SUMMARY High performance Business Development leader and Sales Manager
with 12 years of experience in sales, client development and
recruiting, including contract, direct placement, IT consulting,
staff augmentation and project services. Successful history of
full-desk development, including cold calling, relationship
development and management, and production staff training and
leadership. Strong aptitude in consultative sales, training,
management, process and project management across a wide range
of disciplines and market verticals.
EXPERIENCE
ProFidelis, Euless, TX March 2010 - Present
Start-up search and consulting firm providing direct-hire financial,
accounting, tax and technology professionals to the Dallas/Fort Worth
market.
. Successfully sourced and placed three financial candidates and one
technology candidate within three months in business, through new and
prior relationships.
. Currently working toward gaining the ability to fund payroll for contract
employees for clients' financial and technology operations.
Systems Source, Inc., Dallas, TX Aug 2007 - Feb 2010
Systems Source is an IT consulting, project services and staffing firm,
specializing in the engagement of IT resources for conversion, migration,
upgrade and system development initiatives, within the Insurance, Financial
Services and Healthcare vertical markets.
Director of Sales and Client Services
Reporting to the President, hired initially as the single business
development manager and recruiter, to manage, develop and expand client
base, while building internal production staff for the solicitation,
fulfillment and delivery of IT consulting services.
. Entered Healthcare IT vertical in April 2009, calling on Hospitals and
Healthcare providers for EMR implementation and support; successfully
penetrated market in under 60 days, achieving more than $1.4mm in
annualized billings within 120 days of entry.
. Closed over $6.4mm in annualized billings within first 24 months,
averaging a 46% gross margin, totaling approximately $2.9mm in annual
gross profit.
. Established Professional Service Agreements (PSA's) with multiple new
accounts, expanding existing client base by over $3mm in new business.
. Developed and maintained relationships with IT senior management
(Director, VP and CIO) within the Fortune 1,000 Insurance market, for the
delivery of IT staff augmentation and project services.
. Re-engineered company's project engagement approach, from traditional
staff augmentation to project / program consulting, resulting in higher
market share per client account.
. Closed first engagement in less than two weeks from start, with no prior
experience in contract placement within the Insurance IT vertical.
. Conducted "cold calls", client visits, needs assessment and conference
meetings, for client development, relationship management and expansion
of existing business opportunities.
. Hired, trained and managed internal personnel for Business Development,
Fulfillment / Recruiting, Production Support and Administration.
. Developed training methodology and documentation for internal process
improvement and quality control, RFP response, engagement and attrition
management, and new hire ramp-up for recruitment / fulfillment.
. Key clients included: Transamerica/Aegon, Jackson National Life, CUNA
Mutual, Genworth Financial, American National, National Western Life,
Paragon, CSC, Jefferson Pilot, Ameriprise and more.
Givens Group Agency, McKinney, TX May 2004 - July 2007
The Givens Group Agency, is a three-person start-up insurance brokerage,
selling a wide range of Property, Casualty, Health and Life Insurance
products, to consumers and business owners, achieving sustained year-over-
year double digit growth, earning multiple awards for production volume and
achievement, including attaining #1 in district for Commercial production
two consecutive years.
Insurance Broker - Commercial and Personal Lines
. Built Commercial book of over 200 policies and over $500,000 in premium
in less than two years, through relationships with Banks, Mortgage
Brokers, Commercial Real Estate Agents, Retail Insurance Agents and
direct account solicitation.
. Built Personal Lines book of over 1,000 policies within 24 months,
through relationships with Realtors, Mortgage Brokers, and Home Builders,
while spending the majority of my time developing commercial accounts.
. Experienced in the sale of Commercial Property, General Liability, BOP's,
TCPP's, Workers' Compensation, and a variety of specialty products, to a
broad range of industries and markets.
. Good understanding of field underwriting and assessment practices for
commercial account profitability through CNA, AIG, Safeco, Zurich, St
Paul/Travelers, Farmers' and other market leaders.
. Responsible for direct sales and service of accounts from inception
through renewal, achieving a first year retention rate of over 93%.
. Responsible of all aspects of policy processing from initial pre-
qualification, applications, money collection, submission and
underwriting, through binding, issuance of certificates and renewal.
. Negotiated with underwriters with carriers, brokers and MGA's in the
negotiation of prospective insureds' qualification and rating.
Affinity Partners International, LP, Addison, TX Jan 2001 -
Feb 2004
Co-founded start-up executive search firm, specializing in the placement
of senior management, within sales, applications and operations, for
Fortune 1,000 and venture funded start-ups within the Semiconductor
industry.
Founder / President / Executive Search Consultant
. Co-founder of a four employee, start-up executive search firm during the
most tenuous staffing market in the history of the semiconductor
industry.
. Responsible for all business development activities, including direct
solicitation, negotiation and relationship management with venture
capital partners, senior executives, and board members.
. Managed hiring process from search initiation to offer acceptance, for
the placement of six senior level executives and 10 staff level sales
engineers, within emerging technology markets.
. Responsible for 100% of revenue attainment through business development
and marketing efforts, achieving over $500,000 in consulting fees in 18
months of business.
. Responsible for all start-up and marketing operations for boutique
executive search firm, including marketing errata, business practices,
web-site development, contract negotiations and financial management.
. Key clients included: E2O Communications, Azanda Network Devices,
Internet Machines, AMD, Clearspeed Technologies, Vitesse Semiconductor,
NEA / Worldview, LSI Logic and PMC Sierra.
Management Recruiters International, Dallas, TX Dec 1995 -
Dec 2001
30+ year office within MRI, consistently ranking in the top 10% nationally
out of 800 offices, focused on the direct-hire placement of management
staff across a wide range of disciplines and industry segments.
Producing Manager / Senior Search Consultant
. Built financial / accounting desk from start-up to $500,000 in fees per
year, within two years, calling on start-up to Fortune 1,000 companies in
the DFW market.
. Managed two teams in business development (6) and recruitment (16), while
running one of the highest volume specialty desks, maintaining
production within top three Account Executives in the office.
. Responsible for the training, hiring, development and management of over
40 recruiters and business development personnel.
. Took on responsibility of hiring, training and management, within 18
months of employment, while managing one of the top producing desks in
the office and region.
. Increased average fee from $14,500 to $37,500 through calling on senior
management, executive leadership, venture capital partners and board
members, for the placement of more senior financial discipline levels.
. Earned multiple national awards for production, from Presidents Club
($350,000+ revenue), to the highest honor of Platinum Club ($450,000) for
three consecutive years.
. Key clients included: Zales Corp, Blockbuster, PFS Web/Daisytek, Centex,
Tricon, Daltile, Banktec, Comp USA, ACS, ICL Retail Systems, Applied
Materials, Neiman Marcus, PWC and more.
The Finance Company, Dallas, TX June 1993 - Nov 1995
Account Manager / Sales
Mutual of Omaha, Richardson, TX Dec 1989 - Apr 1993
Insurance Agent
EDUCATION University of Texas at Dallas, Richardson, TX Aug 1989 -
Dec 1992
68 hours toward Bachelors Business Administration, with
emphasis in Marketing and Psychology.