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Career Summary
Driven, focused professional with 20 years of proven entrepreneurial experience, paired with many years of achieving sales success for various corporations. Possesses an innate comprehension of how to effectively tend to the needs of emerging, startup businesses; experienced in establishing various companies and working with existing ones to bolster their levels of overall efficacy. Adept in skillfully training and supervising teams in excelling to achieve customer satisfaction and retention levels. Able to comprehend all business facets through close examination of relationships within a given internal structure; allows for swift identification of problem areas and potential process improvements. Liaises seamlessly with clients, colleagues, managers and vendors at all levels to forge lasting and mutually beneficial relationships. Fuels continuous operational improvement to enhance outcomes and efficiencies. Works diligently to drive others towards professional success and growth. Presently seeking a position that will allow for leverage of skills in relationship management and operational coordination; targeting Account Manager or similar leadership roles.
Skills & Core Competencies
Business Acumen | Customer Service | Relationship Building | Stakeholder Engagement | Interpersonal Communication | Sales
Marketing | Team Motivation & Leadership | Process & System Improvement | Product Development | Finance | Payroll
Accounts Payable/Receivable | Inventory Control | Microsoft Office Suite | QuickBooks Enterprise
Professional Experience
Compass Partners International
Vice President of Operations, 2010-2016
Founded a regional office for a multi-brand consumer products provider; devised comprehensive order processing policies as well as guidelines for customer service, Accounts Receivable, order fulfillment and logistics
Handled all staff recruitment, hiring and training; supervised a team of customer care personnel using example-focused leadership
Led team to process 2K orders each month, including direct to consumer, drop shipping for clients and wholesale to retail action
Engaged in review, selection and integration of contracted 3PLs including a regional transition from one to another
Transitioned Accounts Receivable to a factoring company; crafted all processes and trained personnel on new platform
Liaised with offsite firm to transition accounting functions into internal operations; onboarded a Controller in the process
Integrated multiple international brands into the organization and founded order processes for each one
Collaborated with retailers over the course of semi-annual new product introduction processes
Worked in conjunction with 3PLs to ensure compliance timeframes of compliance for shipping could be achieved; delivered continual reports to each, as well as to senior managers, sales personnel and clients
Developed key performance indicators (KPIs) for review by executives; allowed for heighten visibility into company successes, value and revenue generation
Managed memberships for the industry credit committee, including attendance at semi-annual meetings
Supported sales efforts holistically by creating related literature and detailed product spreadsheets to upload into e-Commerce both and brick and mortar client platforms
Played a pivotal role in the operative transition of one client brand to a sale with Samsonite
Managed chargeback review processes and established protocol used to dispute or eliminate each
Developed and implemented a system used to familiarize with retail consignment accounts
Catered to a broad client base including Neiman Marcus, Bloomingdales, Best Buy, Apple, Amazon, The Container Store, Zappos, eBags, Ingram-Micro and many additional worldwide entities
TD Innovations
Co-Founder and Vice President, 1995-2010
Established and set into place the Shoreline and GreenSmart brands; designed and introduced travel accessories and laptop computer carriers intended for sale in consumer electronics, college bookstore, travel, housewares and gift industries
Organized all company finances, e.g. Accounts Receivable, Accounts Payable, Payroll, Commissions and Bank Reporting
Established and set into place innovative and efficiency-boosting order processing and customer service best practices
Managed Human Resources duties; hired and trained all staff and administered competitive employee benefit plans
TD Innovations, Continued
Secured office space and efficaciously negotiating lease terms for multiple locations with the end goal of securing competitive pricing and fueling cost savings for the company
Secured financing from commercial lenders and created related financial reporting and annual audit documents
Developed and enacted engaging, integrated marketing campaigns, including social media and PR management across brands
Designed and staffed company exhibits at over 100 trade shows; coordinated planning for each, marketed company s presence and participation, attended sales meetings and followed up across numerous channels
Created and introduced marketing calendars for new products and service offerings
PAcificare
Senior Marketing Service Representative, 1992-1993
Enlisted as the inaugural Account Manager for a new regional office for PacifiCare; done while being mindful of southern California corporate office protocol
Offered market intelligence services to target various provider network contracts; cooperated with executive staff to develop regional marketing plans and related tailored content that aided in exceeding membership retention levels across accounts
Teamed with sales staff to found brand presence in new markets; met consistently with Brokers regularly to increase awareness
Conducted new group administrative meetings to educate clients on company offerings and policies
Collaborated with senior personnel to further relations amongst providers and the clients respective staff teams
Conducted mid-year reviews to assess growth opportunities for specialty products and resolve outstanding issues; worked extensively with the clients, claims department and provider relations to rectify provider access issues and concerns
Spearheaded educational initiatives for employees to inform them of the healthcare plan options available to them
HEALTHNET
Marketing Service Representative, 1989-1992
Drove membership retention and client satisfaction services for accounts usually consisting of over 100 employer groups
Maintained fruitful and lasting relationships with insurance brokers ensuring ongoing business and exceed annual retention objectives with ease
Ran new group administrative meetings to inform clients of HealthNet essentials and benefits
Conducted mid-year marketing reviews to identify specialty products, areas for expansion and resolutions for ongoing issues
Served as an active liaison between brokers, clients, the internal claims department and provider relations to close out claims and resolve provider access issues
Partook in corporate task force groups to improve service and responsiveness within the marketing and customer service teams
Education & Credentials
Bachelor of Arts, Economics, University of California at Davis
Memberships, Kiwanis and Toastmasters; held roles of distinguished President in both during tenure with each
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