PETER SMITH (TREY)
****.******@*****.*** 918-***-****
Education and Certifications
Master of Science in Management 3.89 GPA– Southern Nazarene University
Bachelor of Art –Business Management 3.25 GPA - Southern Nazarene University
T.W.I.C. Card, APICS License, U.S. Passport, DOD Clearance, Drivers License
Professional Experience
TEAM INC 12/2021 – Present
Business Development/Sales Specialist
Services existing accounts, obtains orders, and establishes new accounts by planning and organizing daily
Adjusts content of sales presentations by studying the customers’ historical sales or needs
Focuses sales efforts by studying existing and potential customers. Submits orders by referring to price lists and product literature.
Keeps management informed by submitting activity and results reports, such as daily call reports, weekly work plans, three-month rolling sales forecasts (updated and submitted weekly) and monthly and annual territory analyses.
Produces and submits written proposals and quotations in pursuit of business opportunities using:
Standard rates and pricing parameters as set forth by upper management; deviation from established rates requires management approval.
Bid calculation sheets for fixed price and/or unit price quotes using technical and execution detail input from Operations Manager.
Coordinates the dispatch of crews and resources to support the contracted work with the Operations Manager responsible for servicing the site.
Provides job specific dispatch documents to support crew assignments.
Generates draft invoice documents and submitting to administration for data entry into the Invoicing System within three (3) business days of the completion of the job.
Monitors competition by gathering current marketplace information on pricing, products, new products, delivery schedules and marketing techniques.
Recommends changes in products, service, and policy by evaluating results and competitive developments.
Resolves customer complaints by investigating problems, developing solutions, preparing reports and making recommendations to management.
Prepares customer’s personnel, contractors, and other trade factors with product knowledge and selling skills by conducting and/or participating in sales promotion and educational meetings.
Provides historical records by maintaining records on area and customer sales.
Has good working knowledge of all company products and services that are available to our customers.
Follows up with accounts that are not current, requests payment, and keeps Branch Manager informed
MATCOR 05/2019 – 06/2020 (RIF due to COVID-19)
Reginal Account Manager / Business Development
Contacted potential clients to establish rapport and arrange meetings.
Planning and overseeing new marketing initiatives.
Research organizations and individuals to find new opportunities.
Increasing the value of current customers while by 20% attracting
Finding and developing new markets and improving sales.
Attending conferences, meetings, and industry events.
Developing quotes and proposals for clients.
Developing goals for the development team and business growth and ensuring they are met.
Training personnel and helping team members develop their skills.
ECOLAB/NALCO 12/2017 – 06/2019 (Resigned to take job at MATCOR)
District Sales Representative
Led the creation, improvement, and implementation of innovative sales strategies to drive position and increase share within the assigned geography Current
Increased sales by over 30% in 2018 ($313,000 in new business in 2018) and profit margin within the territory by meeting assigned targets for profitable sales volume and margin dollars (upsold current customers by $92,000).
Developed key relationships with customers through the following methods: identified and engaged key decision makers within existing accounts, prospect and cold call generation, frequent follow up, and strategic questioning to identify customers’ needs.
Involved in the engineering and design phase with customers to ensure retention and outstanding customer serve.
Worked closely with current and new customers to understand business needs and recommended continuous improvement and innovation plans that maintained and grew sales within assigned territory
Developed strong relationships with key stakeholders in current and new customers, including plant or facility executives
Engaged in problem solving by performing system analysis, interpreting data and providing written recommendations to ensure customer operations are performing at optimal levels
Engaged technical staff and management to develop retention and growth strategies
T.D. Williamson 08/2016 – 11/2017 (Reduction in force)
Supervisor of Sales Procurement, Planning, Production Scheduling
Researched the customer and partners of the customer and identified the decision makers, procurement processes, and their history with T.D. Williamson
Managed the HT&P sales team for Tulsa. Sales team increased revue by 31% (2.1 mil) under my management in 9 months.
Managed a team responsible for production scheduling and capacity planning
Prepared daily and long-term production schedule utilizing MRP and sales forecasts
Developed delivery commitments by coordinating scheduling activities with production team to balance production capacity, productivity, and on-time delivery metrics
Developed, published and maintained Master Production Schedule for multiple facilities
Analyzed priority orders for material /capacity availability and adjusted productions schedule to ensure on time delivery
Provided accurate and timely communication of production shortages or delays which could impact customer schedule
Attended daily production meeting to evaluate production schedule, backlogs, material shortages, labor requirements, etc.
