Customer Service Relations Manager

Scott R. Portnoy Outside/Inside Sales & Customer Relations

*********@*****.*** www.linkedin.com/in/scott-portnoy-12130255 720-***-**** Westminster, CO 80021 A top-performing Outside/Inside Sales and Customer Relations Manager with extensive experience in electric motors, machinery, and automobile industries. Highly skilled in overseeing all facets of sales operations, directing cross- functional teams through financing and lease programs, insurance, and aftermarket and performance equipment sales and service. Proven ability in establishing clear channels of communication with engineers, scientists, procurement teams, and clients, customizing strategic solutions in alignment with various goals and objectives, driving enhanced satisfaction and business retention. Recognized for consistently innovating strategic process improvements to enhance workflow, drive increased market share and revenue growth, as well as cost and quality controls. Areas of Expertise include:

Sales & Business Development Strategic Planning & Analysis Revenue & Profit Growth

Service Programs Team Leadership & Development Client Account Management

Operations Management Sales Cycle Management Contract Negotiation Professional Experience

LEGACY MECHANICAL INC. Denver, CO 2022 – 2023

SERVICE ACCOUNT MANAGER

Drove sales by developing competitive proposals, customizing solutions, and providing clear direction as one of three sales representatives. Utilize a sharp eye for detail to identify opportunities with high growth potential and secure contracts with large companies. Mitigate errors while preparing estimates, and leverage a working knowledge in all equipment to increase efficiency. Improve business retention rates by developing a positive rapport with clients. Key Accomplishments:

Heavily contribute to proper brand representation for industrial and commercial HVAC equipment including hydronics, boilers, and VRF systems; refine pitches to incorporate key brand messaging.

Close on lucrative preventative maintenance contracts; prioritize clients’ needs by offering in-depth consultations.

Accelerate profit growth by deploying proven sales strategies for fabrication, pipefitting, and welding fabrication services; route all new business to in-house teams such as project and pre-construction managers who have access to state-of-the-art union shops.

Clients to include Sheraton Downtown, Hyatt, Public Storage, Denver Zoo, Courtyard by Marriott, and Doubletree. DENVER ELECTRIC MOTOR Denver, CO 2019 – 2022

OUTSIDE/INSIDE SALES, CUSTOMER RELATIONS

Oversaw outside/inside sales and customer relations for product lines including new motors, pumps, gearboxes, technical parts, and components. Collaborated with cross-functional teams including engineers, scientists, procurement professionals, and customers to facilitate effective vendor and supplier management, contract negotiation, merchandise planning and distribution, as well as product development and portfolio management. Led CNC matching

(contracting) with large machine shops, working closely to outline solutions, as needed. Maintained working knowledge of diverse client accounts, including power generation/utility, water/wastewater entities, pharmaceutical, defense contractors, bakeries, and breweries, among others. Key Accomplishments:

Consistently secured large bids for products, services, and repairs, to include completion of work estimates for repairs, field service, machining/balancing, and technical services, such as Thermography/Infrared, and vibration analysis.

Achieved high levels of customer satisfaction through effective management of relationships, partnerships, and delivery of products, services, and solutions in accordance with individual needs.

Clients to include Coorstek Ceramics, Miller Coors/ Rky, Mtn. Bottling, Xcel Power, Sundyne, Swire Coca Cola, Leprino, Con Agra, Trustile Doors, RTD, JBS Swift, Arcosa Lightweight. To include most large companies in Denver area from Colorado Springs to Cheyenne.

Technologies: Familiarity with Cosential/ CRM/ Sales Force. EOS Operating System and Level 10 meetings. Scott R. Portnoy

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JAX RANCH AND HOME Lafayette, CO 2009 – 2019

OUTDOOR POWER EQUIPMENT SALES, PART-TIME, 2009 – 2018 Oversaw sales operations for outdoor power equipment, as well as hand-forged Gransfors Bruks axes, hatchets, and accessories. Identified and cultivated various business opportunities to drive enhanced sales, services, and market share. Managed warranty processing, tracking, and credit issuance, as needed. Cultivated relationship with commercial and government entities, creating competitive bid proposals to drive new and expanded business operations. Performs needs analysis to assess best way to assist customer. Key Accomplishments:

Expanded scope of business to include government and commercial entities.

Achieved Silver Certification for STIHL product sales.

Launched three locations; set sales records for locations and in Outdoor Power Equipment category. TITAN MACHINERY / CASE EQUIPMENT Henderson, CO 2017 – 2018 SERVICE WRITER

Directed team of nine shop technicians and three field service technicians throughout daily operations. Fostered customer-centric environment by driving service quality for both in-person and phone interactions. Collaborated with service technicians to identify issues, creating estimates and guidance for clients on service needs, repairs, and maintenance. Coordinated scheduling and administration for large-scale rental and sales operations. Received equipment and provided complete service and work orders. Installed add-on equipment for sold units. Key Accomplishments:

Grew customer base within the number one flagship store in the Western US territory; increased satisfaction index.

Acquired full responsibility for all service and maintenance operations of the rental department. INTEGRATED POWER SERVICES Denver, CO 2016 – 2017 CUSTOMER SERVICE MANAGER

Maintained client accounts for energy, mining, and manufacturing corporations, providing quotes for services and repairs. Facilitated construction, repairs, and rebuilds. Forecasted and presented predicted shipping dates to meet customer deadlines and manage expectations. Sourced materials and components for production. Translated technical data and documentation to produce timelines for production. Achieved all product deliverables. Key Accomplishments:

Secured new clients and increased business operations, solving complex customer issues to enhance business retention; completed bids, scope of work, and estimates on reduced time frame while maintaining quality compliance.

Reduced risk exposure and increased collections on large accounts. Education

MBA in Business and Finance

UNIVERSITY OF COLORADO Boulder, CO

Bachelor of Arts in Business and Finance

UNIVERSITY OF COLORADO Boulder, CO

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