SHELDON R. CHASE III
PA
Summary
Account Manager and Customer Growth Leader with 10+ years of experience managing $28M+ portfolios, driving revenue expansion, and building strategic partnerships across CPG, food & beverage, and B2B environments. Proven ability to increase account performance through data-driven insights, cross-functional collaboration, and consultative relationship management.
Overview
2021
2021
years of professional experience
Work History
Territory Account Manager
Uline
- Managed and grew a $28M multi-state portfolio, driving consistent revenue expansion and client retention
- Ranked Top 10 in Northeast Region, exceeding performance targets across growth and account engagement
- Conducted 20+ weekly client engagements, strengthening relationships and identifying expansion opportunities
- Developed and executed strategic account plans, increasing product adoption across a 43,000+ SKU catalog
- Leveraged sales data and customer insights to optimize account performance and forecast revenue growth
- Partnered cross-functionally with operations and supply chain teams to improve service delivery and client outcomes
Sales Warehouse Supervisor
Liberty Coca-Cola
2016 - 2017
- Led distribution operations, improving delivery efficiency and service levels
- Managed inventory planning and logistics to support customer demand
- Analyzed sales forecasts to optimize product availability and reduce shortages
Account Development Manager
Liberty Coca-Cola
05.2017 - 04.2020
- Managed key foodservice and retail accounts, driving volume growth and product distribution
- Built joint business plans with customers to align on revenue targets and promotional strategies
- Analyzed performance data and market trends to identify growth opportunities
- Increased product adoption through consultative selling and tailored promotions
In House Marketing Representative
Wyndham Vacation Ownership
07.2015 - 04.2016
- Delivered consultative sales presentations to prospective and existing clients, focusing on value-based solutions and long-term partnerships.
- Strengthened client relationships through proactive communication, responsiveness, and service excellence.
- Supported client operations through product education, training, and implementation of new initiatives.
Sales Consultant
Paychex Inc
06.2014 - 07.2015
- Exceeded quota through new business development and consultative client onboarding.
- Built strategic referral partnerships with financial professionals and local business networks.
Education
Bachelor of Business Administration - Marketing
Temple University
Philadelphia, PA12-2012
Skills
- Salesforce HubSpot CRM Reporting & Forecasting
- Microsoft Excel PowerPoint Territory Planning & Analytics
Accomplishments
- Account Management
- Revenue Growth
- CPG Partnerships
- Client Retention
- Data Analysis
- Forecasting
- Pipeline Management
- Salesforce CRM
- Cross-Functional Collaboration
- Business Reviews (QBRs)
- Upselling
Relevant Experience Alignment
- Manage high-volume, multi-site client portfolios across diverse geographic regions
- Partner with business owners and operators to improve service delivery, efficiency, and revenue performance
- Support logistics coordination, inventory planning, and operational execution across large territories
- Build long-term partnerships across hospitality, retail, and service-driven environments
- Deliver consultative, solution-based strategies aligned to client operational and financial goals
Revenue Retention| SAG
$28M Portfolio Leadership | Multi-Site Client Management
• Key Account Management
• Healthcare & Foodservice Channels
• CPG & Beverage Sales
• Strategic Account Planning
• Revenue Growth & Market Expansion
• Distributor & Operator Engagement
• GPO & Healthcare System Alignment
• Contract Foodservice (Healthcare Dining)
• Contract Negotiation & Execution
• Consultative Selling • Pipeline Development
• Forecasting & Quotas
• Cross-Functional Collaboration
• Customer Retention & Expansio
Timeline
Account Development Manager
Liberty Coca-Cola
05.2017 - 04.2020
In House Marketing Representative
Wyndham Vacation Ownership
07.2015 - 04.2016
Sales Consultant
Paychex Inc
06.2014 - 07.2015
Territory Account Manager
Uline
Sales Warehouse Supervisor
Liberty Coca-Cola
2016 - 2017
Bachelor of Business Administration - Marketing
Temple University