Organization Chart

Organization Chart (org chart)
What is an Org Chart?

It is a diagram that displays a reporting or relationship hierarchy.

It is a diagram that displays a reporting or relationship hierarchy.
What program or technique can be used to build an Org Chart?

Your Organization Chart probably will not be the same. If you are unsure,
Google it. There are thousands of references.
Organization Charts are not limited to the entire organization,
department organization charts are valid.

Chapter 14: Your Organization Strategy
• Define Duties & Responsibilities
• Write the Position Contract
The Organization Chart should be the foundation of
your business. It will define the Duties & Responsibilities
by Position, and the reporting structure of the business.
Michael Gerber, the author discusses a company started by two brothers
making and selling widgets. In a dream, the two brothers imagine work going
undone while other work is duplicated in their company. The two worst sins of a
company.
The two brothers decide to take a different path, an organized path.

Title
Primary Duties & Responsibilities
S.E.A.R.C.H.
Skills
Experience
Attitude
Results
Cognitive Skills
Habits
KPI’s (Key Performance Indicators)
Position Title.
Primary Duties and Responsibilities.
The final column defines the KPI’s.
These are the KPI’s that this role will be
responsible to manage.
---- Each Positional should cover these nine items ----
Using the S.E.A.R.C.H.
model, define what is
needed in the position.

CEO/President
Quality Control
Manager COO/Chief Operating
Officer
CFO/Chief Financial
Officer
CHRO/Chief Human
Resources Officer
CTO/Chief Technology
Officer
CRO/Chief Revenue
Officer
The Quality Control or Quality Assurance
teams should report to the top level, i.e:
CEO/President.

CEO/President
Primary Duties and Responsibilities Review Daily Activities with KPIs
Meet with C-Level on a Weekly basis to discuss current activities.
Planning for the 1 - 3 year scope.
Skills Leadership Sills.
Business Acumen
Financial Acumen
Strategic Thinking.
Communication skills.
Motivational skills.
Strong negotiation skills.
Exceptional organizational skills.
Creative, a Visionary, and Manage Innovation well.
Experience no less than 15 years experience iLeadern leading Marine Industry teams
Attitude Leader
Results Exploring New Opportunities
Forward Thinking Projects
Reviewing Current Activities
Cognitive Skills Attention to Detail
Information Processing
Visionary
Problem Solving
Logic & Reasoning
Long-term Memory
Auditory Processing
Visual Processing
Habits
KPI's Job Pass Rate
Nbr of Comebacks
Financial based
Customer Churn

Quality Assurance Manager
Primary Duties and Responsibilities Verify jobs have been performed as prescribed.
If Sea Trial is necessary, the QA Manager would perform the Sea Trial.
Skills Working knowledge of company products.
Ability to problem solve and provide recommendations on root cause.
Experience no less than 5 years experience as Engine Technician and Rigger.
Captain License.
Attitude Investigative/Confirmation
Results Determine if each & every job has been completed to the upmost standards of "seaworthy"
Sustain Attention
Visual Processing
Problem Solving
Habits
KPI's Nbr of Jobs Reviewed
Nbr of Jobs Passed
Job Pass Rate
Nbr of Comebacks

COO-Chief Operations Officer
Primary Duties and Responsibilities Oversee the operations of the organization to meet business goals and projections.
Design & implement business strategies, plans & procedures.
Set comprehensive goals for performance & growth.
Establish policies that promote company culture and vision.
Review KPI's on a weekly basis.
Skills Leadership Sills.
Business Acumen.
Strategic Thinking.
Communication skills.
Motivational skills.
Creative, a Visionary, and Manage Innovation well.
Experience no less than 7 years experience in leading Marine Industry teams specializing in the products carried by the
company.
Attitude Leader
Results Results Oriented
Forward Thinking Projects
Visionary
Problem Solving
Logic & Reasoning
Long-term Memory
Auditory Processing
Visual Processing
Habits
KPI's Comebacks?
POTC Average Ticket
Nbr of Deals Closed

