Summary
Overview
Work History
Education
Skills
Timeline
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Lisa Fortner

Dallas,TX

Summary

I am a highly accomplished sales person in the industrial metals industry. I have managed a large customer base with a strong history of exceeding product revenue. I am a decisive leader with proven success in problem solving and crisis management. I tend to thrive in fast pace, always changing environments while remaining practical and focused. I am looking for a challenging position which will effectively utilize my sales experience with opportunity for advancement.

Overview

31
31
years of professional experience

Work History

Key Account Manager

Hydro PTNA
Dallas, TX
08.2020 - Current

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  • Managed largest company account with total of 16M pounds of annual sales.
  • Met Sales goals of 2M in new business annually.
  • Maintained large key accounts across North America. Primary Territory being the Southeast.
  • one of two account managers with primary focus of HVAC Industry and secondary focus of Automotive.
  • Established strong relationships with clients through regular communication and follow-up activities.
  • Attended trade shows and industry events in order to build brand awareness among target audiences.
  • Provided monthly precise forecast.
  • Created presentations for key stakeholders regarding progress updates or proposals for new initiatives.
  • Coordinated cross-functional teams for successful execution of projects related to large scale accounts.

Regional Sales Manager

Profile Extrusion Company
Rome, GA
06.2019 - 07.2020
  • Maintained of territory of 175 accounts.
  • Covered a territory of 6 States along the Southeast.
  • Built strong relationships in the Building Market, Solar Panel Market and Automotive Market.
  • Brought in new business of 1.6 M lbs.
  • Planned and developed strategies to increase sales and territory.
  • Established sales goals and strategies that contributed to increased growth in sales and profitability.
  • Retained existing customers and substantially grew customer base, product line and sales volume.
  • Fostered relationships with customers to expand customer base and enhance loyalty and retention.
  • Aided sales management by tracking weekly sales and planning corrective actions.

Regional Sales Manager

Pierce Aluminum
, AL
08.2017 - 06.2019
  • Implemented new sales strategy to increase sales/margins Created inventory list to stock new distribution center Provided market research to introduce Pierce to new industries in my territory.
  • Helped develop new marketing for value add service Trained inside sales staff on new industries Identified areas that we can gain more market share Built new territory for existing company.

Southeast Regional Sales Manager

American Douglas Metals
Orlando, FL
08.2015 - 07.2017
  • Built new territory for existing company Developed pricing strategies while balancing firm objectives with customer satisfaction maximization.
  • Applied sales forecasting techniques and strategic planning to verify sales and profitability of products, lines and services.
  • Consulted with buying personnel to determine projected demand for products and services Prospected and conducted face-to-face sales calls with business executives and directors throughout assigned territory.
  • Kept detailed records of daily activities through online customer database.
  • Built relationships with customers and the community to promote long term business growth Prioritized tasks and projects to meet tight deadlines.
  • Wrote sales contracts for orders obtained and submitted orders for processing.
  • Quoted prices, credit terms and other bid specifications.

Window Manufacturer Representative

Eastern Architectural Systems
Fort Myers, FL
02.2011 - 07.2015
  • Liaised between customers and manufacturing to design new product.
  • Identified strategic business opportunities to advance technology through licensing and project development.
  • Made sure that products were produced on time and are of good quality.
  • Monitored product standards and quality-control programs.
  • Prepared and maintained production reports and personnel records.
  • Provided business analysis in support of bio-catalyst product management.
  • Reviewed processing schedules and production orders concerning inventory requirements, staffing requirements, work procedures and duty assignments, considering budgetary limitations and time constraints.
  • Tested products or subassembly's for functionality or quality.

Territory Manager

Eastern Architectural Systems
Lake Worth, FL
02.2011 - 02.2015
  • Negotiated prices, terms of sales and service agreements.
  • Contacted new and existing customers to discuss how their needs could be met through specific products and services.
  • Quoted prices, credit terms and other bid specifications.
  • Identified prospective customers by using business directories and following leads from existing clients.
  • Wrote sales contracts for orders obtained and submitted orders for processing.
  • Recorded accurate and efficient records in the customer database.
  • Prioritized tasks and projects to meet tight deadlines.
  • Prospected and conducted face-to-face sales calls with business executives and directors throughout assigned territory.
  • Kept detailed records of daily activities through online customer database.
  • Met existing customers to review current services and expand sales opportunities.
  • Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
  • Built relationships with customers and the community to promote long term business growth.
  • Exceeded team sales goals by 27%.