Planed production to deliver 99% or better fill rates on locally produced finished goods
Evaluated and graded prospective suppliers/vendors in a timely manner to ensure they meet company quality control measures, costs and needs
Attended trade shows and conferences to gather information and get contacts of potential suppliers
Managed Supplier Development Team whose task it was to identify and secure new global suppliers & vendors
Negotiated all purchasing contracts with suppliers/vendors to include payment terms, delivery methods, pricing, etc., prior to sending contracts for the approval of the Global Manufacturing Vice President
PCC/Walden’s 08/2015 – 08/2016 (Company moved my team and position to Portland, OR)
Sales Manager & New Business Integration
Negotiated terms of new and renewing contracts
Communicated daily with R&D, Operations, Master Scheduler, various engineering teams, Finance and field teams to ensure obligations to customers were met
Identified new products and opportunities for emerging developments with new and existing customers
Maintained CRM to ensure accurate revenue and capital forecasts for all Products and Services for the upcoming quarter
Made presentations at sales meetings, training programs, and product education seminars for new and existing customers as directed by the Global Sales Manager
Performed financial analysis, economic modeling and projections for potential business opportunities, expansion projects
Serviced customer accounts regarding inquiries, new product, problem solutions, product repair, new product testing (First Article Inspection) and special request, to ensuring customer satisfaction
Prepared customer inquiries, quotes prices, and shipping policy, in a prompt & accurate manner
Communicated daily with existing customer (via calls, in person and sent emails) regarding products & services to illustrate their use. Reported results to the Global Sales Manager weekly so he could be aware of the accounts through CRM updates
Monitored progress of new projects and the status of existing sales order to the customer on a weekly basis to ensure timely completion, and could provide weekly updates to the Global Sales Manager
Led on the award of $90 Million in new work packages in 2015 through 2022 and played a key role in an additional $15 Million in spares/replacement parts
Interacted with customers daily to facilitate changes in engineering and the pricing model associated with those changes
Managed daily team activities to advance the work of one or more projects. Plan, document, review, and manage subordinate performance
Oil States International 06/2012 – 08/2015
Production Manager
Managed Business Development and Sales teams (Goals, Capacity and Forecast)
Was tasked in 2014 to implement new MRP System to all facilities
Achieved budget volumes in terms of managing yields/cost, labor variance, packaging scrap and other costs
Facilitated the review of seven (7) direct report department managers on a quarterly basis
Attended specialized training; Commercial Development Program and Corporate Leadership Development Program
Speaker at the 2015 OTC in Houston, TX; Fracking Services and Products
Reviewed production and operation reports, resolved operational and manufacturing problems to ensure minimum costs and prevent operational delays
Managed daily operations including, production scheduling, supply chain management, fabrication and finishing
Developed or revised standard operational procedures to ensure compliance with set standards
Reviewed and analyzed scrap ratios to ensure acceptable quality products
Created and implemented strategic plans to achieve short and long-term goals of the business, including business growth, internal cost reduction, lead time improvement, maintain quality, and improving customer service
Communicated daily with internal and customer R&D teams, engineers, sales and forecast teams.
Promote and maintain the safest work environment possible
Monitor/oversee daily safety huddles of all employees prior to start of shift
Performed random daily audits of personnel to ensure awareness of correct PPE, evacuation procedures, meet-up points and secondary safety assignments
Coordinated manufacturing activities to ensure production and quality of goods to meet customer specifications
TMK IPSCO 05/2012 - 07/2014
Senior Project Manager
Oversaw completion of assigned projects to be on-time and within budget and scope.
Analyzed and monitored customers day-to-day issues, projects and activities
Planned all logistics and forms of transportation for assigned projects
Held kickoff and closing meetings for assigned projects
Coordinated internal resources and third parties/vendors for the execution of assigned projects
Ensured resource availability and allocation
Developed a detailed project plan to track progress at every step of the project
Measured project performance using appropriate systems, tools and techniques
Reported to management as needed to ensure projects end on time
Performed risk management to minimize project risks
Established and maintained relationships with third parties/vendors
Created and maintained comprehensive project documentation
Maintained the Master Schedule and Final Assembly Schedule, expediting ordering utilizing these schedules, and shipped final products to customers
Reported to and worked directly with the Plant Manager
Oversaw and managed the logistics of materials to and from the facility and delivery to customers using all modes of transportation; barge, rail, and truck
Planned & Managed the activities of purchasing officers, and related workers involved in purchasing materials, products, and services
Oversaw supply chain management, procurement and inventory control
Continually communicated with Corporate Sales and R&D Engineering teams to ensure costumer’s needs were met in the time frame promised
Scheduled a plan to ensure 12 month forecast requirements were met
Designed and oversaw the current daily Master
Daily evaluation of customers Min./Max Inventory Levels
Maintained the Master Schedule/Final Assembly Schedule
Ordered expediting within the Master Schedule to comply with customers’ needs
Monitored production schedule and coordinated secondary departments to ensure production met necessary deadlines and client requirements
Generated and prepared necessary production reports
Evaluated material shortages for production build and expedited shortages by communicating with internal departments
V.A Healthcare Services 09/2010– 04/2012
Financial Analyst
Compared prices of procedures of various insurance companies
Monitored prices of generic vis-à-vis name brand pharmaceuticals
Bank of America 03/2006– 08/2010
Broker / Loan Officer/Personal Banker
Loan Officer/Personal Banker
Earned Sales Leader of the Month award six times (created over 1mil of new business)
U.S. Army 03/2000 – 02/2006
Squad Leader (Light Infantry) Staff Sergeant E-6
All Military & VA documents, certification, leadership training and schooling available upon request, leadership role in two tours in Iraq and South Korea
Advanced Computer Skills
MRP / ERP Systems; SAP 5.0, PDM, HMS, TEAMCENTER, Multi-Capp
Proficient in Microsoft: Team, Project, Excel, PowerPoint, Access, CRM System, Sales force and Office
Community Involvement
Member of Sigma Alpha Epsilon Fraternity, held 4 offices
Member and Trustee of Veterans of Foreign Wars Post 445
Member of University of Kentucky Student Development Council
Volunteer Experience
Emergencies Infant Services of Tulsa
National Multiple Sclerosis Society
American Red Cross
Tulsa Sports Charities