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Customer Service, Finance & Sales manager

Location:
Houston, TX
Posted:
December 07, 2023

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Resume:

jason Douglas

Houston, TX Email: ad1r48@r.postjobfree.com

Phone: 954-***-**** linkedin.com/in/Jason-douglas-275b5b1a7/

SALES & CUSTOMER SUCCESS PROFESSIONAL

STRATEGIC ANALYTICAL VISIONARY LEADER

An enthusiastic sales and customer success professional who is friendly, loyal, and dedicated. My career accomplishments include several awards for having the highest sales revenue, conversion rate and highest total sales revenue, as well as exceeding quota requirements by 30% per quarter. I have an insatiable desire to educate consumers and build lifetime brand loyalty. I achieve my impressive sales outcomes through methods that are honest and representative of organizational character. I have an in-depth understanding of the sales cycle process and remain focused on customer satisfaction throughout all stages. Experienced, expert presenter, negotiator and closer. As a leader, I am committed to motivating my team by nurturing relationships, providing reasonable sales goals, and working right alongside my colleagues.

Areas Of Expertise

Performance Management

Call Center Management

Sales Cycle Process

Risk Management

Product Knowledge

Customer Relations

Organizational Development

Cultural Competence

Strong Communicator

Conflict Resolution

Training, Coaching & Development

Financial Analytics

Crisis Analysis Management

Operations Management

Business Development

Key Skills Assessment

Finance Manager

D&M Leasing. Houston TX, USA May 2023 – Present

●Maintain a high level of product knowledge along with a detailed understanding of all current lending institutions, as well as dealer and manufacturer marketing programs

●Perform financial management duties: Financial data, compiling and submitting reports, analyzing industry trends and assessing the financial health of the company.

●Updating point-of-sale material where necessary

●Develop long-term financial goals with finance and sales management team

●Record all new and current financial enquiries along with all sales activity in the appropriate sales control/dealer marketing system

●Review credit applications

●Ensures the expeditious funding of all contracts

●Maintain customer satisfaction score is at or above company standard

●Ensures that all organizational activities and operations are carried out in compliance with organizational guidelines and local, state, and federal regulations and laws governing business operations

●Support the auto sales manager during each vehicle purchase and leverage opportunities to offer aftermarket products, service contracts, and insurance programs

●Work closely with Sales Managers & Sales Representatives

●Assist individual sales reps in setting aggressive, yet realistic monthly sales goals

●Implement telephone prospecting for new business

●Maintain excellent relationship with lenders and dealerships

●Accurately audit team deals post-sale

●Acts as a liaison between the customer and the lending institution

●Structure deals for maximum profitability and collectability

●Established and maintain monthly finance and insurance manager goals for automotive sales, service contracts and other key benchmarks

●Train sales managers and sales representatives how to structure deals by financing terms and policies

●Maintain accurate records and documenting all customer service activities and discussions

●Maintain a positive, customer –first attitude to exceed satisfaction targets by 13%

●Demonstrate logical and cognitive thinking skills at all times

●Define and analyze all customer enquiries, exploring all aspects of their social, occupational, and financing needs

●Undertake an enthusiastic presentation of the vehicle in suitable locations

●Seamlessly managed customer relationships and maximized sales opportunities and profitability with Dealer Socket

●Negotiate and conclude the sale, completing all appropriate paperwork and documentation

●Ensure the customer takes delivery of the vehicle and is given a tour of all relevant departments and services

●Ensure the customer is appropriately re-contacted during the lifetime ownership of the vehicle

●Update and re-qualify the customer file on a regular basis

SALES CONSULTANT

Rick Case Maserati. Weston FL, USA October 2022 – May 2023

●Maintain a high level of product knowledge along with a detailed understanding of all current dealer and manufacturer marketing programs

●Organize and maintain the new vehicle showroom and used car display

●Updating point-of-sale material where necessary

●Record all new and used sales enquiries along with all sales activity in the appropriate sales control/dealer marketing system

●Implement telephone and in-dealer prospecting for new business

●Maintain accurate records and documenting all customer service activities and discussions

●Maintain a positive, customer –first attitude to exceed satisfaction targets by 10%

●Assessing service statistics and preparing detailed reports

●Organize and maintain a tidy workstation along with all customer interactive areas of the showroom

●Define and analyze all customer enquiries, exploring all aspects of their social, occupational, and financing needs

●Undertake an enthusiastic presentation of the vehicle in the showroom or other suitable location

●Organize and carry out a vehicle demonstration drive with all walk-in customers

●Ensure that all customers (sales opportunities) are offered associated services: finance, insurance, accessories, and service contracts

●Seamlessly managed customer relationships and maximized sales opportunities and profitability with DealerSocket

●Negotiate and conclude the sale, completing all appropriate paperwork and documentation

●Monitor and manage all aspects of the vehicle order and preparation right up to and including the delivery

●Ensure the customer takes delivery of the vehicle and is given a tour of the dealership to include all relevant departments and services

●Ensure the customer is appropriately re-contacted during the lifetime ownership of the vehicle

●Update and re-qualify the customer file on a regular basis

●Staying informed on the latest industry techniques, methods and trends

SALES CONSULTANT

Rick Case Kia Sunrise FL, USA October 2020 – October 2022

●Successfully sold 22-26 new vehicles monthly (all makes and models)

●Maintained a friendly, outgoing attitude: directing customers to products based on their needs, exceeding sales targets QoQ

●Quickly identified customer pain points and proactively resolved their concerns with a helpful attitude, leading to a 97% customer approval rating.

