Business Development Management/Sales/Accounting Estimation Manager/Sales professional with 12+ years of experience in the commercial fire alarm industry, as well as 11+ years in Accounting/Office Management. Proven track record with successful client engagements. Strong team player with great work ethic and communication skills.
Overview
24
24
years of professional experience
Work History
Senior Sales Executive
RFI/Pavion
San Jose, CA
07.2023 - Current
Prospect, qualify, and develop new relationships with general contractor & electrical contractor communities for the purpose of selling solutions in the construction industry verticals.
Identify and close sales opportunities in new accounts to meet and exceed assigned revenue quota targets.
Develop preliminary system design, solution configuration, and pricing of fire alarm life safety systems for small, medium, to large complex building projects.
Leverage company resources, including Management Team, Fire Alarm & Security System Design and Operations Teams to complete accurate bill of materials and prepare proposals in a timely manner and achieve objectives.
Read and interpret blueprints, specifications, diagrams, submittals, schematics, and operational product manuals for the purpose of completing system(s) take-offs and compiling accurate quotations.
Research and interpret all applicable National, Local and State code requirements to ensure code compliant system solutions are being proposed.
Business Development Manager
Mircom Group of Companies
Ontario, Canada
01.2022 - 07.2023
Responsible for executing Mircom’s strategic plans
Exceeded the territory’s revenue and customer targets
Increased market share by seeking out new relationships through sales events, trade shows, referrals, industry contacts, warm/cold face-to-face sales calls, collaboration with other team members on sales strategies and developing plans to convert potential customers
Maintained current relationships by supporting/recommending customer service efforts, conducting follow up calls, profiling dealers, educating customers, engineers
Proactively drove market intelligence gathering, uncover opportunities in growth verticals, and deliver sales wins in these growth areas
Assist in implementing training in technology, products, sales skills, project registration and other efforts
Participate in industry events including trade shows/association programs.
Estimator
HCI Systems, Inc.
Pleasanton, CA
01.2022 - 03.2022
Worked with sales team on potential bid opportunities.
Review entire architectural drawings for the project including any provided fire alarm, electrical, mechanical, fire protection, floor plans, etc.
Identify any specific equipment requirements.
Survey field conditions of existing sites prior to or during the estimating process.
Layout devices per architectural drawings, applicable NFPA requirements, and site conditions accurately on computer-based PDF software (Bluebeam).
Calculate estimated labor needs based upon existing site conditions, scope of work, device requirements, project schedule and accurately attribute them to a work breakdown structure in our estimating tool.
Identify and establish estimate inclusions and exclusions.
Work with operations team on change order needs and develop estimate for change orders on existing projects.
Participate in WIP meetings as necessary to understand job cost over and under projections.
Project Estimating Manager
Pyro-comm Systems
San Leandro, CA
01.2020 - 01.2021
Managed team responsible for providing project estimations for prospective clients and partner with sales team to identify client needs
Responsible for surveying the customer job site to obtain information regarding any existing systems, the system environment, and the building
Assisted sales team to generate a comprehensive project description and scope of work for proposals
Implement technical estimating standards and procedures and oversees the work of project estimators
Evaluate proposals to ensure they meet project specifications and budget requirements
Communicate job expectations to estimators
Keep estimators informed of any changing code issues that would affect the bid
Develop work assignments and schedules and maintain time and production records
Responsible for training and staffing of estimating department.
Client Service Manager II
SIEMENS
Hayward, CA
01.2017 - 01.2020
Managed over $3M of service contract portfolios consisting of 80 contracts accounts
Driving to a financial target and outstanding customer satisfaction and retention
Balance time between on-site customer interactions and back-office responsibilities
Develop account strategies to achieve the customer’s business goals, leveraging the company’s entire service and product portfolio
Develop service delivery plans with the customer to provide service agreement scope of work
Identify customer needs and make prioritized recommendations for service agreement adds upgrades, and escalations
Participate in the development of a master schedule to deliver service for all customers in the service area.
Project Estimator/Sales
PYROCOMM
San Leandro, CA
01.2012 - 01.2017
Responsible for the overall execution and successful completion of assigned projects, including project estimates, bid preparation, budgets, and schedules
Use of good judgement to sort through the necessary contract documents to find the best solution for the end-user
Monitor project progress; prepare monthly reports analyzing the accuracy of the budget, schedule, cash flow and manpower forecasts
Identify opportunities for cost-saving measures and quality improvement
Projects completed include high-rise buildings, schools, banks, hotels, apartments as well as government facilities.
Accountant
GAMBOA & COMPANY
San Francisco, CA
01.2006 - 01.2012
Responsible for billing and collection activities for clients including producing accurate and timely bills, administering special billing arrangements and contracts, monitoring accounts receivables, providing management with status reports and assisting clients in resolving questions and/or problems regarding their invoices and accounts
Manage accounts receivable function including collection and reconciliation of accounts and maintenance of client files
Resolved billing or payment problems by interviewing customers, investigating complaints, or variances, researching information provided and verifying of changes
Manage financial portfolios of multiple clients
Reconcile accounts using in-house database and financial statements
Generate monthly and quarterly asset activity reports.
Assistant Office Manager
GOLDEN GATE CYCLES
San Francisco, CA
01.2001 - 01.2005
Manage daily accounting operations including general ledger accounting, A/P & A/R, payroll, and reconciliation and auditing of daily sales receipts & bank deposits
In charge of timely submission and problem solving for all post-sale contract specifications such as DMV registration, insurance, and service contracts
Handle major unit inventory and contract funding.
Education
Associates Degree in Applied Science - Business Administration, Emphasis in Accounting
ASSISTENTE LAVORI – CONTROLLO AVANZAMENTO PROGETTI at RFI S.p.A. – VDG OperationASSISTENTE LAVORI – CONTROLLO AVANZAMENTO PROGETTI at RFI S.p.A. – VDG Operation