Omar Perez
Santa Clarita,CA
Summary
Dynamic and motivated professional with a proven record of generating and building relationships, managing projects from concept to completion, designing strategies, and coaching individuals to success. Skilled in building cross-functional teams and demonstrating exceptional communication skills. Operational and Adaptable mind with an ability to work independently, creating effective presentations, analyze sales trends, CRM analytics and developing opportunities that further establish organizational goals. Seasoned professional in general and operations management with comprehensive experience leading teams, optimizing processes, and implementing cost-effective strategies. Skilled in strategic planning, staff development, and operational efficiency, consistently improving workflow and reducing costs. Proven track record of enhancing overall business performance through effective leadership and innovative problem-solving.
Overview
25
25
years of professional experience
Work History
Area Sales Manager
Farmer Brothers
01.2023 - Current
- Responsible for overseeing a team for an assigned area covering one or more markets
- This would include leading a team of Route Sales Reps (RSRs), Warehouse Associates, Technicians and assigned Route Sales Managers (RSMs) within the area
- The ASM is responsible for the development and execution of the annual business plan and budget
- This role ensures Farmer Brothers Route Management Process is executed and that our customers receive great service
- The ASM drives adherence to food safety best practices and compliance to regulations
- Responsible for delivering revenue growth for the area by securing new customers, growing the base business, retaining existing customers, and executing pricing actions
- Coach and train Route Sales Representatives and Route Sales Managers
- Responsible for executing minimum one route-ride per week
- Reinforce customer call process, and ensure customers receive great service
- Assist the RSRs in upselling customers and closing product distribution voids
- Provide verbal and written feedback (via the Coaching Day form) to the RSR
- In assigned markets once per month, providing coaching to assigned RSMs and reviewing market execution
- Planning and administration
- Prepare and lead a meeting to discuss key activities for the upcoming week with the RSRs, review selling objectives, progress vs
- Plan, and other Route KPIs
- Responsible for implementing and maintaining a delivery schedule for each route to ensure customers are in-stock and 'no-sales' are minimized
- Execute daily check-ins with assigned RSRs to ensure all planned stops were delivered, discuss any customer issues, and provide updates on priorities
- Follow up with customers as needed to resolve issues quickly and drive customer satisfaction
- Ensure compliance to company policies (e.g
- Safety) and ensure required administrative duties (e.g
- DOT compliance) are carried out in a timely manner
Sales Manager
Culligan Water
01.2020 - 01.2022
- Lead a team of professionals and technicians representing the most trusted brand in the water quality industry in the residential, business to business and commercial departments in Los Angeles and surrounding areas
- Responsible for coaching, retaining, and growing a staff of full-time high-performance executives
- Accountable for achieving budgeted targets and other key performance metrics
- Daily inspection of all sales contracts, financing, and other related paperwork to ensure full compliance to all processes
- Weekly, Monthly, Quarterly and Annual Sales Performance Reviews; initiate progressive disciplinary actions when necessary
- Work collaboratively with Advertising Agency and Coop members to implement and monitor an efficient, effective and comprehensive marketing plan
- Responsible for meeting EEC Wastewater Treatment Compliance with General Manager
Director of Ops
Snore Experts/Zyppah
01.2016 - 01.2020
- Liaise with CEO and business partners to develop business strategies and goals
- Evaluate efficiencies and apply best practices to improve productivity for Treatment Coordinators, Sales Reps, Dental Assistants, Office Staff and Medical Billers
- Confirmed all five treatment centers were using 510(k) FDA and AADSM approved DME and Oral Devices
- Developed and implemented SOP’s, clinical trial processes, post-approval sleep studies, and profit vs loss reports
- Initiated a new CRM and Medical Billing in AdvancedMD and transitioned all data securely to be in compliance with HIPAA
- Organized Analyze financial results and adjust operational budgets to promote profitability
- Manage relationships/agreements with external partners/vendors
- Manage and coordinate material and resources allocation
- Monitor, review and support outside sales executives to ensure business development growth
- Plan and monitor the day-to-day running of business to ensure smooth progress
- Revise and formulate policies and promote their implementation
- Evaluate overall performance by gathering, analyzing and interpreting data and metrics
- Supervise staff from all departments
- Ensure that the company runs with legality and conformity to establish regulations
- Helped Physicians and Dentists write clinical study summaries
