Dynamic Business Consultant with established expertise at CoAdvantage, specializing in payroll administration and risk management.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Business Consultant
CoAdvantage
03.2024 - Current
Partner with business owners and executives to deliver tailored PEO solutions addressing HR, payroll, benefits, and risk management.
Reduce clients’ workers’ compensation premiums by analyzing Experience Mod (Ex-Mod) factors and implementing proactive compliance strategies.
Achieved consistent year-over-year revenue growth by acquiring and retaining high-value clients across various industries.
Educate clients on regulatory updates and workplace safety programs to mitigate risk and reduce claims frequency.
Leverage CRM tools (e.g., Salesforce) to track sales activity, forecast revenue, and manage client relationships.
Coordinate with underwriting, benefits, and risk departments to ensure smooth onboarding and service delivery.
Recognized for client advocacy and delivering exceptional service, leading to high client satisfaction and retention rates.
Enterprise Account Executive
Lumen Technologies
07.2019 - 03.2024
Responsible for developing sales in the designated target market(s) by identifying new sales opportunities by contacting prospective customers by cold calling, premise visits, networking, lead generation, proposal submission, and customer appointments.
Develops and implements actions to create additional opportunities to cross-sell and up-sell accounts to increase overall total customer spend with the company.
Assists in creating account plans and strategies to win new business from both new as well as existing customers.
Develops and manages customer relationships for assigned accounts to gain strategic positioning with decision-makers, retain existing revenue and attain additional business.
Learns and develops further knowledge of new technologies and selling points which includes enhancing expertise in the company's product application technologies.
Provides accurate and detailed weekly forecast funnel of identified and proposed opportunities in order to meet or exceed sales quota requirements.
Territory Account Executive
Frontier Communications
07.2018 - 07.2019
Specialized in advising commercial customers on everything from advanced data to voice and video networking solutions to cloud technology and network security, all backed by live, 24/7 technical support and a 100 percent U.S.-based workforce.
Consulted with existing and prospective clients in the region, identified their needs and allocated budget requirements, to recommend the best solution.
Managed the initial phases of post-sales support and ensured implementation was set up accordingly through the support of local Sales Engineers, Regulatory, Field Operations, Marketing, Product Management, Sales and Service Technicians, and a robust partner network.
Senior Account Manager
TPx Communications
11.2016 - 07.2018
Responsible for maintaining, growing and acquiring new business from the existing base of TelePacific customers.
Maintained and grew existing customer base of 300 accounts.
Worked to achieve a combination of monthly quota of new revenue from the sales of new service & additional services along with renewals.
Ran EOC quals, CSR’s, Bandwidth Studies, Contracts and necessary reports for customers.
POC for all customer interfacing objectives.
Researched past orders and provided copies of contracts to customers.
Submitted billing tickets and followed through to resolve the issue.
Followed up with SE re-orders in provisioning process to avoid issues (cancellations, delays in processing, etc…).
Made sure our customers were happy and assisted with any questions or concerns they had.
Commercial Relocation Specialist
Crown Worldwide Moving & Storage
12.2015 - 11.2016
Developed commercial relocation/logistics/industrial sales while simultaneously exceeding sales quota at 102%.
Built lead source network, direct marketing and business development campaigns to generate sales opportunities.
Ensured proper completion of all contractual documents through editing, summarizing and auditing billing of projects while maintaining $50,000 monthly quota.
Business Development Manager
Serviz Inc.
08.2014 - 12.2015
Obtained and managed Serviz Pro’s on a weekly and monthly basis through (by meeting sales goal of 120%).
Developed, built and maintained current and potential partner and affiliate partners.
Provided excellent customer service by providing customers with better price options that would save them time and money.
Onboarded 45 new merchants on a monthly basis.
Internet Marketing Consultant
Reachlocal
04.2013 - 08.2014
Managed the entire sales cycle from start to finish, including prospecting, media planning, client retention, Search Engine Marketing (PPC), and Display Advertising (Banner Advertising).
Facilitated Web Presence Optimization like Organic Search, Social Media and Reputation Management.
Provided business services, including Online Chat, Video Production, Analytics, & Web development which met 97% to sales objective and generated $100,000 monthly revenue quota.
Account Executive
YP Marketing Solutions
02.2009 - 04.2013
Sold display and internet advertising and search engine marketing solutions in established publications, to maintain monthly revenue based quota.
Maintained and up-sold existing account base while cold calling for new customers, by executing 70 cold-calls and met 156% to sales objective.
Education
Associates Degree - Physical Education, emphasis; Sports Medicine
Contra Costa Junior College
San Pablo, CA
01.1993
University of California Davis - Sociology, emphasis; Law & Society
University of California Davis
Davis, CA
Skills
Payroll administration
Risk management
Customer relationship management
CRM proficiency
Regulatory compliance
Sales strategy
Certification
CEO Winner (YP), 03/01/10 - 12/31/12
Sales Consultant of the Year (DS Waters), 01/01/06 - 12/31/07
Google AdWords Certified
Circle of Excellence (Lumen), 2021, 2022
References
References available upon request.
Timeline
Business Consultant
CoAdvantage
03.2024 - Current
Enterprise Account Executive
Lumen Technologies
07.2019 - 03.2024
Territory Account Executive
Frontier Communications
07.2018 - 07.2019
Senior Account Manager
TPx Communications
11.2016 - 07.2018
Commercial Relocation Specialist
Crown Worldwide Moving & Storage
12.2015 - 11.2016
Business Development Manager
Serviz Inc.
08.2014 - 12.2015
Internet Marketing Consultant
Reachlocal
04.2013 - 08.2014
Account Executive
YP Marketing Solutions
02.2009 - 04.2013
Associates Degree - Physical Education, emphasis; Sports Medicine
Contra Costa Junior College
University of California Davis - Sociology, emphasis; Law & Society