Summary
Overview
Work History
Skills
Additional Experience
Websites
Timeline
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Jason Lee

Jason Lee

Vernon Hills,IL

Summary

Sales leader with proven success in driving revenue growth and acquiring new clients. Expertise in strategic sales forecasting and relationship management. Consistently surpasses sales targets through strong communication and negotiation skills. Recognized for coaching teams and creating customer-focused solutions.

Overview

15
15
years of professional experience

Work History

Commercial Account Manager

BMS CAT
, IA, IL, IN
01.2024 - 06.2025
  • Spearheaded territory sales across Indiana, Illinois, and Iowa, driving revenue growth.
  • Monitored sales performance data and developed forecasting models for future trends.
  • Developed relationships with key stakeholders in order to provide the best service possible.
  • Managed client accounts, including providing guidance on product selection.
  • Organized trade shows and conferences related to the company's products or services.
  • Developed rapport and increased business revenue by hosting lunch-ins and events for prospective clients.
  • Researched innovative solutions for new prospects by attending seminars and trade shows.
  • Performed risk exposure analysis and annual reviews of accounts, increasing retention of current clients.
  • Analyzed sales space capacities based on system parameters, securing high stock availability.
  • Identified customer needs by asking questions and advising on best solutions.
  • Established and managed over 500 new client accounts while cultivating more than 2,000 prospects.
  • Executed cold calling and B2B development strategies to expand market reach.
  • Negotiated contracts and sustained strong relationships with national accounts.
  • Represented company at trade shows and industry conferences to enhance visibility.
  • Resolved any technical issues that arose during the implementation of new CRM software platforms or upgrades.
  • Developed effective strategies for segmenting customers based on their interests or purchase history in order to target them more accurately with personalized content, offers.
  • Drafted emails containing promotional offers or other relevant information directed at specific segments of customers identified via the CRM database.
  • Coordinated with external vendors involved in the development or maintenance of the company's CRM platform.
  • Conducted regular meetings with the sales team to review progress in achieving goals related to customer relations management.
  • Created detailed reports on customer interactions, trends, sales figures and other key metrics using CRM systems.

Business Development Manager

Camping World
, WI, IL, CO
03.2019 - 12.2023
  • Increased sales in three markets by 25–40% through process improvement and training
  • Developed sales strategies supported by digital marketing and outbound activities
  • Built and managed sales teams in multiple call centers
  • Utilized Power BI to analyze performance and identify growth opportunities
  • Responsible for recruitment, hiring, training, and culture development
  • Developed strategic partnerships with vendors and suppliers to ensure cost efficiency.
  • Collaborated with internal teams for successful execution of projects.
  • Provided training to sales staff on effective communication techniques when dealing with clients.
  • Prepared reports on sales performance metrics such as revenue growth rate, conversion rates and lead-to-customer ratios.
  • Coordinated with marketing team to develop promotional materials and campaigns.
  • Monitored competitors' activities, prices, products, and services in order to stay ahead of the competition.
  • Developed and implemented strategies to increase sales and market share.
  • Created presentations to attract new business opportunities.
  • Established new customer accounts using negotiation and sales closing abilities.
  • Developed short-term and long-term vision and strategy to achieve targeted sales objectives.
  • Generated leads and capitalized on valuable business opportunities to bring in new company revenue and improve bottom line profit.
  • Identified and pursued upselling and cross-selling opportunities within the existing client base.
  • Coordinated with marketing teams to develop promotional materials and campaigns for target markets.
  • Cultivated a culture of innovation and continuous improvement within the business development team.
  • Delivered presentations to senior management and stakeholders to report on progress and results.
  • Negotiated and closed high-value contracts with new and existing clients to increase market share.
  • Facilitated training and development programs for sales and business development teams.
  • Managed the sales pipeline and forecasted sales targets to ensure business objectives were met.
  • Managed budgets and resources efficiently to maximize return on investment.
  • Coached, developed and motivated team to achieve revenue goals.
  • Developed and significantly grew assigned territory using strong engagement and marketing skills.
  • Oversaw regional and local sales managers and staff.
  • Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
  • Established ambitious goals for employees to promote achievement and surpass business targets.
  • Used change methodologies to increase sales and led projects for increased productivity.

Co-Founder & Chairman

Web Shooters
Chicago, IL
12.2016 - 02.2019
  • Launched a luxury real estate photography business, scaling to 125 clients in 6 months
  • Executed a successful cold-calling strategy to build clientele
  • Drafted strategic plans for launching new products or services into the marketplace.
  • Developed strategies to increase brand awareness through public relations initiatives.
  • Created and maintained corporate website, marketing materials, and social media accounts.
  • Recruited, trained, managed, and evaluated staff.
  • Managed overall workflow of projects from conception to completion.
  • Analyzed customer feedback to improve product offering and services.
  • Researched competitors' products and services in order to identify gaps in the market.
  • Established relationships with key customers, vendors, and partners.
  • Identified areas of improvement in processes related to operations and sales activities.
  • Monitored business trend forecasts and adjusted budgets and operational plans to maximize growth and opportunities.
  • Advanced business through multiple transition periods to maximize efficiency, profitability, and scalability with future demands.
  • Established company to fill market gap, connecting customers directly with products.
  • Developed clear mission, vision and culture for company as foundation for growth, branding and development of employee culture.
  • Hired new managers to drive sustainable business growth.
  • Drove revenue by cultivating successful client relations.
  • Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
  • Oversaw corrective action plans to remedy structural, organizational and departmental issues.

