Sales Customer Service

STEPHANY J. LEONARD

**** ********* ***** • Thousand Oaks, California 91362 • 818-***-**** • ******@***.***

Accomplished professional with intuitive business perspective experienced in marketing, sales,

business development, project management, and process improvement. Adept at driving growth

of product revenues and improving sales-team performance. Tenacious in building new business,

securing customer loyalty, and forging strong relationships with internal and external partners.

A REAS E XPERT ISE

OF

• •

Marketing techniques & strategies Revenue goal & growth attainment

• •

Brand awareness Lead & cross sell generation

• •

Excellent communication Presentation & negotiation

• •

Experienced writer Strong market research skills

• •

Ability to exercise sound judgment Performed critical analysis

• •

Business & channel development Matrixed team environment

• •

Organization & management Exceptional mentor & coach

P ROFESSION AL P ROFILE

• Demonstrated ability to target new business opportunities with sound understanding of

marketing, competitive communications, positioning and strategic analysis concepts.

• Consultative partnerships with financial institutions through interpretation of research

data, identification of emerging trends and perspective insights that assist bank executives

maintain competitive and profitable products and services.

• Collaborated with internal business development and marketing executives to assure

optimal sales opportunities and brand awareness by identifying market opportunities

which resulted in doubled revenue of two product lines within two years.

• Expert relationship builder, channel developer, negotiator and sales stategist.

• Proven ability to manage multiple complex projects and production processes from

concept to achievement with close attention to quality, time lines, budget, and customer

satisfaction.

• Experienced compiling, analyzing, and interpreting complex data and information to

generate recommendations, solutions and alternatives to maximize project results.

P ROFESSION AL E XPERIENC E

INFORMA RESEARCH SERVICES, INC., Calabasas, CA 1990 - 2009

Vice President (Informa Research 2000 to 2009)

Manager (formerly BISYS Research 1993 to 1999)

Director of Research Operations (formerly Meyer Interest Rate Survey 1990 to 1993)

…Continued…

STEPHANY J. LEONARD Page Two

Demonstrated results-driven attitude and a commitment to producing a superior quality of work,

combined with exceptional customer service. Maintained full responsibility for relationship

development of 3,500 clients, coupled with the ability to target new sales opportunities and

identify cross-sell opportunities. Experienced leadership and personnel management skills in

matrixed environment.

Sales Responsibilities:

• Spearheaded prospecting and cross-sales initiatives with national sales team through

market research, product training and continued education.

• Initiated internal sales contests for new business and cross-sales amongst sales teams and

customer service representatives.

• Ability to understand, anticipate, and manage complex business deals and customer needs

in a changing environment.

• Familiar with forecasting and market analysis, along with complex negotiations and sales

cycles.

Marketing Responsibilities:

• Instrumental in strategic partnership building initiatives.

• Developed and supported marketing communication for company website, media

exchanges, product content for brochures, solicitation campaigns, and management

reports.

• Analyzed and presented viable opportunities to maximize brand awareness through new

product announcements, special offerings, product updates, industry news, and client

communications.

• Created, managed and edited two monthly industry publications and reviewed pertinent

industry news and publications, web sites and continuous contact with bank executives to

add insight on trends effecting current and future business strategies.

Management Responsibilities:

• Responsible for all aspects of management including recruiting, training, performance

evaluations, terminations, delegating, coaching and mentoring data entry staff, call

centers, analysts, writers, sales teams, marketing associates, developers, managers, and

other professional staff.

• Held P&L, budget, and forecasting responsibilities.

• Spearheaded process-improvement and audit responsibilities to increase efficiency,

productivity, and accuracy that resulted in higher customer satisfaction.

• Experienced compiling, analyzing, and interpreting complex data and information to

generate recommendations, solutions and alternatives to maximize project results.

E DUCATIO N T RAINING

A ND

Bachelor of Science in Journalism • San Diego State University, San Diego, CA

Dale Carnegie Sales Advantage Course • Woodland Hills, CA

Huthwaite SPIN Selling Course • Calabasas, CA

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