Summary
Overview
Work History
Skills
Timeline
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JAY SCHWERD

Cedarhurst,NY

Summary

Dynamic and results-driven sales executive with over 25 years of experience in driving revenue growth, expanding market presence, and building strong client relationships. Recognized for achieving record-setting sales figures and leading high-performance sales teams. Expertise in complex negotiations, strategic planning, and customer-centric solutions. I have a diverse background in sales, negotiation, business development, and customer service. My experience spans various industries, including telecom, alternative financing, and healthcare facility brokerage. I am adept at using CRM tools like HubSpot and Salesforce to improve sales processes and have a strong track record in optimizing customer experiences and resolving complex financial challenges Skilled executive with 20 years of business development and strategic planning expertise. Adept at implementing improvements to optimize efficiency in business operations.

Overview

22
22
years of professional experience

Work History

Sales Channel Optimization

Maxsip Telecom
01.2023 - Current
  • Leveraged HubSpot CRM: Utilized HubSpot to track sales performance, customer interactions, and improve team productivity
  • Identified and Resolved Onboarding Issues: Analyzed and addressed customer onboarding issues, improving the customer experience and increasing market share
  • Converted Abandoned enrollments to Sales to Revenue: Identified and recovered abandoned sales opportunities, converting them into new revenue through strategic follow-ups and outreach
  • Improved Customer Support: Implemented solutions to common customer complaints, resulting in a decrease in support tickets and enhancing overall client satisfaction.

Merchant Cash Advance Sales Broker and Collections

ROYAL BUSINESS GROUP
01.2018 - 01.2023
  • Negotiated and brokered alternative financing loans for small businesses, securing deals by analyzing client profiles and financial capabilities
  • Offer flexible payment options for delinquent accounts, such as varying percentages based on cash flow, to accommodate businesses with fluctuating revenues
  • Negotiating: Work with customers to create payment plans or settlements that are favorable to both parties
  • Achieved an increase of over 67% recovery rate over 12 months
  • Ensure compliance with local regulations regarding lending and collections
  • Seek legal advice if necessary to navigate complex situations
  • Documenting: Keep detailed records of all communications and actions
  • Marketed alternative funding solutions to a diverse clientele, achieving a high closing rate and fostering long-term relationships
  • I served as a primary contact for client inquiries and technical support, consistently enhancing client satisfaction.
  • Mentored junior team members, fostering a culture of continuous improvement and professional growth within the organization.
  • Performed regular competitor analysis to stay informed about industry trends and adjust strategies accordingly.
  • I oversaw the launch of the e-commerce platform, expanding market reach, and increasing sales channels.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.

Skilled Nursing Facility Brokerage

Health Facilities Marketing
01.2003 - 01.2015
  • Successfully Brokered Acquisition: Orchestrated the acquisition of a 500+-bed skilled nursing facility
  • Increased Facility Valuation: Led a team that conducted thorough due diligence and enhanced facility value by 20% through strategic partnerships, operational improvements, and capital investments
  • Negotiation Expertise: Demonstrated exceptional negotiation skills, securing favorable contract terms
  • Market Analysis: Conducted comprehensive market analysis to identify potential buyers, achieve a successful sale within six months and exceed financial targets
  • Client Relations and Growth: Developed and maintained strong relationships with healthcare clients, resulting in a 30% increase in repeat business and referrals
  • Spearheaded growth initiatives that expanded the client base by 25%, driving revenue growth and market expansion.
  • Demonstrated strong leadership skills by successfully navigating the health facility through periods of growth, change, or organizational restructuring.
  • Streamlined facility operations for improved overall efficiency and cost reduction.

Skills

  • Client Relationship Management
  • Sales Team Leadership & Training
  • Salesforce CRM & Data Analytics
  • Client Account Management & Customer Service
  • Complex Negotiations & Closing and Collections Strategies
  • Sales channel optimization
  • Channel expansion
  • Annual sales planning

Timeline

Sales Channel Optimization

Maxsip Telecom
01.2023 - Current

Merchant Cash Advance Sales Broker and Collections

ROYAL BUSINESS GROUP
01.2018 - 01.2023

Skilled Nursing Facility Brokerage

Health Facilities Marketing
01.2003 - 01.2015

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JAY SCHWERD