CFO-Chief Financial Officer
Primary Duties and Responsibilities Managing Company Financial Activities
Tracking Cash Flow
Financial Planning
Analyzing the Company's Financial Strengths & Weakness and proposing corrective actions.
Skills Communication Skills
Leadership Skills
Strategic Vision & Execution
Cash Management, Financial Accounting, & Corporate Finance
Experience no less than 7 years experience in leading Financial Teams.
Attitude Leader
Results
Visionary
Problem Solving
Logic & Reasoning
Long-term Memory
Auditory Processing
Visual Processing
Habits
KPI's Operating Cash Flow (OCF)
Current Ratio
Quick/Acid Ratio
Net Profit Margin
Burn Rate
A/R Ageing
A/R Turnover
A/P Ageing
A/P Turnover
Inventory Turnover
Working Capital
W/C Turnover

CHRO-Chief Human Resources Officer
Primary Duties and Responsibilities Craft talent acquisition strategies to build strong pipelines for future hiring needs
Promote inclusion in the workplace and reinforce our position as an equal opportunity employer
Ensure our hiring, onboarding and management procedures are effective for diverse groups
Lead employer branding efforts (like recruitment marketing)
Develop HR policies and procedures
Analyze the effectiveness of our HR procedures and tools
Ensure HR plans align with our mission and business objectives
Skills Financial planning and forecasting.
Compliance and legal knowledge.
Talent acquisition and market knowledge.
Management training.
Learning and development.
Compensation and procurement costs.
Benefits administration.
Experience no less than 5 years experience in the Human Resources and Payroll functions.
Attitude Leader
Results
Visionary
Problem Solving
Logic & Reasoning
Long-term Memory
Auditory Processing
Visual Processing
Habits
KPI's

CTO-Chief Technology Officer
Primary Duties and Responsibilities Outlinig the company technology vision, implementing technology strategies, and ensuring that the
technology resources are aligned with the company's needs.
Skills Constant Education
Communication & Listening
Effective Hiring
People Skills
Strategic Thinking
Time Management
Ability to Execute Mission & Vision
Experience no less than 7 years experience in leading Technology teams.
Attitude Leader
Results
Visionary
Problem Solving
Logic & Reasoning
Long-term Memory
Auditory Processing
Visual Processing
Habits
KPI's

CRO-Chief Revenue Officer
Primary Duties and Responsibilities Creating and implementing innovative business development and marketing strategies that will build the
brand—leading to increased awareness, relevance and respect with their target markets—and drive
revenue growth.
Skills Vision and Strategic Planning
Technical Competency
Data Analysis Interpertation
Customer & User Experienace
Innovated Thinking
Content Management
Experience no less than 7 years experience in leading Marketing teams.
Attitude Leader
Results
Visionary
Problem Solving
Logic & Reasoning
Long-term Memory
Auditory Processing
Visual Processing
Habits
KPI's

Operations Manager
Primary Duties and Responsibilities Oversee Production
Ensure Security of Property
Oversee the Warehouse
Develop and Maintain Budget
Analyze KPIs on a Daily Basis
Skills Strong communication skills.
Good motivational skills.
Awareness of internal and external customer needs
Experience no less than 5 years experience in Marine Industry specializing in the products carried by the company
Attitude Leader
Results Results Oriented
Answer SM/Technology questions within the 2nd Service Level
Problem Solving
Logic & Reasoning
Long-term Memory
Auditory Processing
Visual Processing
Habits
KPI's Accidents Recorded?
Hours Worked vs Billed?
Nbr of Jobs Collected
Comebacks?

Warehouse Manager
Primary Duties and Responsibilities Strategically manage the warehouse.
Oversee maintenance operations.
Setup layout and ensure efficient space utilization.
Initiate, coordinate and enforce optimal operational policies and procedures.
Skills 5's (Sort, Set in order, Shine, Standardize, Sustain)
A keen understanding of the importance of warehouse layout
A head for safety and first aid
A head for analyzation that supports good customer service
Experience no less than 3 years experience in leading Warehouse Teams
Attitude Leader
Results Warehouse is Layed Out Efficiently
Accident Free
Problem Solving
Logic & Reasoning
Visual Processing
Habits
KPI's Warehouse Organized?
All goods slotted correctly?
Any accidents recorded?

