JD Schmidt

Partner at CSD Energy Advisors
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Location
Houston, Texas, United States, US
Languages
  • Spanish -

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Experience

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Partner
      • Jan 2018 - Present

      CSD Energy Advisors is a national energy consulting firm founded in 2014 and based in Houston Texas. CSD assists clients with the development and implementation of integrated energy solutions. The service provided from the industry veterans include retail power and natural gas procurement to ensure the right terms, products, agreements, and pricing fit your business needs from our network of providers. CSD can also help with sustainability goals and navigating the right renewable projects for you from onsite local generation, or community or virtual PPA's. Show less

    • United States
    • Consumer Services
    • 700 & Above Employee
    • Vice President
      • Nov 2016 - Jan 2018

      OVERVIEW:I was requested by the SVP of Business Solutions to help improve and grow Retail C&I, a key strategic business unit that generates billion-dollar annual revenues. In this position, I direct, coach, and mentor a team of 11 account executives and 2 analysts, reporting to the President of Retail C&I. Providing the strategic and tactical sales leadership to the team, I identify tools and information that can help them meet and surpass their goals. As part of my leadership responsibilities, I engage frequently with the team to understand core challenges as well as areas for improvement.KEY CHALLENGES: Resolving lack of internal support for Retail C&I; eliminating complacency among selected team members; increasing engagement by the Shared Services team to grow the C&I business.HIGHLIGHTS:★ Client Acquisition & Retention – Led team in achieving assigned term 8-figure gross margin for the team (direct and indirect), as well as 75+% renewal rate goal and 20+% increase in new deal win rate.★ Internal Alignment & Buy-In – Collaborated with and influenced support teams to reduce the burden on sales team members, freeing up more time for account executives to focus on selling strategies.★ The Customer Experience – Increased the team’s focus on customer entertainment, improvement in attendance, and engaging in meaningful conversations.★ Sales Team Leadership – Transformed the behaviors and overall culture of the sales team by improving coordination among team members, initiating weekly and monthly sales meetings, and mentoring / coaching account executives on call planning, meeting agenda, sales stages, and others. Show less

    • Vice President
      • Jan 2014 - Nov 2016

      I was promoted to lead a Business Solutions division that produced high 9-figure annual revenues. Leading a team of 5 directors, 30 account executives, and 15 analysts, I reported to the EVP of Business Solutions. Additionally, I interacted with internal and external C-level executives across multiple areas.In this position, I designed and executed strategies driving direct and indirect commodity sales for PJM and ERCOT under the Reliant commercial and industrial brand. I built a B2B non-commodity development team to market and grow onsite and financial projects with customers. Working with partner teams, I provided support throughout the entire development lifecycle of non-commodity projects. I also adjusted sales and marketing strategies in response to dynamic market conditions.KEY CHALLENGES: Building the sales team as a “shared service” to meet another team’s goals; meeting high-growth objectives within a start-up division with a lack of systems and processes in place; improving alignment across a fragmented project team.HIGHLIGHTS:★ Operations & Team Build-Out – Deployed sales force reporting and pipeline communications across teams, built structure of reports and metrics to track progress across multiple units, and established both roles and expectations within multiple teams. Created a top-performing sales unit as a result.★ Business Development – Created, executed, and exceeded objectives on community solar and offsite development projects (75MW and 100MW) for C&I customers, as well as an 8-figure gross margin goal.★ Transformational Leadership – Changed the entire framework of the team’s approach towards prospective customers, turning the focus towards delivery of value vs. targets for NRG. Show less

    • Principal, NRG Solutions
      • Jul 2011 - Jan 2014

      OVERVIEW:I was promoted to join a start-up team formed as a single, centralized sales-marketing group (annual mid to high 9-figure contract revenues) to leverage C&I customer relationships across the broader portfolio of NRG products. I reported directly to the President of NRG Solutions and the Chief Customer Officer. As the Managing Principal, I directed and coached a team of marketers in creating strategies to target large, multi-site, Fortune 500 companies, primarily within the Industrial, Refining, Petrochemical, Heavy Manufacturing, and Beverage industries. A key aspect of this role was maintaining close coordination with multiple interdisciplinary teams to design, develop, and market solutions.KEY CHALLENGES: Adjusting to a brand-new area in greenfield and new project development (not a core skill set across NRG); leading team through an incubation period in testing the potential for projects and services.HIGHLIGHTS:★ C-Level Executive Buy-In – Gained approval from the CEO (5-level approval process) on multiple long-term product structures that represented unique, profitable opportunities for the business.★ Business Structuring – Built extensive pipeline of potential CHP/wholesale transactions and created the product framework for QSE/LSE deals in ERCOT for large clients.★ Business Development – Planned and executed LOIs on over 200MW of potential thermal offtake agreements for industrial customers, as well as multiple complex C&I transactions with existing customers. Show less

    • United States
    • Utilities
    • 500 - 600 Employee
    • Energy Marketing Manager - Indirect Sales
      • Jul 2005 - Jan 2009

      OVERVIEW:I was promoted to build client relationships and drive indirect sales growth, acting as the Subject Matter Expert on strategy improvement teams to increase 3rd-party effectiveness. As the Senior Energy Marketing Manager, I communicated and negotiated complex energy commodity pricing, agreement, and 3rd-party fee structures, as well as monitoring competitors, electricity marketing trends, and current pricing strategies.HIGHLIGHTS:★ Strategic Partnerships – Established and maintained sustainable relationships with the top 3rd-party energy sales consultants and brokers in ERCOT along with transactions in NJ, DE, and IL.★ Gross Margin Gains – Surpassed gross margin targets in 2006, 2007, and 2008.★ Strategic Alliances – Fostered business relationships with new 3rd parties to Reliant negotiation of broker agreements, ensuring fulfillment of business opportunities. Show less

    • Energy Marketing Associate
      • Jul 2004 - Jun 2005

      Managed both internal and external customer expectations to facilitate the sales cycle program while delivering ongoing client service.

    • Front Office Representative
      • Jun 2003 - Jun 2004

      Worked closely with billing operations, contract management, marketing, and product structuring to identify and correct billing discrepancies.

    • Billing Representative - Commercial and Industrial Accounts
      • Jan 2002 - May 2003

      Provided support during the beginning of deregulation to ensure that all product attributes in the energy service agreements were billed and invoiced per the agreed upon terms.

    • Sales Representative
      • May 2001 - Nov 2001

      Developed and maintained multiple international accounts for hardware and part sales. Developed and maintained multiple international accounts for hardware and part sales.

Education

  • Texas Tech University
    Bachelor of Business Administration (BBA), Marketing
    1996 - 2001

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