Stephen DiSantis
Marco Island,FL
Summary
Action-oriented leader with 10 years of entrepreneurial experience with the ability to turn around high-quality projects quickly without depending on a large team. Crave feedback while applying excellent organization and communication skills to manage and lead teams.
Overview
11
11
years of professional experience
Work History
Project Manager/Office Manager
ProCraft Exteriors
09.2018 - Current
- Bolstered average annual revenue from $1 million to $4 million through new products and channels of marketing
- 10+ years relevant work experience in retention and people management
- Lead Sales and Production Team of 40+ associates
- Responsible for the strategy and execution of customer lifecycle, lead conversion, retention, and cross-sell into adjacent product lines
- Experience working in Customer Lifecycle with a demonstrated history of taking ownership beyond simply what is communicated to customers through channels like email, SMS
- Use customer data and segmentation techniques to personalize communication, targeted marketing campaigns, and relevant, timely updates
- Assist to make analytical based decisions to drive segmentation, promotional strategy, and customer adoption of secondary offerings
- Eliminated 90% of Accounts Receivable Debt within 45 days of starting employment
- Created budget, forecast, and profit and loss reports that contributed to a 20% decrease in annual expenses
- Develop and execute a vision in partnership with Monetization (improve lead conversion), Product (increase engagement), Marketing (promo strategy) and Data Science (identify cohorts for cross-sell) to grow the active base of customers
- Lead KPI forecasting and reporting on a monthly basis
- Drive high-impact work and routinely dive into the data yourself to better understand customer behavior
- Collaborate with cross-functional teams to ensure a seamless and consistent customer experience across all touchpoints
- Entrepreneurial mindset with the ability to turn around high-quality projects quickly without depending on a large team
- Establish a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization
- Champion talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities
- Cultivate strong relationships with key stakeholders, including customers, vendors, and community leaders to promote collaboration and long-term success
- Deliver strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of business operations
- Strategic thinker with a deep understanding of data analysis and customer segmentation to drive personalization at scale
Accounts Receivable/Accounts Payable Specialist
JW Marriott Hotel
03.2017 - 09.2018
- Hands-on experience with CRM platforms
- Audited $800,000+ worth of purchases weekly, ensuring accuracy of all transactions made by 50 Purchasing Card holders
- Managed multiple business accounting files with 300+ stakeholders, each totaling $2 million+ in revenue
- Ensured compliance with accounting standards by keeping up to date on regulatory changes and applying best practices
- Assisted in the preparation of monthly financial statements, providing accurate information for decision-making purposes
- Collaborated with cross-functional teams to streamline accounting procedures, improving overall operational efficiency
- Supported annual audit preparations by gathering relevant documentation and assisting external auditors as needed
Relationship Manager
Bank of America
08.2013 - 03.2017
- Top 5% Annual Performer
- Formulated strategies for customer success with Senior Management as a member of Bank of America's Executive Council
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process
- Organized regular events to foster community engagement among clients, solidifying existing relationships and attracting new business prospects
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization
Education
BBA - Business Management
Florida International University
Miami, FL12.2011
Skills
- Remote Management
- Self-Motivated
- Action-Oriented
- Detail-Oriented
- Retention and People Management
- Sales Leadership
- Staff Development
- Market Research
- Strategic Planning and Execution
- Accounts Payable/Accounts Receivable
- Salesforce
- Microsoft Excel
- QuickBooks
- Xactimate
- Bilingual (English/Spanish)
Timeline
Project Manager/Office Manager
ProCraft Exteriors
09.2018 - Current
Accounts Receivable/Accounts Payable Specialist
JW Marriott Hotel
03.2017 - 09.2018
Relationship Manager
Bank of America
08.2013 - 03.2017
BBA - Business Management
Florida International University
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