Jeffrey Paul Lixie-II
Tampa,FL
Summary
Dynamic Finance Manager and Sales Consultant with a proven track record at Action Water Sports, driving $4.2MM in revenue through the sale of 48 boats. Skilled in financial analysis, customer relationship management, and leveraging software tools for operational efficiency. Known for leadership, negotiation expertise, and boosting client satisfaction and profits.
Overview
3
3
years of professional experience
Work History
Finance Manager
Action Water Sports
11.2022 - Current
- Review the financial backgrounds of potential customers, and collaborate with external lenders to secure the most competitive financing terms and rates.
- Maintain regular contact with clients via email and phone, utilizing strong organizational and interpersonal communication skills.
- Use Cash Management Service (CMS) software to generate sales contracts, title applications, power of attorney, and loan documents.
- Leverage sales expertise to sell back-end products such as GAP insurance, ceramic coating, and engine warranty, contributing to company revenue.
Sales Consultant
Action Water Sports
03.2022 - 04.2024
- Sold 48 boats, generating $4.2MM in net sales through effective negotiation and customer relationship management
- Developed and maintained relationships with 48+ clients, ensuring alignment of products with customer preferences and needs
- Participated in 9+ trade shows, assisting with marketing activities and generating 20+ leads to drive company growth
- Completed Glenn Roller Sales Institute Training and Black Swain Negotiation Sales Training to enhance sales techniques and achieve sales targets
Education
Bachelor of Science -
Grand Valley State University
Grand Rapids, MI12-2021
Skills
- Sales & Negotiation
- Financial Analysis
- Customer Relationship Management
- Software Proficiency
- Leadership
- Public Speaking and Presentation
- Microsoft Excel
Activities and Certifications
- Collegiate Entrepreneurs Organization
- Collaborative Institutional Training Initiative (CITI)
- Glenn Roller Sales Institute Training
- Black Swan Negotiation Sales Training
Leadership Experience
President, Grand Valley Water Ski Team, 01/20, 11/21, Served as captain and liaison to GVSU Club Sports for 2 years, overseeing all team activities and communications., Managed a $10K budget, organized team meetings, and coordinated tournaments and events., Recruited 30+ new members through campus events and promoted the team through on-campus activities., Ensured the safety and well-being of all team members while promoting camaraderie and team spirit.
Timeline
Finance Manager
Action Water Sports
11.2022 - Current
Sales Consultant
Action Water Sports
03.2022 - 04.2024
Bachelor of Science -
Grand Valley State University