Certifications
Juan Toledo
Summary
Detail oriented strategist, with a strong understanding of the B2B & Channel Partner ecosystem. Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
15
15
11
11
Certifications
2
2
Languages
Work History
Services Operations Business Analyst, Channel Manager
CDW
07.2017 - 04.2023
- Facilitated complex operations via a strategic dynamic perspective, highly motivated to drive revenue growth through channel partner sales programs
- Cultivated strong relationships to ensure alignment with business objectives, optimizing effectiveness and efficiencies
- Worked along side partner product managers, account executives, engineers and sales executives in developing, implementing and managing channel sales system migration and incentive program rollout with existing partners as well as mergers and acquisitions.
- Streamlined project management with effective communication and collaboration across cross-functional teams.
- Improved business processes by analyzing current practices and recommending optimization strategies.
- Reduced operational costs through thorough data analysis and implementing cost-effective solutions.
Presales Engineer, Data Center Business Development Specialist
CDW
Eatontown/Tampa/Remote, NJ; FL
Mar.2014 - Jun.2017
- Lead conversations and design Lenovo, IBM, and Nutanix solutions, focused on customer needs around enterprise server, virtualization, storage, networking, and hyper-converged technologies while providing technical expertise to account managers
- Collaborate with sales managers to coordinate and host B2B on-site meetings and events for customers to promote sales, leadership, and operational excellence.
- Increase customer satisfaction by effectively addressing technical concerns and providing product recommendations.
- Streamline the sales process for increased efficiency, collaborating closely with the sales team to develop tailored solutions.
- Assist in maintaining strong client relationships, providing exceptional post-sales support and technical assistance.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Passionate about learning and committed to continual improvement.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Cultivated interpersonal skills by building positive relationships with others.
Senior Account Manager
CDW
Eatontown, NJ
04.2012 - 03.2014
- Created, monitored, and managed customer engagement plan for both inbound and outbound call campaigns that maximized opportunities based on product offering and resource skill sets in a variety of technologies.
- Boosted client satisfaction by effectively managing and resolving account issues.
- Increased revenue for the company through strategic upselling and cross-selling initiatives.
- Developed long-lasting client relationships by providing exceptional customer service and support.
- Enhanced communication between departments for more effective problem-solving and collaboration.
- Streamlined account management processes, improving overall efficiency and productivity.
- Negotiated favorable contract terms with suppliers/vendors on behalf of clients while maintaining strong relationships with them at the same time.
- Mentored junior account management professionals to develop skills and increase company revenue.
Account Manager
CDW
Eatontown, NJ
04.2008 - 04.2012
- Generated more than 25% above required daily outbound calls while maintaining three-hour talk time average
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Added value by establishing, nurturing, and growing cross-segment book of business 30% to $1.5M yearly by LOS 36
- Discovered opportunities and delegated resources accordingly for solutions across multiple technologies.
- Streamlined internal processes for better efficiency in account management tasks.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Education
High School Diploma -
Howell Township High School
Howell Township06.2000
Skills
- Analysis
- Communication
- Research
- Data Analytics
- System Knowledge
- Quality Assurance
- Testing
- Process Development Documentation
- Project Planning
- Task Management and Delegation
- Stakeholder Management
- Product Road Maps
- User Experience Design
- Negotiation
- Focus Groups
- Interviewing
- Account Management
- Document Distribution
- CRM Tools
- PSA Tools
- O365 Tools
- Client Management
- Territory Management
- Social Selling
- Product Knowledge
- Troubleshooting
- Objection Handling
- Dispute Resolution
- Business Process Improvement
- Predictive Modeling
- Technical Writing
- Cost-Benefit Analysis
Certification
- CDW Lean Six Sigma Yellow Belt Certified
- CDW Lean Six Sigma Green Belt Certified
- CDW Change Management Certified
- CDW Effective Presentations Certified
- CDW Virtual Meeting Certified
- Nutanix NPSR
- Tripp Lite CSE
- Lenovo Certified Data Center Professional - License #1515025-158
- VMware VSP License #191782
- Cisco CSE License #11644850
- EMC VSA License #X9L3ZNPQMEQQ57YH
Languages
English
Spanish
Work Preference
Work Type
Full TimeContract WorkWork Location
RemoteHybridImportant To Me
Work from home optionCompany CultureWork-life balanceHealthcare benefitsTeam Building / Company RetreatsCareer advancementPaid time off401k matchTimeline
Services Operations Business Analyst, Channel Manager
CDW
07.2017 - 04.2023
Presales Engineer, Data Center Business Development Specialist
CDW
Mar.2014 - Jun.2017
Senior Account Manager
CDW
04.2012 - 03.2014
Account Manager
CDW
04.2008 - 04.2012
High School Diploma -
Howell Township High School
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