Production (Service) Manager
Primary Duties and Responsibilities Schedule and follow up with clients.
Utilize the various lines of communication with clients.
Ability to up sell products which may be considered as an option.
Skills Short-Term Project Management
Self-Motivated
Communication with Internal and External Customers
Salesmenship - Ability to up sell
Experience no less than 2 years experience as a Service Advisor.
no less than 2 years experience in Leading Service Technician Teams.
Attitude Leader
Results Boats In and Out as Planned
Upsell Customers on items that should be replaced
Problem Solving
Visual Processing
Habits
KPI's Daily In / Out / Remaining?
Come Backs?

Production Team (Technicians)
Primary Duties and Responsibilities Maintenace / Repair / Enchance as directed by the Repair Order.
Send notes to the Production Manager on exceptions found.
Recommendations to the Service Manager that needs to be repaired now and in the near future.
Skills Technician (Certified Master Tech)
Working knowledge of different accessories -how to install
Experience Master Tech who are eligible to finish school to become Certified
no less than 2 years experience as a general Technician.
Attitude
Results Jobs performed at a high level of success
Limited Comebacks
Problem Solving
Logic & Reasoning
Auditory Processing
Visual Processing
Habits
KPI's Hours Worked vs Billed
Jobs Completed

Supply Chain Manager
Primary Duties and Responsibilities Managing the overall flow of goods strategy to maximize the process efficiency & productivity.
Crucial role in developing & maintaining good relationships with suppliers and customers.
Adjust MIN/MAX levels throughout the year based on heavy & light seasons.
Skills Communication Skills.
Business Acumen.
Problem Solver.
Cost Accounting Skills.
Project Management.
Proactive approach to Risk Management.
Experience no less than 3 years experience in Supply Chain Management.
no less than 2 years experience if you have the CSCM certification from APICS.
Attitude Leader
Results
Problem Solving
Logic & Reasoning
Long-term Memory
Visual Processing
Habits
KPI's PO Cycle Time
Vendor Availability
Days in Inventory
Nbr of Loss Sales & Dollars
Nbr of Stock Outs
Receiving Cycle Time

Purchasing Manager
Primary Duties and Responsibilities Manage the Purchasing Process throughout the day.
Review and Process Special Purchasing for Government Contracts.
Communicate with Marketing & Sales Teams to effect working strategies.
Analyze existing Purchasing Processes for performance.
Skills Negotiation Skills
Organization Skills
Good relationship with suppliers, logistic companies, and 3PL's.
Knowledge of company srtategies
Ethics (don’t accept supplier kickbacks)
Experience no less than 3 years experience in Supply Chain Management.
no less than 2 years experience if you have the CPP from American Purchasing Society.
Attitude
Results
Problem Solving
Logic & Reasoning
Long-term Memory
Auditory Processing
Visual Processing
Habits
KPI's Supplier Defect Rate
PO Cycle Time
Vendor Availability

Inventory Manager
Primary Duties and Responsibilities Manages Inventory Tracking System to record inbound products.
Slot merchandise in the proper place timely after merchandise is received.
Manages Inventory Levels with Daily Cycle Counts.
Skills Strong attention to detail.
Data Analysis.
Team Oriented.
Mathematical Oriented.
Strong Organizational Skills.
Experience no less than 3 years experience in Inventory.
no less than 2 years experience if you have the CPIM from APICS.
Attitude
Results
Problem Solving
Visual Processing
Habits
KPI's Days in Inventory
Nbr of Loss Sales & Dollars

Shipping & Receiving Manager
Primary Duties and Responsibilities Liason with transport companies, suppliers and clients
Receive Incoming Shipments
Process Special Orders to the appropriate personnel for processing.
Ensure safe warehouse operations and supply storage.
Skills Working ability to work with a pallet jack and forklift.
Knowledge of online shipping portals.
Able to work independently or by a schedule.
Strong sense of time organization and urgency.
Experience no less than 2 years experience in Shipping and Receiving.
Must have a valid drivers license in the State performing work.
If you do not have a Forklift Certification, you must complete the certification within the first 6 months of
employment.
Attitude Leader
Results
Cognitive Skills
Habits
KPI's Avg Days Turnaround
Nbr of Stock outs
Receiving Cycle Time
Orders Picked per Hour

