Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst

Leslie Lewis

Anderson,SC

Summary

Goal-oriented Senior Business Development Manager dedicated to enrolling contractors and growing their business with finance. Documented history of excelling with challenging enrollment targets. Results-driven and contractor success is my focus. Knowledgeable about contractor finance and lender requirements in the HVAC industry. Experienced in managing high call volume and workload. Effectively forecast territory enrollment and volume trends, build relationships and resolve routine problems independently.

Overview

13
13
years of professional experience

Work History

Senior Business Development Manager

GoodLeap
Roseville, CA
07.2023 - Current
  • Cultivate strong professional relationships with contractors and manufacture territory managers for partner enrollments, and to drive long-term business development.
  • Enhanced sales volume through skilled support to both existing accounts and newly enrolled contractors.
  • Implement SalesForce processes to track leads, manage accounts, and generate reports. The reporting is not only to review with contractors in order to grow their business with goodLeap, but also to review results with management. All reporting is documented in Salesforce.
  • Sales planning, development and account management to grow existing accounts and establish new sales accounts.
  • Managed the sales pipeline and forecasted sales targets to ensure business objectives were met.
  • Collaborate with teammates and management, Sean Stephens, and Amber Griffin, to define strategy objectives and align resources to create account scorecards for daily tracking and quarterly review. Launchpad information formatted in a way to present to contractors, managed by the growth team.
  • Identify potential customers by vetting leads during phone calls and Zoom meetings, aiding in enrollment, onboarding, and ongoing support for sales and admin staff by developing relationships and solving their challenges.
  • Leverage cold calling, in-person visits and referrals to build leads.
  • Manage my sales pipeline from lead generation, through contractor enrollment, and account management.
  • Provide my technical expertise, which helps me to meet and exceed goals. Currently, I am at 115.34% of my monthly goal.

Regional Sales Manager

Electric & Gas Industry Association
Sacramento, CA
04.2016 - 07.2023
  • Work with direct reports to develop and implement action plans, improving enrollment results.
  • Responsible for in person and webinar business development for the Optimus finance platform.
  • Provide demonstrations of Optimus, answer questions, assist with enrollment, training and all ongoing support.
  • Contractor enrollment growth through high volume outbound direct calls.
  • Build relationships with partners by attending and presenting at manufacturer and distributor events. Speaking directly to large groups of contractors.
  • Build relationships with contractors onsite and webinar training of sales and admin staff, throughout the country.
  • Educate contractors of the benefits of enrolling in and offering finance to their customers to grow their business and provide more options in equipment and payment choices to their residential and commercial customers.
  • Create marketing materials to promote contractors finance in print and online.
  • Introduce and educate contractors of manufacturer promotions including buy downs and consumer instant rebates. Assist with enrollment and customer service support for submitted claims.
  • Provide in person and webinar mentoring and training for co-workers within the Optimus team.
  • Collaborated with the national sales manager to improve performance and grow Optimus enrollment.

Region Sales Manager

Smartrise Engineering
Sacramento, CA
08.2013 - 03.2016
  • Provided contractors in the Elevator Service and Repair industry Non-Proprietary 'open-market' Hydraulic and Traction Controllers. Sales, customer service and ongoing support for new and existing commercial and residential construction, repair and modernization.
  • Responsible for business development, project bidding, marketing, client growth through planning and attending activities, relationship building with contractors primarily in 8 southern states.
  • In the field responsibilities included presentations, trade shows, job walks and educational meetings with consultants and designers. Participation with The National Association of Women in Construction, N.A.W.I.C.
  • Office duties included high volume outbound calls, utilizing Sales Force for documenting, tracking and planning of contractor outreach, submitting proposals, product development, collaborate with engineering staff. Internal meetings included pre-travel planning and presentation to review an outline of the strategic sales plan and post-travel meetings to report to upper management the outcome of the trip.
  • Contractor support for elevator technicians during and after install for their installation and operational feedback.
  • Portfolio of projects include new construction and existing buildings in industries such as: military bases, university campuses, healthcare, hospitality, sports arenas and more.
  • Mentored team members by demonstrating best practices for sales and customer service.

Service Writer

Carmax Autocare Center
Roseville, CA
02.2012 - 07.2013
  • Responsible for scheduling repair and routine service appointments. Suggesting additional services to grow department sales and communicate between dealership departments and the vehicle owners for updates and authorization of work to be done.
  • Wright repair orders, and following up with the customer on repair status
  • Generate estimates for foreign and domestic vehicle repairs
  • Greet customers in service, build customer base and retain customers through relationships
  • Schedule customer transport between dealership and their destinations drop off and pick up
  • Partnerships with local dealership service writers, parts warehouses and parts delivery companies
  • Manage 40 plus customers daily assigning vehicles to 3 designated certified vehicle technicians

Education

Associate of Applied Science - Computer Business Administration

Heald Business College
Concord, CA
04.1999

Bachelor of Arts - Mass Communication Option Public Relations

California State University - East Bay
Hayward, CA
05.1998

Skills

  • Contractor Relationship Building
  • Sales and Training Improvements
  • Leveraging Partner Relationships
  • Call Campaigns
  • Contractor Training and Development
  • Teamwork and Collaboration
  • Performance Tracking and Evaluation
  • Demonstration and Onboarding
  • Team Building & Mentoring
  • Territory Goal Forecasting
  • Documentation and Reporting

Timeline

Senior Business Development Manager

GoodLeap
07.2023 - Current

Regional Sales Manager

Electric & Gas Industry Association
04.2016 - 07.2023

Region Sales Manager

Smartrise Engineering
08.2013 - 03.2016

Service Writer

Carmax Autocare Center
02.2012 - 07.2013

Associate of Applied Science - Computer Business Administration

Heald Business College

Bachelor of Arts - Mass Communication Option Public Relations

California State University - East Bay
Leslie Lewis