RICHARD J. pLESSALA
San Antonio, TX 78216-6835
Home: 210-***-**** Cell: 210-***-****
E-mail: **********@*****.***
SUMMARY
Over seventeen years experience, fourteen of which spent in management,
specializing in customer service, warehousing, inventory control, sales
operations, and marketing. Currently responsible for partnership
development, client and vendor relations, workflow improvement, budget and
business plans, product development, marketing and sales.
PROFESSIONAL EXPERIENCE
Sirius Computer Solutions, Inc. San Antonio, TX
January 2003 - Present
Director, Systems & Networking Sales Operations January
2010 - Present
Oversee all presales and post sales activities in sales and support of
Intel-based hardware, networking gear and software sales, including
multiple platforms and products. Primarily responsible for the
onboarding of Dell and HP into the Sirius portfolio in 2010, amongst
others. In our first year, Sirius received the 2010 Dell Channel Partner
of the Year award.
Director, System x Sales Operations May
2008 - December 2009
Oversee all presales and post sales activities in sales and support of
the IBM System x brand. Direct the efforts of twenty five employees in
four separate groups; presales configuration and engineering team
responsible for architecting customized IT solutions; inside sales
support specializing in deal structuring; post sales buying team; and our
integration center and warehouse in Denver, CO. Maintained a $1.6
million P&L within 90% of budget for 2008.
Director, System x Purchasing & Integration Services
January 2007 - April 2008
Responsible for the operations of a remote warehouse and integration lab
in Denver, CO with five employees as well as ten employees performing
purchasing functions. The facility performed over $1 million in computer
hardware integration services. Directed negotiating best price from our
select vendor base. Monitored all IBM System x Brand incentive programs
and reported our progress monthly to executive management as well as
advised on strategies for overachievement.
Manager, Purchasing & Quality Assurance October
2005 - December 2006
Maintained all vendor relationships and negotiated vendor terms and
conditions. Managed a group responsible for delivering purchase orders
timely to vendors, timely invoicing to our customers, and checked all
outgoing orders for accuracy. Managed a separate sales group responsible
for the brokerage of used and refurbished product. Supervised a total of
eight employees.
Manager, Promotions & Rebates January 2004
- September 2005
Managed operations team of eight employees responsible for the
dissemination of IBM and other manufacturer rebates and promotional
programs to executive management, field sales force and internal sales
support.
Manager, Sales Support January 2003
- December 2003
Managed operations team of fifteen employees dedicated to the support of
the company's field sales force. Worked with corporate HR and Sales
Support Management team to develop and implement skill-specific training
for all Sales Support functions. Developed and managed effective
relationships with the field sales force, and communicated area
requirements, capabilities, and new programs and procedures. Served as
an advocate for change to provide leadership and facilitate improved
processes.
Accomplishments at Sirius
. Currently overseeing the implementation of an application which
will enable Sirius customers to purchase products online. This
project is expected to capture 15% more business for Sirius in this
space by making it easier for customers to make just-in-time
purchases. In eleven months since inception, the store has brought
in over $2 million in revenue at a 9% profit margin
. Engineered a complete redesign of Sirius's operational approach to
System x brand support. This reengineering made it possible for
Sirius to go from IBM's #6 business partner in the brand to #2 in
one year.
. Designed and implemented a purchasing strategy to hit IBM partner
incentive targets for 8 quarters in a row.
. Played a significant role in winning a $17 million account and
directed efforts to maintain that account by ensuring that the
customer's needs were met on a continual basis. This continues to
be a residual customer for Sirius with 8-10% year over year growth.
. Participated in major company ERP/CRM projects, including the
Siebel/Lawson Implementation (all phases).
. Maintained a $1.6 million P&L within 90% of budget for 2008.
. Leveraged Sirius's purchasing power to negotiate preferable payment
terms from numerous vendors. Our terms went from Net 30 to Net 45
days, in most cases. The best terms negotiated were Net 60 day
terms.
. Architected and implemented a process by which Sirius went from
worst-to-first in IBM EDI reporting accuracy.
A I M Management Group, Inc. Houston, TX March
1995 - December 2002
Retirement Plans Marketing Supervisor
September 2000 - December 2002
Oversaw a group of ten marketing specialists trained to market small
business plans to the retail brokerage community in their assigned
territories; Managed various projects including 401(k) product
development, a complete redesign of qualified retirement marketing
literature, and negotiating bid contracts from competing vendors;
Developed budget and annual business plan; Provided technical retirement
support; Developed new ideas, strategies, and design features for
qualified plan proposals to remain competitive in the pension market.
Retirement Support Services Supervisor
April 2000 - September 2000
Managed a group of seven associates trained to work with new and existing
retirement plans in an automated environment; Developed and maintained
relationships with Third Party Administrators (TPAs) trading in an
automated and manual format; Developed budgets, project plans and annual
business plans; Provided technical retirement support.
Qualified Plan Services Supervisor (Department merger in April 2000)
October 1999- April 2000
Responsible for an operational unit specializing in qualified plans
(401(k), MPP, PSP, 403(b), SIMPLE and SEP); Developed and coached a staff
of nine full time and five part time associates; Developed budgets and
annual business plans; Provided technical retirement support;
Participated in cross-functional teams throughout the organization.
Retirement Plans Services Assistant Supervisor
October 1997 - October 1999
Directed a customer service unit consisting of twelve to fourteen
representatives specializing in retirement issues for MPP, PSP, IRAs, SEP
IRAs, SIMPLE IRAs and SARSEP IRAs; Approved all outgoing correspondence;
Provided annual evaluations for employees with different functions;
Managed annual audit projects; Submitted referrals for change to current
automated tracking system.
Retirement Plans Services Representative August
1996 - October 1997
Accomplishments at A I M
. Directed the development and coordination of a internet-based
proposal ordering system that provided a fully customized qualified
plan proposal to the retail broker and plan sponsor.
. Participated in the development and coordinated the mailing for all
marketing materials for the AIM 401(k) Fall Roadshow campaign which
visited 30 U.S. cities and reached over 900 top 401(k) producers in
the country.
. Developed a detailed proposal for the restructure of the Retirement
Division and helped implement the changes approved from the
proposal by senior management.
. Developed and implemented a program of part time staff to work
alternative (flextime) work schedules. Due to this alternative
work schedule, no new costs for computer systems or floor space
were needed.
. Managed and supported a team of associates charged to design an
agreement between internal departments. This agreement resulted in
a decrease of outstanding items by 93%.
. Developed procedures and updates for a systematic program that
promotes large retirement plans to invest with AIM.
. Responsible for relationships with TPAs. Reversed a relationship
with a TPA that was not responding to our attempts to improve
customer service.
. Participated in the implementation of an automated tracking system
(ASTRO) to handle increase in shareholder requests for asset
transfers and rollovers. Assisted in design, testing and
implementation. Funding through the ASTRO system increased from
$476 million to $920 million between 1997 and 1998.
1. Developed procedures, participated in training and developed
tracking mechanism for establishing new retirement accounts.
Accuracy levels for this function were 98%.
EDUCATION, AWARDS & PROFESSIONAL DEVELOPMENT
Texas Tech University - Lubbock, TX Continuing
Education/Professional Development
B.A.: Public Relations / Minor: Marketing Integrity Selling and Coaching
Workshops: 2000, 2001
December, 1993 Decisions International
Leadership Workshop: 2000
Muscular Dystrophy Assoc Camp
Counselor: 1988-1995
College of Financial Planning Awards
Chartered Retirement Plans Specialist (CRPS) 2005 25th
Anniversary Chairman's Award
August, 2001 2009 Chairman's Award