Customer Service Sales

PAUL R. RACICOT, MBA

***** * ***** ***** ****** Blvd. – Unit 2037 Scottsdale, AZ 85259

401-***-**** acopd6@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

Operations, Marketing, & Leadership Professional with a strong record of accomplishment in leading and driving out

organizational change. Strong people leader who embraces teamwork, employee engagement, and process improvement

combined with talents in project management and tactical execution of strategic initiatives. Strong technical skills and

expertise in providing compliance, marketing, and operational knowledge to drive out information technology projects with

internal and external business partners to achieve the desired business result. Strategic thinker and strategist that conducts

advanced analysis, develops strategic visions and plans, and delivers results. Experienced in leading organizational

change, operations leadership, technology, compliance, and all aspects of sales and marketing operations. Masterful

communicator both written and verbal with success in delivering a concise and consistent message to internal and external

audiences.

CORE COMPETENCIES

Operations Leadership Client Relationship Management Marketing Communications / Strategy

Process Improvement Data Analysis IT Change Management / Org. Change

Marketing & Advertising Budget / Finance / P&L Human Resources Management

Sales / Sales Leadership Product Development & Management Project Management

B2B & B2C Expertise Public Speaking & Presentation Design Change Management

PROFESSIONAL EXPERIENCE

Tahoe Jewelry – John Medeiros Jewelry Collections, East Providence, RI 2013-2014

Director of Sales & Marketing (Interim)

Lead the sales and marketing teams in a competitive national B2B marketplace to achieve and exceed sales goals (2.8 million dollars)

through Retail Partner development, trade shows, and providing world class service to over 1K independent retailers. Lead the

branding and visual image of the organization in conjunction with a Graphic Design Team. Developed a strategic vision and plan to

enhance the technological infrastructure, new online presence, and increased use and promotion through SEO and Social Media

engagement. Reinvented all company templates and communications to ensure they were grammatically sound and targeted to the

desired audience. Developed and implemented a new product development project plan to ensure all areas of the process were

addressed from conception to production with an emphasis on marketing communications, B2B sales, and operational processes.

Facilitate the design and production of all forms of print to include brochures, catalogs, direct mail pieces, customized solutions for key

accounts, e-commerce images and specifications, and social media and blast email communications that align with the organizational

goals and marketing plan.

LAKESIDE SWIMMING POOL & SUPPLY COMPANY Inc., North Smithfield, Rhode Island 2006-2012

Pool Sales, Construction and Service - Parts, Accessories and Chemical Sales - $4Million Annual Sales

VICE PRESIDENT OF OPERATIONS / GENERAL MANAGER

Directed all aspects of business operations, administration, human resources, sales, finances and construction. Key responsibilities

included: interviewing, hiring, training, evaluating, supervising, coaching/mentoring, motivating 35 employees (sales, retail associates,

customer service, construction manager and foreman, laborers, accounting manager and support staff; performing daily strategic

planning development and management; overseeing quality assurance in sales and construction, warehouse safety, government

compliance for construction, retail operations, sales management; managing payroll and profit & loss; cultivating and maintaining client

and vendor relationships; resolving escalated customer service issues, complaints and employee conflicts; developing and

implementing sales/marketing strategies; controlling expenses; driving sales and profitability; identifying and implementing continuous

improvement to maximize efficiency, improve quality and enhance client experience.

Accomplishments:

• Transformed a 35 year old family run organization into a professionally managed corporation; built new leadership

team; expanded client service model; defined structure and processes for accountability, performance and strategic

growth to include technology, relationship management tools, vendor analysis, automation of accounting system.

• Generated cost savings of over $50K in the area of marketing and sales by incorporating e communications and e

marketing into service model.

• Reduced salary expenses by $200K annually to streamline operations and leadership to better serve client.

• Restructured financial and client relationship management environment through the implementation of CRM System

and QuickBooks for all financial processes.

