Overview
Work History
Education
Skills
Profile Overview
Certification
Timeline
Generic

James Mattina

Woonsocket,RI

Overview

23
23
years of professional experience
1
1
Certification

Work History

Customer Relationship Advocate

Fidelity Investments
2022.01 - 2023.06
  • Peformed Equities and Mutual Fund trades for clients.
  • Managed over 50 client calls per day.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Answered constant flow of customer calls with minimal wait times.

Licensed Medicare Advocate

EzHealth
2021.06 - 2021.10
  • Analyzed health care needs of diverse client base and recommend Insurance plan to fit their needs
  • Sold polices determined to be the best for customers unique need
  • Communicated with people from various cultures and backgrounds on application process.
  • Assisted clients with completion of applications and paperwork.
  • Scheduled appointments with applicants to gather information and explain benefits processes.
  • Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
  • Responed to over 30 inquries per day

Sales Associate

Bob's Discount Furniture
2016.01 - 2021.05
  • Advise diverse range of clients on purchasing options across a multi-tiered product line.
  • Selected to participate in 2017 leadership program (Bob's Builders)
  • Accomplished 800K sales within first 8 month of participating
  • Led sales staff of 15 in sales for 2017
  • 2017 Sales of over $1,000,000
  • Recognized as a Mentor, assisting new associates to succeed

Solutions Advisor Sales

The Training Associates
2015.07 - 2015.12
  • Responsible for prospecting, client profiling and uncovering revenue opportunities in Oil, Gas and Energy Markets.
  • Demonstrated company's capabilities of human capital management for talent development and training services.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Helped clients make informed decisions about financial future.

Regional Sales Manager

En Pointe Technologies
2014.02 - 2014.07
  • Motivated and led team of three top-producing sales representatives committed to delivering sales targets, and responsible for building a quality sales pipeline; created a culture of accountability, training and reaching peak performance
  • Defined and communicated sales performance expectations and tracked metrics and KPI's to measure team sales results
  • Performed extensive customer research, analyzed industry trends and benchmarked competitive marketplace.

Key Account Manager

COMPAREX AG
2013.01 - 2014.02
  • Hired by Germany's Largest Microsoft Reseller to establish market and uncover business expansion opportunities in the U.S
  • Spearheaded business development activity focused on capturing market share and accelerating growth.
  • Developed relationship with local subsidiaries of major European clients including Volkswagen, Nilfisk-Advance and Bosche
  • Structured and launched an integrated marketing campaign and executed go-to-market strategies
  • Interfaced with key US vendor partners and assessed channel partnership required to scale operations.

Commercial Account Manager

CBE Technologies
2011.11 - 2012.12
  • Sold IT consulting projects consisting of Microsoft, VM Ware, Citrix to corporations in Massachusetts.
  • Sold IT consulting contracts across Massachusetts; uncovered new opportunities to deliver revenue growth.
  • Cultivated relationships with key customers and maintained executive level service through strong communication skills; managed service contracts for clients including Greater Lawrence Mental Health Advocates, Jones Lang and LaSalle.
  • Grew territory revenue by 30%.

Enterprise Sales Representative

Softchoice
2001.01 - 2011.01
  • Responsible for enterprise sales leading North American provider of technology services and solutions.
  • Established and strengthened strategic relationships with enterprise clients to generate sustained revenue streams.
  • Interfaced with decision makers and utilized consultative selling, negotiations and influencing skills to close high value deals.
  • Engaged in customer prospecting activity including cold calls, digital communication and networking.
  • Developed and nurtured key account relationships and partnered on multi-disciplinary teams to generate custom quotes.
  • Acquired largest accounts in New England territory.
  • Managed and maintained key channel partnerships with Microsoft, Netapp, VMware, McAfee
  • Grew territory from $300,000 of gross margin to $1,000,000 of gross margin
  • Retired 100% of quota in 9 months in 2011; finished 130% of quota in 2011
  • Exceeded annual quota 7 times; President's Club 2008 London
  • Produced over 50% of goal attainment of entire sales team of 10 in 2010, 2011.

Sales Representative

Kronos
2000.01 - 2001.01
  • Sold labor productivity and time and attendance software to manufacturing companies in Massachusetts including Osram Sylvania and Analog Devices solutions.

Education

Bachelor of Arts - Economics

Framingham State College
Framingham, MA
06.1991

Skills

  • Lead Generation
  • Account Management
  • Relationship Building
  • Business Development
  • Customer Acquisition
  • Enterprise Sales
  • Infrastructure Strategies
  • Microsoft Licensing
  • Software Sales
  • Customer Retention
  • Sales expertise

Profile Overview

Dynamic professional with progressive sales experience and a proven capacity to identify business opportunities, build strategic partnerships and generate revenue for growth-oriented companies. Acute understanding of business priorities and the ability to develop technical sales and initiatives at an enterprise level. Highly skilled in generating leads, building sales pipelines and identifying and connecting with decision makers.

Certification

  • VMware
  • VSP
  • Dell Storage
  • Series 7
  • Series 63

Timeline

Customer Relationship Advocate

Fidelity Investments
2022.01 - 2023.06

Licensed Medicare Advocate

EzHealth
2021.06 - 2021.10

Sales Associate

Bob's Discount Furniture
2016.01 - 2021.05

Solutions Advisor Sales

The Training Associates
2015.07 - 2015.12

Regional Sales Manager

En Pointe Technologies
2014.02 - 2014.07

Key Account Manager

COMPAREX AG
2013.01 - 2014.02

Commercial Account Manager

CBE Technologies
2011.11 - 2012.12

Enterprise Sales Representative

Softchoice
2001.01 - 2011.01

Sales Representative

Kronos
2000.01 - 2001.01

Bachelor of Arts - Economics

Framingham State College
James Mattina