Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Richard Messam

Caledon,ON

Summary

Director of Operations at Ronam Capital Inc. with extensive exposure in financial services and the insurance industry. Proven negotiation expertise and a strong track record in lead generation. Successfully developed operational strategies that enhanced workflow efficiency, strengthened compliance, and elevated customer satisfaction. Adept at relationship building and coaching, driving teams to exceed performance targets in fast paced, client focused environments.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Director of Operations

Ronam Capital Inc.
Bolton, ON
01.2021 - Current
  • Company Overview: Ronam Capital Inc. is a boutique brokerage committed to delivering innovative financial solutions with a client-first approach. The firm continues to strengthen its reputation as a trusted partner in the financial services industry by focusing on streamlined operations that drive efficiency, compliance, and service excellence.
  • Developed operational strategies to enhance workflow efficiency across multiple departments.
  • Implemented standard operating procedures to ensure compliance with industry regulations.
  • Coordinated cross-functional teams to align project objectives and deliverables effectively.
  • Facilitated training sessions for staff to improve skills and operational knowledge.
  • Analyzed operational data to identify trends and recommend process improvements.
  • Oversaw budget management to ensure optimal resource allocation and cost control.
  • Created policies and procedures for improved workflow processes.

Business, Development Representative

Global Payments Inc.
Toronto, ON
01.2022 - 01.2023
  • Company Overview: Global Payments Inc. (NYSE: GPN) is leading payments technology company delivering innovative software and services to our customers globally
  • As a BDM for Global Payments Inc. I would identify sales opportunities within assigned Small Business Portfolios. This would consist of Cross Sells/Up Sells of bank card services, handle all retention issues using strong negotiation skills.
  • Process terminal sales and upgrades , assist with equipment setups
  • Manage re-pricing of merchants to profitable level where applicable
  • Promote and sell additional services offered by Global Payments and Existing Partners
  • Process account changes, New Merchant Location Setups
  • Integrated POS Setups

Business Sales Consultant

Bell Canada
Mississauga, ON
01.2019 - 01.2021
  • Company Overview: Bell Canada Business Solutions is a dynamic, people first department that provides Business Telecommunication Solution to North Americas biggest Fortune 500 companies
  • As an authorized Bell Agent for OSL Direct Services I would identify the specific needs of SMB customers and tailor solutions that fit their business. Using a consultative approach, I continue to deliver best in class service to clients marketing for TV, Internet, Telecom and Security.
  • Prospecting and managing territory for new business and win back opportunities
  • Nov 2019 Certificate Award for top new Field Sales Representative in the first quarter for revenue generated units
  • Conduct myself with optimism, professionalism, and integrity
  • A high ability to be resourceful, organized, and persistent driving results using CRM Salesforce to manage territory activity
  • Developing a funnel of prospective clients in my assigned territory
  • Meet with clients to understand their needs based on their business requirements and functionalities.
  • Oct 2020 Certificate of recognition for Best Hunter of the week for Bell Small Business Sales

Territory Sales Manager

PayCloud Inc.
Toronto, ON
01.2018 - 01.2019
  • Company Overview: PayCloud Inc. is a leading provider in Smart Retail business technology. This unique technology combines the best of retail cloud intelligence, payments, and business management systems in an "all-in-one" elegant Smart Terminal.
  • I started as an Outside Sales Executive early establishing myself leading in sales by being number and putting the company first. I introduced marketing strategies to expand the companies reach. I was quickly transitioned to leadership as a Territory Sales Manager overseeing a team of five by managing the outside sales activity. I provided council to Operations and Sales by streamlining processes and tracking performance. I provided extraordinary support for on boarding merchants and escalated inquiries.
  • Prospect for new business and generate leads based on target markets, marketing lists and territory by postal codes
  • Follow-up on company provided sales leads in your exclusive territory
  • Qualify and present solutions to clients using a consultative approach on value and price comparisons
  • Presented a unique value proposition service model
  • Close sales and properly verified principle documents to be consistent with CAF
  • Propose additional offers to clients and up-sell funding, Merchant Cash Advances, Loyalty and Mobile solutions
  • Up-sell Merchants on high ticket commercial equipment leasing options advising Merchants of financial solutions
  • Establish and maintain current client and potential client relationships
  • Participate in marketing events such as seminars, trade shows and telemarketing events
  • Ability to produce results in a fast-paced dynamic environment

