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Sales Representative

Sunbury, OH
February 18, 2020

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614-***-**** • *****@*****.*** •


Identifying and implementing key business development and process improvement initiatives.

Versatile business development and sales professional with extensive experience in financial services, healthcare sales, and service production. Exceptional at establishing, maintaining, and growing business and client relationships, focusing on identifying product needs and recommending the most suitable product. Strategically positions new products based on market research and analysis to drive sales. Adept at identifying and implementing business development and process improvement initiatives to streamline and optimize workflows. Successful history of consultative selling and cross-functional team leadership.

Technology Expertise: Access, Lotus Notes, IM, SharePoint, GoToMeeting

Leader and trainer of cross-functional business and sales teams.

Manager of innovative new product launches and exceptional product positioning.

Builder of exceptional client relationships, consistently overperforming in customer service scores.

Driver of sales growth by implementing process improvement and business development initiatives.

Professional Experience

2019 to 2020 • MORGAN SERVICES

Textile rental company with $100M in revenue.

Area Service Manager

Led a cross-functional team of 3 branch managers, 3 service supervisors, 15 routes, and 2 area jumpers. Ensure client relationships are maintained and customer service is exceptional. Manage revenue and growth from the current customer base. Maintain budget for the entire Service department. Oversee proper maintenance of fleet and inventory material control.

Awarded 2019 Service Department of the Year

Trained representatives on upselling additional products to existing customers, effectively increasing sales.

Effectively raised customer satisfaction score from 74 to 93.

2016 to 2019 • OHIO CREDIT UNION LEAGUE • Columbus, OH

State non-profit trade association for OH credit unions.

Business Consultant

Advise, sell, and support products and services to the league’s credit unions to help them better meet customer needs, including small business solutions for payroll and marketing. Collaborate with credit unions to customize plans to improve existing small business solutions while increasing their small business services revenue.

Launched a small business solutions product that was then offered through 7 other state leagues; Achieved 12 credit union signups in the first year.

2014 to 2016 • MORGAN SERVICES • Columbus, OH

Textile rental company with $100M in revenue.

Branch Manager

Led a service team comprising 4 routes. Ensure client relationships are maintained and customer service is exceptional, improving customer retention and ensuring continuous growth. Enforce upper management’s policies while simultaneously encouraging positive morale and a collaborative culture to minimize employee turnover.

Awarded 2015 Service Department of the Year for growing routes by over 10%.

Maximized revenues by making improvements to routing, service time, representative training, and overall cost cutting.

2012 to 2014 • JPMORGAN CHASE & CO. • Columbus, OH

Publicly traded multinational investment bank and financial services company.

Relocation Mortgage Banker

Consultative selling of first mortgages, including purchases, refinancing, and home equity loans. Proactively converted corporate relocation, affinity relationships, and employee leads into Prime/FHA mortgage applications. Recommended product and rate combinations to prospects while ensuring compliance with federal regulations and standards.

Rated #1 in Overall Customer Satisfaction and Compliance for 2012.

Consistently maintained customer satisfaction scores 10+% above other team members.

Consistently met funded loan volume sales performance goals.

2011 to 2012 • ESSENTIAL MEDICAL SUPPLY, INC. • Columbus, OH

Company providing wholesale distribution of surgical and medical instruments and equipment.

Medical Sales Representative

Sold essential medical products to both independent medical retail stores and large distributors and wholesalers across Ohio, northern Kentucky, and Pittsburgh, PA.

2008 to 2011 • INTERACTIVE CARE NETWORK • Canal Winchester, OH

Company providing a web-based research tool and search engine of acute care providers to assist hospitals and patients with the discharge process.

Business Development Coordinator (2009 to 2011)

Led a sales team in selling demonstrations to hospitals nationwide of post-care educational information and interactive learning systems. Collaborated with system and non-IPC hospitals for installation and implementation of products and services.

Collaborated with the management team on the development and implementation of a strategic marketing and company sales plan to drive sales and grow revenues.

Territory Sales Manager (2008 to 2009)

Prospected business opportunities and provided customer support to over 40 hospitals nationwide. Developed and managed relationships with a client base to drive sales. Educated customers and conducted technology demonstrations. Quoted, negotiated, and prepared multi-million-dollar contracts. Set up implementation and payment terms.

Obtained the most signed agreements in a single month and in a single business day.

Additional Experience

CCS MEDICAL • Territory Medical Sales Representative


Education & Professional Development

CAPITAL UNIVERSITY • Bachelor of Arts – Criminology





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