Experience

Pursuit Energy Solutions LLC

• United States
• Oil and Gas
• 1 - 100 Employee

• Energy Consultant

  • Oct 2020 - Jul 2021

  Waltham, Massachusetts, United States Remotely researched & cold-called on 400+ leads per week via phone calls and emails to C-suite/Mid-level/Lower-level management. Created email templates. Brokered/sold energy supply contracts with avg closing time of 1 month to 3 years. Within less than a year, negotiated and closed 5 contracts. Brought in over $210,000 of commissionable future opportunities.



UBERDOC, Inc.

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Customer Success Manager

  • Feb 2020 - Jul 2020

  North Andover, Massachusetts, United States Remotely closed and Onboarded over 350 doctors across the USA in 5 months onto the UBERDOC web app, a Digital Healthcare Marketing Fintech platform startup company. Acquired client accounts via cold-calling, Product Demos/Q&A sessions and personal email marketing campaigns. Managed 500+ doctors and sold over 50 teleconferencing/EHR systems to onboarded doctors. Developed digital marketing campaigns to generate direct-pay patients.



ASCENSUS COLLEGE SAVINGS

• United States
• 1 - 100 Employee

• Sr. Client Services Representative/SME

  • May 2004 - May 2017

  Newton, MA Answered: 60 INB calls/25 - 100 emails, made 15 - 25 OBND calls, & handled daily escalations. Transacted trades & acct maint. Educated clients on: 529 plans. Processed forms/mailroom breakdown, cashiering. Named SME in 2016 for CS. Coordinated - escalated calls, emails, and client retention management during & after conversions with a 99% client retention efficiency rating. Collaborated on RFP’s and conversions. Commended by the CEO many times during conversions. Conducted… Show more Answered: 60 INB calls/25 - 100 emails, made 15 - 25 OBND calls, & handled daily escalations. Transacted trades & acct maint. Educated clients on: 529 plans. Processed forms/mailroom breakdown, cashiering. Named SME in 2016 for CS. Coordinated - escalated calls, emails, and client retention management during & after conversions with a 99% client retention efficiency rating. Collaborated on RFP’s and conversions. Commended by the CEO many times during conversions. Conducted projects for C-Suite and other depts: Marketing, CRM, CS, DS, Compliance/Auditing, Media Output, UAT, Res Services, Acct Recon. Investigated & located missing/escheated clients for CPL and CRM. Performed UX system tests. Produced research & analysis: marketing and ad hoc reports, conversion statement requests, plan/account/system queries. Onboarded: CSR’s, 529 clients - AO’s, FA’s & BD’s using 529 websites/Quickview. Developed Call QR’s/KPI’s systems for 3 call centers. Worked on DevOps teams to upgrade, (re)design & test internal/external systems. Created “529 Bible”. As Night Supv, Fall of 2008 to December 2010, managed and cross-trained CSR’s to take calls from clients; provided reviews & feedback TL/Director of CS. Resolved escalated calls. Awarded Employee of the Quarter 2009 - Quarter 1. Show less



Veritude, Inc.

• Client Services Representative

  • Dec 2003 - May 2004

  Boston, MA Contracted to Upromise Investments, Inc.(now Ascensus College Savings) processed 529 college savings plan forms.



FleetBoston Financial/Fleet Bank

• Sales & Services Representative

  • Jul 1999 - Nov 2001

  Norwood, MA Cross/Up/sold $25 mil bank & financial service products in less than 3 years from walk-in’s/cold-calling existing & new clients: retail, SMB, PCG, commercial clients. Referred avg of 3 clients per month/division: FA’s, Home Mortgage Group, PCG; and CBG - cml loans & mtges of $5,000,000+. Soley increased branch sales over 200%. Consistent “Top 10” sales person for all FleetBoston Financial Group divisions, exceeded qtrly sales quotas by 20% plus. Managed 45 HNW clients. Ordered &… Show more Cross/Up/sold $25 mil bank & financial service products in less than 3 years from walk-in’s/cold-calling existing & new clients: retail, SMB, PCG, commercial clients. Referred avg of 3 clients per month/division: FA’s, Home Mortgage Group, PCG; and CBG - cml loans & mtges of $5,000,000+. Soley increased branch sales over 200%. Consistent “Top 10” sales person for all FleetBoston Financial Group divisions, exceeded qtrly sales quotas by 20% plus. Managed 45 HNW clients. Ordered & distributed Bank marketing/sales lit, supplies; and, created branch marketing/sales collateral for 2 br’s. Onboarded: clients on websites, SSR’s: products, sales promotions, branch SOP’s, bank systems, regulations. Supervised branch, and other branches when requested by mgr/DM. Taught how to resolve client escalations. Organized, lead on-site employee benefit programs for local businesses, schools & universities. Awarded “Key Performer Award” for top sales and 100% Client Retention Management efficiency rating during merger of BankBoston & Fleet Financial Group which became FleetBoston Financial Group. Personally requested by RDG President to assist other branches during conversions. Single–handedly performed branch divestiture to Sovereign Bancorp. Given commendations and awards by RDG President & VP for extraordinary work. Known as “Sales and product SME” in RDG Show less



Hogan Tire & Auto Service

• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Retail Sales Manager

  • May 1997 - Jul 1998

  Woburn, MA Sold over $1.5 million in tires & auto services in 15 months from cold-calling/walk-ins. Beat monthly quotas by 50%. Increased the overall store sales by 250%. Managed, onboarded, scheduled shop personnel. Performed monthly commission reports. Built and enhanced new & existing vendor LOB’s. Devised, ran new inventory control system. Operated retail & wholesale supply chain management & logistics for 5 stores. Redesigned HQ showroom.



NGE Products & Services Company

• President/GM/Founder

  • Mar 1993 - Mar 1996

  Medfield, MA Started/built profitable residential & commercial cleaning service company in 3 years. Managed staff and 60+ accounts. Utilized bootstrapping techniques, created business plan and performed/analyzed all business management functions: R&D, M&S, purchasing, AR/AP, HR. Formed alliances with other home & commercial service companies. Annually increased sales by 300%



Ness-Quick Coffee & Vending Services

• Director of Marketing & Sales

  • Apr 1990 - Aug 1992

  Medfield, MA As Director of M&S, created and distributed marketing collateral and developed a sales lead program. Managed and trained Marketing & Sales team. Conducted marketing surveys and performed account management for 20 high value clients.