N. Roger Moxley is a seasoned sales, marketing, and business development expert who is hired by companies to quickly increase sales, profits, and customer loyalty. He deploys a proven methodology developed over 25 years that identifies opportunities, delivers new sales approaches, and establishes operating systems to support accelerated growth. With almost every assignment, expected results are surpassed in shorter timeframes and with less investment than previous attempts. He has experience leading national sales forces and enhancing sales and profitability for various companies.
N. Roger Moxley is a seasoned sales, marketing, and business development expert who helps companies quickly increase sales, profits, and customer loyalty. With over 25 years of experience, he has refined a proven strategic methodology to identify opportunities, develop goal-oriented strategic plans, and establish operating systems to support accelerated growth. He has worked with 21 different companies across various industries, often surpassing growth targets in shorter timeframes with less investment. Moxley has extensive experience in strategic planning, sales management, marketing, business development, and building infrastructures to support scalable growth.
I am very happy to discuss details further as I am actively seeking positions, Remote or Dallas-based, in a Strategic Leadership capacity for Project Management that is Marketing and/or Communications based and customer focussed in nature, creative, as my strengths to contribute to creatively and passionately to a great organization!
Melanie Jameson has over 20 years of experience in financial services in roles such as National Inside Sales Manager, Management Consultant, and National Accounts Manager. She has a proven track record of growing business, developing client relationships, and managing teams to exceed sales goals. Currently, she is the Co-Founder of Virtual Conference Partners, LLC, which provides virtual communication events for professionals.
This document contains a proposal for a sales enablement action plan with goals, objectives, recommendations, deliverables, and services. The goals are to improve sales methodologies and processes, attract and retain customers, and leverage sales technologies. Objectives include gaining customer insights, aligning marketing/sales metrics, and providing a consistent customer experience. Recommendations apply science to talent acquisition, drive outcomes from sales technologies, strengthen processes, and improve the customer experience. Deliverables are to identify solutions, create a playbook, launch initiatives, and measure results. Case studies provide examples of winning bids by understanding customer needs.
Teri Diamond has over 25 years of experience in sales and business development. She is currently the Business Development Manager at Aezion, where she spearheads sales and has brought in new contracts totaling millions in annual revenue. Previously, she held several sales and account executive roles where she exceeded quotas and grew sales. She has a proven track record of developing client relationships, implementing strategic sales plans, and maximizing revenue.
Marc Graves is a supply chain leader seeking a senior experience manager role. He has over 4 years of experience as a regional operations manager in the Middle East transforming the Gulf market strategy and developing customer-centric solutions. Graves is skilled in strategic leadership, cross-functional collaboration, problem-solving, and driving continuous improvement. He aims to partner with stakeholders and customers to optimize sales planning and drive profitable growth.
David Alston is a sales leader with over 15 years of experience in various sales roles. He is currently an Inside Product Specialist at Dell where he is responsible for driving software and peripheral revenue. Prior to Dell, he held sales roles at Patriot Pontiac GMC, Best Buy, and HEB Grocery, where he consistently exceeded sales quotas and received numerous awards for outstanding performance and sales contributions. Alston has expertise in strategic partnerships, demand generation, account management, and solution selling.
N. Roger Moxley is a seasoned sales, marketing, and business development expert who helps companies quickly increase sales, profits, and customer loyalty. With over 25 years of experience, he has refined a proven strategic methodology to identify opportunities, develop goal-oriented strategic plans, and establish operating systems to support accelerated growth. He has worked with 21 different companies across various industries, often surpassing growth targets in shorter timeframes with less investment. Moxley has extensive experience in strategic planning, sales management, marketing, business development, and building infrastructures to support scalable growth.
I am very happy to discuss details further as I am actively seeking positions, Remote or Dallas-based, in a Strategic Leadership capacity for Project Management that is Marketing and/or Communications based and customer focussed in nature, creative, as my strengths to contribute to creatively and passionately to a great organization!
Melanie Jameson has over 20 years of experience in financial services in roles such as National Inside Sales Manager, Management Consultant, and National Accounts Manager. She has a proven track record of growing business, developing client relationships, and managing teams to exceed sales goals. Currently, she is the Co-Founder of Virtual Conference Partners, LLC, which provides virtual communication events for professionals.
This document contains a proposal for a sales enablement action plan with goals, objectives, recommendations, deliverables, and services. The goals are to improve sales methodologies and processes, attract and retain customers, and leverage sales technologies. Objectives include gaining customer insights, aligning marketing/sales metrics, and providing a consistent customer experience. Recommendations apply science to talent acquisition, drive outcomes from sales technologies, strengthen processes, and improve the customer experience. Deliverables are to identify solutions, create a playbook, launch initiatives, and measure results. Case studies provide examples of winning bids by understanding customer needs.
Teri Diamond has over 25 years of experience in sales and business development. She is currently the Business Development Manager at Aezion, where she spearheads sales and has brought in new contracts totaling millions in annual revenue. Previously, she held several sales and account executive roles where she exceeded quotas and grew sales. She has a proven track record of developing client relationships, implementing strategic sales plans, and maximizing revenue.
Marc Graves is a supply chain leader seeking a senior experience manager role. He has over 4 years of experience as a regional operations manager in the Middle East transforming the Gulf market strategy and developing customer-centric solutions. Graves is skilled in strategic leadership, cross-functional collaboration, problem-solving, and driving continuous improvement. He aims to partner with stakeholders and customers to optimize sales planning and drive profitable growth.
David Alston is a sales leader with over 15 years of experience in various sales roles. He is currently an Inside Product Specialist at Dell where he is responsible for driving software and peripheral revenue. Prior to Dell, he held sales roles at Patriot Pontiac GMC, Best Buy, and HEB Grocery, where he consistently exceeded sales quotas and received numerous awards for outstanding performance and sales contributions. Alston has expertise in strategic partnerships, demand generation, account management, and solution selling.
MSA is a consulting firm that helps companies grow through various services including business consulting, professional development, and resource management. They utilize diagnostic tools like Sales Intelligence assessments and in-market analysis to identify strengths, weaknesses, opportunities for improvement, and development needs. Their process involves strategic meetings, assessments, gap analysis, and customized training and coaching plans to drive business impact through sales transformation.
The document discusses managing a sales team through an effective sales management system. It recommends designing a system that clearly defines expectations and allows the sales team to manage themselves. The sales manager's primary role should then be to manage the system and provide coaching. The system should include components like strategy and planning, sales process management, resource deployment, coaching and leadership, sales compensation, recruiting and hiring, and technology management. An effective system that selects the right people and provides necessary coaching can result in significant growth.
The document summarizes several tools and services provided by PI Worldwide to help organizations improve sales performance. It describes the Selling Skills Assessment Tool which objectively measures sales skills across an organization. It also outlines the Customer-Focused Selling program which provides interactive sales training. Finally, it discusses how the Predictive Index behavioral assessment and Coaching for Sales Growth program equip managers to motivate teams and ensure skills are applied to boost results.
