1. American Physician Institute (API) – Oak Brook, Illinois
Educational Consultant 2014-2015
 Managed and developed product standards providing key product information to customers to
different medical professionals for courses under the Beat the Boards, The Pass Machine and Master
Psych brands. These products included medical board exam preparation courses (live and online) and
maintenance of certification courses.
 Developed new business and participated in the on boarding of customers by interacting with them
over the telephone, online and face to face, providing product samples, marketing materials and
quotes.
 Analyzed market and identified key customers, establishing if single product sales could be turned
into multi purchases or group purchases, identifying key decision makers within institutions to
generate group sales and ultimately making API the preferred vendor to cover all educational needs.
As a result, penetrated the Department of Veteran Affairs, achieving the biggest group sales for this
customer and positioning API as the preferred vendor of psychiatric board preparation and
maintenance of certification products. Also provided group discount quotes, not limited to clients
belonging to one specific institution, but by adding head count of participants from institutions across
the country. This effort resulted in the biggest single sale for educational institutions for psychiatry
courses and generating $20,000.00 in one single sale on the first quarter of 2015.
 SalesForce & Pardot: applied SalesForce.com and Pardot.com as tools for organizing client
information, purchase history, documenting sales opportunities and communications with customers.
This effort resulted in an increase of 20% in sales for 2014.
 API Database: use of proprietary software tools for submitting and tracking purchase orders, lead
times, sales history and follow up on abandoned online orders. The follow up on abandoned order
resulted in an increase of 15% in sales for the first quarter of 2015.
 Participated in the logistic and support at trade shows and live courses, providing customers with
schedule information at the live courses and assisting in meeting customers’ needs and requirements
and at trade shows, engaging customers in approaching the API booth with product promotions and
raffles, providing marketing materials and signing up customers for product samples, following up
with these customers after the show and identifying sales opportunities to increase company
revenue.
 Assisted in quality control for written and recorded versions of the education courses, resulting in
improvement of content and reducing call volume regarding discrepancies on the courses’ material.
 Worked with marketing department on sales campaigns, providing feedback on emails, course
samples and marketing materials, targeting specific medical disciplines and interacting/following up
with the customers targeted on these campaigns. As a result of the recommendation in creating
sample courses for The Pass Machine Courses, there was an increase on single sales of 20% for the
first quarter of 2015.