Sean Harris

Private Equity Advisory:

Analyze investment opportunities and conduct thorough due diligence to guide clients in making informed private equity investments.

Develop and present financial models and performance metrics to assist clients in evaluating potential investments.

Cash Advance Brokering:

Source, evaluate, and negotiate funding solutions for clients seeking merchant cash advances, ensuring alignment with their financial goals.

Maintain strong relationships with various lenders to provide clients with competitive funding options.

Lines of Credit & Debt Servicing:

Advise clients on securing and managing revolving lines of credit to enhance liquidity and operational flexibility.

Conduct financial assessments to recommend debt servicing strategies that align with client cash flow and growth plans.

SBA Term Loan Programs:

Guide clients through the application processes for SBA and other government-backed loan programs, facilitating the documentation and submission to ensure compliance.

Collaborate with financial institutions to secure favorable loan terms for small and medium-sized businesses.

Equipment Financing:

Structure financing options for the acquisition of essential equipment, providing cost-benefit analysis to support decision-making.

Negotiate terms with lenders to maximize funding potential while minimizing client costs.

• Providing excellent customer service by addressing inquiries, concerns, and issues related to products or services
• Assigning repair and maintenance tasks to automotive technicians based on customer appointments, vehicle issues, and technician availability
• Serving as a point of contact between drivers, service technicians, and customers to relay information, provide updates, and address any issues that may arise during the day
• Tracking the progress of vehicle dispatches, ensuring timely arrivals at customer locations, and addressing any delays or disruptions
• Coordinating with service technicians to ensure they have the necessary tools, equipment, and parts to perform their tasks efficiently
• Maintaining accurate records of dispatch activities, including schedules, routes, vehicle maintenance, and customer interactions
• Ensuring that drivers and technicians adhere to safety regulations and guidelines while on the road and addressing any safety concerns promptly
• Analyzing dispatch data to identify opportunities for improving efficiency, reducing costs, and enhancing customer satisfaction
• Providing training and guidance to new drivers or dispatch team members on company procedures and protocols
• Ensuring that completed repairs meet quality standards and conducting final quality checks before returning vehicles to customers
• Maintaining accurate records of service appointments, repairs, and maintenance activities, including invoicing and billing information
• Ordering and tracking the availability of necessary parts and materials required for vehicle repairs and maintenance
• Advising customers on recommended repairs or maintenance services based on technician assessments and manufacturer recommendations

• Overseeing internal fixed operations
• Ensuring Used car certifications were complete as per manufacturer standards
• Reporting and negotiating used car reconditioning with used car manager
• Ensuring Predelivery inspections and sold units were prepared and ready
• Consulting customers on vehicle repairs
• Working with technicians and dispatcher to ensure customer vehicles went through the shop
• Providing a superior level of customer service
• Managing loaner fleet
• Completing vendor sublets

• Overseeing internal fixed operations
• Ensuring Used car certifications were complete as per manufacturer standards
• Reporting and negotiating used car reconditioning with used car manager
• Ensuring Predelivery inspections and sold units were prepared and ready
• Consulting customers on vehicle repairs
• Working with technicians and dispatcher to ensure customer vehicles went through the shop
• Providing a superior level of customer service
• Managing loaner fleet
• Completing vendor sublets

• Being the first point of contact via telecommunications for customers
• Scheduling customer appointments
• Managing Scheduling of regular maintenance and recall appointments
• Assigning and Scheduling loaner vehicles
• Trouble shooting and providing product knowledge to customers via phone, text and email

• Serving as auxiliary service advisor on busy days when main shop and Express writers are full of customers
• Opening and managing loaners and loaner agreements
• Drafting loaner inventory reports to BDC department and to service director
• Answering customers questions on the phone and in person
• Assisting customers with product knowledge questions and troubleshooting
• Booking service pick up and drop off appointments
• Use of CDK and Xtime servers in the appointment and advising process

• Welcome customers to Tesla and create a warm greeting upon check in
• Answer first level delivery related questions
• Executing customer documents on delivery day
• Conduct direct deliveries from Delivery Centers to customer homes
• Conduct vehicle orientations
• Provide the highest level of customer service to all current and future owners on delivery day to ensure satisfaction and a great customer experience
• Monitor inbound vehicle logistics and on-site vehicle inventory
• Discuss the benefits of solar energy
• Be proactive, professional, personal, and passionate
• Work closely with other employees to ensure smooth transitions for customers toward a successful delivery appointment