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Converted patients calling in for information on Erectile Dysfunction treatments into in-person appointments, which turned into sales and revenue for the company. I was asked to work 15 hour shifts at least 2-3 times a week on top of my regular schedule because of my skills. Calls would come in at random and I started in the customer service cue but would always end up getting more sales than the actual sales team. I would take 5 customer service calls for every sales call and still would end up on top of the sales board. I helped bridge a deal between ESPN and THE NFL for advertising through out the season. We were on pace to becoming a quarter billion dollar firm apparently and the owners decided to sell to a buying group. The buying group decided to go another direction and began to close down clinics nationwide to focus on retraining the clinics. This caused a lot of layoffs and turmoil. I decided it was best to change course.
In a years time, I expanded our portfolio from Salt Lake City to surrounding cities including Provo, Ogden, Brigham City and St George. Once we made that major impact in our territory we began building in Nevada and Arizona. I negotiated deals with NAPA, AAMCO, BIG O, MAACO and MASTER MUFFLER to join us as financing partners. We were able to bring on the merchant accounts, finance customers and provide capital for each business we brought on. This allowed for us as a firm, to maximize profits from each account.
Began factoring by cold-calling businesses that needed +30, +60 and +90 invoices paid in order to run their business. Starting out they preferred their targeted market base of logistics companies. Without consistent cash flow, many businesses are left with a problem and we provided a solution. In the first 6 months we were able to bring in $1.2 million dollars worth of unpaid invoices. We expanded to Trucking Companies, Staffing Agencies and Manufacturer's. We put together an automated system within our CRM to streamline our process. Due to the history of success within our company, the owners decided to sell their portfolios to a hedge fund.
As an appointment setter, I averaged 5 to 7 daily opportunities for our sales agents. Contact new and existing customers to discuss their credit card processing situation. Created leads from Yelp, Yellow Pages, social media and word of mouth. Called state to state pre-setting appointments to explain the benefits of partnering with our firm. After a year and half of creating opportunities, I was promoted to team lead. As a team lead, I ran a team of 15-20 appointment setters that I trained daily and had report to me. As a team, we would submit an average of 50-75 daily appointments for our sales agents. After having most of my team promoted to team-lead positions, I was promoted to trainer. As a trainer, I made sure to explain the process of our company to new hires and get them committed to our process. We set high expectations for each new hire and set them up with a custom training regimen for each employee. This allowed us to work with employees on a case by case basis and maximize each one's potential. After about a year of trainer/team lead, I was promoted to Sales
Agent. I started out as a local sales agent in Salt Lake City and expanded to the rest of the state. Prepared sales presentations and proposals to explain our rates, lease amounts and savings. Answered customers questions about products, prices, availability, or credit terms. Verified customers credit ratings, and appraised equipment in order to determine contract terms and trade-in values. Took part in welcome calls and installation/testing of our payment terminals. After becoming profitable in our sector, we expanded to Nevada and California. We added clients to our portfolio in the cities of Las Vegas, Newport Beach and Los Angeles. By this time we grew the company from about 10+ employees in Utah to National with 200+ employees including regional sales managers and customer support
With time we added a CRM, HR Dept, Recruiting Dept and multiple partnering ISO's to board deals. In 2017, The firm was sold to a buying group that still operates to this day.
Began as an appointment setter from ground-zero and worked up to team-lead. We started out in a small room with only phone books and cell phones. As an appointment setter, I averaged 5 to 7 daily opportunities for our sales agents. Contacted new and existing customers to discuss their credit card processing situation
Created leads from Yelp, Yellow Pages, social media and word of mouth. Called state to state pre-setting appointments to explain the benefits of partnering with our firm. After a year and half of creating opportunities, I was promoted to team lead. As a team lead, I ran a team of 15-20 appointment setters that I trained daily and had report to me. As a team, we would submit an average of 50-75 daily appointments for our sales agents. In 2013, The firm was sold to a buying group that still operates to this day.
Answered customer service calls and troubleshooted issues relating to equipment, service plans and bills
After a few months of maintaining an excellent piece rate score, I was promoted to floor support. As floor support, I took escalated calls and diffused situations involving retention and miseducation. Taking an educative stance helped explain to the customer clearly what the issue was and allowed us to move forward. After being told a supervisor position was available, I decided to take my chances in the credit card processing world.
Jan 2009 I performed a variety of patient care, office, and laboratory duties, and often worked chair- side as the dentist examined and treated patients. I made patients as comfortable as possible in the dental chair, prepared them for treatment, and obtained their dental records
Moved up to making dental impressions for crowns and bridges. Cleanings includes tooth scaling and tooth polishing and debridement if too much tartar has accumulated. It involved the use of various instruments or devices to loosen and remove deposits from the teeth
It included quarterly, select dental X-rays. I moved to Utah and wasn't able to use my California certificates without retaking my courses. That's when I decided to bank on myself and try something else.