What should your marketing team look like?Pete Jakob
These are my slides from my session at the B2B Summit 2016. The presentation outlines some recent research from B2B Marketing exploring the views of leaders on the challenges around building marketing organisations fit for the digital age and the implications for the skills and capabilities that we need to develop. On the back of this B2B Marketing has now launched a service offering (the B2B Marketing Blueprint) which helps leaders benchmark their capabilities around skills, processes and measurements and to help them put in place a prioritised plan of action.
Roger Clowater has created a 30-60-90 day action plan as a candidate for the role of Branch Manager at Securitas Canada Limited's Toronto 1 branch. In the first 30 days, he plans to learn company systems and policies, meet clients and staff, and familiarize himself with branch operations. In the next 30 days, he will add his strengths by building his personal brand and contributing ideas. By 90 days, he expects to have a firm grasp of the role and focus on increasing sales, maintaining market position, and continuously improving operations and financial performance.
A plan for new sales leaders. What to do in their first 75 days in their new position? An easy step by step guide. The first 25 days is to understand the current state of the sales team, next 25 days is about developing a GTM strategy followed by the next 25 days of implementation.
The document discusses best practices for developing a world-class sales team. It identifies 5 key factors: sales leadership, alignment of strategy/processes/metrics, talent acquisition and development, optimizing sales processes, and continuous learning. Effective sales leaders coach individual team members, articulate a vision, and recognize achievements. Processes must support strategy and have clear owners and metrics. Talent is the most important asset - the best leaders hire and develop extraordinary people. Processes should standardize best practices while eliminating bureaucracy. Continuous learning ensures teams have product and skills mastery.
I've been asked a couple of times during job interview to present on how I would tackle the first 3 months/6 months/100 days on the job. Usually it's a stab in the dark since research material is limited. This broad overview is applicable to a wide range of companies.
This information outlines what it takes to make a World Class sales force by understanding the types of
salespeople and how to measure their specific sales “DNA” to optimize performance.
How to guide - selecting an organizational structure for marketingDemand Metric
Does your marketing department have a solid infrastructure? Do all of your company’s marketing professionals understand their role/function in the organization? Is the chain of command easily understood or only loosely communicated to marketing staff?
Organizational (org) structures provide a framework within a company that ensures all employees are aware of their role and how they fit into the ecosystem of the business. Org structures present themselves on a spectrum anywhere from a traditional, top-down approach to more collaborative, flexible approaches. Org structures vary by company size, industry and business needs. Ideally, each company will create its structure based on their specific requirements and continue to update the org structure as changes occur, both internally and externally.
As marketing departments become more complex, with new technologies and initiatives appearing all the time, it is important that Marketing builds and maintains an org structure that will enhance their current and future plans.
This How-To Guide was designed to help you understand what the common org charts look like, the pros and cons of each structure and how to select the best org structure for your company.
- See more at: http://www.demandmetric.com/content/selecting-org-structure-marketing
First 90 days of a B2B Digital Marketing StrategySteve Cummins
Outlining a 90 day plan to build a Digital Marketing strategy. Includes tips on benchmarking and creating a baseline; identifying appropriate social media channels; implementing initial strategy. Also recommends free resources to help with planning and implementation. Originally presented at BMA-NJ Digital Marketing Summit.
An outline for how to approach staring new in a position as a sales manager to establish a strong start and sustaining success leading a sales team. June 2020 update.
10 Key Trends That Are Defining the Marketing Organization of The FutureGumGum
We partnered with Brand Innovators to understand what the marketing organization of the future looks like. We asked more than 200 marketers from Fortune 500 brands what they have to say about the focus of their marketing organizations and what they predict the marketing organization of the future will look like. These slides present the top 10 key trends learned from this study.
To learn more about our research, you can download the full report here: http://www.gumgum.com/learn/guides/building-the-marketing-organization-of-the-future/
EXECUTIVE LEADER: SALES AND BUSINESS DEVELOPMENT
Drives revenue and increases sales as enthusiastic company advocate.
Identifies and mentors talent, leading by example and inspiring sales teams.
Captures vertical and horizontal revenue opportunities based on market trends and competitive landscape.
Consults with customers to understand needs and create successful solutions that generate revenue.
Strategically identifies and champions customer-converting tools, contact strategies, and brand messaging.
Collaborates effectively across functions and advises executive leadership.
Terry Dolan Consulting Services CapabilitiesTerry Dolan
Dolan & Associates is a consulting firm that helps businesses improve performance through strategic planning, marketing, sales management, training, and process optimization. They work with clients to develop long-term strategies, launch new products and services, increase sales through multiple channels, reduce costs, and improve customer satisfaction. Their services include strategy development, marketing, sales management, training, new product launches, organizational assessment, and Lean Six Sigma implementation.
An Overview ________________________________________
A Highly accomplished Sales & Marketing Manager with over 15 years of distinguished career donning pivotal roles predominantly in the areas of market intelligence, sales & business development, Key account management and promotional activities. Deftness in handling overall activities of Key accounts and providing enterprise level solution.
Rich experience of sales industry managing and driving sales & achieving desired targets with overall responsibility of promotional activities. Exploring marketing avenues to effectively build consumer preferences & drive volumes for clients.
Strong credentials in rolling innovative strategies to transform business units to globally competitive business ventures; equipped with outstanding communication and motivational abilities to facilitate attainment of strategic goals and bottom line objectives.
Capable of utilizing understanding of the industry dynamics with knowledge of organizing and conducting advertising campaigns as well as promotional events with expertise in increasing the profitability. Gained exposure in brand building and enhancing product visibility using all forms of communication.
AREAS OF EXPERTISE
Technical Sales & Marketing operations
Product Management
Strategic Planning
Key Account Management/Client Servicing
Leadership & Team Management
Business generation
Team Building/Mentoring
Negotiations
Channel Sales
Customer Retention
AREAS OF EXPERTISE
Technical Sales & Marketing operations
Product Management
Strategic Planning
Key Account Management/Client Servicing
Leadership & Team Management
Business generation
Team Building/Mentoring
Negotiations
Channel Sales
Customer Retention
AREAS OF EXPERTISE
Technical Sales & Marketing operations
Product Management
Strategic Planning
Key Account Management/Client Servicing
Leadership & Team Management
Business generation
Team Building/Mentoring
Negotiations
Channel Sales
Customer Retention
CORE COMPETENCIES
________________________________________
Adept in managing entire life cycle in introduction / development of new product portfolios including multi-vendor positioning, visibility plans and market & consumer feedback, etc.; extremely effective in understanding client requirements and placing plans for go to sales and market activities.
Strong business acumen with expertise in implementing sales & business development procedures, marketing strategies along with service plans and guidelines; efficient in ensuring customer/client satisfaction through effective customer communication plans
Comprehensive experience in developing relationships with key corporate accounts, high net-worth clients to understand their requirements; excellent in suggesting the most viable products/service as well as cu
The document is a resume for Chandrasekhar Dhara summarizing his professional experience and qualifications. It outlines over 20 years of experience in sales, business development, channel management and key account management for automotive and lubricant companies. Key responsibilities included developing distribution networks, identifying market trends, managing sales operations and achieving targets. His most recent role was Sales Manager at Wurth India Pvt Ltd from 2003 to 2015 where he was responsible for sales, marketing operations and strategies.
