Goal-oriented manager with distinguished experience in the AEC industry and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
25
25
years of professional experience
Work History
West Coast Software Sales Manager
Topcon Solutions, Inc
2 2019 - Current
Increased software sales 11% by developing and implementing strategic ACS Sales plans and maintaining strong relationships with key clients.
Coordinates with technical support teams to address client concerns promptly and maintain high levels of customer satisfaction throughout the ACS implementation and sales process.
Manages a high-performing software sales team responsible for $30 million annual revenue and growing, establishing clear expectations and providing support for professional development.
Analyzes Sales data for forecasting and directs performance of the sales team.
Identified areas for upselling additional products or services within existing accounts as part of the comprehensive account management strategy.
Developed successful partnerships with channel partners, resulting in increased market presence and product adoption.
Achieved consistent quarterly revenue growth by closely monitoring sales team performance and providing ongoing coaching and training. The only Platinum Partner to exceed all Autodesk CRI and target numbers for all 4 quarters of FY24.
Mentors and coaches' sales representatives, equipping them with tools for revenue growth.
Consultant
Business Consulting
02.2018 - 12.2018
Identified new business opportunities and development through corporate accounts resulting in 20% revenue increase
Evaluated P&L, budgetary metrics, marketing, and advertising resulting in increased social media awareness, and 5% increase in walk-in business
Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
Provided ongoing support to clients post-implementation, ensuring long-term success of implemented solutions.
Financial Advisor
Edward jones
03.2017 - 02.2018
Consistently exceeded new money, new customer accounts, and prospecting goals by 20%.
Introduced clients to investment strategies through client-centered discussions.
Acquired client assets and developed additional business through prospecting and referrals.
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process
Global Solutions Executive
ARC Document Solutions
08.2015 - 03.2017
Provided technology and information management solutions for market verticals in the Architectural - Engineering - Construction (AEC) industry
Engaged with C-suite and Senior Executive teams inside enterprise and mid-market accounts
Traveled extensively, increasing the Pacific Northwest Global Divisions annual sales by 38% first year
Managed accounts exceeding $3.5 million in annual sales
Identified client needs and developed enterprise solutions delivering cost-saving managed print services, cloud-based collaboration tools, and custom software implementations
Maintained active relationships and grew existing accounts by 13%.
Conducted regular meetings with team to discuss issues, concerns and updates.
Established long-term client relationships through consistent delivery of high-quality products and services.
Real Estate Broker
Orcas Island Realty
04.2014 - 08.2015
Consulted with buyers and sellers regarding residential & commercial real estate transactions
Assisted with property sales, purchases, and development
Prepared legal documents including listings and sales contracts
Analyzed local real estate market conditions and trends to identify profitable investment opportunities.
Cultivated lasting relationships with past clients through consistent follow-up contact to support their ongoing real estate needs or concerns.
Co-Founder & Vice President
BLT Acquisition Group, LLC
12.1999 - 12.2013
Investment firm established for the acquisition & sale of commercial real estate, land, and retail operations throughout Nevada, Arizona, and California
Increased company revenue to over $20 million annually, by developing and implementing innovative marketing strategies.
Grew customer base through targeted outreach and networking events.
Managed all aspects of property acquisition & disposal, including negotiations and due diligence
Collaborated with local municipalities and federal agencies for rezoning and permits
Prepared market research, pricing & packaging
Executed joint venture and investment agreement transactions.
Education
Bachelor of Science - Financial Planning -
Purdue University
West Lafayette, IN
Skills
Account Management
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Timeline
Consultant
Business Consulting
02.2018 - 12.2018
Financial Advisor
Edward jones
03.2017 - 02.2018
Global Solutions Executive
ARC Document Solutions
08.2015 - 03.2017
Real Estate Broker
Orcas Island Realty
04.2014 - 08.2015
Co-Founder & Vice President
BLT Acquisition Group, LLC
12.1999 - 12.2013
West Coast Software Sales Manager
Topcon Solutions, Inc
2 2019 - Current
Bachelor of Science - Financial Planning -
Purdue University
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