Charles M. Dumas
Sales And Business Development Partnerships Manager
Briarcliff Manor
Summary
Multi million dollar top producer. Highly skilled and accomplished sales and business development professional with successful experience in client service and account management. Expertise and industry segments include Senior Living, Medicare Insurance; Financial Services and Non Profit Fundraising. Award winning and called "best hire ever". Ranked as high as #6 in national sales. Winner of top branch account executive and growth of client base by 25%.Service-oriented and driven Sales Manager with proven experience developing relationships and partnerships; servicing accounts and boosting profits. Strategic and analytical with motivational leadership style and success in building new network connections, promoting services and increasing revenue.
Overview
21
21
years of professional experience
Work History
Community Solar and Energy Consultant
Broker Online Exchange And GreenwattUSA
06.2023 - Current
- Partner and engage professionals interested in commercial green energy supply and Community Solar. Recruit energy brokers and community solar ambassadors.
- Evaluated renewable energy options for clients and provided recommendations on potential investments based on return projections.
- Presented findings to clients in clear, concise reports that highlighted actionable steps toward greater efficiency.
- Developed customized energy management strategies to optimize usage patterns and lower costs.
- Analyzed historical usage data to identify trends and opportunities for improved energy management practices.
- Educated clients on the benefits of green technologies such as solar panels, wind turbines, and geothermal systems, driving interest in sustainable solutions.
Director of Community Relations
Artis Senior Living
08.2022 - 06.2023
- Identified and cultivated strategic community relationships and executed events with area organizations. Connected with and maintain huge network of industry professionals.
- Worked closely with marketing management to develop and execute community relations activities.
- Exceeded monthly referral quotas and helped grow move in census/sales by over 200% in less than 9 months.
- Developed and executed quarterly rolling calendar of events.
- Built and strengthened industry partnerships to improve product placements, amplify coverage and maximize effectiveness of marketing strategies.
- Built, leveraged and shared positive relationships and partnerships with various external and internal stakeholders.
- Created scalable, rapid response and long-term grassroots engagement strategies.
- Stayed within budget for marketing expenses.
Life Health Agent/Top Producer Medicare Advisor
Independent Agent Broker/Devoted Health
08.2020 - 08.2022
- Consistently rank within top 10% of Tele sales agents for sales and ranked first for outbound calling. Assist Medicare recipients by providing them solutions to their medical, dental, vision, pharmaceutical, and general healthcare needs.
- Interview and consult prospective clients to learn about their needs, discuss any existing coverage, then present and explain insurance policy options based on those stated needs.
- Build and maintain book of business through effective use of inbound and outbound leads, and consistent prospect follow up.
- Manage CRM and research tools through effective organization and scheduling. Achieve high levels of enrollments through extensive product knowledge, thorough compliance procedures and skillful sales strategy.
Relationship Manager
Valley Health System
07.2018 - 07.2020
- Developed and implemented grateful patient program, working with medical and foundation staff, resulting in record number of patient referrals.
- Monitored social media and online sources for relevant trends and potential support.
- Led Foundation team in prospect/donor actions resulting in 100 percent increase in contact activity.
- Planned and implemented fundraising events.
- Foundation raised over $65 million in first 2 years of new hospital campaign.
- Composed grant proposals and received maximum funding.
Mission Gift Officer
Maryknoll
04.2017 - 07.2018
- Researched, identified and developed relationships with major gift and lead donors.
- Traveled nationally to promote our vision and values.
- Used effective communication skills to earn support of growing list of donors.
- Secured five charitable gift annuities and obtained three grants for maximum funding.
- Along with Development Director, raised over $2.5 million.
Senior Loan Officer
Tompkins Mahopac Bank
10.2015 - 04.2017
- Functioned as solutions and consultative financial services executive.
- Linked bank products and services to clients' needs and personal goals.
- Created positive customer experience to earn and retain long-term loyalty.
- Ranked in top 10 for network-wide sales.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Developed and maintained relationships with local real estate agents.
Associate Director Gift Planning and Major Gifts
Seton Hall University
02.2015 - 10.2015
- More than doubled sixteen month planned giving and fundraising goal in six months.
- Assisted senior leadership in managing all aspects of operations.
- Excellent communication skills, both verbal and written
- Organized and detail-oriented with strong work ethic
- Self-motivated, with strong sense of personal responsibility
Senior Gift Officer
Ccas Inc.
11.2010 - 02.2015
- Used goal setting and Key Performance Indicators (KPIs) to earn promotions.
- Ensured operational alignment with broader strategic objectives.
- Raised $500K in six months and was promoted to Senior Gift Officer within ten months of employment.
- Attended events to develop professional network of potential donors.
- Increased fundraising numbers by over 25% by leveraging effective communications and outreach strategies.
Managing Director
Excellence Dynamics LLC, ED Energy
01.2008 - 11.2010
- Sold renewable energy solutions.
- Developed, coached and mentored tri-state, consultative sales team.
- Established client-focused partnerships.
- Grew annual sales volume to $1 million and with over 500 accounts.
- Partnered with vendors and suppliers to effectively manage and budget.
- Monitored sales forecasts and projected financial planning for organization to achieve revenue goals.
- Established personnel performance metrics to encourage efforts toward common goals.
Senior Account Executive
First Franklin Financial Corp./Merrill Lynch
01.2003 - 01.2008
- Built relationships with mortgage brokers, bankers and customers.
- Developed product mix to maximize value and options to clients.
- Leveraged clients' trust and loyalty to up-sell and cross-sell.
- Won Top Client Branch Award.
- Ranked in top 5% among 650 Account Executives.
- Recognized with First Franklin Club Awards and Top Producer Awards.
- Achieved #6 national ranking.
Education
Bachelor of Science - BUSINESS ADMINISTRATION & MANAGEMENT
University of Arizona
Tucson, AZSkills
Emotional Intelligence and Competitive Energy
Team Coaching & Development
Donor/Client Relationship Management
Financial services including mortgages
Fundraising and Grants
Investments and Insurance
Marketing strategy and Presentation skills
Sales Leadership
Market Research and Analysis
Business and Pipeline Development
Social Media
Strategic Partnerships and Planning
Contract Negotiation
New business generation
Customer portfolio management
Relationship building and management
Timeline
Community Solar and Energy Consultant
Broker Online Exchange And GreenwattUSA
06.2023 - Current
Director of Community Relations
Artis Senior Living
08.2022 - 06.2023
Life Health Agent/Top Producer Medicare Advisor
Independent Agent Broker/Devoted Health
08.2020 - 08.2022
Relationship Manager
Valley Health System
07.2018 - 07.2020
Mission Gift Officer
Maryknoll
04.2017 - 07.2018
Senior Loan Officer
Tompkins Mahopac Bank
10.2015 - 04.2017
Associate Director Gift Planning and Major Gifts
Seton Hall University
02.2015 - 10.2015
Senior Gift Officer
Ccas Inc.
11.2010 - 02.2015
Managing Director
Excellence Dynamics LLC, ED Energy
01.2008 - 11.2010
Senior Account Executive
First Franklin Financial Corp./Merrill Lynch
01.2003 - 01.2008
Bachelor of Science - BUSINESS ADMINISTRATION & MANAGEMENT
University of Arizona