Carla Britton has over 15 years of experience in business operations, sales, and project management. She has a proven track record of optimizing resources and processes to drive revenue, facilitate change management, and exceed expectations. Her expertise lies in sales operations, analytics, and implementing solutions that support business needs and sales success.
Carla Britton has over 15 years of experience in business operations, sales, and project management. She has a proven track record of optimizing resources and processes to drive revenue, facilitate change management, and exceed expectations. Her expertise lies in sales operations, analytics, and implementing solutions that support business needs and sales success.
Carla Britton has over 15 years of experience in business operations, sales, and project management. She has a proven track record of optimizing resources and processes to drive revenue, facilitate change management, and exceed expectations. Her expertise lies in sales operations, analytics, and implementing solutions that support business needs and sales success.
This document provides information about strategic planning services for startups. It details a 9-step strategic planning process that covers key areas like concept definition, market research, product strategy, sales strategy, marketing planning, operations planning, company structure, roadmaps, and financial planning. The process aims to craft a powerful vision and growth-oriented roadmap. Additional services include guidance on executing the strategic plan and ongoing support. Pricing is flexible based on client needs.
MSA is a consulting firm that helps companies grow through various services including business consulting, professional development, and resource management. They utilize diagnostic tools like Sales Intelligence assessments and in-market analysis to identify strengths, weaknesses, opportunities for improvement, and development needs. Their process involves strategic meetings, assessments, gap analysis, and customized training and coaching plans to drive business impact through sales transformation.
The document discusses managing a sales team through an effective sales management system. It recommends designing a system that clearly defines expectations and allows the sales team to manage themselves. The sales manager's primary role should then be to manage the system and provide coaching. The system should include components like strategy and planning, sales process management, resource deployment, coaching and leadership, sales compensation, recruiting and hiring, and technology management. An effective system that selects the right people and provides necessary coaching can result in significant growth.
The document summarizes several tools and services provided by PI Worldwide to help organizations improve sales performance. It describes the Selling Skills Assessment Tool which objectively measures sales skills across an organization. It also outlines the Customer-Focused Selling program which provides interactive sales training. Finally, it discusses how the Predictive Index behavioral assessment and Coaching for Sales Growth program equip managers to motivate teams and ensure skills are applied to boost results.
What should your marketing team look like?Pete Jakob
These are my slides from my session at the B2B Summit 2016. The presentation outlines some recent research from B2B Marketing exploring the views of leaders on the challenges around building marketing organisations fit for the digital age and the implications for the skills and capabilities that we need to develop. On the back of this B2B Marketing has now launched a service offering (the B2B Marketing Blueprint) which helps leaders benchmark their capabilities around skills, processes and measurements and to help them put in place a prioritised plan of action.
Roger Clowater has created a 30-60-90 day action plan as a candidate for the role of Branch Manager at Securitas Canada Limited's Toronto 1 branch. In the first 30 days, he plans to learn company systems and policies, meet clients and staff, and familiarize himself with branch operations. In the next 30 days, he will add his strengths by building his personal brand and contributing ideas. By 90 days, he expects to have a firm grasp of the role and focus on increasing sales, maintaining market position, and continuously improving operations and financial performance.
A plan for new sales leaders. What to do in their first 75 days in their new position? An easy step by step guide. The first 25 days is to understand the current state of the sales team, next 25 days is about developing a GTM strategy followed by the next 25 days of implementation.
The document discusses best practices for developing a world-class sales team. It identifies 5 key factors: sales leadership, alignment of strategy/processes/metrics, talent acquisition and development, optimizing sales processes, and continuous learning. Effective sales leaders coach individual team members, articulate a vision, and recognize achievements. Processes must support strategy and have clear owners and metrics. Talent is the most important asset - the best leaders hire and develop extraordinary people. Processes should standardize best practices while eliminating bureaucracy. Continuous learning ensures teams have product and skills mastery.
I've been asked a couple of times during job interview to present on how I would tackle the first 3 months/6 months/100 days on the job. Usually it's a stab in the dark since research material is limited. This broad overview is applicable to a wide range of companies.
This information outlines what it takes to make a World Class sales force by understanding the types of
salespeople and how to measure their specific sales “DNA” to optimize performance.
How to guide - selecting an organizational structure for marketingDemand Metric
Does your marketing department have a solid infrastructure? Do all of your company’s marketing professionals understand their role/function in the organization? Is the chain of command easily understood or only loosely communicated to marketing staff?
Organizational (org) structures provide a framework within a company that ensures all employees are aware of their role and how they fit into the ecosystem of the business. Org structures present themselves on a spectrum anywhere from a traditional, top-down approach to more collaborative, flexible approaches. Org structures vary by company size, industry and business needs. Ideally, each company will create its structure based on their specific requirements and continue to update the org structure as changes occur, both internally and externally.
As marketing departments become more complex, with new technologies and initiatives appearing all the time, it is important that Marketing builds and maintains an org structure that will enhance their current and future plans.
This How-To Guide was designed to help you understand what the common org charts look like, the pros and cons of each structure and how to select the best org structure for your company.
- See more at: http://www.demandmetric.com/content/selecting-org-structure-marketing
First 90 days of a B2B Digital Marketing StrategySteve Cummins
Outlining a 90 day plan to build a Digital Marketing strategy. Includes tips on benchmarking and creating a baseline; identifying appropriate social media channels; implementing initial strategy. Also recommends free resources to help with planning and implementation. Originally presented at BMA-NJ Digital Marketing Summit.
An outline for how to approach staring new in a position as a sales manager to establish a strong start and sustaining success leading a sales team. June 2020 update.
10 Key Trends That Are Defining the Marketing Organization of The FutureGumGum
We partnered with Brand Innovators to understand what the marketing organization of the future looks like. We asked more than 200 marketers from Fortune 500 brands what they have to say about the focus of their marketing organizations and what they predict the marketing organization of the future will look like. These slides present the top 10 key trends learned from this study.
To learn more about our research, you can download the full report here: http://www.gumgum.com/learn/guides/building-the-marketing-organization-of-the-future/
EXECUTIVE LEADER: SALES AND BUSINESS DEVELOPMENT
Drives revenue and increases sales as enthusiastic company advocate.
Identifies and mentors talent, leading by example and inspiring sales teams.
Captures vertical and horizontal revenue opportunities based on market trends and competitive landscape.
Consults with customers to understand needs and create successful solutions that generate revenue.
Strategically identifies and champions customer-converting tools, contact strategies, and brand messaging.
Collaborates effectively across functions and advises executive leadership.
Terry Dolan Consulting Services CapabilitiesTerry Dolan
Dolan & Associates is a consulting firm that helps businesses improve performance through strategic planning, marketing, sales management, training, and process optimization. They work with clients to develop long-term strategies, launch new products and services, increase sales through multiple channels, reduce costs, and improve customer satisfaction. Their services include strategy development, marketing, sales management, training, new product launches, organizational assessment, and Lean Six Sigma implementation.
