Profile: Business and strategic planning specialist with diverse business experience in sales and marketing; focused strategies and tactics consistently produce bottom-line results for companies. Operational management experience and business acumen allow for easy integration in company cultures to improve sales and marketing and operational flow. Consulted or implemented business growth strategies to improve lead generation, lead conversion, marketing and retention. Superior record of solving business problems and maximizing growth opportunities through the creation and precise execution of highly effective marketing strategies and tactical implementation programs. Sales engineering and process management experience includes front and back of house operations with a keen ability to integrate operations.
Core Proficiencies: Strategic Planning and Execution Marketing Automation Database Management Sales and Operation Integration Internet Marketing Strategy Change Management Execution Training Collateral Development Work Group and Project Management Technical Writing and Review Public and Keynote Speaking
Professional Skills:
Leadership: •Developed company as single source supplier for all technology needs in the real estate industry by offering hardware, software, training, and support after researching industry trends and need for service company developed into leading sales and consulting firm for real estate specific technology and process improvement consulting •Supervised customer service and client fulfillment staff for all divisions by integrating positions from each division into one group; and cross training proficiencies over all product lines and functional roles. This process allowed for greater control of customer feedback, retention problems, collections, ecommerce, and fulfillment, allowing for an overall reduction in personnel required
Project Management: • Designed real estate brokerage office strategic planning tool after surveying industry and key clients for need, this planning tool accounts for 26% of all departmental revenue and is a key component integrated into other core products and is the basis of private brokerage consulting leading to more cross-selling of company products and services •Created retention programs by obtaining input from all departments and IT to create member retention components for member community sites to provide member resources, value-added information, and a sense of community, this process improvement project resulted in increased retention revenue of 37%
Product Development: •Created industry specific business planning tool, gained approval of software by the industries’ largest trade group, this tool became highest revenue producing asset and was acquired in 2005 by an industry specific educational firm •Developed and trained courseware for two competing CRM programs, developed courseware through practical application method, marketed and delivered training classes in multiple formats, training classes drove sales and provided leads for consulting customers, training accounted for approximately one-third of all revenue
Consulting: •Customized industry-specific software to fit customer’s sales process, practices, and needs implementing and training customer on software by immersing into the customer’s business and team; researched marketplace for need to support industry-specific software, resulting in consulting becoming largest revenue source for company • Presented to executive, managerial, and frontline employees on topics from business planning, sales presentations, and strategy sessions • Skilled problem solver with a passion to “Make It Work”
Analysis: • Analyzed ongoing and potential projects for financial viability by conducting research on competition, demand, and trends in specific segment to produce projected cash flow and make recommendations on financial viability, marketing, and potential joint venture opportunities •Authored and published whitepapers on industry topics through research, interviews, and surveys, which added to personal and companywide credibility and became marketing tools for sales campaigns increasing Internet exposure and leading to 19% sales capture rate from Internet traffic driven by offer of whitepaper
Work History RealtyU, SVP-Product Development and Operations, 2005-2008 Wright Computer Group, LLC, Founder, 1996-2008 Tecmar Technologies, Marketing Analyst, 1996-1997 Pizza Colore Franchising, Franchise Coordinator, 1995-1996 Pipery Jaffery, Investment Executive, 1994-1995 RAF Financial, Bank Analyst and Operations, 1991-1994
Education and Accomplishments MBA, Texas A&M University, December 2009 BS Accounting, Metropolitan State College, December 1991
Capstone Consulting Project Competition Texas A&M University • SME and lead of team of student consultants in a competition to develop a strategy for a large corporation concerning "union avoidance". Team won first place
Technology Transfer Case Competition Texas A&M University • Lead team of student consultants in a competition to determine commercialization of medical technology. Team won second place and I was later invited to work on the marketing and business plan for this start-up venture
Certified CRM Trainer for Top Producer Systems • Trained to implement the Industry Leading Contact Management platform. Certified to train trainers and system consultants.
Created and Launch Proprietary Business Planning Application for National Distribution • CreateAPlan is a nationally recognized business planning tool for the professional real estate agent, manager and owner. Asset acquired in 2005 by leading real estate training organization RealtyU Group, Inc.
Developed Supply Side Control for Manufacturing Industry • This application enabled inside sales representatives to focus their efforts on those channels that are forecasted to place orders. Streamlining the number of representatives needed to maintain sales quotas allowing remaining sales force to focus on development of new business.
Reduced Turnover for Leading Hotel Chain Audit Division • Reduced turnover in key positions while consistently maintaining highest level of internal promotion and advancement.