CFO-Chief Financial Officer
Primary Duties and Responsibilities Managing Company Financial Activities
Tracking Cash Flow
Financial Planning
Analyzing the Company's Financial Strengths & Weakness and proposing corrective actions.
Skills Communication Skills
Leadership Skills
Strategic Vision & Execution
Cash Management, Financial Accounting, & Corporate Finance
Attitude Leader
Results
Visionary
Problem Solving
Logic & Reasoning
Long-term Memory
Auditory Processing
Visual Processing
Habits
Current Ratio
Quick/Acid Ratio
Net Profit Margin
Burn Rate
A/R Ageing
A/R Turnover
A/P Ageing
A/P Turnover
Inventory Turnover
Working Capital

Banking Administrator
Primary Duties and Responsibilities Clearing the Daily Deposits
Domestic & International Wires
Ensuring proper Bank Balances
Skills Understand Banking Rules
Knowledge of Bank Online Platforms
Experience no less than 3 years in Reconciling Daily Deposits
Attitude
Results
Cognitive Skills
Habits
Time Daily Bank Reconcilied

Controller
Primary Duties and Responsibilities Planning, directing and coordinating all accounting functions.
Coordinating and Preparing Internal and External Financial Statements.
Skills Strong Math Skills
Financial Background
Budgeting Skills
Leadership Background
Attitude Leader
Results
Cognitive Skills
Habits
KPI's Budget Performance
A/R Ageing
A/P Ageing

Accountant
Primary Duties and Responsibilities Reconcile General Ledger Accounts on a Monthly Basis.
Ensure entries made into the General Ledger are correct.
Skills Strong Math Skills
Reconciling Abilities
Experience no less than 2 years experience in General Ledger review.
Attitude
Results
Cognitive Skills
Habits
KPI's Budget Performance
Net Profit Margin
Burn Rate

Accounts Receivable
Primary Duties and Responsibilities Ensure prompt payment of charges.
Monitor and regulate Available Credit for our customers and potential clients.
Skills Collection Skills from Small Business
Experience no less than 1 year experience in Accounts Receivable Collection
Attitude
Results
Cognitive Skills
Habits
KPI's A/R Ageing
A/R Turnover
Dollars Billed
Dollars Collected

Accounts Payable
Primary Duties and Responsibilities Ensure correct coding and entry of Accounts Payable invoices.
Skills Evaluating Invoice Skills
Experience no less than 1 year experience in Accounts Payable-Marine Industry
Attitude
Results
Cognitive Skills
Habits
KPI's A/P Ageing
A/P Turnover
Dollars Entered
Dollars Paid

Human Resources & Office Manager
Primary Duties and Responsibilities Enchances the organization employee relations with Human Resources policies, programs and practices.
Maintains the work structure by updating Job Requirements and Descriptions for all positions.
Skills
Experience no less than 3 years experience in Human Resources.
No less than 3 years experience as an Office Manager.
Attitude Leader
Results
Cognitive Skills
Habits
KPI's

Director of 1st Impressions
Primary Duties and Responsibilities The initial touch to our customers and potential clients on the phone, text, email, etc…
Routing Inbound Calls, Text, & Email to the proper person.
Skills Good Phone Voice.
Proper English and Spanish.
Write Proper English and Spanish Text, Emails, and Letters.
Experience no less than 1 year experience as a Director of 1st Impressions.
English and Spanish
Attitude Good Attitude
Great Phone Voice
Results
Cognitive Skills
Habits
KPI's

General Administrator
Primary Duties and Responsibilities Maintain the Training Manual on a Daily Basis.
Backup for the Director of 1st Impressions.
Fill in for the Director of 1st Impressions when not available.
Duties as assigned by the CHRO and Human Resources/Office Manager.
Skills Good Phone Voice.
Proper English and Spanish.
Organizational Skills
Experience no less than 1 year experience as a General Administrator.
English and Spanish.
Attitude Good Attitude
Great Phone Voice
Results
Cognitive Skills
Habits
KPI's

Policy & Producedures Administrator
Primary Duties and Responsibilities Ensures legal compliance by monitoring and implementing applicable human resources federal and state
requirements, conducting investigations, and maintaining records. Enforces management guidelines by
preparing, updating, and recommending human resources policies and procedures.
Skills Able to document processes
Proper English and Spanish
Experience no less than 1 year experience as a General Administrator.
Attitude
Results
Cognitive Skills
Habits
KPI's

