Sales Software

Barry Hytowitz

Sherman Oaks, CA *****

*********@*****.*** / 818-***-****

Technical Account Manager / Account Executive

Career Summary

Seasoned technical sales professional with a proven track record of

achieving results through collaboration with multiple functions across

a company and as manager on high value ($100K+) sales, projects, and

contacts for high net-worth clients.

Highly motivated, self-starter, team-player and is passionate about

the success of others. Strong hands-on experience includes work in QA as a team lead,

drafting specs on features that attracted new business and improved

customer satisfaction on existing customers, implementation of

software and solutions to provide greatest benefit programs to clients

and businesses.

Successfully built, developed, trained and led teams in tech

support/QA departments for compliance software and service solutions

for companies, executives, and individual clients.

Trained to consult with and negotiate with high value clients on

technical solutions.

Licensed to sell life, health, disability, long term care insurance,

annuities and mutual funds in California.

Core Competencies

Technical Sales / Aptitude Contract Negotiation

QA Testing Methods Automation/

Regression Testing Conflict Management

Team/Personal Management Insurance products -

Effective Communication Skills Life, Health, DI,

Task/Goal Oriented Long Term Care

Quick Study of New Insurance

Products/Processes Mutual Funds/401K

Business/Organizational Awareness Employee Benefits

Annuities

Work Experience

Meshulam Financial - (Mass Mutual/Northwestern Mutual) 2010 - Present

Sr. Financial Account Representative

. Serve as point of contact and team lead on assessment and technical

underwriting for medium and high net-worth clients/executives with

various underwriting issues.

. Responsible for design and implementation of marketing campaign to reach

companies with a minimum of $2-$5 million in assets to offer a benefit

audit for executives and employees.

. Conduct needs analysis, plan design, and implementation of insurance and

employee benefit programs to protect clients and businesses with assets

from $1 million - $50 million.

. Conduct analysis, design, and implementation of succession plan for high

net worth business owners.

. Consult corporations and partnerships with business protection plans

(i.e. buy/sell agreements, key person, section 79 plan).

. Advised businesses on corporate and non-profit organizations on

charitable gifting via insurance and other programs.

. Advise employees on the benefits of for retirement savings via qualified

plans (401K/mutual funds).

. Work with near retirement/retirement aged clients on Long Term Care and

Medicare Supplement insurance.

. Educate professionals about the benefits of disability insurance.

. Establish and maintain a network of associates including accountants and

attorneys to provide optimal estate planning services for clients.

. QA, development, and implementation of a CRM system and secure file

sharing software/hardware.

. Managed implementation of office antivirus / firewall security system.

. Install/maintain VOIP system, secure wireless office broadband network,

office data encryption system, secure wireless scan and print system.

1099 Pro Incorporated 2004 - 2010

Senior Technical Account Executive

. Surpassed annual sales quota and increased revenue from sales of software

and services in FY07, FY08, and brought in more than $500K in FY09.

. Worked as team lead for multiple $100K+ software projects:

o Led/coordinated with programmers, account representatives, and quality

assurance testers in QA process to ensure software/services meets

client needs while complying with Federal (IRS/SSA), state, and local

requirements through the software life cycle.

o Used cost comparison analyses to maximize internal resources while

adhering to company and client budgets.

o Led conversion process for new accounts: analyzed existing systems,

author and implement detailed plans for migrating client data to the

1099 Pro system.

o Installed and managed software packages in client development and live

production (Windows/Citrix) environments.

o Oversaw processing on millions of 1099, W-2, and 1042-S service client

data records.

. Point of contact for high net worth clients (executives, companies

accounting and compliance officers)

o Worked on proposals, software/services implementations for Fortune 500

organizations including AETNA, American Express, Discover Card, E!

Network, Genworth, HBO, ING, John Hancock, Showtime, Wells Fargo,

Whole Foods.

o Authored responses while leading account representatives on assembling

request for proposal (RFP) packages for prospective software and

compliance solution clients.

o Led contract negotiations with new clients.

o Presented software in online and live sales and training presentations

on tax compliance software.

o Led live and online educational sessions on the latest laws and

regulations on foreign and domestic tax form/filing requirements.

. Led the executive/internal team in collaborative projects to win new

business:

o Revised sales and marketing strategies to approach ideal clients for

direct sales.

o Designed content for marketing websites, subscription e-mails, and

printed materials.

o Drafted specifications for new features to retain existing clients and

attract new ones.

America Online (AOL) 2000 - 2003

Lead QA Analyst

. Conducted QA testing for AOL software and services (including AOL 6.0-

8.0 client software).

. Trained new AOL user support, troubleshooting, and billing customer

service representatives on tools, system specifications, and strategies.

. Led and informed employees about development and support issues with AOL

software on Macintosh and Windows operating systems.

. Worked as team lead/point of contact for customers whose issues were not

resolved through standard technical support channels.

. Provided technical support to key AOL executives, VIPs, media

representatives and quality control team on hardware and AOL software

issues.

. Awarded for highest customer satisfaction rating in the division.

Education

University Of Arizona - College of Social and Behavioral Science

6 Economics/Sociology and Business

Professional Training

American College - Life Underwriter Training Council Fellow Program

. Completed specialized business insurance training for assessing and

consulting businesses/executives in implementation of risk management

strategies.

Technical Skills

Adobe Acrobat Professional, Photoshop & Illustrator; MS Office Suite -

Powerpoint, Outlook, Excel, Access, Visio; MS SQL, Genesys/Arkadin,

Automate7, ASP.net, MS Exchange, Camtasia Studio, SAS 70 Type II; SDLC;

Citrix;

Professional Licenses

. CA Life and Health Insurance License#: OH17997

. Series 6 and 63.

Affiliations

Rotary Club LA 5 - Member

Active with board to support implementation of new member recruitment

activities.

Member of Associate Rotarian committee to involve associate members in

fund raising/community support programs.

Provide support to special needs camp which offers programs for

children, teens and adults with mild to severe physical and

developmental disabilities;

Participated on food packaging and distribution program for LA Food

Bank.

Executives - Member (Fund Raising Organization - LA Jewish Home for the

Aging):

Currently serving on new member recruitment board.

Toastmasters - Member

Seidokan Aikido - Brown Belt

Valley Charter School - Founding Parent

References Available Upon Request

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