Service Representative Customer

Charles Morgan

**** ** ***** ******

Brighton CO 80601

*************@*******.***

720-***-**** cell

Highlights of - Strong communication skills

Qualifications - Excellent presentation skills

- Ability to grasp both broad and technical concepts

- Experienced in promotional planning, forecasting and analyzing sales growth

- Computer proficient in Microsoft Excel, Word, PowerPoint, Siebel, Gold Mine, Epicor, SalesForce Professional McGee Company 2018-Present

Experience Sales & Service Representative

Responsible for Colorado area sales territory. Supported new business and existing customer sales of lubrication service equipment, supplies, and used oil handling products for auto dealerships, quick lubes, service shops, commercial service centers and industrial applications. Bid new construction build outs including commercial, military, and private sector service/repair facilities. Skills included ability to read blueprints, spec equipment for each project, and accurately quote equipment, materials and labor. Worked with general contractor as a sub-contractor, attended weekly project meetings and directed installation technicians on scope of work and time of completion. Sales Achievements:

Won bid for FedEx Freight new build in Colorado Springs - > $100,000

Fort Carson Combat Equipment Maintenance Facility - >$80,000

Moto Sports new build facility in Pueblo - > $65,000

Martin Marietta mixer plant industrial lubrication equipment - >$40,000 Hi Tech Air Solutions 2016-2018

Regional Sales Representative

Manager of Northeast CO, and WY sales territory. Conducted sales calls on doctor’s offices, veterinarian’s offices, kennels, schools, colleges, university athletic programs, hospital labs, homeowners, and companies with 100% air intake facilities. Consulted with clients and conducted air quality analysis and developed solutions utilizing innovative new technology with Hi Tech air reactors to permanently eliminate virus bacteria, odor, mold, kennel cough, influenza, upper respiratory infections, ringworm, herpes, staph infections, impetigo, and virus. Touch points include doctors, nurses, business owners, athletic directors, coaches, school board administrators, purchasing, and C suite. Prospecting for new business 100% of time, set up demo of equipment, service existing customers, and maintain customer base.

Sales Achievements:

Exceeded quota past two years

Won monthly sales contest three times last year

Was asked to become a mentor for new sales rep for the team Farmers Insurance 2015-2016

Licensed Agency Producer

Main focus is prospecting for new clients in a successful Farmers Agency selling home, auto, life and commercial insurance policies in a highly competitive market. Assist with many customer service activities such as customer billing, payments, renewals, changes to coverages and complaint resolution.

Sales Achievements:

Earned incentive trip for life sales in Q116

Helped Agency receive “Agency of the Month” for two consecutive months

Sales efforts led to quarterly bonus for Agency

American Family Insurance 2013-2015

Licensed Agency Owner

Appointed agent responsible for all aspects of new Agency including prospecting, strategic planning, marketing and staffing to promote and grow the American Family Insurance brand and bring in new clients. Emphasis was on auto, home, life, commercial, and worker’s compensation. Focused on retention through customer service. Handled all billing, policy changes, accounts receivable and customer inquiries.

Sales Achievements:

Acquired over 200 new households and 400 policies over the course of 2 years from scratch

Sponsored youth sports team to market brand

Studied and passed property and casualty, life and commercial state licensing tests Stat Lab Medical Products 2012-2013

Account Manager

Call points included clinical laboratories, hospital laboratories, reference labs, private labs, dermatology labs, University labs and animal research labs in the histology, pathology and cytology areas. Customers included histology supervisors, laboratories managers, directors, material management, lab technicians, and pathologists. Performed sales calls for over 2,000 new and existing lab consumable products from our company and manufacturers of lab products driving sales to exceed quota. True road worrier over 20 calls a week covering over 200 miles a day in a four state territory of CO, MT, WY, and UT. Administrative duties included monthly call-in with sales manager, tracking sales in pivot tables, preparing timely and accurate expense reports, and car mileage reports. Sales Achievements:

Opened 3 new accounts 6 month time period

Territory sales growth over $50,000 in 6 month time period

Converted back $10,000 in lost revenue from existing customer

Ranked in top 10 of sales force of 28 reps

Sakura Finetek USA 2007-2012

Area Manager II

Responsible for 300 active accounts in a seven state region with a 2.5 million budget over 40 calls per week covering 300 miles a day to exceed my quota every year top number one rep in region in 2012 and a consistent top 10 performer every year with Sakura. Call points included clinical laboratories, hospitals, reference labs, private labs, dermatology labs, animal research labs and University research labs. Also sold automated capital equipment for labs in histology, pathology and cytology. Customers included histology supervisors, pathologists, lab managers, purchasing, histology techs and budget committees and the executive C Suites Duties included sales calls, Power Point presentations, quotes for new capital purchases, installations of new equipment purchases, customizing new equipment software with customer protocols, and conducting in-service training for lab staff. Customer service responsibilities included selling service contracts when warranty expires, selling consumables to labs and helping them with pricing issues and service department issues. Administrative duties included maintaining customer contact records and sales call records using Gold Mine software program and preparing timely and accurate expense reports as well as monthly reports to management. Sales Achievements:

2012 Converted Western Regional Hospital, NE to rapid tissue processing - $120,000

2012 ARUP Cancer Research Center won new lab bid for $136,000

2009 Converted UniPath to rapid tissue processing in one sale- $400,000

2009 Converted University of Colorado Histology Lab to rapid tissue processing - $120,000 DaVita Home Dialysis Denver CO 2006-2007

Sales Consultant

Was part of a new sales division for DaVita Home Dialysis division. Territory was five western states. Duties included sales calls on independent nephrologists to present the benefits of home dialysis for their patients. Worked closely with clinical dialysis nurse specialist to identify potential nephrologist groups in the western region that would refer patients to DaVita Home Dialysis programs. Conducted lunch and leans for nephrologists of competing companies and convert qualified patients to DaVita Home Program. Used Sales Force database to record sales call logs and sales reports for management. Maintained timely accurate monthly expense reports for sales manager. Attended various medical conferences and trade shows for nephrologists. Kimberly-Clark Cleveland OH 2004-2005

Clinical Sales Specialist- Pain Management Division Advanced to role of Clinical Sales Specialist in Pain Management Medical Device Group. Responsibilities included daily sales calls on anesthesiologist board certified physicians in chronic pain management. Current territory consists of Cleveland North, Western Pennsylvania, and Upstate New York. Call points are acute care facilities, surgery centers and physician’s offices. Primary object is to assist physicians with clinical applications of the Kimberly-Clark product line and to make recommendations based on general procedures. This product line consisted of pain management trays, procedural needles, radio frequency generators, probes and cannula for radio frequency procedures. Worked side by side physicians in OR rooms during all phases of radio frequency lesions, intradiscal electro thermal therapy, radio frequency annuloplasty and intradiscal lesions, selective nerve blocks, single shot epidural trays, disco-grams and regional never blocks. Responsible for sales quota and growth of new and existing accounts, weekly expense reports, monthly sales reports, and weekly time reporting. Developed and executed annual territory business plan and operated and maintained company vehicle within fleet policy. Sales Achievements:

2005 Closed over $100,000 conversion at Cleveland Clinic

2004 Sold first radio frequency generator in first ninety days in territory

2004 Achieved 20% growth in first year in new position Kimberly-Clark Cleveland, OH 2002- 2004

Sales Representative- Critical Care and Interventional Division Medical critical care and interventional device sales, Responsibility for over 300 major accounts for a total of 1.4 million dollars worth of business in the Cleveland and Western OH area. Customer base included hospitals, home health care, medical distribution network, and free standing gastroenterologist clinics. Product line consisted of enteral feeding, specialty tubes, enteral access, diagnostics, endoscopy, closed suction systems, oral care, gastric lavage and multifunction electrodes. Duties included pre-call planning, setting customer appointments, territory management, sales presentations, daily sales calls at GI, Radiology, OR, ER, ICC, CU, RRT, bio-med and purchasing departments. Conducted in-service training on all product lines. Developed and maintained clinical relationships with key facility and department clinicians. Sales Achievements:

2002 #1 sales representative in enteral feeding category

2002 Finished 111% of quota in enteral feeding category

2002 Ranked #2 in reusable forceps sales

Prior Sales Experience:

Philip Morris Billings, MT

Sales Route Representative – Marlboro

Food Service of America Billings, MT

Sales Representative

Education Bachelors of Science – Business Administration – Marketing Eastern Montana College

Military USAF – Guam USA – Anderson Air Force Base Background Anderson Air Force Men’s Basketball Team USAF – Great Falls, MT - Malstrom Air Force Base

Military Marksman Award

Honor graduate of NCO Training Academy

Flight Security Controller Certification/Top Gun

Activities/Clubs Varsity Men’s Basketball, Captain of Varsity Men’s Tennis (Full Scholarship) Vice President of Ad Club in charge of fund raising – awarded the National Advertising Federation Award in for raising $18,000 for the entire club to travel and compete in national competition Professional Graduate of Miller Heiman Strategic Selling School-Lead to number 1 sales rep in region Sales Courses Graduate of Delta Category Management School-resulted in exceeding quota by 10% that year Graduate of Versatile Sales Person- resulted in an increase in close rate from 80% to 90% that year Graduate of Customer Focus Selling-lead to a promotion to Key account manager with organization References Available upon request

Contact this candidate