Payroll Manager
Primary Duties and Responsibilities Maintains payroll information by designing systems; directing the collection, calculation, and entering of
data.
Updates payroll records by reviewing and approving changes in exemptions, insurance coverage, savings
deductions, and job titles, and department/ division transfers.
Skills
Experience no less than 3 years experience in Leading Teams in Payroll.
Attitude Leader
Results
Cognitive Skills
Habits
KPI's Payroll Headcount

Payroll Clerk
Primary Duties and Responsibilities °Collect, compile, and enter payroll data using the software.
°Review and verify source documents.
°Calculate and post payroll deductions.
°Process payroll by defined deadlines.
°Issue statements of earnings and deductions.
°Reconcile employee deductions.
°Investigate and correct payroll discrepancies and errors.
°Update payroll records by recording changes including insurance coverage, loan payments, salary
increases.
Skills
Experience no less than 1 year experience as a Payroll Clerk.
Attitude
Results
Cognitive Skills
Habits
KPI's

Computer & Hardware Infrastructure
Primary Duties and Responsibilities Ensure the Computer Hardware is working properly at all times.
Maintain the company infrstructure to the highest benefit for the company.
Skills Computer Literate
Knowledge of Computer Hardware & Infrastructures
Internet systems - Modems, Routers, VOIP, etc...
Inspecting physical equipment & cloud based systems
Organized - Document & record information as it happens
Experience no less than 3 years experience in company software programs used. Must pass with 85% or more on
software pre-employment tests. You can forgo the test if a current Certification is presented.
Attitude
Results
Cognitive Skills Attention to Dela
Problem Solving
Visual Processing
Habits
KPI's

Software Programs
Primary Duties and Responsibilities Train staff on a Level 1 Basis on the software used.
Ensure the software is working at all times for the staff.
Problem Solving & Logical Thinking
Written & Verbal Communication
Analyze Issues & Provide Solutions
Experience no less than 2 years experience in Internal Hardware and Software Support.
Attitude
Results
Problem Solving
Visual Processing
Habits
KPI's

Internal Hardware & Software Support
Primary Duties and Responsibilities On a Level 1, answer questions on Hardware & Software for company employees.
Train new employees with basic policies and procedures.
Problem Solving & Logical Thinking
Written & Verbal Communication
Analyze Issues & Provide Solutions
Experience no less than 2 years experience in Internal Hardware and Software Support.
Attitude
Results
Problem Solving
Visual Processing
Habits
KPI's

Marketing Strategist
Primary Duties and Responsibilities Managing budgets
Measuring KPIs
Calculating the return on investment for all marketing efforts.
Identifying target audiences
Initiating market research
Skills Raising Brand Awarness
Written & Verbal Communication Skills
Technology Competency
Stay on top of market trends
Experience no less than 3 years experience as a Market Strategist; 2 years experience accepted if within similar Marine
Business as a Market Strategist.
Attitude
Results
Visionary
Problem Solving
Logic & Reasoning
Long-term Memory
Auditory Processing
Visual Processing
Habits
KPI's

Digital (Photo & Video)
Content Production
Primary Duties and Responsibilities Shoot and Produce Photo and Video Content for all Marketing purposes
Attend all Events with the Event Marketing Team to take photos and videos.
Skills Photography and Videography
Proficiency in the Adobe Creative Suite preferred (Photoshop, Illustrator, InDesign, Premiere).
Experience no less than 2 years experience as Digital Content Production.
Attitude Graphical Inspired
Excellent Communication Skills - Spoken & Written
Has the ability to speak one on one and in front of groups
Takes initiative
Highly accountable for accomplishing the outcomes of their roll
Collaborative
Results Database of assets, edited photographs and videos
Production calendar (for photo and video shoots).
Visionary
Auditory Processing
Visual Processing
Graphical Processing
Creative
Habits Consistent
Organized
Accountability
KPI's Content Volume
Content Effectiveness

