Summary
Overview
Work History
Education
Skills
Extracurricular Activities
Interests
Timeline
Generic

David Terry

San Antonio,Texas

Summary

Highly skilled and experienced Account Manager who has extensive knowledge of the CPG and FMPG. Owned and lead the NORCAL regional sales team for my Coffee Distribution Company. Increased sales from $600k to over $2 Million within 8 months. Developed strong long lasting client and customer trusted relationships. Presented to client & customer management teams. Planned sales / promotional forecasting with the authorization to transfer funds in the Client's portal upon approval. Scheduled monthly promotional and finance calls with National Account Executives. Worked with several different teams to plan supply chain for critical deliveries during COVID inventory shortages for 20+ manufacturers. Have worked with Global Retailers, US Distributors and C-Store retailers both Direct and Indirect stores.

Overview

22
22
years of professional experience

Work History

Business Manager Assistant CCNA

Acosta Group Inc
06.2022 - 07.2024
  • Business Manager Assistant for Coca-Cola North America for 125 C-Stores, Small Format & National Distributors Core-Mark & McLane
  • CCNA non-DSD Juices and Topo-Chico
  • Worked directly with Coca-Cola National Account Executives including Regional Account Executives and Senior Executives to plan yearly forecasting, quarterly promotions and new product slotting allocations
  • Strategized individual SKUs to be promoted at Key Accounts
  • Worked with CCNA National Finance Managers on outstanding Customer invoices that were denied per Client's SOP or were in dispute for policy vs policy discrepancies
  • Established and maintained relationship with Client Account Executives with monthly forecasting and financial calls.
  • Accessed directly into Coca-Cola's Portal to add or transfer funds for promotional events and trade shows

CPG & FMPG Merchandise Auditor

Acosta Group Inc
09.2018 - 06.2022
  • Conducted comprehensive audits findings with photos, comments including client's required questions for internal review.
  • Extensive CPG product including global clients
  • Key Account Clients: includes Proctor & Gamble, Georgia Pacific, Clorox, Ken's, Kingsford, Nestle, Nescafé, Starbucks, Bush's Beans, UTZ & On the Border, Milo's Sweet Tea, Hostess, Eggland's Best, Coca-Cola North America non-DSD Juices & Dairy
  • Developed relationships with Store Managers
  • Worked daily with Department Managers for premium promotional displays
  • Placed future orders up to 12 months ahead for seasonal promotions on certain brands
  • Achieved Client's placement goals for promotional allowances offered
  • Ensured proper rotation for perishables
  • Audited shelf plans, pricing and stock quantities for both perishable and non-perishable CPG products
  • Scheduled category resets with key vendors per stores request
  • Photographed and documented out of compliance point of sale and adhered to modular integrity
  • Assisted district managers and regional managers with any emergency Client requests
  • Trained new hires

Rebar Detailer

dba David Terry Detailing
09.2007 - 08.2018
  • Established strong relationships with clients by providing exceptional customer service throughout each project.
  • Prepared comprehensive reports detailing changes made during various phases of the project cycle.
  • Collaborated with other team members to ensure accuracy in all aspects of the project from start to finish.
  • Produced high-quality rebar detail drawings for construction projects with tight deadlines.
  • Resolved conflicts between design documents and field conditions by creating alternate solutions.
  • Reviewed structural engineering documents to determine requirements for reinforcing steel installations.
  • Adapted quickly to changing client needs while ensuring quality control standards were met or exceeded.
  • Provided drawings of conflicts and conditions for engineers regarding rebar placements and details.
  • Identified potential fabrication problems through review of shop drawings.
  • Worked closely with contractors to ensure proper installation of reinforcing steel components at job sites.
  • Developed extensive experience in AutoCAD drafting software to create detailed drawings of rebar structures.
  • Managed up to 20 construction projects simultaneously

Regional Sales Manager

dba David Terry Coffee Distribution
10.2002 - 07.2006
  • Owner Operator of a DSD coffee distribution company for the Sacramento Valley region
  • Trained new employees on company procedures on merchandising
  • Resolved conflicts between clients, employees or vendors by utilizing effective problem-solving techniques.
  • Utilized strong interpersonal skills when interacting with customers at all levels of an organization.
  • Monitored team performance to ensure sales goals were met on a monthly basis.
  • Traveled throughout assigned territory to deliver orders, merchandising for around 50 stores per the Clients expectations
  • Implemented performance improvement plans to aid underperforming employees in meeting expectations.
  • Managed a team of sales representatives, providing guidance, coaching, and training to drive performance and exceed sales goals.
  • Managed sales team to consistently achieve growth and hit sales targets.
  • Monitored customer preferences to determine focus of sales efforts.
  • Oversaw regional and local sales managers and staffs.

Education

Associate in Science (A.S.) - Architecture

Sierra College
Rocklin, California
06.1995

High School Diploma - undefined

Upper Lake High School
Upper Lake, California
06.1990

Skills

  • Strategic account management
  • Client relationship building
  • Regional territory management
  • Financial resource allocation
  • Staff training & supervision
  • Employee & promotional schedule coordination

Extracurricular Activities

Student Public Information Officer / Tour Guide

Interests

Child Protection, Foster Care advocate

Timeline

Business Manager Assistant CCNA

Acosta Group Inc
06.2022 - 07.2024

CPG & FMPG Merchandise Auditor

Acosta Group Inc
09.2018 - 06.2022

Rebar Detailer

dba David Terry Detailing
09.2007 - 08.2018

Regional Sales Manager

dba David Terry Coffee Distribution
10.2002 - 07.2006

High School Diploma - undefined

Upper Lake High School

Associate in Science (A.S.) - Architecture

Sierra College
David Terry