Summary
Overview
Work History
Skills
Timeline
Education
Associations
Generic
ALAN NAPIER

ALAN NAPIER

Calgary,AB

Summary

Sales professional with extensive experience in account and customer relationship management. Cultivates, nurtures, and maintains long-term customer relationships to boost sales and grow brand visibility. Entrepreneurial and creative Founder passionate about turning innovative ideas into tangible results. Experienced formulating and executing strategic plans, creating new products and services, and developing business opportunities. Track record of multiple successful business ventures and leading teams of professionals to maximize profits and deliver success.

Overview

24
24
years of professional experience

Work History

Founder

HSA Easy Pay Limited
01.2020 - 01.2024
  • Worked with Suppliers/stakeholders and Provincial MLAs to build a comprehensive Health Spending Account for qualified Albertans
  • Secured sufficient funds to cover business obligations by tracking expenses and budgeting accurately.
  • Created the organization's mission and vision statements for use by employees.
  • Prepared annual budgets with controls to prevent overages.
  • Collaborated with legal, accounting, and other professional teams to review and maintain compliance with regulations.
  • Initiatives put in abeyance due to other Alberta Government Priorities see https://hsaeasypay.com/ and https://hsaeasypay.com/blog/

Senior Account Manager (Western Canada)

CWB Group Canada
01.2019 - 01.2020
  • Leveraged CWB ISO certification solutions Exemplar Global (TEPECS) Lead Auditor Certification for ISO standards, enhancing credibility in the industry
  • Established and maintained business relationships with key decision-makers, ensuring a continuous pipeline of new and expanded business opportunities with current and new Clients
  • Conducted needs analysis and delivered sales presentations, resulting in the generation of long-term leads and increased market share
  • Developed and executed territory business plans aligned with sales goals, demonstrating strategic planning abilities
  • Achieved 20%-30% annual total revenue growth by proposing and closing contracts, demonstrating strong negotiation skills with new & existing Clients
  • Conducted needs analysis and delivered sales presentations, resulting in the generation of long-term leads and increased market share
  • Developed and executed territory business plans aligned with sales goals, demonstrating strategic planning abilities
  • Identified and qualified clients by establishing a sales/business relationship to ensure an active and continuous new and expanded business pipeline Generating long-term leads through needs analysis and ASQ/IIA and AAC membership and conducting biweekly sales presentations at BSI Lead Auditor course training and trade shows Maintained an active reporting procedure following Departmental and CWB needs
  • Developed a territory Business Plan consistent with short-range and long-range sales goals
  • Maintained sales forecasting capability with short-term efficient scheduling, provided superior customer service, controlled costs, and provided information for business planning, resource planning, and budgeting.
  • Maintained detailed records of all account activities, ensuring accurate reporting for upper management review purposes later on.
  • Regularly updated sales forecasts based on current pipeline status/anticipated deal closures, allowing for accurate resource allocation/planning within the organization.
  • Conducted regular reviews of each managed portfolios performance against objectives/targets – taking corrective action as necessary if any shortfalls were identified.
  • Sold new products and services and developed new accounts to maximize revenue potential.
  • Kept detailed records of daily activities through online customer database.

Senior Account Manager (Prairie Region)

BSI Group Canada
01.2015 - 01.2019
  • Drove 50%-75% annual revenue growth through effective contract negotiation and solution-oriented selling
  • Secured Exemplar Global (TEPECS) Lead Auditor Certification for multiple ISO standards, showcasing expertise in quality management systems
  • Identified and cultivated client relationships, leading to a consistent flow of new business opportunities
  • Conducted sales presentations and participated in trade shows to generate leads and increase brand visibility
  • Demonstrated proficiency in sales forecasting and resource planning, contributing to efficient business operations
  • Provided full spectrum of BSI products, services, and solutions to key departmental decision-makers
  • Identified and qualified clients by establishing a sales/business relationship to ensure an active and continuous new and expanded business pipeline Generating long-term leads through needs analysis and ASQ/IIA and AAC membership and conducting biweekly sales presentations at BSI Lead Auditor course training and trade shows Maintained an active reporting procedure following Departmental and BSI needs
  • Developed/implemented a successful territory Business Plan consistent with short/long-range sales goals
  • Maintained accurate sales forecasting capability with short-term efficient scheduling, provided superior customer service, controlled costs, and provided information for business planning, resource planning, and budgeting
  • Kept well informed on industry changes, participated where possible in organizations directly involved with our prime markets, and continually worked to improve sales techniques and sales knowledge.

