Andrew Richmond
Summary
Talented Team Leader experienced and dedicated to enhancing employee satisfaction and business success. Develops strategies, provides training, sets goals and obtains results. Big picture focus with excellence in communicating goals and vision to succeed. Strong facilitator adept at working cross-departmentally with co-management and top-level leadership. Expert in following detailed production schedules with distinguished history of maximizing productivity.
Overview
11
11
years of professional experience
1
1
Certification
1
1
NJ Real Estate License
Work History
Team Lead
Fora Financial
New York, NY
01.2020 - 05.2023
- Ensured each team had clear goals and objectives which remain focused on the customer experience and productivity targets
- Supervised sales floor; assisting sales executives on any and all matters related to new client acquisition
- Liaise with the Director of Sales & Vice President of Sales
- Encouraged teams to exceed sales & profitability targets; serving as a role model on desired sales behavior
- Developed monthly and daily production output plans to deliver on customer service and key financial metrics
Relationship Manager
Fora Financial
New York, NY
02.2022 - 07.2022
- Achieved success in fostering strong relationships and exceeding sales targets
- Maintained and grew the existing client & broker portfolio by Negotiating, Up-Selling & Cross-Selling financial solutions to C-level executives
- Senior Managers liaise with the Credit, Marketing & Compliance teams to enhance and optimize conversions, customer outreach & retention rates
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities
Senior Capital Specialist
Fora Financial
New York, NY
03.2018 - 01.2020
- Consistently exceeded company sales quotas by 150-300%, achieving special recognition and President's Club honors; awarded quarterly to the top sales representatives within the company
- Broke the Monthly Revenue Record during fourth month of employment
- Received the Rookie of the Year Award during first year of employment
- Finished within top 5 percent in all KPI's quarterly/annually
- Effectively managed multiple parallel projects, successfully meeting deadlines & surpassing sales targets
- Generated 22 million in revenue for the company throughout duration of employment
Inside Sales Account Manager
United Capital Source
New York, NY
01.2017 - 02.2018
- Developed exceptional rapport with customers to build trust and create value through guided buying decisions
- Matched customers to lending products based on in-depth understanding of different business models and needs
- Serviced accounts regularly to keep revenue high and capitalize on cross-selling opportunities
- Attained & surpassed sales quotas consistently through tenacious dedication to always seeking new business and efficiently closing sales
- Generated 6 million in revenue for the company throughout duration of employment
Catering and Sales Manager
The View On The Hudson
Nyack
02.2015 - 03.2017
- Achieved sales goals and service targets by cultivating and securing new customer relationships
- Collaborated with upper management to implement continuous improvements and exceed sales goals
- Supervised catering staff to reinforce adherence to organizational policies and safety regulations
- Worked with chefs to plan menus according to client needs and budgets
- Motivated staff to perform at peak efficiency and quality
Inside Sales Account Manager
OnDeck
Denver, CO
06.2014 - 01.2015
- Prospected new leads with high level of outbound & inbound calls to both cold and warm contacts using Salesforce CRM
- Incorporated new products seamlessly and integrated offerings into routine sales calls
- Created a dependable pipeline that would serve convenient to the Renewals Department
- Helped spearhead new business efforts in Canada and Australia
Director of Catering
Frungillo Caterers
Mountain Lakes, NJ
02.2012 - 06.2014
- Responsible for driving the company's overall sales and developing new client relationships, meeting sales goals, procuring new business and managing all event activities related to Frungillo Hospitality Group
- Worked with Executive Management to set and achieve goals while managing a team of producers. This includes, but is not limited to budget management, client management, and 3rd party vendor relationships
- Met with clients to outline desired goals and prepared quotes for overall catering costs
- Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction
- Attended site inspections during off premise events
Effectively reduced labor and inventory costs
Education
Bachelor of Arts - Justice Studies
Montclair State University
Montclair, NJ06.2008
Skills
- Sales management
- Hospitality management
- Sales target management
- Pricing strategy
- Closing
- Risk analysis
- Effective Communication
- Business development
- Underwriting
- Contract negotiation
- Key metrics
- Pipeline management
- Customer success
- Team building
- Microsoft Office and CRM software
Accomplishments
President's Club
Issued by Fora Financial · Jun 2019
Awarded Quarterly to the Top Sales Representative within the firm.
President's Club
Issued by Fora Financial · Dec 2018
Awarded Quarterly to the Top Sales Representative within the firm.
Rookie of the Year Award
Issued by Fora Financial · Dec 2018
Top Sales Representative within the firm during first year of employment.
President's Club
Issued by Fora Financial · Jun 2018
Awarded Quarterly to the Top Sales Representative within the firm.
Certification
OSHA Certification
Real Estate License
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Relationship Manager
Fora Financial
02.2022 - 07.2022
Team Lead
Fora Financial
01.2020 - 05.2023
Senior Capital Specialist
Fora Financial
03.2018 - 01.2020
Inside Sales Account Manager
United Capital Source
01.2017 - 02.2018
Catering and Sales Manager
The View On The Hudson
02.2015 - 03.2017
Inside Sales Account Manager
OnDeck
06.2014 - 01.2015
Director of Catering
Frungillo Caterers
02.2012 - 06.2014
Bachelor of Arts - Justice Studies
Montclair State University
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