Results-driven professional with over 20 years automotive experience with a proven track record in business growth, product, pioneering divisions and client relationship management. At Solera Holdings/Spireon LOJACK, I successfully enhanced solid dealer partnerships across multiple regions by leveraging strong analytical skills sustaining an optimistic mindset and strengthening my team-building expertise. Proficiency in Salesforce and a background in the automotive industry support a history of delivering impactful results and innovative solutions. Career goals include further expanding strategic partnerships to drive organizational success.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Sr. Regional Dealer Relationship Manager II
Solera Holdings/ Spireon, LOJACK
Atlanta, GA
01.2020 - Current
Complete both virtual and in-person business development consultations with existing clients.
Responsible for cultivating existing client business partnerships, and preventing churn.
Serviced clients in the following markets: GA, AL, DMV, KY, FL, and IN.
Built relationships at all corporate levels of influence within the assigned customer base.
Conducted market research and reported on competitors.
Led sales planning, development, and account management to grow existing accounts, and establish new sales accounts.
Established relationships with dealers across multiple regions.
Improved profit margins by effectively managing expenses, budget, and overhead, increasing closings, and optimizing product turns.
Managed communications between various departments within the organization regarding dealer inquiries or concerns.
Coordinated with dealers on product launches, promotions, and marketing campaigns.
Negotiated contracts with dealers regarding pricing, terms of sale, and delivery schedules.
Identified areas for improvement in existing processes related to dealer relations.
Enhanced sales volume through skilled support to both new and inactive customers.
Assist with organizing on-site installations, and ensuring operations are completed efficiently.
Inspirational and motivational product leader to dealer clients and personnel at all levels, including the CEO, F&I, Controller, and General Management Team.
Universal Product Resource for both internal units and external customers.
Manage all phases of new onboarding: implementation, deliverables, training, and development consultations.
Utilize daily, weekly, and monthly performance reports to drive improvement in the client's critical areas for success.
Product forecast and monthly technology reorders for pre-existing clients.
Researched new and existing markets to support dealers with relevant insights.
Analyzed customer feedback to improve services and enhance customer satisfaction.
Met with the sales and design departments to determine project road maps and create unique products to drive profitability and champion the brand.
Coached, developed, and motivated the team to achieve revenue goals.
Developed and implemented strategies to increase customer loyalty and retention.
Created presentations for prospective dealers outlining the benefits of partnering with the company.
Gained market share in new sales performance through aggressive team training.
Coached, developed, and motivated the team to achieve revenue goals.
Participated in industry events such as conferences, trade shows, and seminars.
Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
Ensured that all relevant complaint policies were being followed by both parties when engaging in business transactions.
Led sales planning, development, and account management to grow existing accounts, and establish new sales accounts.
Established ambitious goals for employees to promote achievement and surpass business targets.
Maintained accurate records of all interactions with dealers in the CRM system.
Organized meetings between key stakeholders within the organization and their respective dealers.
Built sales forecasts and schedules to reflect desired productivity targets.
Conducted system analysis and testing to identify and resolve technical issues or inefficiencies.
Worked successfully with a diverse group of coworkers to accomplish goals, and address issues related to our products and services.
Utilized various software and tools to streamline processes and optimize performance.
Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
Conducted routine maintenance, repairs, and provisioning of telematics devices.
Maintained updated knowledge through continuing education and advanced training.
Conducted testing of software and systems to ensure quality and reliability.
Collaborated closely with team members to achieve project objectives and meet deadlines.
Guided dealers on best practices related to inventory management and forecasting needs.
Prepared reports summarizing sales data from each dealer, monthly.
Over 80% of in-market travel is to assist with client escalations and consultative meetings.
Sr. Growth Partner Performance Manager
Clutch Technologies (COX Automotive - Mobility)
Atlanta, GA
01.2019 - 01.2020
Proactively engage with customers to effectively monitor their adoption, engagement, and usage.
Pioneering the development of the Performance Management division.
Consistently ensures that business is conducted with integrity at all times and that behavior aligns with Clutch’s core competencies.
Developed training materials for staff members to improve their skills related to client relations management.
Coordinate the resolution of any outstanding technical product deficiencies with Support or other appropriate sources.
Utilized strong sales and fixed operation relations to aid in the creation of streamlining communication and processes for an efficient client/business relationship.
Conduct account reviews to develop a deep understanding of the client’s needs and pain points, with thoughtful, smart, and creative dialogue.
Accessed departmental data and processes to ensure they aligned with the company goals and infrastructure.
Provide suggestions based on findings for implementation.
Prioritize and create growth initiatives, product changes, and enhancements to create growth that originate in virtually all functions in the organization.
Partners closely with Customer Solutions Consultants to align potential growth opportunities.
Managed the client portfolio in Salesforce and company-applicable tracking procedures.
Lead and provide direction to other Performance Management Consultants, and assist leadership in achieving project results.
Conducted dealer-client consultations both on and off-site.
Utilized all company-appointed communication to maximize growth.
Interviewed clients and witnesses to acquire additional insight into case details.
Developed training materials for staff members to improve their skills related to client relations management.