●Record all new and used sales enquiries along with all sales activity in the appropriate sales control/dealer marketing system

●Maintain a high level of product knowledge along with a detailed understanding of all current dealer and manufacturer marketing programs

●Organize and maintain the new vehicle showroom and used car display

●Updating point-of-sale material where necessary

●Organize and maintain a tidy workstation along with all customer interactive areas of the showroom

●Define and analyze all customer enquiries, exploring all aspects of their social, occupational, and financing needs

●Undertake an enthusiastic presentation of the vehicle in the showroom or other suitable location

●Organize and carry out a vehicle demonstration drive with all walk-in customers

●Ensure that all customers (sales opportunities) are offered associated services: finance, insurance, accessories, and service contracts

●Negotiate and conclude the sale, completing all appropriate paperwork and documentation

●Monitor and manage all aspects of the vehicle order and preparation right up to and including the delivery

●Ensure the customer takes delivery of the vehicle and is given a tour of the dealership to include all relevant departments and services

●Ensure the customer is appropriately re-contacted during the lifetime ownership of the vehicle

●Update and re-qualify the customer file on a regular basis

●Implement telephone and in-dealer prospecting for new business

SALES & CUSTOMER SERVICE MANAGER

1st Choice Health Advisors. Fort Lauderdale FL, USA September 2018 – October 2020

●Identified key talent and foster an environment of active engagement and performance to achieve Hub OKRs (Objectives and Key Results).

●Aligned Hub OKRs with business objectives.

●Created an accurate forecast utilizing- Sales Per Hour, conversion, headcount, work hours, attendance assumptions for the team.

●Managed multiple clients and nurture each to achieve their short and long-term goals.

●Managed and collaborate strategically with other business units to recruit, train and manage your sales team and sales management team.

●Diligent on collecting Data of key account metrics

●Worked closely with HR and Compliance to create and execute progressive strategy for performance management

●Supported the communication strategy for the HUB to include coaching and communication with peers

●Guide and support other Sales Managers or Team Leads to maximize their potential in the areas of productivity and culture contributions.

●Created and nurtured a collaborative environment that delivered a world class employee and client experience.

●Assessed the strengths and weaknesses of the Sales and customer service department; Managed the sales program accordingly.

●Carried out surveys and research to evaluate customer satisfaction level and discover better techniques for ensuring a satisfied customer base

●Mediated disputes with customers

●Maintained excellent customer service and ensure the customer service team adhere to acceptable standards for client services

●Created key performance metrics to drive appropriate activity

●Conducted timely coaching with Sales Agents

●Driving and reinforcing the right outcomes that are consistent with promoting an understanding of individual, Hub and company compliance requirements, ethical standards, business practices.

●Participated and delivered requirements for compensation plans and bonus.

●Built sustainable relationships of trust through open and interactive communication.

●Continuously strive to remain knowledgeable of the company’s products, services, and policies.

●Build strategic relationships and partner with key industry players, agencies, and vendors.

●Measure and report on the performance of marketing campaigns, gain insight and assess against goals.

●Manage and hold the Sales and Customer Service teams accountable.

●Manage a mass amount of inbound and outbound calls.

●Create communication procedures, policies and guidelines for sales and customer service.

●Resolving customer complaints or service problems by clarifying the customers complaint; Determining cause of problem, providing the appropriate solution to solve the problem, make adjustments, and following up to ensure customers complaint/service issue has been resolved.

PARAMEDIC

Northwest Medical Center Margate FL, USA February 2014 – September 2018

●Performed EKGs on patients

●Assisted in pediatric codes

●Assisted the Director with personnel training and develop work improvement plans within the department

●Implement interventions as needed

●Supervising the work of paramedics in an emergency room or other clinical setting while they provided care to patients

●Executed well-informed critical decision making in high-pressure situations. Communicated with lucid patients to gather incident and medical history information. Assist in pediatric emergencies

●Conducted equipment with required frequency to ensure proper operation. Demonstrated a commitment to quality care through continuous training and development.

●Established protocols and procedures for handling emergencies such as natural disasters or fires, in conjuncton with other department leaders

●Served as a primary liaison for clinical oversight

●Evaluated patient vital signs and status to determine care needs.

●Completed all daily living tasks to enhance the quality of life of elderly patients. Treat STEMI patients, patients in cardiac arrest, and minor trauma situations.

●Performed lab tests and communicated results.

●Instructed patients and family members on proper discharge care.

●Treated patients with strokes, head traumas, comas, and intracranial hematomas.

●Instructed patients and family members on proper discharge care.

●Collected blood, tissue and other laboratory specimens and prepared them for lab testing.

●Treat and splint patient's fractures

●Coordinate with treatment center personnel to obtain patients' vital statistics and medical history, to determine the circumstances of the emergency, and to administer emergency treatment.

Education

Miami Dade College Associate Degree, Health Sciences - 2018

Flanagan High School General Studies, June 2012

Skills

Proficiency in Microsoft Office and customer service software

DealerSocket (3 years)

Oracle (2 years)

Salesforce (2 years)

Hubpot (2 years)

Zendesk (3 years)

Outstanding written and verbal communication skills

Able to identify system improvements

Active Listening Skills

Critical Thinking

Negotiation

Customer Service

Pediatric Advance Life Support (PALS)

Paramedic

Laboratory Experience

EMR Systems

ICU Experience

BLS

ACLS

Phlebotomy

Critical Care

Medical Administration

Vital Signs

Certifications & Licenses

Miami Dade College Firefighter II

Miami Dade College Paramedic

Miami Dade College Emergency Medical Technician December

BLS Certification

ACLS Certification

PALS Certification

EMT Certification



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