Sales Operations & CRM Strategy Consultant | Fractional GTM Leader | Customer Retention & Growth Expert

  • Anywhere

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Summary

This Sales Operations & CRM Strategy Consultant is a dynamic Leader with 15 years of experience in commercial/retail sales and national account management, specializing in developing and leading high-performing teams. Orchestrated a transformative sales strategy at DCC Propane, achieving a 600% increase in business volume through innovative CRM implementation and strategic partnerships. This Sales Operations & CRM Strategy Consultant is seeking to leverage strong leadership and sales acumen to drive growth and market penetration in future roles, bolstered by solid skills in pipeline management and customer retention initiatives.

Highlights

  • Team building and leadership (led teams of 7+ sales managers nationally)
  • Department creation and organizational development
  • Strategic planning and execution
  • Cross-functional collaboration (worked with finance, marketing, and legal teams)
  • Mentorship and performance management

Relevant Accomplishments

  • Recruited, developed, and led a team of 7 Commercial Sales Managers nationwide, successfully establishing a new department from inception.
  • Spearheaded the implementation and customization of HubSpot CRM, optimizing the management of customer relationships, leads, and sales performance metrics.
  • Achieved a 600% increase in sales, growing new business volume from 50,000 to 350,000 gallons per month within the first six months.
  • Established comprehensive sales KPIs and processes to streamline pipeline management and enhance team performance.
  • Developed and executed a customer retention plan, safeguarding the company’s commercial footprint and ensuring long-term client loyalty.
  • Collaborated with the legal department to create a commercial contract template, standardizing agreements for enhanced customer management & retention.
  • Partnered with marketing to devise targeted strategies aimed at expanding commercial market share within key industries.
  • Launched and integrated the ZoomInfo lead generation tool, providing training and support to the sales team for effective utilization.
  • Initiated strategic partnerships with key industry players, leading to nationwide expansion and a 25% increase in market penetration.
  • Increase stakeholder engagement by developing marketing strategies, preparing & presenting reports, and managing customer relationships, resulting in a 447% increase in pipeline potential.
  • Added 10+ potential targets in a few months, which expanded the customer acquisition pipeline.
  • Boost AmeriGas’s reputation while attending 10 key association meetings to increase awareness of the M&A program as well as the organization’s market presence.
  • Develop and communicate informative financial content to professionals, liaising with the finance team throughout the design of pro forma financial analysis for various projects.
  • Lead a private acquisition deal, guiding all negotiations and contract development to maximize client relationships, return on investment (ROI), and institutional revenue.
  • Improve business processes by coordinating with the finance department, analyzing productivity data, and spearheading acquisitions to ensure continued company growth.
  • Accelerate deals by conducting financial analysis and negotiating purchase prices for acquisitions.
  • Managed 9 national accounts, liaising with Alberton’s Companies, CVS, Jackson’s Food, Save Mart, Raley’s & Meijer, and others to maintain high levels of institutional profits and client satisfaction.
  • Led the acquisition of Meijer as a customer, negotiating with the organization and providing sustained value-added impact across industry competitors, increasing the organization’s market penetration.
  • Secured an additional 100 distribution locations within the Acme banner at Albertsons, increasing institutional revenue by $1MM through consultative selling techniques and proactive communication.
  • Developed and integrated effective solutions in light of national inventory shortages, maintaining delivery times and effective processes to maintain high levels of client satisfaction.
  • Increased revenue by over $1MM for one account, coordinating a price increase outside of the contract during high inflation periods through consultative sales and collaboration with the account holder.
  • Owned relationships with 8 large enterprise clients, working collaboratively with companies to maximize 7-figure budgets for online recruitment strategies.
  • Partnered with 1 account to uncover and allocate a $250,000 monthly marketing budget.
  • Resolved recruitment challenges for a client that previously inhibited the hiring of student drivers for 10+ years, developing and providing effective solutions to institutional leaders.
  • Conducted in-depth data analysis to capitalize on opportunities to promote and sell Indeed products.
  • Actualized a 20% growth in distribution during Spring 2020 through the creation of digital programming at the Target corporate office through the Target Full Circle app.
  • Expedited execution percentage speed by 90%+ through the transformation of retailer data tracking across all Target data while ensuring high levels of data integrity, accuracy, and security.
  • Oversaw business/annual strategic planning, decreasing annual spending by 20% per case.
  • Designed and led quarterly playbooks for over 100 field service teams.
  • Acquired the most feature space (4 foot end cap 52 weeks) for any beer brand historically a part of Target for 2020 through informed data analysis and the creation/distribution of an evidence-based sales presentation.
  • Ascertained the first national beer program at Total Wine & More for the portfolio, evaluating and capitalizing on existing cross-merchandising opportunities.
  • Recognized for facilitating record-setting depletions of 46%+ for Ohio during FY19 through the development and implementation of a 12-month incentive program unique to 6 distributor locations.
  • Awarded a national sales growth achievement in 2019 for the largest distributor partner in the geographic location, maintaining proactive relationships with over 100 clients.
  • Led the launch of a market-wide focus to increase the growth of an innovation brand from 52% to 67% to the highest share market in the entire country, maximizing market penetration and profitability.
  • Transformed the existing institutional framework during 4 key selling months, ascertaining the highest ranking for generating distribution within the Ohio market (105% to plan)

Roles

  • Manager

Request Expert / Similar Expert

Click “request expert” for a free initial screening call with this expert or a similar expert regarding your expert consulting needs

To apply for this job email your details to haleymmagnani@gmail.com