Marc Obermeyer

Solutions Consultant V at Profit Recovery Partners
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Orange County, California, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 2 ratings
  • (2)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Omar Tokuhiro

I've had the pleasure of working with Marc as part of our Inside Sales team for close to two years now. In those two years Marc has always been very hard working and a very solid member of our sales force that got along well with everyone. He was always on time, extremely courteous to our customers, and he never turned down an opportunity to learn something new. He helped to manage our top accounts and consistently exceeded the expectations of our clients. During his time with our company sales grew significantly as did the positive customer feedback we received. He learns quickly and brings a good positive vibe to work with him everyday. I see very bright things ahead for him in the future and I feel he will be a great benefit to any company going forward.

Kelsey Christenson

Marc was easy to work with an put in more than his fair share of work to the projects we worked in. He has excellent communication skills, and had an exceptional understanding of the material. It was a pleasure working with him.

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Property Broker Agent License
    California Department of Insurance
    Mar, 2018
    - Nov, 2024

Experience

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Solutions Consultant V
      • Dec 2021 - Present

      Profit Recovery Partners is a professional services firm that develops, implements and manages cost-reduction solutions for FORTUNE 1000 companies, law firms, private equity firms and private companies throughout North America. Our spend management, supplier management and procurement strategies have resulted in more than $8.5 billion in client savings. • Responsible for all aspects of new expense area management, including achieving revenue goals, and presenting, gaining approval, and implementing savings strategies for all assigned client engagements • Collaborate across departments, with clients’ C-level leadership, and key stakeholders • Achieve and exceed monthly and annual new revenue objectives • Establish and update project plans daily with status, next steps, and accurate forecast information • Proactively disseminate project information and issues to stakeholders • Manage multiple projects within constraints of scope, quality, time and cost to deliver specified requirements • Apply knowledge of client’s industry, organization and strategic business priorities to provide solutions, add value and achieve clients’ most important goals • Communicate effectively with internal personnel to share knowledge, ensure inter-departmental cooperation, and adopt best practices • Influence people in a matrix management environment and build strong relationships with clients & colleagues Show less

    • United States
    • Insurance
    • 1 - 100 Employee
    • Business Operations Project Manager
      • Mar 2020 - Dec 2021

      National providers of integrated risk-management, technology and service solutions for financial institutions and residential real estate investors. A division of Alliant Insurance Services with ~$68 million revenue. Promoted from Operations Lead to:• Build, own and execute client onboarding and success plans. • Maintain high levels of client engagement, satisfaction and loyalty as measured by client satisfaction scores. • Collaborate closely with internal teams (e.g., Marketing, Production, Accounting, Customer Support, Information Technology) to drive successful adoption, utilization and engagement of products and services. • Develop targeted account strategies and profitability models that foster client retention and revenue growth. • Spearhead cross-functional improvement projects that leverage vendor partners, CRM systems and other software technologies to increase efficiency and market relevance. • Oversee tax filings to ensure compliance with complex government regulations.▶ SUCCESS HIGHLIGHTSCUSTOMER SUCCESS: Developed/implemented a customer satisfaction survey initiative which increased average Net Promoter Score (NPS) from 75% to 85% in under 7 months.BUSINESS DEVELOPMENT: Implemented a broker scorecard that monitored growth, profitability, and servicing requests; the resulting data enabled SES to benchmark and design commission structures which drove and incentivized broker performanceBUSINESS PROCESS IMPROVEMENT:o Streamlined operations by transitioning commission checks from paper to direct deposit. o Streamlined/expedited collections by automating reporting of aged receivables and cancellations.o Managed transition from outside vendor to in-house which resulted in savings of $35K a year. Show less

    • Operations Lead
      • Sep 2016 - Mar 2020

      • With a focus on the complex and demanding Real Estate Investor space, collaborated across functions, departments and clients to drive system enhancements and analytic reporting. • Using a continuous improvement mindset, concurrently led real-time daily operations to ensure best-in-class customer service. • Managed the creation, distribution and review of client reporting.▶ SUCCESS HIGHLIGHTSCLIENT RETENTION: Designed/implemented a customized billing solution which retained a $600K key account by resolving disparities in accounting practices.BUSINESS DEVELOPMENT: Implemented a new product (tenant legal liability) which created a new revenue source and generated $90K in additional annual premium.BUSINESS PROCESS IMPROVEMENT: Following Alliant’s acquisition of SES, supported rapid growth from $15 million to $32 million by maintaining a focus on client billing:..........Automated/optimized online billing portal solution. Results: doubled client adoption from 30% to 67% and achieved a 70% reduction in physical check management and application efforts...........Automated cancellation processes for non-payment and outsourced related print mailings. Result: saved $40K per year. ..........Redesigned/automated generation of monthly billing statements which reduced internal effort by 180 hours per year.TEAM LEADERSHIP: Delivered program and proprietary software training to internal and external users; spearheaded over 100 training sessions tailored to client product needs. Show less

    • United States
    • Automation Machinery Manufacturing
    • 1 - 100 Employee
    • Operations & Logistics
      • Nov 2014 - Sep 2016

      Manufacturer of electrical apparatus and equipment for the industrial marketplace. ~$13 million revenue. • As an Inside Sales Support Specialist focused on operations and logistics, was entrusted with the on-time procurement, sourcing, and delivery of products to Quantum’s entire client base. • Ensured inventory levels were adequately maintained and KPIs were met. • Provided technical guidance to clients on product specifications and served as the escalation point for resolving service issues. • Supported Accounts Payable by maintaining the document flow needed to pay vendor partners timely. • Supported Accounts Receivables invoicing efforts by monitoring outstanding collections. ▶ SUCCESS HIGHLIGHTS: ERP / PROJECT MANAGEMENT: Implemented ERP transition from Fishbowl/QuickBooks to NetSuite. BUSINESS PROCESS IMPROVEMENT: Developed/implemented new reporting features within NetSuite which reduced time for monitoring KPIs and facilitated ISO 9001 compliance. Helped configure dashboards and design reports that enhanced departmental performance across the enterprise, including Management, Outside Sales, Operations, and Accounting. TEAM LEADERSHIP: Managed company-wide training for ISO 9001 NetSuite. Show less

Education

  • California State University-Fullerton
    Bachelor of Business Administration (BBA), Marketing

Community

You need to have a working account to view this content. Click here to join now