Owner/Founder

Fuel Tax Rebaters Ltd.
01.2000 - 01.2014
  • Established & grew the largest Fuel Tax Commodity consulting & recovery firm in Alberta and B.C with approx 800+ small/medium-sized companies (Oil & Gas servicing/Logging & Mining firms) with sales exceeding $26 Million
  • Developed/Implemented successful projects (marketing & management) of sales/service delivery while spearheading innovative distance & Mapping systems (B.C Government)
  • Introduced new continuous quality improvement processes despite changing rules & procedures (Government of Albert Tax & Revenue Administration) Brought in & managed all functions of customer service, business development & sales/marketing
  • Spearheaded growth in Alberta, establishing new strategic direction (B.C.) and all site audit processes, a building strong leadership/audit team with hands-on account development/management providing client-focused solutions
  • Developed and maintained strong relationships with clients, resulting in consistent repeat business and referrals.
  • Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
  • Negotiated contracts with suppliers for better pricing and terms, reducing overall costs for the business.
  • Established foundational processes for business operations.
  • Enhanced operational efficiency and productivity by managing budgets, accounts, and costs.
  • Mentored staff members on best practices in customer service and sales techniques, leading to increased performance levels.
  • Generated revenues yearly and effectively capitalized on industry growth.
  • Diversified revenue streams by exploring new markets and developing innovative products or services tailored to those markets'' needs.
  • Negotiated prices and services with customers and vendors to decrease expenses and increase profit.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline the scope of positions for a new organization.
  • Oversaw financial management activities such as budgeting, forecasting, and cash flow monitoring for improved financial stability.
  • Ensured compliance with industry regulations while maintaining ethical business practices at all times.

Skills

  • Client Relationship Building
  • Sales strategy development
  • Strategic account and territory development
  • Sales & Bussines Management
  • Lead Cold Calling & Prospecting
  • Entrepreneurial and Innovative
  • Strategic Planning
  • Contract Negotiation
  • Ethics and integrity
  • Strategic Thinking
  • Articulate Communication
  • Recruitment and Hiring
  • Policy and Procedure Development
  • Executive Leadership
  • Results Orientation
  • AdWords Strategies

Timeline

Founder

HSA Easy Pay Limited
01.2020 - 01.2024

Senior Account Manager (Western Canada)

CWB Group Canada
01.2019 - 01.2020

Senior Account Manager (Prairie Region)

BSI Group Canada
01.2015 - 01.2019

Owner/Founder

Fuel Tax Rebaters Ltd.
01.2000 - 01.2014

Education

Exemplar Global (TEPECS) Lead Auditor Certification for ISO 9001:2008/2015, ISO 14001:2008/2015, OHSAS 18001:2007, ISO 45001:2018, ISO/IEC 27001:2013 & all CWB C-Codes for quoting requirements and ISO 50001 - Energy Management Cert Georgia Institute of Technology

Entrepreneurial Business Start-up Program (MKS) ♦Dunn & Bradstreet-Credit/Receivable Mgmt. Seminar ♦Training in FMC Avistrap/Carlson Equipment design ♦Marketing High–Tech Companies Seminar (Partners In Technology) Professional Personnel Agents of Canada (Time Mgmt.) ♦Phillip Crosby Quality Seminar (Quality Is Free) Project Management Institute - Quality and Performance Seminar ♦ Over the Top (Motivational Training Seminar) ♦ Institute of Basic Life Principals (IBLP) Basic & Advanced ♦ Bull Horn ♦MERX (Online Private/Public Tendering) ♦ Salesforce Essentials Calgary Seminar Dale Carnegie Relationship Selling

Associations

Project Management Institute (Southern Alberta) ♦Canadian Federation of Independent Business (CFIB) ♦Canadian Taxpayers Federation (CTF) ♦ Interior Logging Association (ILA) ♦ Better Business Bureau (BBB) (Ethics Award Nominee) ♦ Central Interior Logging Association (CILA) ♦Alberta Tax Exempt Fuel Tax Filers Assoc. (ATEFUFA) ♦Forest Industry Suppliers & Logging Association (FISLA) ♦Institute of Basic Life Principals (IBLP)

Similar Profiles

CREATE PROFILE
ALAN NAPIER