Master General Agent

American Income Life
Schaumburg, IL
01.2013 - 12.2017
  • Set company record with $7.8M in new premiums in a single year
  • Promoted from Agent to State General Agent in under 4 years
  • Ranked as top recruiter across the company in a senior management role
  • Developed and implemented marketing strategies to increase brand awareness and customer loyalty.
  • Handled all customer inquiries promptly and efficiently.
  • Monitored performance metrics such as sales targets, customer retention rates.
  • Analyzed customer feedback data to improve products and services based on their needs.
  • Prepared presentations on products and services for internal staff as well as external customers.
  • Researched industry trends, competitor activities, and pricing strategies.
  • Ensured compliance with regulatory requirements concerning product offerings.
  • Developed and implemented sales plans to meet company objectives.
  • Created reports on sales figures and other operational metrics for management review.
  • Delivered excellent service via inbound and outbound calling efforts, meeting established minimum targets.
  • Led training sessions for junior agents to enhance team capabilities.
  • Responded promptly to customer service calls and inquiries from diverse groups of individuals.
  • Facilitated communication between parties to ensure mutual understanding and agreement.
  • Developed personalized plans to meet clients' specific needs and goals.
  • Prepared and delivered presentations to clients and management.
  • Managed client portfolios, ensuring optimal satisfaction and retention rates.
  • Responded to client inquiries and resolved issues promptly.
  • Kept abreast of regulatory changes and industry standards to ensure compliance.
  • Reported regularly to senior management on client activity and business development progress.

Licensed Insurance Agent

New York Life
Schaumburg, IL
08.2010 - 12.2012
  • Advised clients on their insurance needs and coverage options based on individual requirements.
  • Provided guidance and support to less experienced agents during onboarding process.
  • Initiated contact with potential clients through cold calling and networking activities.
  • Identified opportunities for cross-selling additional policies or services to existing customers.
  • Developed and implemented sales strategies to increase market share of insurance products.
  • Assisted in the development of training materials for new agents entering the field.
  • Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
  • Provided leadership and training for new agents regarding industry best practices and company policies.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Upsold products to policyholders and potential new clients.
  • Exceeded company sales goals for new policies.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Responded to customer inquiries and problems to promote great service.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Leveraged industry trends to shape solutions and approaches.
  • Developed appropriate quotes based on risk information.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Met with division leaders and consultants to discuss strategies to increase sales.
  • Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
  • Achieved repeat business and referrals through personalized services.
  • Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Resolved disputes between customers and insurers by researching and interpreting policy language.
  • Maintained accurate records of client information including contact details and policy changes.
  • Researched complex underwriting issues and provided solutions for customers' satisfaction.
  • Responded promptly to customer inquiries via phone calls or emails in a professional manner.
  • Participated in industry events such as conventions, seminars, workshops.
  • Performed routine follow-up calls to assess customer satisfaction with products and services.

Skills

  • CRM software management
  • Sales forecasting
  • Risk analysis
  • Digital marketing
  • Contract negotiation
  • Customer relationship management
  • Market analysis
  • Lead generation
  • Account management
  • Territory sales
  • Effective communication
  • Strategic planning
  • Team leadership
  • Problem solving
  • Stakeholder engagement
  • Proposal writing
  • Territory management
  • Sales negotiations
  • Client acquisition
  • Brand awareness
  • Account growth
  • Technical aptitude
  • Relationship management
  • Client relationship building
  • Sales tactics
  • CRM proficiency
  • Revenue generation
  • Business strategies
  • Competitor analysis
  • Deal closing
  • Sales pipeline management
  • Performance tracking
  • Interpersonal skills
  • Written communication
  • Acquire new business
  • Time management abilities
  • Multitasking Abilities
  • Excellent communication
  • Pricing strategy
  • Effective customer upselling
  • Organizational skills
  • Point of sale operation
  • Team building
  • Time management
  • Relationship building
  • Cross-selling
  • Sales presentations
  • Problem-solving abilities
  • Interpersonal communication
  • Social media marketing
  • Sales demonstration
  • Conflict resolution
  • Active listening
  • Direct sales
  • Team member motivation
  • Sales process
  • Business development
  • Revenue growth
  • Opening and closing procedures
  • CRM software
  • Persuasive communication
  • Online sales
  • Teamwork
  • Analytical thinking
  • Reliability
  • Market research

Additional Experience

  • Includes roles in sales, management, and finance at:
  • The Exchange Auto Group (New & Pre-Owned Sales)
  • The Autobarn of Evanston (Sales Manager / Finance Manager)
  • Brookfield Motor Car Co / Jefford’s Motors (Auto Sales)

Timeline

Commercial Account Manager

BMS CAT
01.2024 - 06.2025

Business Development Manager

Camping World
03.2019 - 12.2023

Co-Founder & Chairman

Web Shooters
12.2016 - 02.2019

Master General Agent

American Income Life
01.2013 - 12.2017

Licensed Insurance Agent

New York Life
08.2010 - 12.2012

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