PAUL R. RACICOT, MBA

Page 2

PROFESSIONAL DISTINCTION, Cranston, Rhode Island 2005-2013

Marketing Consulting – Executive Coaching – Human Resources – Marketing / Business Strategy – Operational Efficiencies

PRESIDENT/OWNER

Developed a loyal clientele of senior leadership and business owners in an executive coaching project to provide guidance and

strategy development to achieve desired business results. Worked with financial services professionals to include territory managers,

wholesalers, financial advisors, and business leaders to develop marketing collateral, provide guidance in leading organizational

change, exploring new markets and client acquisition, and develop and implement strategic plans for business growth. Served as a

business strategist and consultant in Human Resources, Marketing & Communications, Operational Improvements, and Project

Leadership (Brand Management, Product Development, & Information Technology). Provided coaching in presentation design and

public speaking to deliver concise and effective communications to a diverse audience.

Accomplishments:

• Built business from inception; networked and established a loyal executive coaching practice consisting of

executives, business owners, and recent college graduates.

• Engaged financial services professionals to increase their business by over 35% through strategic direction and

personal brand development as catalyst for change and client engagement

• Provided consultation to over 30 small business owners; assisted in redefining brand and growing business to

increase sales by up to 100% in two years for their target markets or niche; developed plan and held business

owners accountable. (Personal Stylists, Fitness Consultants, Law Firms, Restaurants, and Non-Profit Org.)

PUTNAM INVESTMENTS, Boston, Massachusetts 1997-2005

Financial Services

SENIOR SUPERVISOR-MARKETING OPERATIONS-BUSINESS PARTNER SERVICES

Served as leader of Marketing Operations with a focus on client service, communication, reporting & analysis and employee

development. Key functions included: providing direct client support to major clients in all three intermediary channels (banks, financial

advisors, broker/dealers in the financial marketplace as well as internal/external executives and wholesalers; driving long term service

solutions, product development and management of Marketing Information System for sales reporting and territory management;

hiring, training, supervising, engaging and developing 30+ client service representatives and project leaders; maintaining data integrity

of FINRA files for registered representatives; tracking commissions; assigning territories, ensuring valid licensing; promoting client-first

environment; ensuring project processes and goals are in compliance and align with objectives.

Accomplishments:

• Key contributor to create teams for product development and regulatory risk and compliance.

• Managed project teams that facilitated mergers, acquisitions, and firm closings as well as a business expert for the

Data Admin System Development Team for all system enhancements, new technology, and CRM & Mainframe

• Led e-statement delivery and CD ROM statement delivery for 1+ million accounts comprised of over 50,000 financial

advisors and resulted in over $500,000 in cost savings over time.

• Served as the business and technical expert in strategic initiatives to include Global Reporting Data Center, Advisor

Central, Small Business 401K, Sarbanes Oxley Legislation, & New Product Development

EDUCATION

JOHNSON & WALES UNIVERSITY, Providence, Rhode Island RHODE ISLAND COLLEGE, Providence, Rhode Island

MASTER OF BUSINESS ADMINISTRATION - MBA BACHELOR OF SCIENCE - BS

GLOBAL BUSINESS LEADERSHIP Dual Concentration:

Concentration: ORGANIZATIONAL LEADERSHIP MARKETING – BUSINESS ADMINISTRATION

TECHNICAL SKILLS

Software Applications: Miscrosoft Office Suite – Outlook, Word, Excel, & PowerPoint (data analysis, report development,

presentations, automation, & template development)

Business Tools: MS Project, Oracle, Visio, QuickBooks, PeopleSoft, Ceridian, & LM Plus

Sales & Marketing Platforms: ACT, Salesforce, ZOHO, MS Dynamic, Siebel, & Business Objects

Information Technology: Mainframe and proprietary systems – Technical Writing / Business Requirements

Marketing / Graphic Tools: SPSS, Mini-Tab, Adobe Creative Suite CS3-CS7, & Adobe Professional

Social Media Platforms: Facebook, Twitter, Instagram, Youtube, Tumblr, Linkedin, Hoot Suite, & Pinterest

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