CARMEN A. VELEZ DIAZ, MBA

Sales & Marketing Executive

H 787-***-****

adiz59@r.postjobfree.com C 787-***-****

EXECUTIVE SUMMARY

Sales & Marketing Executive with an 18+ year delivering revenue growth and new business to world class companies. Thought partner with combined expertise in account strategy, cross-functional account team leadership, project management and P&L management. Comprehensive understanding of strategic planning, account penetration, management of sales projects and expansion strategies, and business justification from due diligence to launch to long-term growth and stewardship. Deep knowledge of marketing, customer service and brand strategies, pricing, and research analytics.

• Business Lifecycle & Client Partnerships • Team Leadership • Project Management

• Organic & Systemic Revenue Growth Strategies • Operations Management & Revenue Growth • Medical Billing

• Strategic Planning • Forecasting & P&L Management PROFESSIONAL QUALIFICATIONS

Client • Owns account relationship with P&L accountability, customer satisfaction, and service delivery. Partnerships • Drives account investments with alignment between customers’ strategic vision and corporate goals.

• Optimizes new account opportunities while deepening penetration within accounts. Delivery & • Top-ranked partner management executive with benchmark revenue and profit achievements. Management • Work with team members to increase individual performance and set realistic improvement goals.

• Executive-level client management, contract negotiation, and territory development abilities.

• Project management abilities ensuring to meet stablish objectives and due dates. Business Cycle • Built sales forecasts and schedules to reflect desired productivity targets. Expertise • Seasoned in cultivating and executing strategic business partnerships and capitalizing on market trends.

• Resourceful, embraces risk with strong orientation to revenue and profit achievement. EXPERIENCE CV CONSULTING SERVICES – San Juan, PR (April 2015 – present) OWNER & PRESIDENT

Sales and marketing consulting services to mid-size and large companies. Services included sales and customer service seminars and training programs. Analyzed training needs and tailored services to client’s specific needs. Taught strategies for building and strengthening client partnerships when negotiating major deals. Participate in the development/ implementation of corporate courses and initiatives with training impact. Experience with social media marketing and content marketing. Partners with training resources to design and develop training materials applying basic instructional design tools to new or existing course materials(s) and monitors their effectiveness. Client • Borschow Medical Supplies, MCS, Toyota de Puerto Rico, Mercedes Benz de Puerto Rico, Able Sales, Universidad del Sagrado Corazón, Open Mobile. Partnerships:

INTEGRATION TECHNOLOGIES CORPORATION – San Juan, PR (2012-November 2014) SENIOR ACCOUNT EXECUTIVE

Direct multi-layered account relationships with focus on solution development and deployment, strategic planning and tactical execution of business planning/sales strategies to deliver organic revenue growth. Full accountability of account performance; optimize revenue contributions of all lines of business. Develop and execute sales/business plans to achieve quarterly sales/business objectives. Develop excellent working relationships with key customer contacts. Prepares sales reports showing sales volume, potential sales and proposed expansion. Delivery & • Closed deals with two new customers in first 6 months, generating sales of $1.5M. Management: • Sold specialized solution to new customer, contributing $1.5M second year sales. Client • Book of business includes Telefonica Empresas, Correctional Health Services, First Bank, Banco Santander, and MCS. Partnerships:

CV CONSULTING SERVICES – San Juan, PR (2008-2012)

OWNER & PRESIDENT

Launched own company delivering sales and marketing consulting services to mid-size and large companies. Services included sales and customer service seminars and training programs. Analyzed training needs and tailored services to client’s specific needs. Taught strategies for building and strengthening client partnerships when negotiating major deals. Drive the entire sales cycle from initial customer engagement to closed sales. Delivery & • Built business from ground zero to in excess of $100K sales revenue in first six months. Management: • Created full menu of sales training, marketing, and business planning services. CARMEN VELEZ DIAZ page 2