Senior Account Manager
Fair Financial Corp
Atlanta, GA
01.2018 - 01.2019
Worked closely with applications Analytics, Legal and Operations divisions to determine root cause for market specific success/ failures
Researched and analyzed requirements for product or process enhancement and development as needed
Gathering and socializing all state DOL, dealer selling documents F&I requirements for program launch within the state of Georgia and partnering markets
Prospected and acquired dealers as launch partners
Created P&L inventory floorplans with General Managers/ decision makers
Consulted with General Managers on inventory recommendations
Promoted Fair as 'fair' a company that offers flexible overall great experience and usership to consumers
District Service Manager Southeast
TrueCar
Atlanta, GA
01.2014 - 01.2017
Reporting to the Senior Vice President of Service, assist in pioneering a regional service unit for the southeast division
Managed a team responsible for business development and retaining keen relationships with preexisting and future dealer clients in effort to maintain a pipeline of acquisition and partnering opportunities
Evaluated socialized partnerships and potential acquisition opportunities with sales and service colleagues
Worked closely with the Executive leadership team and provided feedback on regional product forecasting goals
Empowered and encouraged growth within regional team; as well as worked as a partner not a boss
Collaborated with strategic operations to advantageously generate regional servicing territories
Monthly in market meetings with consultants to discuss escalations/ retention, product knowledge and promote relationship cultivation
Maintained and supervised $1.2M in revenue and supported over 450 clients including mid majors
Reviewed and approved service renewals escalations for client consultations
Evaluated team performance through the use of a variety of system generated reports and performance evaluations
OEM Account Manager
Safeguard International
Atlanta, GA
01.2013 - 01.2014
Co-managed the overall OEM Hyundai project
Primary responsibilities were to create, manage, update and deploy the development of training materials
Conduct regional DSM interviews for top of the funnel eligible candidates based off client expectations
Organized Weekly meetings with project stakeholders to study regional production funnel
Sr. Product Analyst
Autotrader.com
Atlanta, GA
01.2010 - 01.2013
Created set-ups of internal systems customized to individual client needs
Visited client locations to provide in-depth demos that ensure set-ups are functionally accurate, ongoing usage of the product is correct, encourage increased usage across client divisions, and provide answers to general product questions
Worked in conjunction with the Product Technology teams to report client enhancement requests, debug client issues, and prioritize product development
Shared responsibility of incoming client communications, troubleshoot client challenges, and brainstorm with other team members on solutions to client issues in a timely manner
Participated in team meetings to discuss successes/failures of projects and offer suggestions for improvements
Utilized Salesforce as a CRM tool and run accurate and timely reports out of the system
Create and manage various databases for periodic client-facing communications
Sr. Dealer Account Manager
Autotrader.com
Atlanta, GA
01.2007 - 01.2010
Relationship management and retention
Responsible for overseeing product implementation, providing guidance, support, and training to Advertising consultants and dealer clients
Utilized smart business tools to allocate market development funds to key dealers that can drive incremental growth
Weekly reports created based on what is working and what needs improvement on a monthly and quarterly basis
Facilitated client requests for pricing, specifications, information and other service requirements
This can involve providing quotes, determining gross profits, negotiating pricing and terms, cost/benefit analysis, reviewing digital marketing options
Client Services Manager
Hyundai Motor Finance Company
Fountain Valley, CA
01.2005 - 01.2007
Regional Operations Manager
American Honda Motors
Torrance, CA
01.2005 - 01.2006
Education
Bachelor of Science - Communication
University of Phoenix
01.2012
Bachelor of Science - Mass Communication
Humboldt State University
Arcata, CA
01.2003
Pacific Hills School
West Hollywood, CA
Skills
Strong Analytical Skills
Team Recruiting and Onboarding
Document Management
Data-Driven Thinking
Excellent Written/Verbal communication skills
Conduct Client Presentations
Coaching Teams
Team-Building Skills
Problem-Solving Abilities
Sales Forecasting
Client Issue Resolution
Team Management
Understanding External Consultant Services
Contract Negotiation
Educating Dealership Personnel
Business Development
CRM Software
Presence at Auto Shows
Product Training
Territory/ Operations/ Client Management
Account Management
Experience with pioneering divisions and startup companies
Experience in the automotive industry
Knowledge of Dealer Management Software Systems
Proficient in Salesforce
Effective communication
Certification
Certified Effective Consultant
Certified Effective Facilitator
Conflict Resolution Certification
Management and Leadership certificate of completion
Communication with Style (DISC)
Finance & Insurance Certification- completion
Salesforce Certified
Locations
GA , KY, IN, TN, AL. DMV, CA, TX, NC, SC
Systems Knowledge
CRM (Proficient in Salesforce)
Epiphany
Tableau
Workday
ADP
Concur
NetSuite
Google Analytics
Slack
Google Docs
Telematics
API
Periscope
Zendesk
Expensify
Statistical Data Analysis
Highspot
Proficient in Microsoft Office Suite
Suite of Dealer Management Systems
Professional Development
OZ Principles of Accountability
Strengthsfinder 2.0
At Your Professional Best
QBQ
Billion Dollar Leadership Training- Effective Decision Making
Decided & Deliver 5 Steps to Break through Performance in your organization.
Automotive Conference Participant: NADA, NIADA, Jim Zigler Sales Training, Automotive Engagement Conference-Brian F. Pasch.