An Overview ________________________________________
A Highly accomplished Sales & Marketing Manager with over 15 years of distinguished career donning pivotal roles predominantly in the areas of market intelligence, sales & business development, Key account management and promotional activities. Deftness in handling overall activities of Key accounts and providing enterprise level solution.
Rich experience of sales industry managing and driving sales & achieving desired targets with overall responsibility of promotional activities. Exploring marketing avenues to effectively build consumer preferences & drive volumes for clients.
Strong credentials in rolling innovative strategies to transform business units to globally competitive business ventures; equipped with outstanding communication and motivational abilities to facilitate attainment of strategic goals and bottom line objectives.
Capable of utilizing understanding of the industry dynamics with knowledge of organizing and conducting advertising campaigns as well as promotional events with expertise in increasing the profitability. Gained exposure in brand building and enhancing product visibility using all forms of communication.
AREAS OF EXPERTISE
Technical Sales & Marketing operations
Product Management
Strategic Planning
Key Account Management/Client Servicing
Leadership & Team Management
Business generation
Team Building/Mentoring
Negotiations
Channel Sales
Customer Retention
AREAS OF EXPERTISE
Technical Sales & Marketing operations
Product Management
Strategic Planning
Key Account Management/Client Servicing
Leadership & Team Management
Business generation
Team Building/Mentoring
Negotiations
Channel Sales
Customer Retention
AREAS OF EXPERTISE
Technical Sales & Marketing operations
Product Management
Strategic Planning
Key Account Management/Client Servicing
Leadership & Team Management
Business generation
Team Building/Mentoring
Negotiations
Channel Sales
Customer Retention
CORE COMPETENCIES
________________________________________
Adept in managing entire life cycle in introduction / development of new product portfolios including multi-vendor positioning, visibility plans and market & consumer feedback, etc.; extremely effective in understanding client requirements and placing plans for go to sales and market activities.
Strong business acumen with expertise in implementing sales & business development procedures, marketing strategies along with service plans and guidelines; efficient in ensuring customer/client satisfaction through effective customer communication plans
Comprehensive experience in developing relationships with key corporate accounts, high net-worth clients to understand their requirements; excellent in suggesting the most viable products/service as well as cu
The document is a resume for Chandrasekhar Dhara summarizing his professional experience and qualifications. It outlines over 20 years of experience in sales, business development, channel management and key account management for automotive and lubricant companies. Key responsibilities included developing distribution networks, identifying market trends, managing sales operations and achieving targets. His most recent role was Sales Manager at Wurth India Pvt Ltd from 2003 to 2015 where he was responsible for sales, marketing operations and strategies.
Carla Britton has over 15 years of experience in business operations, sales, and project management. She has a proven track record of optimizing resources and processes to drive revenue, facilitate change management, and exceed expectations. Her expertise lies in sales operations, analytics, and implementing solutions that support business needs and sales success.
Carla Britton has over 15 years of experience in business operations, sales, and project management. She has a proven track record of optimizing resources and processes to drive revenue, facilitate change management, and exceed expectations. Her expertise lies in sales operations, analytics, and implementing solutions that support business needs and sales success.
Carla Britton has over 15 years of experience in business operations, sales, and project management. She has a proven track record of optimizing resources and processes to drive revenue, facilitate change management, and exceed expectations. Her expertise lies in sales operations, analytics, and implementing solutions that support business needs and sales success.
This document provides information about strategic planning services for startups. It details a 9-step strategic planning process that covers key areas like concept definition, market research, product strategy, sales strategy, marketing planning, operations planning, company structure, roadmaps, and financial planning. The process aims to craft a powerful vision and growth-oriented roadmap. Additional services include guidance on executing the strategic plan and ongoing support. Pricing is flexible based on client needs.
The document provides a summary of Naveen Aggarwal's work experience and qualifications. It details his 12+ years of experience in strategic planning, business development, channel management, and institutional sales for companies in various industries including online grocery, telecom, retail, and consumer goods. The document highlights his achievements in meeting sales targets, developing strategic partnerships, managing teams, and growing business.
I am very happy to discuss details further as I am actively seeking positions, Remote or Dallas-based, in a Strategic Leadership capacity for Project Management that is Marketing and/or Communications based and customer focussed in nature, creative, as my strengths to contribute to creatively and passionately to a great organization!
This document is a resume for Sreenivasulu D seeking a senior managerial role in sales and marketing. It summarizes his 11 years of experience in sales, business development, channel management and team leadership. He currently works as a Transaction Unit Head for Kumari Builders and has previously worked in sales roles for telecom companies like Sistema Shyam and Reliance Communications, and an insurance company. The resume lists his areas of expertise and provides details of his responsibilities and achievements in previous roles.
I am a Senior Executive with over 15 years in executive-level sales leadership roles and a track record of delivering significant profitable and sustainable growth. Known as both an excellent strategist and tactician, I am particularly strong in translating the company mission into actionable strategies that drive multimillion-dollar sales, build client loyalty, and grow market and wallet share.
Highlights of my background include:
* Consistent track record of expert negotiations. As an articulate, persuasive communicator and engaging presenter, I have negotiated multimillion-dollar contracts with clients, customers, channel partners, and resellers.
* National and regional territory development and management. I have repeatedly secured key Fortune 1000 client accounts, increased product distribution, and expanded the company footprint in territories of 12 to 50 states.
* Superior sales force development and leadership skills. My ability to recruit, develop, mentor, and coach top talent has resulted in high performance, motivated teams of geographically dispersed sales professionals who meet and exceed expectations in all areas
Roger is responsible for P&L, sales, leads, marketing, business development, pipeline, operations, commission design, planning, and budgets for client organizations. He establishes and maintains successful relationships with partners/customers building custom digital solutions including Social, AI & RPA solutions, B2X Digital Platforms, Cybersecurity, Machine Learning, and Blockchain applications, Renewable Solar Energy, Adtech, Health-tech, Supply Chain & Logistics, MSO's, Direct To Consumer App, Telco and Pay TV operators and OTT platforms in Media & Entertainment domains.
Roger advises on sales & marketing pipeline management activities to ensure profitable revenue targets are met and manages the level of risk vs. desired goals to accelerate revenue. He plans, designs, and executes sales and marketing, speeding up strategies, and adds positive revenue results from all targeted revenue streams.
►Proficiently produces new opportunities that deliver improved marketing and enlarge SaaS revenue across all client disciplines.
►Increases performance of all RevOps functions within the organization, including Sales, Marketing, and Customer Success.
►Serves as a Head of Sales & Marketing with ownership of the “marketing technology stack” including marketing automation, sales-force automation/ CRM, digital channels, the web and social, business intelligence, and data management.
►Accountable for all sales goals.
►Motivate and coach a team of 68 people consisting of sales leaders, AEs, AMs, ISRs, SDRs, operations, and marketing.
►Define and manage GTM strategy to acquire new customers while retaining and expanding across existing customers.
►Hire fantastic new talent around the world to meet the demands of customers.
