Goal-oriented Business Development professional with extensive experience in multiple industries and proven leadership abilities. Expert in increasing sales and customer satisfaction while identifying additional revenue generators and driving strategic goals.
Overview
12
12
years of professional experience
Work History
Partner/Owner/Broker - M&A Advisor
Capital Connect LLC and Gilezan Global brokered by eXp Commercial
06.2020 - Current
Started company with current partner and co-founder and grew to over $300m in transactions annually
Generated business plan on services and determine customer industry/demographic
Manage business development strategies and drive corporate customer partnerships
Conduct business valuations
Present value propositions to current and potential clients
Recruit, interview and hire personnel
Vet and partner with strategic vendors
Continuous improvement
Sales lead/CRM management
Generate clientele and grow brand by cold calling, emailing, and attending industry/networking events
Adhere to all industry laws, rules and regulations
Regularly pursue continuing education
Advise/consult buyer and seller clients
Negotiate sales and leases, arrange for property inspections, and finalize transactions
Work with lenders, title companies, attorneys to build networks and ensure seamless transactions
Research and analyze local, national and international industry trends.
Director, Sales – Restaurant Solutions
TransAct Technologies (NYSE: TACT)
12.2018 - 04.2023
Provided critical insights into industry practices when developing and launching a new product
Head business development for hotels, casinos, and contract food service management
Drafted and presented bi-weekly, monthly, and quarterly presentation to executive management including CEO, CFO and President
Reported directly to the CEO of company
Development and continuously improved marketing and product development strategies
Cold calls and emails to prospective clients
Clients included fortune 100 organizations
Grew sales from $0 to $6m annually in 3 years
Product presentation and demonstrations to current and future potential clients.
Director, National Account Sales
QSR Automations
06.2016 - 12.2018
Meet and exceed Regional Sales goals and develop strategies for new business and growth of existing business
Follow-up on new leads and referrals, utilizing sales tracking system
Develop and deliver presentations via webinar and in-person on all QSR solutions to existing customers, prospects, and resellers
Develop and maintain comprehensive knowledge of QSR’s robust product portfolio, both hardware & software
Negotiate contract terms and pricing for new clients and renewals
Prepare and submit sales forecasts for all prospects and existing clients
Identify and resolve client concerns, providing exceptional customer service on day-to-day basis with meticulous focus on timelines, details and follow-up
Work with Account Services team to ensure all client accounts are current and up to date at all times
Document and effectively communicate client issues to QSR’s Account Services, Technical Services, and Support/Quality Assurance teams
Attend trade shows in support of company’s on-going sales efforts
Participate in sales meetings and provide feedback to company on how to best service clients' needs and evolve QSR’s solutions.
Program Manager
RxCrossroads (CVS Health)
09.2014 - 05.2016
Managed over 130 personnel and shipped over $2.3 billion in medication annually
Plan the delivery of the overall program and its activities in accordance with the mission of the organization and guidelines set forth in master service agreement
Develop and implement long-term goals and objectives to achieve sustainability and strategic direction of the program
Ensure that program activities adherence to industry compliance standards
Recruit, interview and select well-qualified program staff
Ensure all staff members receive orientation/onboarding and appropriate training in accordance with organizational/compliance standards
Manage program staff by providing clear, specific direction, input and feedback
Initiate, manage and ensure the success of multiple simultaneous IT related projects
Ensure the regular completion of financial, operational and performance reports and supporting documentation for clients and executive leadership
Provide required information to have invoices generated and submitted to clients according to the contractual obligations
Conduct quarterly business reviews with the business and client
Account Manager
QSR Automations, Inc.
03.2012 - 09.2014
Developed business relationships with current, new and future clientele
Prepared and executed oral/written presentations to current and potential clients and their stakeholders
Created and implemented new and approved client services related strategies
Provide accurate and timely reports and/or forecasts of various current and future account related activities
Plan, set up and attend specific and non-customer specific trade shows to create new and facilitate existing business opportunities
Updated, used and trained on customer relations management applications
Researched applicable clients and business markets to determine ideas and practices that helped improve sales
Assisted in generating ideas for marketing campaigns to promote existing and new products
Meticulously lead and monitored multiple projects progress while updating executive level management for production forecasts
Track account receivables for clients based on negotiated terms
Cultivate contacts within clients while building a long term relationship for the benefit of the organization and the promotion of sales growth
Skills
Relationship Building
Strategic Planning
Sales and Marketing
Business Development
Education & Certifications
B.S., Business Management/Hospitality Management (2008) - University of Kentucky
A.S., Business Management (2005) - College of DuPage,
Certified Business Intermediary (2023) - International Business Brokers Association (IBBA)
Licensed Commercial Real Estate Agent (2020) - National Association of Realtors
Timeline
Partner/Owner/Broker - M&A Advisor
Capital Connect LLC and Gilezan Global brokered by eXp Commercial
06.2020 - Current
Director, Sales – Restaurant Solutions
TransAct Technologies (NYSE: TACT)
12.2018 - 04.2023
Director, National Account Sales
QSR Automations
06.2016 - 12.2018
Program Manager
RxCrossroads (CVS Health)
09.2014 - 05.2016
Account Manager
QSR Automations, Inc.
03.2012 - 09.2014
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