Scott Lee
Rosemount
Summary
Proactive and results-oriented sales leader skilled in territory expansion and strategic planning. Successfully increased sales revenue through effective training, client engagement, and collaboration with marketing teams.
Overview
14
14
years of professional experience
1
1
Certification
Work History
TERRITORY SALES MANAGER
Acme Tools
01.2025 - 12.2025
- Developed and maintained relationships with key accounts to enhance customer satisfaction.
- Executed territory plans to increase brand awareness and market penetration.
- Conducted product demonstrations to effectively showcase features and benefits to clients.
- Collaborated with marketing teams on promotional initiatives to drive sales growth.
- Analyzed competitor activities and market trends to identify sales opportunities.
- Provided ongoing training and support for customers on product usage and best practices.
- Prepared detailed reports on sales performance and customer feedback for strategic planning sessions.
- Increased sales revenue by developing and implementing strategic territory plans.
- Analyzed sales data to identify opportunities for improvement and implemented targeted action plans accordingly.
- Set ambitious yet achievable sales targets for the territory team; provided motivation through ongoing coaching and guidance towards goal attainment.
- Established strong relationships with key clients, boosting customer retention rates.
Sales and Training Manager
Sams Club
04.2024 - 12.2024
- Developed and implemented training programs enhancing employee performance and service quality.
- Evaluated employee progress through assessments, ensuring alignment with company standards.
- Collaborated with management to identify training needs and optimize onboarding processes.
- Facilitated workshops on customer service strategies, improving team engagement and satisfaction scores.
Investment Sales Manager
Granite Bank
03.2015 - 02.2021
- Led sales team to exceed quarterly targets through strategic planning and execution.
- Developed comprehensive training programs for new sales staff, enhancing performance and product knowledge.
- Analyzed market trends to identify growth opportunities and refine sales strategies.
- Cultivated relationships with key clients, resulting in increased customer retention rates.
- Implemented CRM tools to streamline communication and track sales performance effectively.
- Collaborated with marketing teams to align campaigns with sales objectives, driving brand awareness.
- Oversaw budgeting processes, ensuring resource allocation aligned with strategic goals for revenue growth.
- Mentored junior sales representatives, fostering a culture of continuous learning and improvement within the team.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
Vice President of Investments
United Bank Of Switzerland
10.2011 - 03.2015
- Led investment strategy development aligning with market trends and client objectives.
- Directed portfolio management initiatives to optimize asset allocation and risk assessment.
- Mentored junior investment professionals, fostering skill development and performance improvement.
- Streamlined due diligence processes for equity and debt investments, enhancing efficiency and accuracy.
- Collaborated with cross-functional teams to assess investment opportunities and market conditions.
- Implemented advanced analytical tools to support data-driven decision-making in investment strategies.
- Evaluated macroeconomic indicators to inform strategic investment recommendations for stakeholders.
Education
MBA - Business Administration
Western Governors University
Salt Lake City, UT01-2020
Bachelor of Arts - History
University of North Dakota
Grand Forks, ND05-1995
Skills
- Territory expansion
- Sales closing
- Territory growth
- Business growth and retention
- Strategic planning
- Sales tracking
- Sales training
- Sales presentations
- Lead prospecting
- CRM software
- Revenue generation
Accomplishments
- Supervised team of 5 staff members.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Documented and resolved supply issues which led to improved lead times.
- Resolved product issue through consumer testing.
Certification
- Licensed Financial Advisor - 20 years
Languages
English
Native or Bilingual
Timeline
TERRITORY SALES MANAGER
Acme Tools
01.2025 - 12.2025
Sales and Training Manager
Sams Club
04.2024 - 12.2024
Investment Sales Manager
Granite Bank
03.2015 - 02.2021
Vice President of Investments
United Bank Of Switzerland
10.2011 - 03.2015
MBA - Business Administration
Western Governors University
Bachelor of Arts - History
University of North Dakota