Dale Carter
*** ******* ****: 210-***-****
Boerne, Texas 78006 E-mail: *************@***.***
Resourceful leader with successes in sales, marketing, procurement, and category management with top tier companies.
Professional expertise in sales analysis, sales and profit forecasting, distribution, and contract negotiating. Adept at identifying
market trends and managing inventory in diverse product categories. Skillful at driving new initiatives and new technology as
well as implementing merchandising strategies, pricing, and advertising. Recognized for establishing sales and profit-driven
initiatives and promotions to positively impact corporate goals.
PROFESSIONAL STRENGTHS
Marketing Sales Promotion Advertising Creative Thinker
Business Development Account Management Merchandising Strategic Planning
Relationship Management Project Management Purchasing Negotiation
Budgeting Forecasting / Analysis Branding Team Building
SELECTED ACHIEVEMENTS
New York Life
• Launched financial services practice with Fortune 65 company. Contacted and developed 40 new clients and performed 50
financial transactions in the first quarter of operation. RESULTS: Achieved the company’s six month sales production
goal in only three months.
HEB Grocery
• Managed the procurement and merchandising of two product categories with $55 million in annual revenue for a $13 billion
retailer with 300 stores in two countries. Created a solution for stagnant margins in competing category positioning at point-
of-sale locations. Negotiated with market-leading national publishing distributor to replace existing procurement income
methods with higher invoiced margins on key titles. Identified that importance of true bill-out reflected on stores’ P&L
would garner increased execution in stock percentages. RESULTS: Generated $400K in first year gross margin. Set
precedent for subsequent negotiation with other national distributors, driving an additional $1.2M gross profit contribution
in one year.
Identified sales opportunities in genre-specific magazine categories in a target region. Negotiated with supplier to add
additional merchandisers to cover the large geographic area. Developed and presented impactful proposal to store
management, securing support for added resources and positioning space for new product line. RESULTS: Increased sales
for category by 21% and for the region by 94%.
Faced sagging category sales and profits in stores serving primarily lower income customers. Created assortment based on
“value customer” demographics with products representing multiple lifestyle, economic, ethnic and social connections.
RESULTS: Increased sales in six categories by 47%, generating $344K in additional sales and $112K in profit. Rolled out
value set to other regions with varying ethnic needs.
Achieved market share goals in key categories to offset shrinking national trends. Negotiated expansion of ethnic budget line
with local supplier to increase merchandising coverage. Met with major vendors to lobby for additional support on genres to
compete directly with a competitor’s decidedly larger market share. RESULTS: Generated $1.6M in sales in target
categories, a 60% increase, and reversed negative national trends.
Sony
• Led account management activities of the primary audio supplier of the world’s largest retailer for a $2.5 billion music and
entertainment company. Managed $230 million in annual billing. Supervised a team of three market analysts. Directed
category-specific sales and marketing plans and a $6 million advertising budget. Prepared marketing plans to increase
Dale Carter 830-***-**** Page 2
market share on critical priority products. Negotiated $300K in free positioning and media with largest customer.
RESULTS: Delivered a 1 million unit purchase order to customer. Generated first week sales increase of 26% with a 40%
market share.
Identified an opportunity to expand a budget product line, generating additional sales and profit. Negotiated permanent
display space for new line. Price point met the “always low prices” mandate from customer while maintaining brand launch
integrity. RESULTS: Generated $350K in additional sales for the year.
• Drove regional marketing plans over large territory covering multiple account sizes and class of trade on priority titles and
product lines. Analyzed sales history, radio and media events to develop marketing strategies on developing artists on
behalf of major labels to launch national campaigns. RESULTS: Established several artists as multi-platinum recording
and touring acts with combined sales of over 100M units.
PROFESSIONAL EXPERIENCE
NEW YORK LIFE, San Antonio, Texas 2009 – Present
Agent, Financial Services, San Antonio, Texas
H.E. BUTT GROCERY COMPANY, San Antonio, Texas 2006 – 2009
Business Development Manager – Electronics, Publishing, Entertainment Software
SONY BMG DISTRIBUTION 1989 – 2006
Senior Account Executive, Dallas, TX 2004 – 2006
Sales Director: Southwest Region, San Antonio, TX 1996 – 2004
National Accounts Representative, San Antonio, TX 1994 – 1996
Sales Representative, Salt Lake City, UT 1990 – 1994
Field Marketing Representative, Austin, TX 1989 – 1990
HASTINGS ENTERTAINMENT, San Antonio, TX 1984 – 1989
Store Manager 1985 – 1989
Assistant Store Manager 1984 – 1985
EDUCATION and LICENSING
Bachelor of Arts coursework, Marketing and Journalism, University of Texas at San Antonio
Group 1 License – General Lines Agent, Life, Accident, Health, & HMO, Texas Department of Insurance