Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Scott Cavanaugh

Rochester,NY

Summary

Goal-oriented sales manager with distinguished experience in the retirement services industry and proven leadership abilities. Expert in increasing productivity and partner satisfaction while driving revenue and sales. Committed to elevating team standards while attracting and retaining top talent.

Overview

15
15
years of professional experience
1
1
Certification

Work History

District Sales Manager

EPlan Retirement Services
02.2022 - Current
  • Increased sales revenue by developing and implementing effective sales strategies for the district.
  • Implemented sales tools that increased self-generated lead opportunities.
  • Improved sales effectiveness by providing coaching, training, and mentoring to sales.
  • Enhanced team morale by fostering a positive work environment.
  • Formed partnerships with Service, Operations, Finance, Product and Marketing to ensure alignment of new strategies.
  • Contributed to company growth by negotiating new partnership contracts that lead to $85,000 in first 10 months.
  • Increase self-generation sales activity that lead to a 50% increase in self-generated business in FY22, 25% increase in FY23, and a 34% increase through FY24.
  • Recruited, onboarded, and trained new sales representatives in a virtual environment.
  • Partnered with outside organizations to build product web pages, targeted campaign strategies, LinkedIn content, and product demonstrations.

Supervisor, Sales Support

Paychex Inc
02.2021 - 02.2022
  • Constructed employee scorecards to align with organizational goals.
  • Partnered with Sales Enablement to implement final stages of Signature Reduction and PEP Mergers.
  • Coordinated with internal partners to develop an e-Commerce strategy for Retirement.
  • Aligned resources and trainings to support go-to-market strategies for state retirement mandates.
  • Partnered with Payroll, Sales, and Incentive Compensation to streamline the PEP implementation process.
  • Enhanced sales team performance by providing timely and efficient support in handling customer inquiries.

Supervisor, Relationship Consultants

Paychex Inc
02.2019 - 02.2021
  • Developed a culture of success and accountability by implementing scorecards and inspection methods.
  • Implemented a cross-support queue strategy in Q1 2020 that increased support by 503%.
  • Overhauled the budget for more accurate inspection and reporting.
  • Redesigned space with implementation of the project team; allowed for a 10% expansion to new advisors, increased phone coverage to all partners, and added an internal support channel for Strategic Accounts.
  • Produced $180,000 of revenue through strategic sales initiatives and partnerships.
  • Developed and implemented a proactive service model while increasing Net Promoter Score to +66.
  • Managed budgets effectively, ensuring optimal allocation of resources and adherence to financial guidelines.

Sales, Internal Retirement Wholesaler

Paychex Inc
10.2013 - 02.2019
  • Cultivated strong relationships with financial advisors to uncover new opportunities and drive sales.
  • Facilitated requirements gathering for cost analysis tool, while keeping partners accountable to timelines and quality; executed product training/rollout to peers.
  • Organized and facilitated a 'players only' call of local and remote peers.
  • Worked with District Sales Managers and Directors to drive sales strategy.

Large Market Client Account Manager

Paychex Inc
08.2012 - 10.2013
  • Managed a diverse portfolio of 180 high-revenue accounts, ensuring timely communication and effective problem resolution.
  • Facilitated the construction of the Plan Health Report.
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.

Retirement Desk Relationship Consultant

Paychex Inc
06.2011 - 08.2012
  • Supported a book of 20+ high referring financial advisors to ensure their continued partnerships.
  • Increased revenue for the company through strategic upselling and cross-selling initiatives.
  • Developed long-lasting client relationships by providing exceptional customer service and support.

Sales & Advisor Support Representative

Paychex Inc
12.2008 - 06.2011
  • Provided support to HRS Sales Representatives and the financial advisor community regarding technical plan design questions, IRS regulations, paperwork, procedures, presale support, and post-sale support.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Exceeded performance metrics consistently.

Education

Master of Business Administration -

Saunders College of Business At Rochester Institute of Technology
Rochester, NY

Bachelor of Science - Business Administration

Nazareth College of Rochester
Rochester, NY

Skills

  • Remote Sales Leadership
  • Business Development and Planning
  • Territory Management
  • Cross-Functional Collaboration
  • Performance Management
  • Employee Recruitment, Training and Development
  • Effective communicator
  • Adaptable Leader
  • KPI Development & Execution
  • Proficient in MS Office, Salesforce, and Virtual Management Tools
  • Playbook Design & Training
  • Sales Forecasting &reporting

Certification

  • SIE, FINRA 7 & FINRA 63
  • Qualified Plan Administrator (QKA)

Timeline

District Sales Manager

EPlan Retirement Services
02.2022 - Current

Supervisor, Sales Support

Paychex Inc
02.2021 - 02.2022

Supervisor, Relationship Consultants

Paychex Inc
02.2019 - 02.2021

Sales, Internal Retirement Wholesaler

Paychex Inc
10.2013 - 02.2019

Large Market Client Account Manager

Paychex Inc
08.2012 - 10.2013

Retirement Desk Relationship Consultant

Paychex Inc
06.2011 - 08.2012

Sales & Advisor Support Representative

Paychex Inc
12.2008 - 06.2011

Master of Business Administration -

Saunders College of Business At Rochester Institute of Technology

Bachelor of Science - Business Administration

Nazareth College of Rochester

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