Social Media
Primary Duties and Responsibilities Posting content on a regular basis on various Social Media platforms.
Engaging with customers and potential clients on SM plarforms.
Stay within the Marketing Strategy.
Attend all Events with the Event Marketing Team to meet people and coordinate the photos and videos.
Skills Strong Communication Skills (especially written)
Content Creation
Organized and Efficient
Customer Service
Ability to work in Teams
Experience no less than 2 years experience in business Social Media posting creation and collaboration.
Degree in Marketing, Communications, or related field. Previous experience with Social Media
Management or similar role. Experience with Instagram, Facebook, LinkedIn, YouTube, and other social
media platforms (including paid promotions). Experience with social media management platforms
(scheduling, pulling analytics).
Attitude Friendly
Excellent Communicator - Written and Spoken
Optimistic
Willing to Learn
Exploring Opportunities and Trends
Results Bi-weekly social media content calendars for all platforms
Reports demonstrating engagement and growth
Cognitive Skills °Attention to Detail
°Information Processing
°Visionary
°Auditory Processing
°Visual Processing
°Graphical Processing
°Strategic Planner
°Creative
°Innovative Thinker
Habits °Sense of urgency
°Proactive
°Tracking outcomes

Website Development / SEO
Primary Duties and Responsibilities Monitor keyword searches for website.
Review and change as necessary
Website language to match SEO.
Skills Excellent analytical
Organizational
Communication & Research skills.
Ability to work well in teams to align SEO with overall marketing strategy.
Experience no less than 2 years experience in business SEO & Web Development.
Degree in Marketing, Information Technology, or related field. Experience with developing SEO strategy and
writing compelling and high-quality website content (blogs and page descriptions).
Familiar with SEO industry programs (Google Analytics) and content management programs (Wordpress,
ARI).
Working knowledge of HTML, CSS & JavaScript.
Attitude Attentive
Accountable for accomplishing the outcomes of their roll
Collaborative
Results Nbr of Organic Hits
1 Blog per Month on related matters of the Dealership, Local or Nationwide Marine activities
Review of the Website for Regulatory Compliance
Review of the Website for SEO Compliance
Keyword report
Set measurable goals that demonstrate improvement in marketing efforts
Visionary
Problem Solving
Logic & Reasoning
Long-term Memory
Auditory Processing
Visual Processing
Graphical Processing
Analytical
Planning & Tracking
Creative

Google My Business & Ads /
SEM & TDA
Primary Duties and Responsibilities Ensure Google My Business is up-to-date at all times.
Post photos and videos on Google My Business page.
Encourage clients to post their photos on our Google My Business.
Create Ad Campaign (SEM) and monitor the results.
Review the TDA program
Skills Excellent analytical
Organizational
Communication and research skills.
Experience no less than 2 years experience in Google My Business, Ads, SEM and TDA.
Attitude Excellent communicator - Written and Spoken
Attentive
Accountable for accomplishing the outcomes of their roll
Collaborative.
Results Posting once a week on Google
Review Google Ads/SEM weekly to formulate patterns and make ad correction as needed
Review TDA monthly - analyze data and make course correction as needed
Website analytics
PCC initiatives & campaigns °Ongoing paid keyword discovery, expansion and optimization. °Optimize copy
& landing pages for paid search engine marketing campaigns
Cognitive Skills °Analytical
°Planning & tracking
°Creative
Habits °Ongoing research on keywords and competitors
KPI's Nbr of Google Views
Success rate of SEM
Success rate of TDA
ROI for Ad Spend
Cost per Acquisition

Event Coordinator /
Community Outreach
Primary Duties and Responsibilities Schedule Events and record in the Event Planner Calendar.
Coordinate our participation in the Events.
Skills
Experience no less than 2 years experience as an Event Coordinator and Community Outreach.
Attitude Friendly
Excellent communicator - Written and Spoken
Results Events are properly coordinated with the Event and EOMS Staff
Event has been planned with staff, materials, apparel, etc...
Events are properly staffed
Post Event activities - Event evaul, Proper Documentation obtained for CoOp
Cognitive Skills
Habits
KPI's Nbr of Events - Prior Month, This Month & Next Month

Revenue Generator Manager
Primary Duties and Responsibilities Maximize the Business Opportunity for Revenue and Profits.
Explore, Plan, and Oversee Development of Lead Generation.
Skills Relationship Management
Customer Service
Leadership Skills
Attention to Detail
Analytical Skills
Experience no less than 3 years experience in Leading Teams in Revenue Generation or Business Development.
Attitude Leader
Results
Cognitive Skills
Habits
KPI's Nbr of New Customers
Sales Dollars for New Customers
Average Ticket for New Customers
Nbr of Returning Customers based on prior year New Customer
Sales Dollars of Returning Customers based on prior year New Customer
Average Ticket of Returning Customers based on prior year New Customer

