Alex DePan
Bend,OR
Summary
Background in Sales and start-up companies across the outdoor retail industry, with technical certifications in the realm of marketing and web development, and operations. I have spent the learning aspect of my career with companies that have undefined roles and responsibilities, so I have worn many hats and developed several skills to meet the goals and initiatives of these companies, and learned quickly. I value organization and positive leadership/management, communication and community, attention to detail, and relationship building. I have a wide understanding of the operational aspect of company growth outside of sales and have worked in diverse groups as a productive team player as well as independently and am a consistent, reliable team member, master of multi-tasking along with the social skills and upbeat attitude to maintain customer relationships and help them thrive.
Overview
4
4
years of professional experience
Work History
Regional Producer
Globe Life- AO
Remote
11.2023 - Current
- Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
- Increased sales of life insurance products through tactical customer outreach.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Promoted products and services using upselling and other sales strategies.
- Researched and identified potential new markets.
- Finalized sales and collected necessary deposits.
- Analyzed risk factors to recommend appropriate coverage levels.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%.
Customer Success Representative/Salesperson
Puffin Drinkwear
Bend, OR
10.2021 - 08.2023
- Improved customer experience and developed better systems with cross departmental collaboration amongst Accounting, Operations, Marketing, and Sales
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
- Achieved company growth and success starting from survival mode to getting Series A Funding
- Managed data and kept all info up-to-date through Brandwise, Rep Portals, Shopify, Business Central, SPS Commerce, ShipRush, and Power BI
- Communicated and managed tasks through apps such as Front, Microsoft Outlook, Slack, Asana, and Microsoft Teams
- Created SOPs for the entire functionality of ERP system (Business Central)
- Lead a team consisting of employees scattered departmentally to direct our good/fun together initiative, event coordination
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practice
- Demonstrated excellent communication skills in resolving product and consumer complaints
- Resolved discrepancies amongst both wholesale (gift, outdoor) and DTC channels
- Remained calm and professional in stressful circumstances and effectively diffused tense situations
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions
- Upheld quality control policies and procedures to increase customer satisfaction
- Vetted, set up and activated new customer accounts.
- Worked closely with Sales Team and Sales Representatives in wholesale to accomplish quarterly initiative sales goals
Sales Representative
Utiliti USA
Bend, OR
01.2021 - 09.2021
- Presented products and services to prospective and existing customers to meet client needs
- Traveled to accounts all over the PNW and Midwest to establish new accounts
- Set travel routes and scheduled meetings with Managers and Buyers
- Cold called
- Placed orders and answered customer questions in-person, through email and over phone to maximize customer service
- Answered product questions with up-to-date knowledge of sales and promotions
- Fostered relationships with customers to expand customer base and retain business
- Utilized Hubspot as the primary CRM platform
- Monitored customer order process and addressed customer issues.
- Drove substantial sales through suggestive selling and by promoting add-on purchases
- Ticketed, arranged and displayed merchandise to promote sales
- Contacted new and existing customers to outline benefits of products
- Described merchandise and explained use, operation and care
- Computed purchases and received and processed cash or credit payment
- Catalogued inventory to present to new and existing accounts
Education
Coursework in Clinical Psychology
Mt Hood Community College
Gresham, ORSkills
- Adaptable
- Strong communicator both verbal and written
- Problem solving/sensitivity
- Quick learner
- Prioritization
- Microsoft Office (Word, Excel, Powerpoint)
- Difficult Conversations
- Conflict Resolution
- Data Entry/ Collection
- Inbound and Outbound Calling
- Report Generation/ Preparation
- Follow-Up Skills
- Escalation Management
- Product Education
- Product Knowledge
- Team Development
- Administrative Support
- Multi-Task Management
- Critical thinking
- Active listening
- Well-rounded work ethic
- CRM software
- Strategic thinking
- Remote and hybrid experience
- SaaS
- SEO
- Sales Pipeline Management
- Salesforce
- UI/UX
- Prospecting
- Accounting
- B2B
- Presenting
- E-commerce
Timeline
Regional Producer
Globe Life- AO
11.2023 - Current
Customer Success Representative/Salesperson
Puffin Drinkwear
10.2021 - 08.2023
Sales Representative
Utiliti USA
01.2021 - 09.2021
Coursework in Clinical Psychology
Mt Hood Community College