Sales Management

CLAUDIA VERCILLO

** ********* *****, ****** ** L*G 6P5

416-***-**** • ***************@*****.***

QUALIFICATIONS PROFILE

Highly accomplished Business Professional seeking to leverage extensive background in relationship & project management, business development, & communications.

Polished, persuasive, and articulate communicator, able to innovate winning “out-of-the-box” approaches. Valued team leader/team member, able to build a harmonious work environment.

Proven experience leading results-driven project management and organizational development initiatives to achieve corporate goals.

Ability to coordinate and manage multiple tasks and priorities, meet deadlines, and produce high-quality work.

Commitment to excellence in all endeavors, and maintains the highest standard of integrity.

PROFESSIONAL EXPERIENCE

PEO CANADA, Calgary, Alberta

Account Consultant, 1/2011 Present

Provide comprehensive sales, account and relationship management for one-of-a-kind Employee Management Service. Sales professional that sources business, and manages the sales cycle from on-boarding through administrative hand-off. Voice of the Client. Skilled hunter who takes responsibility seriously and offers on-going support to clients, colleagues, and Senior Management.

Duties & Responsibilities:

• Responsible for proactively developing business in Ontario.

• Responsible for continuous client relationship management.

• Responsible for continuous, internal support of colleagues and staff related to territory-specific clients.

• Proactively market PEO Canada within specific vertical markets.

• Prepare and present proposals and contracts.

• Deliver client specific orientations and ensure smooth transition from sales to administration.

• First point of contact for escalating issues.

INDEPENDENT CONSULTANT, Aurora, Ontario, 2/2010 PRESENT

Provide comprehensive administrative and relationship management for an independent Mechanical Engineer, and a privately held, homeowners’ insurance consultant. Establish and maintain relationships with underwriters. Establish and maintain relationships with client policyholders. Input and manage report data ensuring timeliness, and compliance.

MANULIFE SECURITIES (FORMERLY BERKSHIRE GROUP), Burlington, Ontario

Business Development, Senior Specialist, 1/2006 2/2010

Provide comprehensive relationship and project management for a top-tier, Canadian Investment Dealer – with a dual platform. Dealer specialist who acts as the Business Development liaison, representing the department in all aspects of inter-corporate projects. Skilled and motivated self-started who communicates regularly with Senior Executives, internal staff, and third-parties.

Duties & Responsibilities:

• Responsible for proactively managing various Dealer projects including sales, compliance and operational initiatives.

• Responsible for interfacing with departments across the Dealer, the larger Manulife Corporation, and outside vendors.

• Responsible for managing Advisor business initiatives affecting assets under administration.

• Responsible for the facilitation of an Advisor’s transfer from the MFDA platform to the IIROC platform.

• Responsible for providing all members of the Dealer with a consistent point of communication, disseminating Head Office information and initiatives and providing direction & explanation with regard to business policies and procedures.

• Constant communication with corporate Executives (including regular meetings, and presentations).

• First point of contact with regard to escalating issues.

• Assist in the implementation of corporate initiatives.

• Promoted from Relationship Manager to Senior Specialist in 2008.

THE TRAFALGAR GROUP, Burlington, Ontario

Communications Specialist, 6/2000 12/2005

Provide comprehensive communication and project management for Bermuda based international financial company offering, world-class products and wealth management services to private clients. Serve as Canadian communications manager, and liaison between company, government agencies, and third parties to facilitate corporate initiatives.

Duties & Responsibilities:

• Responsible for corporate communications including inside information dissemination and public marketing materials.

• Responsible for sales initiatives including recruiting and product training & implementation.

• Provide sales training and support to inside staff and outside agents, including legal and accounting professionals.

• Constant communication with Executive with regard to overall and day to day status of the Canadian corporation.

• Responsible for project reporting including current status reports, expenditure reports.

CARITAS PROJECT COMMUNITY AGAINST DRUGS, Toronto, Ontario

Administrator, 5/1996 6/2000

Accountable for processing donations and charitable donation receipts. Compiled and reported data in compliance with government regulations. Assisted in writing grant proposals. Liaised between the organization, donors, third parties, and government officials.

• Helped to raise funds and garner donations through sourcing government grants & initiatives, telethons, social events, and door to door campaigns.

• Wrote and managed project plan to developed proprietary software to process donations and charitable receipts.

• Established a highly efficient work environment through introduction of automated systems.

EDUCATION

Bachelor of Arts Degree (with Honors) in Psychology (1996)

UNIVERSITY OF TORONTO – Toronto, Ontario

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