Sheldon N. Email & Phone Number

Atlanta Metropolitan Area

Atlanta, Georgia, United States

Glenside, PA

• Identify, cultivate and solicit prospective donors for the campaign.
• Equip, encourage, and deploy the volunteer campaign chairman and the WTW campaign volunteers.
• Manage the President’s and VPA’s portfolios related to WTW donor prospects, assist in managing appointments and “moves” through the cultivation cycle.
• Manage own portfolio of donor prospects.
• Engage in resource planning, the development of budgets, allocation of resources, and management of expenditures for the campaign, in coordination with the VP for Advancement.

Glenside, PA

• Work closely with the VP for Advancement to align the WTW campaign with the seminary’s mission, distinctives, values, vision and strategic plans.
• Develop and maintain productive relationships with internal and external constituencies – including faculty, alumni, churches, and other friends—for the purpose of raising financial support to advance the mission of WTS.
• Strategize with the VP of Advancement to solicit concerted prayer for the campaign.
• Ensure that the events, solicitations and print and electronic collateral are produced and executed with excellence and timeliness in accord with the Campaign Plan.
• Assist with various duties as directed by the President and/or VP for Advancement.

Fremont, NE

• Quickly adapted to new industry and learned effective selling techniques for automotive sales field.
• Utilized customer service technologies to manage client communications and sales process.
• Developed sales tracking processes to track closing ratios to ensure constant performance improvement. Trained others in processes to build a more efficient sales force.
• Created team building activities to increase morale and decrease hostile rivalries. Activities continue even after my departure from company.
• Became a consistent sales leader despite having the lowest seniority in company resulting in sales training responsibilities.
• Developed a happy customer base that generated repeat sales and referrals after only one month. Repeat business and referrals continued to increase until departure.

Greater Omaha Area

• Analyzed past methodologies and historical performance to gauge effectiveness of investment program leading to development of new approach unique to the company, enabling growth in overall profitability and maximizing.
• Assessed client-facing operations, resulting in collaboration with multiple divisions to rewrite policies and procedures to remain compliant with industry and company standards while improving customer satisfaction.
• Coordinated and spearheaded compliance training of new and existing policies. Monitored to ensure compliance policies and procedures were followed correctly and poor adherence was addressed immediately.
• Increased new client identification, qualification, and tracking through software solutions and maintaining continuous communication with team members.
• Precise execution of re-engineered program guidelines resulted in conversion of deficient teams into highly profitable teams exceeding necessary benchmarks, including teams at 300 percent of goal.
• Administrated efforts to reestablish relationships with clients neglected due to mismanagement over a prolonged period, successfully saving profitable relationships and increasing per-client profit margins.

Greater Omaha Area

• Developed project plan and tracked execution to ensure milestones were according to plan.
• Created projections and analysis of opportunities, as well as calculating cost of each opportunity, and weighed viability of maintaining minimum profit levels.
• Generated product road map, considering needs, wants, and trends within the marketplace, establishing brand and presence within the marketplace for company’s products and services.
• Co-authored and presented proposal requesting buy-in from major stakeholders, including executive management of a Fortune 500 company, resulting in over $1 million in capital and assets committed to further project.
• Established delivery system for the company’s services based on client needs and geographical regions by creating customized plans for each region, tracking and controlling scope of implementation, and ensuring project.
• Hired 42 insurance professionals in 4 states. Wrote and implemented comprehensive training program for new hires and provided ongoing management.

Greater Omaha Area

• Evaluated effectiveness of marketing efforts, ascertaining their deficiencies and developed and executed innovative plan to target potential clients in specific professions, such as medical and executive professionals.
• Developed and maintained clientele with net worth over $1 million, including business owners, executives, and medical professionals by effectively implementing strategies for those markets and initiating contact.
• Identified and met with small and medium sized businesses. Developed and implemented employee benefit packages to address specific needs identified by business owner or the human resources benefits director. Increased.
• Supervised new business processing as well as ongoing customer support.
• Increased efficiency of business processing through new methodologies and software utilization.
• Established and implemented initiatives and educated on client management software to enhance tracking of relationships and ensure maximized profit per client. Developed and tracked milestones, while ensuring project.

Greater Omaha Area

• Established the company’s brand and presence within the marketplace for its products and services.
• Established, maximized, and maintained business relations with customers.
• Developed website and software proposals for customers in line with budget and needs.
• Supervised new business processing as well as ongoing customer support.
• Developed and Maintained quality control procedure and metrics to ensure consistent and excellent quality of services.
• Responsible for business development of startup company, increasing revenue 500% while hiring additional 50% of employees.

Bachelor Of Science (Bs), Business Leadership

Bachelor Of Science (Bs), Finance; Management Information Systems, General

Activities and Societies: Scott Scholar

Master Of Divinity (M.Div.), Pastoral Ministry