JOEL LEHMAN
Bollingbrook,IL
Summary
Customer-oriented Business Professional with 15 years of experience focused on increasing revenues and expanding margin. Adaptive and deadline-oriented consistently executes and completes multiple projects in high-stress environments. Meticulous leader and strategic planner with comprehensive managerial acumen, offering vision and motivational acumen.
Overview
26
26
years of professional experience
Work History
Client Relationship Manager
Ameriprise Financial
01.2022 - 06.2023
- Was the office lead in creating agenda for daily meetings.
- Used market trends and software provided through Sales Force to analyze market trends to develop effective strategies for client retention
- Time management and organizational skills
- Fostered customer trust by addressing concerns and needs using targeted problem-solving.
- Addressed and resolved customer complaints and issues to improve satisfaction.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Business Owner
Picasso Artistic Salon
07.2017 - 02.2021
- Increased sales by over 15% year-to-year allowing the business to be sold for sizable profit.
- Consulted with customers to assess needs and propose optimal solutions.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
- Trained and motivated employees to perform daily business functions.
- Prepared annual budgets with controls to prevent overages.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
Client Service Specialist
Stifel Nicholas
05.2016 - 03.2017
- Responsible for assisting 2 senior advisors with over 500 clients and $225,000,000 in total assets under management
- Calculated analyzed hypothetical illustrations on mutual fund performance and investments risks
- Resolved 200+ client account inquires relating to dividend payments, performance analysis, RMD’s and 1099s.
- Prepared reports used in making key decisions.
- Explained and documented types of services to be provided for clients, and responsibilities to be taken by personal financial advisor.
- Self-motivated, with a strong sense of personal responsibility.
Director of Membership
Persimmon Country Club
01.2015 - 06.2016
- Led membership and retention program increasing aggregate membership count by 20%
- Responsible for membership sales via cold calling, incoming inquiries and networking
- Increased sales through existing membership referrals incentives
- Organized promotional events and interacted with community to increase sales volume.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
Merchandise Manager
Persimmon Country Club
01.2012 - 01.2015
- Developed comprehensive sales strategy for in-house merchandise
- Developed unique result-driven marketing and promotional campaign exceeding annual sales of $150K
- Vendor management responsible for pre and post sale communication, incentives, pricing inventory and vendor relations.
- Motivated and mentored merchandise team to achieve high performance and job satisfaction.
- Designed displays to deliver interactive, engaging, and memorable store experiences for shoppers.
Men's Golf Coach
Sam Barlow High School
01.2015 - 12.2015
- Provided overview and specific skill set development as well professional perspective of the sport
- Improved players average score by end of season by 10%.
- Networked with parents, staff and community leaders to build reputation and recruit new students.
- Modeled good sportsmanship and responsible behavior on greens to students to instill good etiquette and safety practices.
Assistant Golf Professional
Persimmon Country Club
01.2011 - 01.2014
- Deliver unmatched customer experience employing a methodical and detailed approach to full scope of membership activities ensuring highest margins and retention rates
- Chairmen of the Junior Golf program which grew 40% in attendance during my tenure
- Strategic business development increasing membership retention rates 10% year over year
- On-boarding, training & mentoring staff to highest standards of operational excellence
- Recognition as outstanding leader nurturing exceptional customer relations as well as unmatched customer service
- Corporate event management and facilitation of large scale tournaments
- Technical instruction to both group and individuals utilizing best practices and digital analysis yielding highest ROI and skills advancement resulting in enhanced member experience
Golf Shop Attendant
Persimmon Country Club
01.1997 - 12.2010
- Customer facing “go to guy” ranging from tee times, equipment rentals, upcoming events, site and party venue availability
- Equipment maintenance, organization and general operations
- Assisted in overseeing outside golf operations and staff and followed daily procedures and policies.
- Promoted game of golf and specific golf course and maintained high level of professionalism and service.
- Administered point of sales applications and trained new team members in customer service and operations details.
Education
Marketing Management And Research
Portland State University
Portland, ORSkills
- Relationship Building
- Networking Abilities
- Top Talent Recruiting, Hiring and Retention
- PC Competency
- Strategic Thinking
- Self Starter
- Sales & Negotiation skills
- Team Leadership
- Business Management
Timeline
Client Relationship Manager
Ameriprise Financial
01.2022 - 06.2023
Business Owner
Picasso Artistic Salon
07.2017 - 02.2021
Client Service Specialist
Stifel Nicholas
05.2016 - 03.2017
Director of Membership
Persimmon Country Club
01.2015 - 06.2016
Men's Golf Coach
Sam Barlow High School
01.2015 - 12.2015
Merchandise Manager
Persimmon Country Club
01.2012 - 01.2015
Assistant Golf Professional
Persimmon Country Club
01.2011 - 01.2014
Golf Shop Attendant
Persimmon Country Club
01.1997 - 12.2010
Marketing Management And Research
Portland State University
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