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TELESALES CONSULTANT/CPM EXECUTIVE
Results driven articulate and well-presented telesales consultant with a proven track record in meeting sales. Comfortable working in a fast paced, growth orientated work environment and experienced working as CPM Executive. Skilled in the creation and implementation of strategic plans that generates increase in market share, sales and profitability. Strategic thinker and results-oriented recognized ability to lead productive teams in exceeding company goals. Innovative and reliable individual with proven ability to achieve organizational goals while displaying effective multi-tasking and time management skills. Excellent analytical skills with keen attention to detail, ability to analyze situations, and research information to develop sound and ethical business solutions. Enthusiastic individual and an excellent communicator, recognized ability to establish and maintain effective working relationships across cross-functional teams and diverse individuals at any levels and build strategic relationships with clients.
Organizational Leadership • Operations Management • Telesales & Marketing • Process Improvement • Vendor Relations • Strategic Planning & Execution • Brand Management • Client Relations Management Financial Services/Planning • Account Management • Business Development • Staff Training & Development
Autodesk, San Rafael • CA 6/2005 – 1/2010
Telesales Consultant/CPM Executive
Provided hands-on training programs for staff with focus on product knowledge, lead screening and new product training. Established a comprehensive plan to track sales goals integration, including creation of new sales processes and scripts encompassing all phases of the sales cycle. Collaborated with technical vendor to facilitate implementation of new CRM software.
• Founded a new telesales team to up sell added functionality and specialized applications to customer base of 300,000 users of retiring software previously sold only through resellers.
• Generated over $6M in each of first two quarters, exceeding plan by 300%.
• Recipient of a Sales Achievement Award.
Sands Brothers Co., Ltd., San Francisco • CA 5/2001 – 6/2004
Senior VP, Finance
Offered broad-based financial services to individuals in the top 1% income bracket. Handled training to account executives. Established sales goals, tracked performance, and conducted training in product knowledge, critical thinking, and cold call techniques. Organized assets for key clients, opened new accounts and penetrated existing accounts with additional products and services. Surpassed all stated individual and office wide sales goals.
• Successfully managed sales activities for a boutique investment house with $5 billion under management.
Kirlin Securities, San Francisco • CA 5/2000 – 5/2001
Managed sales team and conducted monthly meetings with junior account staff for a boutique investment house providing personal financial planning for a broad client base.
• Successfully served as an individual producer with a strong record of raising capital and key expertise in sale of top-end hedge funds, with minimum buy-in of $250,000.
• Successfully established a portfolio of $11 million within one year.
Sands Brothers Co., Ltd., San Francisco • CA 10/1997 – 5/2000
Performed high-volume telesales with 400-500 dials generating up to 50 prospects per day. Managed accounts with second and third trades.
• Recognized as top-compensated account executive and raised in excess of $1 million per month.
EDUCATION AND CREDENTIALS
United States Marine Corps, Camp Lejeune • NC