I am an experienced professional with a diverse background in sales, marketing, and operations with proven success in key leadership positions. I have demonstrated the ability to build strong business alliances and motivate teams to the highest levels of performance.
Overview
27
27
years of professional experience
Work History
Project Manager
ACIS
11.2020 - Current
Review plans, specifications, submittals, and other contract documents to create a job plan for the successful completion of assigned projects
Develop and track project schedules
Effective workforce planning for future projects, including direction of specialty subcontractors
Establish project cost control centers for the tracking of equipment, material, labor, subcontracts, and miscellaneous costs
Procure and manage project subcontractors and equipment vendors
Procurement of necessary equipment and materials
Ensure that the contractual obligation has been met and that all close-out documents are submitted
Control job cost, closely monitoring necessary tasks
Manage large jobs with minimal supervision
Commercial HVAC Project Manager
Chapman Air & Heat
02.2020 - 11.2020
Reviewed plans, specifications, submittals, and other contract documents to create a job plan for the successful completion of assigned projects
Tracked and followed-up on all leads, proposals, and potential sales until awarded or lost
Ensured that our contractual obligation had been met and that all close-out documents were submitted
Procurement of necessary equipment and materials
Performed job cost tracking and forecasting for final project costs
Developed good relationships with Owners, Architects, Engineers, General Contractors, and other contacts to facility project activities and sell future work
I visited job sites and managed work from start through to completion
Ability to work with the customer to find mutually satisfactory solutions to difficult issues
Territory Manager – Texas
EDGE Geo Supply
01.2018 - 01.2020
Developed and maintained relationships with an assigned customer base
Established new accounts, serviced existing accounts, generated proposals, and obtained orders
Submitted reports, such as daily call reports, weekly work plans, and monthly territory analysis
Maintained and improved sales revenue and gross margin
Traveled to various locations to provide ongoing training and support as requested or needed
Developed and maintained vendor relationships
Created partnership with GreenSky for financial programs with contractors
Sales Manager – Texas
FIRST COMPANY
01.2017 - 01.2018
Assisted the Western Region Sales Manager in the daily management of the MRO & NC business
Implemented sales strategies to meet or exceed revenue and profitability goals
Established acceptable selling ranges and margins for each line of equipment that meet profitability objectives
Prepared and reported upon sales and regional activities; maintain up to date records of accounts, key contact information, call activities, opportunities, and results
Reviewed and responded to daily e-mails and voicemails from customers, managers, and coworkers
Prepared detailed forecasts of short and long-term sales objectives
Participated at related trade shows and events across the region
Territory Sales Manager – Texas & Oklahoma
WATERFURNACE INTERNATIONAL
01.2015 - 01.2017
Managed and grew assigned territory
Promoted WaterFurnace geothermal solutions by allying with electric utilities, builders, and green living advocates
Scheduled and hosted Dealer training schools
Participated in Dealer and Industry tradeshows
Demonstrated a firm commitment to customer service, adding new customers while maintaining premium service levels with existing accounts
Surpassed sales goals by 18% in 2016 and 8% in 2015
2016 Top Territory Manager of the year
Service Sales Account Manager
CARRIER COMMERCIAL SERVICE
Richardson, TX
01.2014 - 01.2015
Identified market potential by qualifying accounts
Managed and grew assigned territory
Developed long term relationships and built partnerships with the customers
Achieved annual sales and gross margin targets and promoted growth of service agreement sales
Recommend new products and services by evaluating current product results; identifying needs to be filled
Account Manager
HEAT TRANSFER SOLUTIONS (HTS Texas)
Carrollton, TX
01.2013 - 01.2014
Identified market potential by qualifying accounts
Initiated sales process by scheduling appointments; making initial presentation; understanding account requirements
Closed sales by building rapport with potential account; explaining product and service capabilities; overcoming objections; preparing contracts
Expanded sales in existing accounts by introducing new products and services; developing new applications
Contributed information to market strategy by monitoring competitive products and reactions from accounts
Recommended new products and services by evaluating current product results; identifying needs to be filled
Updated job knowledge by participating in educational opportunities
Territory Manager
ACES A/C SUPPLY NORTH
Dallas, TX
01.2011 - 01.2013
Delivered $4.9 million in Residential and Light Commercial sales within 10 months with new business sales exceeding $ 900,000
Up 73% from the previous year
Assisted existing dealers with sales growth, technical, sales and business training, cooperative advertising, open houses, consumer shows, seminars, and ongoing marketing support
Evaluated market area potential and determined the need and location of reputable, knowledgeable, and ethical HVAC contractors to sell and promote our products
Provided promotional and sales support to maximize sales of equipment and related accessory items
Expertise in the Residential and Commercial segment of the market
Ensured Call Reports are completed with details of each day's activities, also noting any action required for follow-up
Territory Manager
CARRIER ENTERPRISE, LLC.
Dallas, TX
01.2004 - 01.2011
Developed strategic territory plans with management to focus growth within assigned territory
Using a consultative selling approach, determined the dealer needs, developed support and marketing plans to support territory growth
Expertise in the Residential and Commercial segment of the market
Developed and managed relationships with Residential and Commercial dealers and mechanical contractors
Performed market analysis to determine new dealer acquisition requirements and implemented the new dealer acquisition strategies to grow equipment market share
Met or exceeded annual sales goal as assigned by sales manager
Territory Manager
THE TRANE COMPANY
Dallas, TX
01.1998 - 01.2004
Exceeded annual sales goal as assigned by sales manager
Made direct sales calls to ensure growing sales and profitability of the territory
Processes included quoting, ordering, and following up on orders
Made prospective dealer calls throughout the year in assigned area
Participated in sales forecasting and planning
Encouraged dealers to participate in advertising, sales, marketing programs and training meetings