Skills: Sales Strategy · Build Strong Relationships · Team Building · FinTech · Complex Sales · Go-to-Market Strategy · Sales & Marketing · Sales Planning · Sales Pipeline Management · Team Management · Strategy · Problem Solving · Executive Management · International Sales · Startups · Business Analysis · Mergers & Acquisitions (M&A) · Online Advertising · Salesforce.com · Digital Media · Sales Operations · SaaS · Start-ups · Sales Management · B2B Marketing · Business-to-Business (B2B) · Sales Process · Solution Selling · Artificial Intelligence (AI) · Software as a Service (SaaS) · Management
Skills: Go-to-Market Strategy · Startups · Analytical Skills · Mergers & Acquisitions (M&A) · Business Development
Skills: Enterprise Software · Software as a Service (SaaS)
Carl Larson Resume v1 ENTERPRISE SOFTWARE AND SERVICES SALES LEADERCarl Larson
Sales, marketing, and customer success subject matter expert with hands-on B2B sales leadership experience at small, medium, and large organizations. Consistently successful and notably grows sales revenue, gross profit margins, and market share to exceed objectives. Recognized as a champion at building, re-building, and transforming best in class sales organization performance, operational process excellence, and customer outcomes. Develops new business customers, grows existing customer revenues, and introduces new product offerings to penetrate new markets. Recognized for excellence in effective sales prospecting, business-value qualification, executive relationship building, proof of value, win-win contract negotiation, and closing sales.
This curriculum vitae summarizes the career of Razi Ahmad Ansari. He has over 23 years of experience in sales, marketing, and business development across India and the Middle East. His experience includes roles as a Whole Sale Manager, Area Manager, Territory Manager, and Senior Manager of Sales and Marketing for various multinational companies in industries like FMCG, food, and automotive. He possesses strong communication, leadership, and relationship management skills.
Nagendra Mishra has over 8 years of experience in business management, marketing, sales, customer relations, and software development. He has successfully built and managed companies with annual revenues over $70 million. Mishra is seeking a global opportunity that utilizes his skills in marketing, copywriting, and production management.
Strat-Edgy provides strategic consulting services to small and medium enterprises. They offer solutions across business functions including marketing, finance, operations, and human resources. Their team of experienced consultants develops customized strategies and solutions to address clients' specific business challenges and goals. Strat-Edgy also offers proprietary methodologies and specialized services such as international expansion support, legal advisory, and knowledge process outsourcing.
Sambasiva Rao Tummiri is seeking a senior leadership role in strategic business development and operations. He has over 10 years of experience in strategic planning, sales and marketing, business development, and team management. He has expertise in managing business operations with a focus on profitability. Rao has experience leading sales teams and managing customer relations to achieve sales targets and growth for real estate and construction companies in India and the United Arab Emirates.
Sambasiva Rao Tumuri is seeking a senior leadership role in strategic business development and operations. He has over 10 years of experience in strategic planning, sales and marketing, business development, and team management. He is skilled in managing business operations with a focus on profitability. Rao has expertise in sales and marketing, strategic planning, team management, and brand management. He held several managerial roles in real estate and construction companies where he successfully increased sales and developed business.
Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challengesHolger Mueller
Holger Mueller of Constellation Research shares his key takeaways from SAP's Sapphire confernece, held in Orlando, June 3rd till 5th 2024, in the Orange Convention Center.
HOW TO START UP A COMPANY A STEP-BY-STEP GUIDE.pdf46adnanshahzad
How to Start Up a Company: A Step-by-Step Guide Starting a company is an exciting adventure that combines creativity, strategy, and hard work. It can seem overwhelming at first, but with the right guidance, anyone can transform a great idea into a successful business. Let's dive into how to start up a company, from the initial spark of an idea to securing funding and launching your startup.
Introduction
Have you ever dreamed of turning your innovative idea into a thriving business? Starting a company involves numerous steps and decisions, but don't worry—we're here to help. Whether you're exploring how to start a startup company or wondering how to start up a small business, this guide will walk you through the process, step by step.
Industrial Tech SW: Category Renewal and CreationChristian Dahlen
Every industrial revolution has created a new set of categories and a new set of players.
Multiple new technologies have emerged, but Samsara and C3.ai are only two companies which have gone public so far.
Manufacturing startups constitute the largest pipeline share of unicorns and IPO candidates in the SF Bay Area, and software startups dominate in Germany.
[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
This PowerPoint compilation offers a comprehensive overview of 20 leading innovation management frameworks and methodologies, selected for their broad applicability across various industries and organizational contexts. These frameworks are valuable resources for a wide range of users, including business professionals, educators, and consultants.
Each framework is presented with visually engaging diagrams and templates, ensuring the content is both informative and appealing. While this compilation is thorough, please note that the slides are intended as supplementary resources and may not be sufficient for standalone instructional purposes.
This compilation is ideal for anyone looking to enhance their understanding of innovation management and drive meaningful change within their organization. Whether you aim to improve product development processes, enhance customer experiences, or drive digital transformation, these frameworks offer valuable insights and tools to help you achieve your goals.
INCLUDED FRAMEWORKS/MODELS:
1. Stanford’s Design Thinking
2. IDEO’s Human-Centered Design
3. Strategyzer’s Business Model Innovation
4. Lean Startup Methodology
5. Agile Innovation Framework
6. Doblin’s Ten Types of Innovation
7. McKinsey’s Three Horizons of Growth
8. Customer Journey Map
9. Christensen’s Disruptive Innovation Theory
10. Blue Ocean Strategy
11. Strategyn’s Jobs-To-Be-Done (JTBD) Framework with Job Map
12. Design Sprint Framework
13. The Double Diamond
14. Lean Six Sigma DMAIC
15. TRIZ Problem-Solving Framework
16. Edward de Bono’s Six Thinking Hats
17. Stage-Gate Model
18. Toyota’s Six Steps of Kaizen
19. Microsoft’s Digital Transformation Framework
20. Design for Six Sigma (DFSS)
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Best practices for project execution and deliveryCLIVE MINCHIN
A select set of project management best practices to keep your project on-track, on-cost and aligned to scope. Many firms have don't have the necessary skills, diligence, methods and oversight of their projects; this leads to slippage, higher costs and longer timeframes. Often firms have a history of projects that simply failed to move the needle. These best practices will help your firm avoid these pitfalls but they require fortitude to apply.
[To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
This presentation is a curated compilation of PowerPoint diagrams and templates designed to illustrate 20 different digital transformation frameworks and models. These frameworks are based on recent industry trends and best practices, ensuring that the content remains relevant and up-to-date.
Key highlights include Microsoft's Digital Transformation Framework, which focuses on driving innovation and efficiency, and McKinsey's Ten Guiding Principles, which provide strategic insights for successful digital transformation. Additionally, Forrester's framework emphasizes enhancing customer experiences and modernizing IT infrastructure, while IDC's MaturityScape helps assess and develop organizational digital maturity. MIT's framework explores cutting-edge strategies for achieving digital success.
These materials are perfect for enhancing your business or classroom presentations, offering visual aids to supplement your insights. Please note that while comprehensive, these slides are intended as supplementary resources and may not be complete for standalone instructional purposes.
