This is a visual profile I have tried creating to cover my 21 years of professional journey. Just in case you have any specific remarks / comments and questions, feel free to talk.
Agency-Client Onboarding: First 90 Days, from PR 20/20 and Marketing Agency I...MarketingAgencyInsider
Getting starting off on the right foot with a new client builds a relationship set for success. This presentation offers tips to guide your first 90 days of the new agency-client relationship.
By Jessica Miller (@jessica_joellen)
Growing brokerage firm in Midtown Manhattan is seeking a HR Business Partner. Financial Services experience desired. Experience partnering with sales team preferred.
This is a visual profile I have tried creating to cover my 21 years of professional journey. Just in case you have any specific remarks / comments and questions, feel free to talk.
Agency-Client Onboarding: First 90 Days, from PR 20/20 and Marketing Agency I...MarketingAgencyInsider
Getting starting off on the right foot with a new client builds a relationship set for success. This presentation offers tips to guide your first 90 days of the new agency-client relationship.
By Jessica Miller (@jessica_joellen)
Growing brokerage firm in Midtown Manhattan is seeking a HR Business Partner. Financial Services experience desired. Experience partnering with sales team preferred.
A result oriented professional with over 10 years plus months experience in:
A well networked and highly successful sales manager with extensive customer service experience and of working to set schedules and deadlines.
Boasting a strong background of supporting staff & senior management, as well as possessing an excellent commercial approach to solving problems and developing business.
Having the commercial and visual awareness to drive sales, manage profit and loss and ultimately increase branch profitability.
I am seeking a position within an ambitious & exciting company where I can utilize. My managerial experience and be challenged to push myself further.
Strategic Planning Business Development Sales and Marketing Operations in management Product Promotion channel sales Key Account Management Client Servicing.
1. JOSHUA C. LEWIS
117 Chickory Ln ● Canton, GA 30114 ● 770.865.3320 ● joshlewis268@yahoo.com
REGIONAL SALES DIRECTOR, STRATEGIC PARTNER SALES, SOUTHEAST US
♦ ♦ ♦ ♦ ♦
Experienced sales leader with greatcapacity and ability in providing high-level and detailed business intelligence to
peers,subordinates,partners,clients,and senior managementto further levels of activity, success,and profit.
Confident and business-savvy professional with the means to create and obtain seeminglyimpossible goals.
Always ready for taking on and rising to a challenge while building a team thatcan help accomplish the “bigger
picture” goals of an organization.
LEADERSHIP SKILLS & COMPETENCIES
Intelligence and Analytics ▪ Peer and Employee Training and Development ▪ Partner Management
Vision Casting and Fulfillment ▪ New Business Partnership Development ▪ Negotiation
Merchant Services Expertise ▪ Products, Services, and Sales Training and Management
SALES, LEADERSHIP, AND BUSINESS INTELLIGENCE EXPERIENCE AND ACHIEVEMENTS
FIRST DATA – Atlanta, GA ● May 2007 – Present
First Data is the top merchantservices processing companyin the world, ranked 250 on the Fortune 500 in 2010 and
has been #1 in the Financial Data Services category of the Fortune 500 listfor the past4 years.
REGIONAL SALES DIRECTOR, STRATEGIC PARTNER SALES, GA-VA ● December 2015 – Present
Recruited, hired, trained, and inspired a team of up to 16 Field Sales Business Consultants
Partnered with 2 major businesses:Sam’s Club and RestaurantDepot and acquiredover 10 smaller
partnerships to achieve between 75-100 monthlysales
Increased individual performance per sales rep;wentfrom having 1 person at plan in January to over half
the team over plan
Tested and assessed atleast5 pilot programs with the purpose ofdriving more leads and more sales
Consulted small to medium sized businesses throughoutand after the sales process to resolve any
outstanding issues from the sales team
VICE PRESIDENT, SALES AND CLIENT SERVICES, BSC ● December 2013 – December 2015
Oversaw the sales activities for up to 60 business consultants
Revamped processes,reset expectations,and rebuilt relationships within the Financial Institution’s team
structure
Outperformed sales revenue goals while leading 4 Outbound sales teams (total of60 Business
Consultants) by 125%
2. Shaped the marketing and sales strategies for 90 bank partners and a major non-Financial Institution
partner (Sam’s Club) resulting in better partnerships,more leads,and more sales
Transformed and redesigned the reporting infrastructure for the entire Business Solutions Center (for over
150 Business Consultants and Lead Generators) to include over 50 reports
Established and instituted a Business Analytics team and a Sales Quality Control team which drove and
analyzed higher performance levels for an entire call center
BANK TEAM SALES DIRECTOR (Interim) ● May – July 2014
Built the team back to a place of stabilityby increasing headcount,rebuilding partner relationships (internal
and external), and giving the team leadership structure.
Coached the team around the importance ofClover (POS) resulting in a 3x monthlyClover sold turnaround.
Developed reporting for multiple bank relationships,internallyand externally.
REACTIVE LEAD GENERATION GROUP SALES DIRECTOR ● May 2012 – May 2014
Created team from the ground up, from initial idea to a team of 10 – 15 reps
Hired, coached, and trained reps to be multi-functional with the abilityto transfer warm inbound leads,hold
business consultants accountable to win those leads,and train others to do the same
Diagnosed and reduced over 1000 inbound call lines by halfutilizing Avaya and the NICE Analyzer tools
GOOGLE WALLET SALES TEAM MANAGER (Interim) ● September – November, 2011
Interviewed, Trained, and Motivated a team of 13 temporaryemployees to call on 50,000 leads
Exceeded goals by leading the team to generate and pass 30,000+ warm leads within 3 months
Targeted and Surpassed goal of 2 hours average talk time by coaching and increasing talk time from 1 to 2
hours
BUSINESS CONSULTANT ● May 2009 – May 2012
Developed a comprehensive commissions calculator for all inside sales reps
Spearheaded the initiation,development,and supportofa new hire mentoring program
Coached, Developed, and Assisted teammates with issues and advised how to maximize each sale
Resolved escalations with and managedmultiple bank,franchise,and referral partnerships
REGIONAL SALES COORDINATOR ● May 2007 – May 2009
Orchestrated the creation of a central database for all paperwork functions using MicrosoftAccess
Formalized perfect paperwork training for sales representatives
Piloted and Implemented AMA as a company-wide accountboarding tool
EDUCATION & TRAINING
Southeastern Baptist Theological Seminary / MA in Intercultural Studies, MDiv. in International Church Planting (not
completed)
North Greenville College / Bachelor of Arts in Christian Studies ● Word of Life Hungary / Certificate in Biblical Studies
Managing at First Data program ● Manager Power Hour Trainings ● Leadership Book of the Quarter Group
Office Suite (Excel, Word, PowerPoint, Access, Visio, SharePoint) ● SalesForce ● Avaya ● 1Star ● Harmony ●
Boldchat ● Verint / Witness