Charles Dumas
Briarcliff Manor,New York
Summary
Award-winning and results-driven Sales and Business Development Professional with 20+ years of experience driving revenue growth, strategic partnerships, client acquisition, and account expansion across healthcare, insurance, financial services, energy, and nonprofit sectors. Proven success in consultative selling, referral network development, market expansion, fundraising, and relationship management. Recognized for growing client bases by 25% year over year, supporting fundraising efforts exceeding $68M, securing $1M in grant funding, ranking #8 out of 84 agents, and placing among the top 10 loan officers across 60+ branches. Skilled in full sales lifecycle management, pipeline development, stakeholder engagement, Medicare and health plan education, partnership cultivation, and customer retention.
Overview
14
14
years of professional experience
Work History
Sales & Business Development Consultant
Freelance
NY Metro Area
05.2024 - Current
- Drives revenue growth and market expansion through consultative sales and strategic partnerships across healthcare, insurance, financial services, energy, and nonprofit sectors.
- Leads end-to-end business development and client relationship strategies to secure new opportunities and strengthen long-term partnerships.
- Builds and scales high-value partnerships by aligning client needs with tailored, solution-oriented offerings.
- Expands market presence and client portfolios through targeted outreach, stakeholder engagement, and data-driven sales strategies.
- Delivers sustained revenue performance by optimizing sales pipelines, enhancing client retention, and executing growth-focused initiatives.
- Developed tailored business strategies to enhance client acquisition and retention.
- Conducted market analysis to identify growth opportunities and competitive advantages.
Managing Partner
Greenwatt Community Solar
NY Metro Area
05.2022 - 04.2025
- Led strategic direction, business development, stakeholder engagement, and community outreach for a growing community solar business.
- Expanded market visibility through relationship management, sustainability advocacy, and community-focused sales efforts.
- Built partnerships that strengthened local engagement and supported long-term adoption.
Partnerships Manager
Broker Online Exchange
NY Metro Area
09.2023 - 05.2024
- Led partnership development efforts with energy brokers and energy-efficiency organizations to expand network reach and create new revenue opportunities.
- Developed and executed onboarding strategies for new partners to broaden channel reach and improve commercials.
- Cultivated strategic external partnerships that supported revenue growth and market expansion.
- Strengthened relationship-based sales channels through targeted outreach and partnership engagement.
- Negotiate contract terms to ensure mutually beneficial agreements with partners.
Community Relations Sales Director (Assisted Living)
Artis Senior Living
NY Metro Area
08.2022 - 06.2023
- Supported occupancy growth and community engagement for an assisted living organization by building referral relationships and executing outreach strategies.
- Increased resident move-ins through targeted outreach and relationship development with referral partners.
- Strengthened referral pipelines through regular communication, site visits, and trust-based engagement.
- Coordinated internal and external events to increase visibility and support community relationship building.
Medicare Telesales Agent
Devoted Health
Remote
08.2021 - 08.2022
- Conducted outbound Medicare telesales and enrollment support in a high-volume, compliance-driven environment.
- Ranked #8 out of 84 agents in year one for performance and sales effectiveness.
- Achieved the highest call volume on the team, driving lead generation and conversion through disciplined outreach.
- Educated prospects on Medicare options, plan comparisons, and enrollment while maintaining compliance standards.
Relationship Officer
Valley Health System / Valley Hospital Foundation, Inc.
NJ
07.2018 - 07.2020
- Managed donor development and fundraising initiatives for a hospital foundation, supporting annual, major, and planned giving programs.
- Contributed to fundraising efforts exceeding $68M through donor portfolio development and relationship management.
- Achieved record doctor referrals through the grateful patient program.
- Built relationships with donors, physicians, staff, and community stakeholders to increase giving and engagement.
- Supported outreach campaigns and fundraising initiatives that strengthened donor participation and awareness.
Donor Relations Officer
Maryknoll Lay Missioners
NY Metro Area
05.2017 - 07.2018
- Helped lead a small development team that raised nearly $3M, while supporting donor strategy, fundraising planning, and relationship management initiatives.
- Secured and processed five charitable gift annuities and successfully obtained three grants at maximum funding levels.
Senior Mortgage Loan Officer
Tompkins Mahopac Bank
NY Metro Area
10.2015 - 04.2017
- Ranked among the top 10 loan officers across 60+ branches.
- Drove loan production through client engagement, financial advising, and tailored lending solutions.
- Partnered with six retail branches and advisory teams to expand production and improve service outcomes.
Associate Director, Gift Planning & Major Gifts
Seton Hall University
NY Metro Area
01.2015 - 10.2015
- More than doubled a 16-month financial goal within 6 months through donor cultivation and strategic outreach.
- Developed tailored donor communication strategies and worked with leadership to align fundraising priorities.
Senior Gift Officer
CCAS
NY Metro Area
11.2011 - 02.2015
- Managed major gifts, annual giving, and planned giving efforts for an international Christian nonprofit operating in more than 20 countries. Raised over $500K in the first four months of 2014, consistently met or exceeded fundraising KPIs, and contributed to organizational strategy through donor engagement, performance tracking, and development planning. Worked extensively with supporter portfolios through personal visits and correspondence while leveraging Raiser’s Edge to manage activity, measure progress, and strengthen donor relationships. Promoted within ten months, reflecting strong performance and leadership potential.
Education
Bachelor of Science - Business Administration / Management
University of Arizona
Tucson, AZLife And Health Insurance
Licensed
NY And MultistateCertificate - AI Mastery
Coursiv
Remote05.2026
Skills
- Lead generation expertise
- Competitive analysis
- Account development
- CRM management
- Sales presentations
- Customer service
- Objection handling
- Strategic prospecting
- Closing techniques
- Pipeline management
- Relationship building and management
- Client needs assessment
- Business growth strategies
- Financial acumen
Timeline
Sales & Business Development Consultant
Freelance
05.2024 - Current
Partnerships Manager
Broker Online Exchange
09.2023 - 05.2024
Community Relations Sales Director (Assisted Living)
Artis Senior Living
08.2022 - 06.2023
Managing Partner
Greenwatt Community Solar
05.2022 - 04.2025
Medicare Telesales Agent
Devoted Health
08.2021 - 08.2022
Relationship Officer
Valley Health System / Valley Hospital Foundation, Inc.
07.2018 - 07.2020
Donor Relations Officer
Maryknoll Lay Missioners
05.2017 - 07.2018
Senior Mortgage Loan Officer
Tompkins Mahopac Bank
10.2015 - 04.2017
Associate Director, Gift Planning & Major Gifts
Seton Hall University
01.2015 - 10.2015
Senior Gift Officer
CCAS
11.2011 - 02.2015
Bachelor of Science - Business Administration / Management
University of Arizona
Life And Health Insurance
Licensed
Certificate - AI Mastery
Coursiv