Business development professional with a long track record of building client, vendor, and internal relationships that support growth and retention. Background includes project leadership, account development, and CRM use across Salesforce, HubSpot, and QuickBase to improve tracking, workflow efficiency, and customer follow-through.
Overview
29
29
years of professional experience
Work History
Business Development Representative
PFS
Appleton, WI
01.2023 - 01.2025
Supported prospecting efforts for PFS Merchant Services by identifying new business opportunities.
Presented PFS solutions to decision-makers and referral partners.
Qualified leads through discovery calls and CRM review.
Built relationships with healthcare and telecommunications accounts by matching tailored product and service solutions.
Sales Agent
Saleytics, LLC
Appleton, Wisconsin
01.2019 - 01.2023
Worked at West Corp, a publicly traded business services company providing business-to-business sales agents across multiple verticals, focused on increasing client market share and enhancing customer relationships.
Presented product details and answered client questions
Qualified leads using CRM records and sales criteria
Conducted client outreach through Saleytics to engage potential leads
Senior Project Development Specialist and Project Development Specialist
J.J. Keller & Associates, Inc.
Neenah, Wisconsin
01.1996 - 01.2014
Led project management of customer solutions by identifying and defining opportunities through in-house sales, determining the content topics and scope of projects, required resources, internal and external costs, and selling prices, and creating project outlines, sales documents, and agreements for projects. Led stakeholder teams for prospective and sold projects.
Managed over 600 projects with a collective value of $450,000 annually across various categories including transportation, workplace, and client-specific topics.
Oversaw 40-50% of projects, contributing to department revenue of $1.25 million to $1.5 million.
Initiated use of QuickBase and collaborated with team to transition data from Microsoft Word and Excel to QuickBase database, streamlining record keeping and lead tracking processes.
Calculated implemented and maintained Microsoft Word and Excel document templates for department documentation and price calculations, which streamlined estimating and documentation processes and reduced both project turnaround time and legal agreement development time.
Education
Master of Science - Project Management (PMP)
University of Wisconsin-Madison
Madison, Wisconsin
01-2007
Bachelor of Arts - Economics
Lawrence University
Appleton, Wisconsin
01-1979
Skills
Prospect qualification
Business development
Lead generation
Sales process management
Solution selling
CRM management
Salesforce optimization
Account management
Pipeline oversight
Customer retention strategies
Relationship building
Consultative communication skills
CRM software proficiency
Office software expertise
Contract negotiation
Business relationship management
VOLUNTEER EXPERIENCE
Zion Lutheran Church Foundation, Treasurer
Habitat for Humanity Fourth Home Building Events
Zion Lutheran Church, Pipe Organ Restoration
Juvenile Diabetes Foundation Fundraising Events and Mailing Development
Affiliations
The Society for Human Resource Management (SHRM) HR Generalist 2009
American Management Association (AMA) Communication with Diplomacy, Tac and Credibility 2005
PROFESSIONAL EXPERIENCE
Retired in 2025. Seeking entry into the workforce.
Timeline
Business Development Representative
PFS
01.2023 - 01.2025
Sales Agent
Saleytics, LLC
01.2019 - 01.2023
Senior Project Development Specialist and Project Development Specialist