Successful Business Owner and Coach passionate about wellness guides and mentors business owners, leaders and employees through specialized coaching practices that develops and improves processes by leveraging data and analytics, assessing root causes and providing insights to improve business performance, profitability and customer satisfaction. Charismatic and personable with strong verbal, written and presentation skills. Gifted at working with all types of personalities and developing strong collaborative relationships and delivering impressive results.
Hi, I’m
Becki Holt Portis
Rockville,MD
Summary
Overview
22
years of professional experience
1
Certification
Work History
OneDay Roofing
Executive + Leadership Coaching, Sales Management
09.2022 - Current
Job overview
- Coach sales team of 14+ in practices to enhance productivity and proactive successful selling methods that grew sales and boosted profits.
- Monitor metrics to assess performance and implement continuous improvements.
- Lead weekly meetings with sales managers to identify techniques to overcome sales obstacles and reinforce sales training.
- Set company culture of health, facilitated communication and built cohesion between team members.
- Leveraged CEO approval and and implemented holistic wellness initiatives and portal that educates and influences employees to lead healthy lifestyles, enhance employee engagement, reduce absenteeism and drive job performance that boost sales.
Believe Yoga Love & Empowered Embodiment Coaching
Owner
01.2016 - Current
Job overview
- Consulted with customers to assess needs and propose optimal solutions.
- Mapped income generating strategies to grow revenue.
- Developed, marketed and sold full range of products and support services.
- Created and monitored promotional approaches to personal brand holistic wellness curriculum and leveraged relationships with diverse client base to increase profits.
- Researched, designed,marketed and executed immersive retreat experiences that created awareness through experiential and educational activities that solved participant life and wellness challenges and supported desired results.
- Organize and facilitates weekly classes, monthly events and community networking to grow business and upsell ancillary products offerings and grow brand reach
TRUEBODY
Yoga Teacher + Trainer, Marketing + Sales Manager
01.2018 - 12.2019
Job overview
- Cultivated and maintained strategic alliances with key partners and vendors.
- Implemented, executed and strategically expanded business channel partnerships and program initiatives.
- Managed sales promotions and marketing strategies on major social media sites.
- Designed, promoted, and executed specialized wellness program series that grew membership sales 30%
- Connected and consulted with members on goals and solved their challenges by offering relevant products and services.
Thrive Yoga
Membership Sales & Retention, Front Desk Associate
01.2016 - 01.2017
Job overview
- Supported members wellness objectives through recommending appropriate class plans and schedules for studio clientele based on their needs and availability
- Collaborated with the Thrive team on developing and executing marketing programs and promotional events to cultivate and grow the community among staff and members
- Coordinate with Programming Manager and Studio Manager. Complete special projects as assigned by Studio Manager. Develop a marketing calendar. Create email campaigns and posters for studio event and more.
- Increased member retention to 40% and above
- Accomplished and exceeded monthly sales goals
- Managed membership sales and retention through Excel, Outlook and Mind Body Online to track correspondence, analyze and report
Raise Children
Stay at Home
01.2010 - 01.2016
Job overview
- Remained active through leadership roles in Moms Club and cooperative preschool, serving on school board and fundraising committee
- Organized and promoted bi-annual Moms’ Swap, weekly playdates, and monthly moms’ night out
- As the annual class representative and fundraising chair member, served as liaison between school board, volunteers, parents, and community members for all school events, fundraisers, and meetings
- Track and report costs, sales, and other various event statistics for each school fundraising events
- Managed and directed 20 volunteers for annual fundraising event including marketing, catering, event space set-up, and sponsorship.
Paychex Payroll Services
Account Executive
01.2008 - 01.2010
Job overview
- Charged with developing and executing sales strategies throughout tri-county area (Calvert, Charles, and St Mary’s)
- Managed existing clients and grew customer base through networking, referrals, cold calling and sales presentations
- Accountable for meeting sales quota and maintaining optimal client satisfaction
- Transformed minimally producing territory into one of region’s top lucrative generators
- Built trust, salvaged damaged relationships, and won back product loyalty
- Achieved 75% conversion rate on average on appointment sales
- Produced weekly reports documenting sales activities; and kept abreast of trends, competitive products and industry developments.
CBS Radio
Marketing Consultant
01.2004 - 01.2008
Job overview
- Directed all aspects of sales from start to finish serving as the liaison between client, station talent, commercial production, scheduling and events teams
- Orchestrated radio and promotional event campaigns to drive traffic & boost sales for local and corporate clients
- Compiled market research and advertising campaigns to present national clients such as Ford, Anheuser Busch, Jeep, & Pepsi that catapulted station’s market share gains
- Exceeded sales objectives, outperforming quota by an average of 20% throughout four-year tenure
- Generated over $177,000 worth of new direct business in less than 1 year of onboarding CBS Radio Washington, D.C
- Built reputation of being the focused “farmer” of new business, leveraging excellent listening skills and articulating the value of add on products and services while nurturing needs and concerns of client through the sales process.
- Conducted market research and reported on clients' competition.
- Nurtured relationships with decision-makers in various business groups to win new business and increase repeat opportunities.
Education
Institute For Integrative Nutrition
from Holistic Health
12.2023
University Overview
Skills
- Consultative / Solution Selling
- Client Relations / Customer Care
- Influential Communicator
- Sales Tracking and Forecasting
- Organizational skills
- Creative Solutions
- Driven and Determined
- Solution Innovation
- Employee Motivation and Performance
- Executive Leadership
Certification
- 200 hr Registered Yoga Teacher - September 2016
- 300 hr Registered Yoga Teacher - November 2017
- Reiki I + II Energy Healing - September 2017
- Thai Yoga + Bodywork I + II - October 2017
- Enrolled in Holistic Health Coach Certification - Institute For Integrative Nutrition - December 2023
Timeline
Executive + Leadership Coaching, Sales Management
OneDay Roofing
09.2022 - Current
Yoga Teacher + Trainer, Marketing + Sales Manager
TRUEBODY
01.2018 - 12.2019
Owner
Believe Yoga Love & Empowered Embodiment Coaching
01.2016 - Current
Membership Sales & Retention, Front Desk Associate
Thrive Yoga
01.2016 - 01.2017
Stay at Home
Raise Children
01.2010 - 01.2016
Account Executive
Paychex Payroll Services
01.2008 - 01.2010
Marketing Consultant
CBS Radio
01.2004 - 01.2008
Institute For Integrative Nutrition
from Holistic Health
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