EXPERIENCE GUARDSMARK, LLC – Guaynabo, PR (2006-2008) MANAGER, BUSINESS DEVELOPMENT

Business development and solutions deployment leadership including funnel creation and pipeline management, product positioning, sales forecasting, contract negotiations, sustainable revenue growth, and financial management. Thought leadership developing business plans for prospecting and strengthening relationships within existing accounts. Exceeded annual sales quota during first year with company, winning $20K award in competition with more than 20 salespeople around the world. UPS SUPPLY CHAIN SOLUTIONS – Caguas, PR (2004-2006) SALES MANAGER

Total accountability for revenue performance for Puerto Rico subsidiary. Relationship management, revenue growth and market share, forecasting, budget delivery, and thought leadership. Industry marketing and professional activities. Recruited, hired, coached, and motivated sales team. Administer and ensure assistance of sales staff through the creation and enhancement of sales support and presentation materials and attending trade shows and conferences. Recommend and implement changes and improvements for future programs to expand sales and profitability. Business Cycle • P&L accountability for $10M budget. Develops and implements annual Department budget. Monitors and controls budget throughout the plan year. Expertise: • Directed team of three sales executives and one sales assistant. Delivery & • Doubled sales; increased book of business from $900K to $1.8M. Management: • Created and deployed marketing strategies. INTEGRATION TECHNOLOGIES CORPORATION – San Juan, PR (2001-2004) SENIOR ACCOUNT EXECUTIVE

Managed client partnerships with key accounts in banking and finance, insurance, and telecommunications markets. Total engagement in sales, marketing, solutions delivery, and accountability for financial performance. Planned and executed strategic planning, Kick-off meetings, and business plans. Delivery & • Closed deal with key account which contributed $1M revenue during first year. Management: • Book of business include Puerto Rico Telephone, Doral Financial, FirstBank, Banco Santander, and Cooperativa de Seguros Multiples. STANFORD KLAPPER ASSOCIATES, INC – San Juan, PR (1999-2001) VICE PRESIDENT, SALES & MARKETING

Architected sales strategies and business plans to grow client base and deepen relationships with existing accounts. Sales and marketing leadership, key account management, and budget preparation. Evaluate the effectiveness of the company's sales and marketing programs. Analyze and interpret market conditions in existing and potential markets, makes recommendations to customers. Review and evaluate market research, test market activities and elaborate reports utilizing the data. Analyzes customer database to identity opportunities and communicate them to sales representatives. Competitors monitoring and analysis

Delivery & • Executed in excess of 20 sales and marketing strategies targeted toward new business. Develops, directs and implements comprehensive marketing plans, initiatives and campaigns and corresponding budgets to promote the company and grow and penetrate markets. Management: • Achieved 65% revenue turnaround for the company.

• Recruited and performance managed more than 12 employees. Client • Increased existing client sales by 80% in one year. Partnerships: • Managed relationships with McDonald’s, Banco Santander, BBVA, Pan Pepin, Texaco, Kellogg’s, Puerto Rico Telephone Co, Johnson & Johnson, AT&T.

UNISYS PUERTO RICO, INC – San Juan, PR (1992-1999) CLIENT RELATIONSHIP MANAGER

Managed portfolio of accounts in telecommunications, government, banking and insurance markets. Executed sales activities, marketing, pre/post sale support. Conducted executive presentations, drafted proposals, and negotiated contracts with senior executives. Developed business plans, forecasts, and strategies. Presented products and services to prospects and clients. Critical role securing $2M new account acquisition. Honored with several global performance awards.

• Supported Puerto Rico Telephone Company, Telefonica Larga Distancia, Sprint, Centennial, Cellular One, Treasury Department, Ponce Bank, and BPPR.

EXPERIENCE SACRED HEART UNIVERSITY – Santurce Campus (2003-present)

(Part-time basis) PROFESSOR OF MARKETING, School of Business Administration Teacher/scholar and colleague with oversight academic and research curriculum in Marketing discipline. Appointed MBA professor of Marketing and Business Administration.

EDUCATION UNIVERSITY OF PUERTO RICO – San Juan, PR MASTER IN BUSINESS ADMINISTRATION, Major in Marketing BACHELOR IN BUSINESS ADMINISTRATION, Major in Management, Graduated Magna Cum Laude

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