Sherri Elder

• Company Overview: OCPP Level 2, DCFC, and Control solutions
• ZoomInfo sequencing and lead management.
• Build out templates, data, and sequencing in CRM.
• Outbound calls to Multifamily, Property Management groups and Channels partner prospects in MW region.
• Discuss EVCS OCPP hardware and software options.
• Work with prospects leveraging State/Local, NEVI, and Utility programs - meet criteria.
• Research, initiate, and secure project meetings for Central region.
• Manage and build out prospect and deals pipeline for ongoing opportunities.
• Built and managed accurate sales pipeline to maintain high volume of activity.
• Used data analytics to identify and track sales trends and develop actionable insights.
• Established relationships with prospects and customers to promote product understanding and drive sales growth.
• Increased sales leads by implementing targeted outreach strategies and personalized followups.
• Achieved and exceeded monthly and annual sales targets.
• Streamlined lead management process by utilizing CRM software to track interactions and maintain organized customer information.
• Developed successful strategies for identifying and converting prospective clients to long-term customers.
• Increased market penetration by identifying and entering untapped markets, guided by thorough competitive analysis.
• Achieved consistent sales growth by setting and surpassing ambitious sales targets each quarter.
• Implemented new CRM system for better tracking of sales activities, resulting in more organized follow-ups and increased sales.
• Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.

• Company Overview: OCPP Level 2 and DCFC solutions.
• Trained SDR replacement to Channel Partners: Sales Team Layoff
• Managed outbound/inbound business lead generation for SaaS - OCPP, L2 and DCFC opportunities, for the East. Worked collaboratively in building out lucrative Prospect and Deals pipelines and partnerships.
• Meet and exceed goals quarterly. Record Deals pipeline of over $12mn first quarter 2024.
• Researched and built out partner network prospects for White Label/API, Fleet, and Service Platform solutions.
• Work with clients on NEVI, Utility, and State/local programs awareness.
• Increase channel partnership opportunities by 30%.
• Outreach and lead/demand generation with Property Management Groups, Dealerships, Electrical Contractors, Commercial Development/Construction, Energy Management.
• Initiated conversations with CPO - White label / API, and partner consideration.

• Creating sales growth with outbound prospecting, targeting local companies, for their Print Advertising and Digital Media needs.
• Working in tandem with the Account Representative, in establishing a lucrative amount of new business opportunities.
• Reaching decision makers and securing F2F appointments, Zoom meetings, and managing pipeline deals to close.
• Manage data in CRM, for tracking metrics and trends.
• Managed time efficiently in order to complete all tasks within deadlines.
• Organized and detail-oriented with a strong work ethic.

Optimed:

Regional Inside Sales - CRM Admin:

• Consultative Specialty Rx Sales Biologics and Biosimilars
• Increased Healthcare partnerships and prescriptions referrals by 30% in one year.
• Consultative sales for Specialty Pharmacy services to Healthcare Providers, in the Ohio region, remote.
• Outbound, sequencing, campaign dripping, and virtual calls.
• Build out a pipeline of healthcare relationships and increasing patient referrals, for Specialty medications. (Gastro/Derm/Hepatology)

Ascend PBM - Optimed:

Business Development Manager:

• Create a wealth of partner relationships for PBM integrated DPC-Direct Primary Care/Onsite Near-Site Clinics.
• Implement CRM, for both OptiMed and Ascend. Prospect research, page layouts, field configuration, workflow automation, dashboards, KPI reporting, and data import /export.
• Managed CRM workflow process, ensuring an efficient and lucrative pipeline of opportunities.
• Efficiently identify, target, and promote Rx Services, with exceeding acquisitions.
• Designed CRM training program for end user efficiency.
• Research companies in the PBM space, to establish trends, build pipelines in CRM, and assess strategy.

• Developed business opportunities with Commercial prospects and Channel Partners. HVAC Filtration/Energy Solutions for HVAC, with a focus in Universities, Healthcare, Food/Beverage, Industrial Manufacturing, Property Management, Contractors, etc.
• Created a wealthy pipeline of ongoing leads, in CRM, for the Michigan, Indiana region. Initiating and securing meetings, with prospects like Notre Dame, University Michigan North, Detroit Medical Centers, Nestle, Tyson, etc. Working in Tandem with the Reps, our region rose 6 spots in 1 yr., Nationally.
• CRM hygiene, prospect research, list pulling/creating, targeting, to secure meetings/demos.

• Met and exceeded goals consistently on lead generation campaigns
• Promotion to the Elite Prospector Team.
• Initiating and securing meetings. Lead generation to full-cycle sales.
• Manage CRM pipelines and generating in-depth, daily reports and forecasting.
• Repeat Clients requesting my assistance on campaigns.

• Outside Sales Account Management, JanSan supply and equipment.
• Systematically managed local territory, providing exceptional customer service, and increasing new business weekly. Persistent with the sales cycle from start to close, to customer service.
• Presented and demonstrated Janitorial products and equipment.
• Strategic, with negotiating contracts, bidding, and off bid upsell.
• Met and exceeded monthly goals, with chemical and equipment.