Experience

Advanced Mounting and Design, Inc.

• United States
• Design Services
• 1 - 100 Employee

• Principal

  • Feb 2020 - Present



Premier Mounts

• Computers and Electronics Manufacturing
• 1 - 100 Employee

• Sales Liaison(Premier Dedicated Solutions PDS Division)

  • Jun 2017 - Aug 2019

  • Perform customer outreach to develop new opportunities through existing and new contacts via resources such as LinkedIn, email and phone• Provide quotation and sales support to the PDS sales team during the quotation process• Transition informal quotes to formal, fully defined quotes within Epicore• Quote Follow up, push project to a close, inform customer of lead times and ask for the order• Handles the inquiries from existing and new clients and provides details about the products offered by them via e-mails• Confirm with partner/integrator installation details

• Account Executive

  • Dec 2016 - Aug 2019

  •Prospects for new accounts and seeks opportunities to increase existing ones. Conducts regular emails to develop customer relationships and follow up on leads•Tracks sales deals through closing and finalizes sales contracts•Meets established quotas and sales goals•Ensures products are delivered on time. Monitors inventory levels to avoid product shortages•Forecasts long range account sales, inventory levels, and product needs, and communicates related information regularly to management•Log prospecting activities into the CRM system, and determine results via reports and metrics analysis • Resolves customer requests, complaints, and problems working with necessary Insight departments• Promotes goodwill and conveys a positive image of Insight Investments•Maintain a strong work ethic with a total commitment to success each and every day.



Advanced Mounting and Design, Inc.

• United States
• Design Services
• 1 - 100 Employee

• Business Development Manager

  • Sep 2011 - Nov 2016

  • Generate new clients & cultivate existing partnerships • Identifying strategic decision makers within an organization and presenting interest for a telephone or face to face meeting with the sales team, as well as invitation to participate in RFI’s • Involved in all project phases, including sales, execution and project management to ensure all jobs are completed according to the pre-determined scope and timeline • Successfully negotiate proposals into converted contracts • Contact potential customers via social media, emails, networking and referrals • Attending sales meeting and setting up sales appointments with key decision makers at prospective client companies • Establishing rapport and developing long-term business relationships with clients over the course Of an extended sales cycle • Effectively maintain client relationships by fulfilling contracted services • Setting up sales presentations and helping partner with clients to establish their needs • Coordinating with President of the Division to develop sales strategies and close deals • Attends product promotional events to develop new contacts and win more clients • Maintain superior level of accuracy while creating and verifying purchase order information including proper product costing, shipping instructions, etc. • Produce work orders for upcoming projects, perform project wrap-up activities and submit invoices to clients



Custom Display Solutions (CDS), Inc.

• United States
• Industrial Machinery Manufacturing
• 1 - 100 Employee

• Sales and Logistics Coordinator

  • May 2007 - Sep 2011

  • Process sales orders, quoting customer product pricing as required • Prepare various weekly /monthly/quarterly reports for the production/sales team • Reviews all invoices for appropriate documentation and approval prior to payment • Prints and obtains signature on all accounts payable checks • Answers all customer and vendor inquiries • Organized several company events each year, including special functions for industry professionals, as well as training luncheons and lifestyle seminars for end users • Prepared detailed reports to divulge the status of projects • Handles the inquiries from existing and new clients and provides details about the products offered by them via e-mails



Visual Structures, Inc./Da-Lite Screen Company

• Los Alamitos, CA

• Sales Administrator

  • 1998 - 2001

  Support of the Trooper Sales Force of four salesman. Database management, typing, mailings, order entry, sales forecast and job tracking, customer follow up and order shipment coordination. Also maintained office supply and machine maintenance, coordinate travel arrangements, coordinate all mailings and general office support to include voicemail response in sales absence, and tradeshow coordination. • • Coordinated activities of warehouse personnel in areas of receiving, shipping and stock movement • Responsible for inventory transactions, material receipts and adjustments as required • Coordinated activities of warehouse personnel in areas of receiving, shipping and stock movement • Responsible for inventory transactions, material receipts and adjustments as required • Answer phone calls and direct calls to appropriate parties or take messages. • Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees and boards of directors. • Attend meetings to record minutes. • Greet visitors and determine whether they should be given access to specific individuals. • Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution. • Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.



Unitec Sales, Inc.

• Irvine

• Administrative Assistant

  • Sep 1991 - Apr 1998

  Provide product quotations, assist Field Sales in closing sales opportunity, promote sales and develop accounts through Telemarketing,assisted major OEMs in sales, sample orders and direct orders, prepare and distribute price lists upon request from customers. Also responsible for generating Commissions, utilizing spreadsheets and database, word processing software and design presentations. • Assisted Product Managers and Sales Managers with sales support • Preparing monthly sales reports and submitting the same to the senior level management • Maintaining database of sales meetings and plan strategies for sale enhancement with the help of the marketing team.