Experience

Be Well Solutions

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Sales Manager

  • May 2021 - Present

  Be Well Solutions, a corporate wellness company, delivers a variety of programs to positively impact participants’ emotional and physical health. Our priority is to improve the health of your employees while lowering health care spending.



Perennial Software

• Sales Engineer/Implementation Specialist

  • Nov 2013 - May 2021

  • Responsible for launching new SaaS CRM/Recurring cloud-based software. • Worked hand in hand with outside Merchant Processing Companies during onboarding process• Liaison between customer and Programmers regarding issues enhancement requests. • Hired, managed, and assisted sales team• Provided initial install, setup, training, and support• Demonstration of add-ons/enhancements to upsell and to ensure retention• Ongoing communication with customers ensuring complete understanding of the software• Direct communication with executive team on status of projects and clients• Worked directly with all sectors of the business to assist with the growth, advancement and improve the efficiency of various processes• Collaborated with multiple third-party vendors and customers to ensure accurate integration

• Sales Executive

  • Dec 2013 - May 2020

  Management solution for Security Dealers. www.AlarmBiller.comFrom the makers of SedonaOffice.



Mandel JCC of Cleveland

• United States
• Recreational Facilities
• 1 - 100 Employee

• Financial Services Administrator

  • Mar 2007 - Dec 2013

  Scholarship review and analysis, collections, invoicing, auditing, membership relations, summary reporting



Tribeca Cafe

• Owner/Manager

  • 1999 - 2005

  •Secured the funding, designed the layout, and managed the build-out, purchased furniture and equipment all within 9 months.•Managed daily operations of the restaurant which included staffing, inventory, customer satisfaction, menu and quality control•Provided catering for specialized corporate events•Managed all back office aspects of business including payroll, hiring, firing, training and financials



The Tranzonic Companies

• Reporting Analyst

  • 1996 - 1999

  •Responsible for executive summaries, including spreadsheets and analysis of daily and monthly activities•Provided monthly reports for SKU watch list, product trends, and ranking reports•Assisted in due diligence of several acquisitions•Provided ongoing analysis and reports to the President, Chief Financial Officer, and other appropriate Executives showing the daily status and progress versus objectives of the acquired companies