Lead Generation
Primary Duties and Responsibilities Collaboratively work with the sales, marketing team and EI leadership to develop lead generation strategies
to generate lead opportunities with prospective customers.
Skills Experience in Media Planning.
Familiar with web based lead generation activities.
Strong Communication Skills.
Computer Literate - MS Office Products.
Experience no less than 3 years experience in Lead Generation. If Marine Industry related, no less than 2 years
experience.
Attitude
Results
Cognitive Skills
Habits
KPI's Nbr of New Customers by Source

Business Development
Primary Duties and Responsibilities Developing growth strategies & plans.
Managing and retaining relationships with existing clients.
Increasing client base.
Having an in-depth knowledge of business products & value proposition.
Writing business proposals.
Skills Good Communication Skills.
Good Interpersonal Skills.
Good Business Knowledge.
Negotiation Skills.
Tact & Diplomacy.
Creativity.
Experience no less than 3 years experience in Business Development. If Marine Industry related, no less than 2 years
experience.
Attitude
Results
Cognitive Skills
Habits
KPI's Nbr of New Customers by Source

Sales Manager
Primary Duties and Responsibilities Supervising & motivating salespeople
Promoting & encouraging strategies to sell engines.
Organizing schedules
Training the team
Setting Goals
Measuring Actual to Goals with KPI's
Skills Relationship Management
Customer Service
Train subordinates on Communication to Close Deals.
Ability to upsell added features product related.
Ability to maximize Gross Profit margin.
Experience no less than 5 years experience in Sales as a Leader.
no less than 2 years experience in Sales Management.
Attitude Leader
Results Sales Strategies coordinated with Marketing to increase sales
New customers are welcomed and return
Gross Profit Dollars and Margins Budgeted are met and exceeded, if possible.
Problem Solving
Visual Processing
Habits
KPI's Discounts vs Gross Profit
Average Ticket
Nbr of Deals Closed
Sales & Gross Profit -Deals

Parts Sales Team
Primary Duties and Responsibilities Take order from walkin, over the phone, and electronic (Website & ebay).
Assist customers with problems arise with their engines.
Skills Customer Service
Relationship Management
Lookup Parts with PartsPro
Yamaha Marine Business Systems
Troubleshoot issues
Experience no less than 3 years experience in company branded Parts
Attitude
Results Customers are served timely and fairly
eQuestions from Website, Google, Social Media, Kenect, etc are processed timely
Gross Profit Margins are met
Discretionary discounts are limited
Special Orders and Layaways are reviewed and processed timely
Cognitive Skills
Habits
KPI's Daily Sales, Discounts & Gross Profit
Average Ticket

MU Sales Team
Primary Duties and Responsibilities
Skills Customer Service
Relationship Management
Troubleshoot Issues
Experience no less than 3 years experience in company branded Parts or no less than 2 years experience in Vehicle
Sales.
Attitude
Results °Customers are served timely and fairly
°eQuestions from Website, Google, Social Media, Kenect, etc are processed timely
°Gross Profit Dollars and Margins are met
Cognitive Skills
Habits
KPI's Nbr of People in the different points in the Sales Funnel
Nbr of Deals Closed
Daily Sales, Discounts & Gross Profit

Sales Administrator
Primary Duties and Responsibilities Assist the Sales Team with paperwork processing to finalize deals; inbound wires (domestic & international).
Skills
Experience no less than 1 years experience as an Administrator.
Attitude
Results
Cognitive Skills
Habits
KPI's

F & I Manager
Primary Duties and Responsibilities Offering engine financing & insurance to customers.
Providing customers with a thorough explanation of aftermarket products & extended warranties.
Providing a complete explanation of manufacturer & dealership service policies and procedures.
Seeking new lending institutions & maintaining good working relationships to secure competitive interest
rates & financing programs.
Skills Communication Skills with Clients.
High Energy Salesmanship with products.
Experience no less than 2 years experience in Finance & Insurance Sales in the Marine (or Vehicle) Industry
Attitude
Results Customers are provided options to finance engines
Finance is providing back-end options
Problem Solving
Logic & Reasoning
Visual Processing
Habits
KPI's Deals Financed - Daily & Monthly, and vs Budget
3rd Party Sales Dollars - Daily & Monthly, and vs Budget

Organization Chart

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