Frameworks/Models included:
Microsoft’s Digital Transformation Framework
McKinsey’s Ten Guiding Principles of Digital Transformation
Forrester’s Digital Transformation Framework
IDC’s Digital Transformation MaturityScape
MIT’s Digital Transformation Framework
Gartner’s Digital Transformation Framework
Accenture’s Digital Strategy & Enterprise Frameworks
Deloitte’s Digital Industrial Transformation Framework
Capgemini’s Digital Transformation Framework
PwC’s Digital Transformation Framework
Cisco’s Digital Transformation Framework
Cognizant’s Digital Transformation Framework
DXC Technology’s Digital Transformation Framework
The BCG Strategy Palette
McKinsey’s Digital Transformation Framework
Digital Transformation Compass
Four Levels of Digital Maturity
Design Thinking Framework
Business Model Canvas
Customer Journey Map
Building Your Employer Brand with Social MediaLuanWise
Presented at The Global HR Summit, 6th June 2024
In this keynote, Luan Wise will provide invaluable insights to elevate your employer brand on social media platforms including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok. You'll learn how compelling content can authentically showcase your company culture, values, and employee experiences to support your talent acquisition and retention objectives. Additionally, you'll understand the power of employee advocacy to amplify reach and engagement – helping to position your organization as an employer of choice in today's competitive talent landscape.
Digital Marketing with a Focus on Sustainabilitysssourabhsharma
Digital Marketing best practices including influencer marketing, content creators, and omnichannel marketing for Sustainable Brands at the Sustainable Cosmetics Summit 2024 in New York
How to Implement a Strategy: Transform Your Strategy with BSC Designer's Comp...Aleksey Savkin
The Strategy Implementation System offers a structured approach to translating stakeholder needs into actionable strategies using high-level and low-level scorecards. It involves stakeholder analysis, strategy decomposition, adoption of strategic frameworks like Balanced Scorecard or OKR, and alignment of goals, initiatives, and KPIs.
Key Components:
- Stakeholder Analysis
- Strategy Decomposition
- Adoption of Business Frameworks
- Goal Setting
- Initiatives and Action Plans
- KPIs and Performance Metrics
- Learning and Adaptation
- Alignment and Cascading of Scorecards
Benefits:
- Systematic strategy formulation and execution.
- Framework flexibility and automation.
- Enhanced alignment and strategic focus across the organization.
The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfthesiliconleaders
In the recent edition, The 10 Most Influential Leaders Guiding Corporate Evolution, 2024, The Silicon Leaders magazine gladly features Dejan Štancer, President of the Global Chamber of Business Leaders (GCBL), along with other leaders.
How to Implement a Real Estate CRM SoftwareSalesTown
To implement a CRM for real estate, set clear goals, choose a CRM with key real estate features, and customize it to your needs. Migrate your data, train your team, and use automation to save time. Monitor performance, ensure data security, and use the CRM to enhance marketing. Regularly check its effectiveness to improve your business.
1. N. ROGER MOXLEY
roger@growthstrategists.com
(832)377-3000
Profile:
A seasoned, strategic sales, marketing and business development expert hired by companies in
consultant/employee “assignment” capacities to quickly and substantially increase sales, profits
and customer loyalty. With almost every assignment, expected results have been surpassed in
shorter timeframes, with less capital investment than previous, unsuccessful attempts to achieve
the same goals. This phenomenal success rate is due in part to the deployment of a refined
(developed over 25 years) and proven (with 21 different companies) low-cost, strategic
methodology which: 1) quickly identifies competitive differences, exploits market opportunities
and delivers fresh, outside-the-box sales approaches to overcome obstacles many others have
not been able to recognize/overcome; 2) aligns/focuses the company and its resources on a goal-
oriented strategic plan supported by specific, assignment and time-based tactical plans; and 3)
establishes the sales, marketing, business development, client service and HR operating systems
and foundations required to support accelerated sales growth and company value/attractiveness.
Skill Sets:
Sales: Professionally trained consultative salesperson (Xerox Sales Management; Strategic Sales
Management; Power Negotiations; Feature-Advantage-Benefit-Evidence Selling; Consultative
Based Selling; Science of Sales Success; Value Based Selling and Miller-Heiman); comfortable
at all prospect levels, with very high call-to-close ratios. As a seasoned territory manager, I am
expert at identifying the most likely prospects to perceive the highest product/service value and
return-on-investment. As a professional, consultative sales executive, I am an expert at asking
questions which demonstrate a clear understanding of the client’s business/objectives/obstacles
while guiding the prospect through the qualifying process to quickly determine the value and fit of
my offerings.
Sales Management: Hiring/evaluating/training/leading national sales forces, sales and profitability
enhancement, building infrastructures for growth (including lead acquisition programs) and
increased company valuation, development of comprehensive sales training programs, results
monitoring and reporting & building customer service/retention/reference programs. Proficient in
Goldmine, Salesforce.com and ACT!
Marketing: Identifying/analyzing business drivers, competitive analysis/differentiation, business,
strategic and tactical plan development and implementation; leading new product/service/system/
software development initiatives to refine/re-align with prospects’ value perceptions; suggesting,
maximizing and tracking effectiveness of marketing campaigns; re-market/refine sales collateral
and website with evidence-based, easily recognizable value propositions which: a) answer/solve
the client’s needs to a greater degree than the competition, and b) stimulate a sense of urgency;
strategic plan development with departmental enlistment and alignment to support strategic plan
goals through specific tactical plans.
Business Development: Strategic alliance identification and structuring (sales & technology),
company spokesperson to strategic alliances, industry and investment communities.
Customer/Client Service: Identification and maximization of every customer/client touch point to
increase customer retention and gain repeat business, testimonials and references.
Human Resources: Ensure recruiting/hiring practices deliver and retain the most desirable
candidates and that accurate/current position descriptions tactically support the strategic plan
while driving efficiencies, productivity, communication and job satisfaction.
Education:
BS, Marketing; Virginia Commonwealth University; Richmond, VA; numerous negotiation, selling/
closing skills workshops, six sigma and MBA studies as well as trained in most major CRM
systems.
2. COMPANY
GROWTH STRATEGISTS (Healthcare B2B Growth Consultants), Houston, TX, CEO since 1990.
Strategically re-position small to medium sized businesses, their offerings sales and operational
structures for accelerated growth, increased margins/profits, lower cost per sale, higher call-to-
close ratios and shortened sales cycles. Proven, unique marketing research methodology is
deployed to gain clear insights into competitive differences, prospects’ value/pain business
drivers and new market opportunities. New, prospect-resonating, value-based sales and
marketing collateral and new strategic/sales plans are developed, integrated into CRM systems
and supported by structured lead acquisition and customer-centric service excellence programs.
For detailed capabilities, case studies and references please visit http://www.growthstrategists.com.
CLIENTS/EMPLOYERS:
(In chronological order)
NANETTE TASHNEK, MSW, D.PSc (Transformational Mentor, Guide, Trainer, Therapist & Coach);
Houston, TX (3 month assignment to help her market her practice, training seminars and workshops).