Territory Manager

Kelco Metals AL
06.2008 - 01.2011
  • Managed and recorded all leads from outbound telephone marketing.
  • Set up new accounts, established customer credit, and set up payment methods.
  • Prioritized daily workflow's, including all inbound calls, quotes and sales-related inquiries.
  • Answered customers' questions regarding products, prices and availability.
  • Emphasized product features based on analysis of customers' needs.
  • Wrote sales contracts for orders obtained and submitted orders for processing.
  • Maintained friendly and professional customer interactions at all times.

Territory Manager

T&C Metals
Pensacola, FL
02.2001 - 12.2007
  • Throughout my tenure with T&C Metals (Cameron Ashley) I held many titles.
  • Oversaw inventory purchases and sales contracts to keep records current and compliant.
  • Completed order forms and collected payments to keep customer accounts current.
  • Prospected for new business and analyzed sales potential to develop effective sales opportunities and call plan.
  • Gave presentations on available products and services that could meet current business needs.
  • Maintained solid connections with established customers to promote new products.
  • Initiated sales by preparing necessary contracts and drafting proposals to be sent to clients.
  • Consulted with customers to gain feedback and address concerns with products or services.
  • Analyzed sales statistics to determine sales potential and provide input on inventory requirements.

Inside Sales Account Manager

Alro Metals
Pensacola, FL
09.1999 - 01.2001
  • Emphasized product features based on analysis of customers' needs.
  • Monitored current accounts to promote strong working relationships and resolved issues before customer satisfaction could be affected.
  • Increased repeat customer base by maintaining relationships with high-profile clients and effectively managing service issues.
  • Established sales goals and strategies that contributed to increased growth in sales and profitability.
  • Communicated with repeat customers to build long-term relationships.
  • Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.

Purchasing agent

Bell Steel Company
Pensacola, FL
06.1993 - 09.1999
  • Performed monthly reconciliation of open purchasing orders.
  • Generated weekly, monthly, quarterly and yearly reports on purchasing operations.
  • Negotiated and finalized contracts.
  • Procured materials for special projects.
  • Contacted location managers and department supervisors to assess requirements.
  • Maintained productive relationships with vendors.
  • Wrote standard operating procedures for department.
  • Assessed areas of service concern and developed improvement plans.
  • Created purchase orders.

Education

Associate of Science - Medical Secretary

Pensacola Junior College
1994

Certificate - Master The Art of Selling

Kellogg Exec Ed Online
06.2016

Skills

  • Budgeting, Technical assistance
  • Budgets, Telephone
  • Business analysis
  • Closing
  • Contract negotiation
  • Inventory
  • Leadership
  • Market research
  • Marketing
  • Pricing strategies
  • Product management
  • Development
  • Proposals
  • Purchasing
  • Quality assurance
  • Sales forecasting
  • Sales training
  • Strategic planning
  • Sales tracking
  • Rapport and relationship building
  • Key account development

Timeline

Key Account Manager

Hydro PTNA
08.2020 - Current

Regional Sales Manager

Profile Extrusion Company
06.2019 - 07.2020

Regional Sales Manager

Pierce Aluminum
08.2017 - 06.2019

Southeast Regional Sales Manager

American Douglas Metals
08.2015 - 07.2017

Window Manufacturer Representative

Eastern Architectural Systems
02.2011 - 07.2015

Territory Manager

Eastern Architectural Systems
02.2011 - 02.2015

Territory Manager

Kelco Metals AL
06.2008 - 01.2011

Territory Manager

T&C Metals
02.2001 - 12.2007

Inside Sales Account Manager

Alro Metals
09.1999 - 01.2001

Purchasing agent

Bell Steel Company
06.1993 - 09.1999

Associate of Science - Medical Secretary

Pensacola Junior College

Certificate - Master The Art of Selling

Kellogg Exec Ed Online
Lisa Fortner