- Tracked inventory of DME and Oral Devices inventory as well as home sleep studies
- Prepared sleep study results to be used in clinical studies
Regional Account Manager
SomnoMed
01.2015 - 01.2016
- Responsible for managing, supporting and growing Kaiser Business
- Increased prescriptions/referrals from physicians by 73% for all Kaiser Sleep clinics in CA
- Recruited qualified dental sleep medicine doctors to become part of Kaiser Network
- Targeted all stakeholders within the sleep medicine team to educate on the use of SomnoDent
- Educated customers on the merits and proper clinical usage of company products, abreast of the latest products, therapies, technology developments and items of interest in the industry using collateral materials, demo models, continuing education units, web-based training, etc
- Met with physicians/hospital stakeholders to identify their clinical needs, goals and requirements
- Developed and maintained relationships with hospital personnel
- Fielded and responded to customer needs and reported complaints regarding products and service by developing and working with other related personnel (e.g., sales, reimbursement services, clinical research, marketing, technical support) to provide optimal solutions
- Maintained and initiated contracts with corporate preferred providers and conducted regular field visits
- Ensured contracted sites were in compliance with contract and HIPPA requirements
- Coordinated medical education events between Kaiser’s health and dental care providers while reviewing the 15 plus independent studies demonstrating the device’s significant clinical benefits
Dental Sleep Sales Director
SML
01.2010 - 01.2015
- At Space Maintainers Lab, I was responsible for the Sales and Education Department within the Dental Sleep Medicine for the lab (Sales of Obstructive Sleep Apnea oral devices and Education/ADA CERP Seminars)
- In conjunction with Marketing Department, helped develop all marketing and sales materials and provided clinical SME support
- Helped hire and train outside sales force
- Created Sales Training and Sales Plan
- Trained dentists and physicians on how to get started to treat Obstructive Sleep Apnea
- Responsible for sleep seminars, helped certification courses and educational events for SML
- Conducted Seminars and helped organize clinical trials with patients with the American Academy of Dental Sleep Medicine
- Analyzed intake for all FDA 510(k) oral devices while making sure SML was in compliance with HIPPA, GCP, and local regulations
- Worked closely and report directly to the VP of Sales, COO and CEO of SML
- Guest speaker, vendor at various trade shows, seminars, consortiums and local study groups
- Presented SML oral devices to resident dentists/physicians at VA Hospitals twice a year
- Occasionally delivered clinical presentation to Dental Sleep Medicine dentists and physicians at various seminars throughout the country
Senior Sales Territory Manager
DENTSPLY North America
01.2005 - 01.2010
- Managed approximately 3,000 dental offices, hospitals, clinics, labs etc
- In territory that consists from the San Fernando Valley to Central California
- Train distributor teams, doctors, RDA’s and staff on dental restorative materials
- Use Siebel computer program for sales territory management
- Scheduled, coordinated and ran national trade shows
- Guest speaker for dental societies, large practice organizations as well as large organizations
- Presentations at VA Hospitals in particular those who were finishing their residency to help them open their own office
- Graduated/Completed Top of Class for six-week training course
- Ranked #26 of 138 in 2006 – 100% to quota
- Ranked #12 of 135 in 2007 108% to quota
- Ranked #4 of 34 Area Sales Reps/#18 of 134 nationally in 2009 – 104% to quota
- Rookie of the Year for Southern California 2005-2006
- Achieved recognition for personnel development and leadership in 2007
- Recognized as Top Manufacturing Rep from the SF Valley Dental Professionals for 2006-2007
- Grew territory by 34% and reduced churn by 53% in the last 4 years
Trainee/Rental Manager/Fleet Exec
Enterprise Rent-A-Car
11.1999 - 11.2005
Education
BA - Communication Arts & Spanish
CALIFORNIA LUTHERAN UNIVERSITY
Thousand Oaks, CASkills
- Territory and account management
- Pipeline management
- Closing strategies
- Schedule coordination
- KPI tracking
- New account development
- Relationship building
- Complex negotiations
- Competitor analysis
- Sales team supervision
- Account monitoring
- Partnership development
- Sales tracking
- Key account growth
- Presentations and proposals
- Competitor tracking
- Consultative and relationship selling
- Market and competitive analysis
- Contract review
Timeline
Area Sales Manager
Farmer Brothers
01.2023 - Current
Sales Manager
Culligan Water
01.2020 - 01.2022
Director of Ops
Snore Experts/Zyppah
01.2016 - 01.2020
Regional Account Manager
SomnoMed
01.2015 - 01.2016
Dental Sleep Sales Director
SML
01.2010 - 01.2015
Senior Sales Territory Manager
DENTSPLY North America
01.2005 - 01.2010
Trainee/Rental Manager/Fleet Exec
Enterprise Rent-A-Car
11.1999 - 11.2005
BA - Communication Arts & Spanish
CALIFORNIA LUTHERAN UNIVERSITY
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