“Roger is a level above any business consultant I have ever known in that he is also an excellent
transformational business mentor and coach. Not only was he well prepared, professional and very detail
oriented, cutting right through all the chaos; but his caring and passion for accelerating individuals and their
business, coupled with an acutely analytical mind makes him exceptional. He listens and does not allow you
to veer off the successful path he has laid out. We worked on tailoring my skills into the business arena,
reworking the website and developing new advertising and marketing strategies; which together increased
my business, gave me additional growth ideas and even boosted my enthusiasm!” - Owner
KARMA HEALTH PARTNERS (Healthcare Start-up Consulting); Atlanta, GA (9 month assignment to help
launch the company by building its operating, consulting and marketing structures and then training
consultants in their use. Currently on their Advisory Board). ”Roger helped me build my consulting company
by helping build the tools for client qualifying, evaluating and growth initiative recommendations; training and
overseeing my directors in the use of these tools with clients and helping me secure our initial five clients.
He assisted in evaluations to determine the firm’s CRM, pricing and client Agreement and built a marketing
program which facilitated client interaction and partnerships. Roger is exceptionally skilled in quickly
discovering clients’ obstacles to growth and opportunities for growth, laying out clear implementation road
maps and building the scalable structures which facilitate and support continued growth. All our clients were
amazed at how quickly and deeply he understood the critical nuances of their businesses. He became a
trusted and highly valued colleague that was always a great collaborator and a pleasure to work with; he
earned my highest respect and recommendation.” - Managing Partner
RESOLUTION CONSULTING (Hospital Revenue Cycle Consultants); Denver, CO (4 month assignment to
eliminate obstacles to growth and build foundations for increased productivity and growth). Identified and
corrected five major obstacles to growth. Fine-tuned all sales, marketing collateral; brought consistency to
the website while increasing hits via SEO; introduced lead generation systems, established marketing
tactical guide with maximization checklist and ROI tracking; corrected salesforce.com information and
defined new sales stages with new closure probabilities for more accurate reporting/forecasting; developed
new rep territory penetration plan, improved recruiting productivity and employee retention; developed a
strategic plan tied to job description responsibilities and tactics; led the company to new productivity levels,
more effective reporting/communication and increased decision-making abilities. "Growth Strategists was
brought in to eliminate obstacles to growth, increase company-wide productivity, increase company
valuation and develop a sales plan with operational foundations to support an aggressive sales growth line
over the next five years. The Partners approved Growth Strategists’ twenty-four page growth roadmap which
introduced a goal oriented Strategic Plan supported by very specific, detailed, time-lined tactics for Sales,
Marketing, Client Service and HR. Eight months after the three month implementation our sales line had
increased by 180%; we are now ready to implement their proposed lead flow strategy for another significant
sales increase!" - COO
INTEGRAL INFORMATION SYSTEMS (Business Intelligence Software); Buffalo, NY (1 year assignment to
reposition the company for sustained growth while building the infrastructure for continued growth and
increased company valuation to sell in four years). Conducted market and competitive research to develop
the sales collateral and website to reposition and competitively differentiate the company and its messages
in a way that resonates with prospects. Developed a solicitation package, with a termed agreement and
compensation package to attract Value Added Resellers (the primary sales force). Initiated strategic
3. alliances with companies offering complementary types of intelligence software solutions to increase value-
proposition and uniqueness. Developed a modularized product offering to enable SaaS entry into the small-
medium sized business market.
PYRAMID HEALTHCARE SOULUTIONS (Hospital Revenue Cycle/HIM Consultants); Clearwater, FL (6
month assignment to build foundations for growth and sales). As VP, Business Development I identified and
eliminated 15 obstacles to growth and built 21 foundations to facilitate growth, while managing the business
development department; resulting in a 429% increase in lead flow, an 873% increase in sales calls made
and a 545% increase in sales within 3 months. ”Structurally we were a mess before contracting with Roger;
now we have a smooth running, scalable machine which will support our growth for years to come. I can’t
thank Roger enough.” - COO
INTERCEDE HEALTH/ORDER OPTIMIZER (Hospital Automated ER Admission Order and Decision
Support System); Houston, TX (6 month assignment to determine the most cost effective and productive way
to market the software to hospitals). Conducted research into government incentive programs and
numerous hospital market segments to determine optimal prospects. Repositioned marketing messages for
each segment and conducted a statistically significant number of trial closes to determine that the software
should be re-marketed through strategic alliances. Developed a partnership gain-sharing program between
hospitals, their physicians and the company/strategic alliances to ensure physician adoption, benefit/ROI
attainment, testimonials and references. ”Roger was a key contributor in the alignment of our sales and
marketing activities. He researched numerous market segments and exhaustively pursued every
opportunity. Roger is quite possibly one of the most tenacious people I have ever met, he spends whatever
effort and time is required to see things through to conclusion. I highly recommend Roger for any role
requiring passion, high energy, and a need for a very high level of endurance.” - CEO
PARTNERS WEALTH MANAGEMENT GROUP (Estate Planning for Physicians); Houston, TX (Goal –
transition the company from just selling insurance to estate planning). Developed business concepts,
strategic plan and new corporate image. Selected new company name and message, competitively
differentiated, produced all sales collateral templates (sales scripts, mailers, brochure and PowerPoint
presentation), developed lead incentive program and selected complementary companies for strategic
alliances. “I would describe Roger as a very likeable, smart, methodical, analytical, well-organized, creative,
honest, intuitive and driven individual with honed sales, marketing and business development skills. I feel
any company desiring growth acceleration would benefit from his jump-starting analyses and repositioning
direction.” - CEO
NORTH POINT DOMAIN (Physician Web, Patient Educational Content & Marketing); Boston, MA (Goal -
build structures for growth). Presented a comprehensive, thirteen initiative strategic plan for growth; built a
customer reference/service program; developed a three-day sales/product training course; recruited, trained
and managed a national sales and lead development staff; developed all new sales and presentation
collateral, repositioned product offerings, and developed an intra-departmental selling approach. “Roger was
consistent, dedicated, passionate, enthusiastic, cheerful and a pleasure to work with. He has incredible
creative energies and a refreshing idealism tempered only enough to accomplish what needs to be done. In
addition, Roger’s amalgamation of sales and leadership skills comes packaged in a wonderfully friendly,
witty, sincere and caring human being.” - VP of Operations
THE PRS GROUP (Business Office Outsourcing); Houston, TX (9 month goal - develop successful,
differentiating sales and marketing template to expand business to other cities and states). Responsible for
corporate business strategy, development of sales & marketing structures, website build, strategic alliances,
new market startups and direct sales. Within 9 months I had built a template for growth, added new service
lines, doubled sales and secured two strategic alliances to increase the company’s sales by another 300%.
MISYS HEALTHCARE (Practice Mgmt., Document Mgmt. & Electronic Medical Record Software); Raleigh,
NC (2 yr. assignment - facilitate the transition of Misys from primarily a practice management organization to
an electronic medical record driven company by elevating the competency of the field sales organization in
closing electronic medical record/document management business). Responsible for assisting territory,
regional and national account managers to position, present & close business in the South, SE & SW.
