Experience

UPS Healthcare

• United States
• Transportation, Logistics, Supply Chain and Storage
• 400 - 500 Employee

• Healthcare Account Executive

  • Sep 2022 - Present



AAA-The Auto Club Group

• United States
• Insurance
• 700 & Above Employee

• Sales Agent - Life Insurance and Annuities

  • Nov 2020 - Sep 2022

  Make outbound calls to articulate the value of the coverage Build and maintain sales pipeline through cold calling, networking, referrals, and marketing events. Identify client needs, goals, risk tolerance, current coverage, and financial state Upsell and cross sell when appropriate Make outbound calls to articulate the value of the coverage Build and maintain sales pipeline through cold calling, networking, referrals, and marketing events. Identify client needs, goals, risk tolerance, current coverage, and financial state Upsell and cross sell when appropriate



Integrated Dental Specialties, Inc.

• Greater San Diego Area

• Sales & Operations Manager

  • Jan 2011 - Apr 2020

  Drive sales growth and exceed quota in the territory by acquiring new customers and expanding sales within the existing customer base. Increased regional specialty revenue by over 41% in the last 24 months. Planned, developed, and executed strategic sales plans to surpass regional and organizational goals. Delivered over 12.9% year over year growth Built strong relationships with surgeons, dentists, laboratories, and front office personnel Organized and marketed local programs and events to drive sales, build relationships and educate customers Analyze and evaluate all metrics, people and processes to improve efficiency, build protocols and enhance the customer experience Collaborated with the clinical directors to ensure proper clinical guidelines are followed Assist with the recruitment of all specialists and operational team members Identification of future locations and new business opportunities. Attended and represented IDS at customer events and trade shows



Pacific Dental Services

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Sales and Operations of "My Kid's Dentist"

  • Aug 2009 - Dec 2010

  Involved in the Brand developmentStrategic planning of the Pediatric business unitRecruitment of the Pediatric dentists and future owner doctorsDriving top-line revenue growth while finding ways to reduce operational overheadWorking with senior operations team members to create appropriate, effective, and efficient operational processes and ensuring their proper implementationOversight of the recruitment, training, and schedule coordination of the Pediatric dental assistantsAssisting the Clinical Advisors of the Pediatric unit and the PDS Dental Advisory Board as requestedIdentifying trends in Pedodontics that could have a material impact on the organizationCollaborating with the Specialty Team Leaders (STLs) to ensure the organization is maximizing the opportunity in Pedodontics Actively work with the Training and Education Departments to ensure content is current and relevant to the operational execution of the Pediatric business unitAnalyzing and forecasting business trends based on internal metricsSpecial Projects as directed by the Director of Specialties

• Regional Manager

  • Feb 2005 - Aug 2009

  Effective leadership, coaching, and mentoring of operations managers, other direct reports, and assist owner dentists with non-clinical skills development of associate dentists.*Lead "Case Acceptance" workshops and assist in consulting blitzes with other regions*Recruit, manage, and evaluate talent for current and future opportunities*Driving year over year revenue growth - understand drivers, develop marketing and sales strategies for each specific location*Budget and P&L responsibilities*Holding teams accountable to Key Performance Indicators (KPIs) and prioritizing improvement opportunities*Supervise and coordinate the implementation of Specialties in each of the officesRelationship building of a strategic nature with owner doctors, "high potential" dentists, and managers.Implement and master high level strategic analysis and execution of systems with concurrent accountability in order to achieve same store sales growth.Identify possible future locations and opportunitiesDevelop and conduct effective regional trainings & meetings through the development and execution of outstanding group presentation skills.* Develop and implement proactive strategic planning and trending analysis



UPS

• United States
• Truck Transportation
• 700 & Above Employee

• NATIONAL ACCOUNT MANAGER (12 ACCOUNTS/ANNUAL REVENUE OF 30 MILLION)

  • Jan 2001 - Jan 2005

  Identify future prospects.Leveraging of current customer base.Development of business plan - Region's business plan was 107% effective before departure.Manage A/R - Entire customer base was within 30 days outstanding. Implementing marketing programs and demonstrating service offerings.Exceeding product and revenue goals.Resolution of customer concerns.Contract negotiation and compliance.PowerPoint presentation.Sales funnel management.Developing long-term customer relationships.Supply- chain management.Customer entertainment.70 total accounts/ annual revenue of 29 million

• Senior Account Executive - Sales

  • Aug 1995 - Dec 2000

  Identify potential prospects.Penetration of current customer base.Design local marketing strategies.Organization of local trade shows and sales blitzes.Gather information for local initiatives.PowerPoint presentations.Supply chain management.Resolution of concerns.Exceed product/revenue goals.Sales funnel management. 250 total accounts/ annual revenue of 11 million