coordinate call center trainings with 100+ sales agents and 25 partners, introducing new initiatives as well as re-training core products to new agents• Work cross-functionally with legal, compliance, training, finance, and operations to develop key market strategy with our partnerships while managing new contacts and integrating new products into our current offerings• Seek improvements in operational effectiveness and establish internal and external processes that benefit TGS and its clients.

AccessData Group has pioneered computer forensics and litigation support for more than twenty years and is the maker of FTK and Summation. Over that time, the company has grown to provide a family of stand-alone and enterprise-class solutions that enable digital investigations of any kind, including computer forensics, incident response, eDiscovery, legal review, IP theft, compliance auditing and information assurance. More than 100,000 customers in law enforcement, government agencies, corporations and law firms around the world rely on AccessData software solutions and its premier digital investigations and hosted review services. AccessData Group is also a leading provider of digital forensics training and certification, with our much sought after AccessData Certified Examiner® (ACE®) program.

My purpose is to grow revenue and profits from existing partnerships by increasing sales of existing offers and by introducing new products. Define account segmentations, sales processes and provide accurate and timely reporting of all CUTS’ sales progress including ISOs and partnerships. Setting sales goals for partner managers with specific account assignments. Manage and maintain the CRM to ensure sales objectives, client results and contacts are current and accurate. Promote CUTS within industry tradeshows to generate leads, improve current relationships, promote new offers and gain industry insights/trends. I also build and manage a high-quality partner management and support team. Manage the companies Packet Program and resources. Ensure a high level of support is provided to both partners and their clients. Oversee Houston staff and operations.During this time I was also responsible for growing revenue and increasing product portfolio within current clients and prospective clients by building marketing plans tailored to each accounts specific needs. · Defined account segmentation, sales processes and provide accurate and timely reporting of all CUTS' sales progress including productivity of outside sales relationships with third party companies. · Lead the partner management team that was responsible for support of all existing relationships across all product lines, including any customer service or technical support issues. · Implemented and maintained the SalesForce CRM responsible for tracking all company functions related to sales and marketing. · Directed the company's promotion within the credit union industry by determining the trade show schedule,inside lead generation team, and outside sales activities. · Managed Operations team in Houston office that supported all products and reported on over 10,000 customer support calls per year.

2006 to 2008 · Lead all East Coast Sales activities responsible for nearly 50% of company's yearly revenues. · Created sales collateral and developed sales presentations and all processes including on-site visits and web conferencing. · Negotiated software contracts with, and managed relationships of, approximately 150 tax preparers nationwide. · Instrumental in build out of Houston new operations center and customer support hub after parent company sold 90% of their holdings and dissolved the employment of over 200 employees in Seattle, Houston and Atlanta. · Instrumental in brand change from Credit Union Tax Services to CUTS PM and associated business model changes implemented with 1,200 clients and their 53 million members. · Research and development of affiliate marketing networks and affiliate network infrastructure.

· Instrumental in launching a online tax software program, processing over 1,000 tax returns in the first 3 months · Led a team of 10 employees that increased gross revenues from $750k to $2.6M over a four year period. · Grew EBITDA from $75,000 in 2001 to $1 million in 2004. · Forged a strategic alliance with NAVY FED, the largest credit union globally, that amounted to an increase in yearly net revenue of over $150,000. · Negotiated B2B contract with our largest partner (Intuit), which accounted for 85% of our yearly revenue. · Created and managed all corporate calendars, sales plans, yearly budgets, new business development plans, meeting and exceeding all of our companies business initiatives and EBITDA goals. · Integrated 150 new clients obtained in an acquisition of our largest competitor and exceeded our expected revenue from the acquisition in year 1 by 150%, seeing a net gain within the first 6 months. · Spearheaded, negotiated and managed the relationship with the largest consortium of credit unions, accounting for the acquisition of over 20 new accounts, totaling over $1.2 million in gross revenues and $800,000 in net revenue. · Designed and help develop a backend client portal to facilitate smoother communication and distribution of marketing materials to our clients. The system was responsible for processing the order and fulfillment of over 9 million marketing pieces in a 2 month period, each year. · Assembled a highly motivated staff and initiated key programs that more than tripled our market penetration and saw each employee obtain yearly bonuses in excess of expectations. · Created and published quarterly newsletters that were delivered to all accounts (responsible for creative, content and all printing options) · Acted as Webmaster for six customer interactive websites

· Sold and supported roughly 200 tax preparers nationwide that accounted for roughly $600,000 of yearly revenue. · Established a new relationship with over 300 credit unions and led the roll out of an online tax program. · Solely responsible for growing online tax revenue from $10,000 in 1999 to $153,000 in 2001 · Exceeded all online product revenue and account sales goals by over 200% each year · Designed a back end support system for credit union members to support each tax product and hired 3 floor managers that were responsible for staffing over 100 positions in a call center as well as tax return processing area. · Oversaw the processing of over 30,000 tax returns in Houston each year, handling all communications between TRE and the IRS. · Maintained our status with the IRS as a "preferred partner" and continued to be the IRS's largest processer of electronically filed returns processed out of a single location every year. · Organized and managed the marketing campaigns for over 500 credit union accounts in 2001, including designing layouts for printed and online campaigns, writing copy and managing printing and fulfillment of over 6 million pieces nationwide to over 1900 locations.

· Prospected and obtained over 500 independent tax preparers with yearly revenues in excess of $700,000.· Attended all industry trade shows and sales events and recognized in 1999 by TRE as a "spotlight employee" for over achievement in both sales and support functions.