Provided strategic consulting concerning future EMR sales, marketing, product design, customer support,
competitive awareness and business development initiatives. Provided EMR consulting and training to
physicians. Achieved 130% of $1.5MM first yr. quota; 2nd yr. quota raised 350% to $5.2MM; achieved
113%; President's Award. “Roger was always over 100% of his sales quota and always willing to work with
any rep to help close business. He thoroughly understands selling and how to convey that knowledge to the
greenest of reps. Roger is the consummate professional.” - Regional VP
4. DOCPLANET.COM (Bricks & Clicks Web-based Pharmaceutical Supplier); Irvine, CA (6 mth. assignment -
build company's valuation by transitioning and repositioning as web-based & sell company) Responsible for
sales, marketing and business development: led a national sales team; built sales administration, customer
service and growth structures to transition traditional “salesperson required” customers to self-service
website customers, dramatically reducing the cost per sale. Worked with an advertising agency to increase
branding and website awareness among physicians; secured handheld data solution strategic business
partners (Masterchart software and Blue Cross/Blue Shield); increased the company’s market value
positioning it for acquisition. “Roger quickly identified our barriers to growth then immediately and
systematically proposed and implemented solutions. He accomplished a great deal in a short period of time.
He established sales and customer service operating structures which will benefit the company well into the
future.” - COO/Vice Chairman
PHYSIX (Electronic Medical Record/Document Management/Coding Software); Houston, TX (3 yr.
assignment to build company's valuation & sell company; accomplished in 1-1/2yrs.) Responsible for
recruiting, training and managing a national sales organization, building a sales administration structure
(contracts, training manuals, pricing scenarios, commission schedules, sales process flow and consultative
sales scripts); managing the marketing department to increase lead flow, strategically positioning products,
building awareness & supporting sales initiatives while helping raise additional working capital and
positioning the company for acquisition. Surpassed annual quota in first quarter, grew sales from $500K to
$6MM, personally closed $4MM and grew pipeline from $5MM to $17MM, developed an Internet-based
service and pricing solution, increased the average sale by 40% and the number of leads by 100% while
reducing sales/marketing costs by 50% and the sales cycle by 75%. “Roger’s expertise in market analysis,
management of sales reps and ability to implement effective sales processes truly made a difference. He
focused sales on prospects whose needs more closely matched our offering and on the multiple decision
makers we had overlooked. His style energized the sales force with the confidence to do their job at full
capacity.” - Regional Sales Manager
QUADRAMED (Health Care Software Technologies & Services); San Francisco, CA (Hospital Business
Office Outsourcing) 1998 - 1998 (6 month goal - build sales & marketing structures for new outsourcing
division and secure sales) Co-developed with the CEO the business plan, budget, marketing strategy and
collateral while recruiting a national sales force to sell outsourcing services to hospitals, MSOs & PHOs.
Personally closed $2MM and built sales pipeline to $10MM in the first six months. “Roger is very, very good
at strategic planning, articulating objectives and implementing what is necessary to achieve the objectives.
He does what he says he is going to do; when he says he is going to do it…he is outstanding at making
deadlines and following through on projects.” - Division President
HEALTH NETWORK VENTURES (Data Interchange/Integrator, AMERITECH Sub.); Chicago, IL (2 yr. goal -
competitively position company, develop sales infrastructure and increase sales). Responsible for sales in
the mid and southeastern states of $1MM network integration/EDI/Intranet S/W systems solutions to connect
disparate systems within health care communities. Consulted TPAs on recognizing & offering solutions to
meet payer needs. Customers: IDS', HMOs/payers, hospital systems, IPAs, TPAs & PHOs.
HEALTH COMMUNICATION SERVICES (EDI Sub. of TRIGON BC/BS of VA); Richmond, VA (1 yr. goal -
transition the company from a claims clearing house to an enterprise-wide information delivery company -
accomplished in 6 months). Developed and implemented a strategic business plan targeting new markets
with new software system solutions to establish integrated electronic networks and electronic data
interchange (EDI) between HMOs/payers, providers and employers. Jointly developed new software with
Deloitte & Touche, built division infrastructures and directed sales, marketing & business development teams
while managing the division’s P&L and third party alliances. Chaired weekly executive committee to
determine IT resource deployment and guided IT development based on research of field/prospect/client
needs. “Roger is a very real, empathetic, diplomatic person possessing the ability to gain people’s trust. He
does not manage by intimidation but rather believes in the mentor approach; working with people to help
improve their performance.” - Director of Information Systems
JOHNSTON-WILLIS HOSPITAL (292 Bed COLUMBIA-HCA Hospital); Richmond, VA. Chief Marketing
Officer responsible for developing and implementing strategic initiatives through the management of
marketing, business development, physician services, public relations and advertising departments.
Created new collateral for seventeen departments, published two quarterly external and one monthly internal
publication, increased employee morale which in-turn increased the patient approval rating from 72% to
98%. Trained and motivated all employees to become neighborhood promoters of the hospital, its services
and patient treatment. Chaired an ER process improvement committee which re-engineered patient and
information flow, dramatically increasing efficiency and productivity while reducing patient’s time in ER
(program adopted by all of HCA). Improved data interchange with physician practices for smoother, more
5. efficient admissions and surgery scheduling. Used Business Intelligence software to assist physician clinic
expansion and to pinpoint direct mailings per major procedure, substantially increasing visits to admitting
physicians and hospital admissions. Promoted new ER efficiency to become the #1 patient-voted ER in the
area, driving a surge in ER visits. Introduced our new OBGYN services/facility to the public via an on-
grounds festival with facility tours, attracting over two thousand people in a single day. The hospital became
the third most profitable in the HCA chain.
GENERAL MEDICAL CORP. (Medical Supply Distributor, bought by McKesson); Richmond, VA
VP, Customer Systems Development, Division Manager, Director, Sales &Marketing Administration,
Manager, Sales Administration, Manager, Special Projects (reporting to the EVP), Manager Trainee
Progressively more challenging responsibilities accompanied each promotion. Sequentially mentored by the
EVP, President/CEO and Chairman of the Board. Involved in or responsible for all aspects of corporate-wide
strategic planning, sales, marketing, national sales training, customer system development, profitability
enhancement, divisional consulting and 3rd party/merger alliances. Doubled sales in four years to $800MM,
which two years later surpassed $1 billion. Won the President’s Award by developing and deploying a profit
improvement program which increased profits by $31MM/year. Also held total sales, operations and P&L
responsibility of a field division; doubling sales and profitability in the first twelve months after four years of
flat sales - won the top three national sales and operational achievement awards out of 50 divisions. Built an
in-house consulting arm to help other divisions achieve similar results. Developed the first medical supply
stockless inventory program for hospitals and the first EDI stock management/ordering system for clinics. “I
will never forget what Roger did for me; I give him the highest recommendations. Roger put together a
program focusing on gross margins which doubled sales and dramatically contributed to the bottom line. He
is a great asset.” - CEO