Commercial Sales Representative

MYRATE ENERGY
Toronto, ON
01.2015 - 01.2017
  • Company Overview: MYRATE ENERGY focuses on providing best energy solutions to mid and large Market Organizations with intelligent energy solutions.
  • As a Commercial Sales Representative I would coordinate consultations in the Energy Sector with Natural Gas and Electricity for mid to large size business. I created a sales funnel and attended scheduled appointments to assess energy usage for Commercial Property. Meet with qualified leads to understand their energy needs and business objectives, presented energy service products in a professional manner, controlled the sales cycle from beginning to end closing leads from the inside sales team and maintaining customer relationships.
  • Manage new and existing customer portfolios by canvassing, referrals and follow ups
  • Perform business-to-business sales explaining the value of our services to business owners
  • Describe the unique energy conservation needs for a wide range of businesses via phone or in person
  • Prepared complete documentation with approval for new mid to large business acquisition
  • Forecast and achieve daily, weekly, monthly sales targets leading up to over 1000 appointments attended
  • License Contractor with a business portfolio that consists of restaurants, manufacturers, dealerships, shops, and farms
  • Proven ability to develop and implement market plans to penetrate market and achieve targets.
  • Strong interpersonal skills enable me to identify, contact, follow up and close out sales in a timely manner.
  • Analytical mindset, ability for raising and solving problems.
  • Works in a systematic, methodical, and orderly manner for true success.
  • Cold calling and prospecting for Energy audits, programs for Hydro, Natural Gas, LED programs, HVAC and Solar
  • Is comfortable with working in a rapidly changing environment.
  • Execute the appropriate selling behaviors consistently and professionally
  • Handling leads, educating customers on energy benefits, answering FAQ’s
  • Collecting and analyzing critical site-specific information such as utility bills, energy profiles and roof orientation
  • Developed generated leads, present the products through actual demonstration, and close the deals.
  • Works in a systematic, methodical, and orderly manner for true success.

Account Manager

Ontario Wholesale Energy
Toronto, ON
01.2013 - 01.2014
  • Company Overview: Ontario Energy focuses on providing best energy solutions to mid and large Market Organizations with intelligent energy solutions.
  • As an Account Manager I would coordinate consultations in the Energy Sector and set appointments for the Outside Sales Representative. Created a sales funnel and assessed energy usage for Commercial Property by doing a price analysis showing savings and forecasting. I would communicate with qualified leads to understand their energy needs and business objectives. I presented energy service products professionally using influential verbal and written communication. Collaborated with Outside Sales Reps and managed to grow a book of business.
  • Business-to-business sales explaining the value of our services to business owners about energy services
  • Created and manage a book of business
  • Provided details of commodity usage to customers and assisted with pricing inquiries
  • Prepared contracts for administrative approval processing for new mid to large sized business
  • Discover key ways to target different business sectors from retail, manufacturers to agricultural property
  • Effectively gathered customer feedback on products by conducting surveys through canvassing and email marketing

Manager, Contact Centre

Just Energy
Mississauga, ON
01.2004 - 01.2012
  • Company Overview: Just Energy is a leading independent energy supplier with over 1.6 million electricity and natural gas customer accounts across the US and Canada with a value of 3.6 billion. Just Energy is also the largest competitive green energy retailer in North America.
  • As a Contact Centre Manager for inbound and outbound telephony staff, I provided direction and leadership to 4 Direct reports and overseen 54 indirect reports. I have been recommended to effectively communicate and drive key performance indicators for the Contact Centre’s Customer Service Department streamlining KPI’s.
  • Worked closely with the Quality Assurance Department to ensure that all staff members are monitored appropriately
  • Developed and produced KPI metrics for Customer Service reports using Microsoft Excel, SAP Workforce
  • Reviewed KPI metrics daily, researched reviewed and implemented processes changes quarterly
  • Assessed Team Managers with quarterly appraisals using SWOT analysis
  • Worked alongside with Management of Marketing department, Operations, Legal, IT, Training on cross-functional projects, and initiatives to streamline processes to uphold company standards
  • Completed quarterly performance reviews and developed (PIP) Performance improvement Plans for Customer Service
  • Effectively, executed on business objectives pertaining to SLA, and management improvement plans using 90day plan
  • Provided leadership through performance feedback, employee development, and open communication
  • 2004 – 2007 Team Manager Contact Centre
  • Assessed CSR with one on one coaching sessions to identify areas of opportunities with feedback to drive performance
  • Assessed CSR with short- and long-term objectives incorporating performance improving plans using S.M.A.R.T objectives
  • Coached and leading a team of 16 Commercial Customer Service Representatives, this effort required a new business focus towards mid-large business through the creation of Account Management in 2007

Education

Winning Sales Strategies (Professional Certification) -

York University, Schulich School of Business Executive Education Centre
Toronto, ON
01.2021

Project Management Essentials Certified (PMEC) -

Management And Strategy Institute
01.2021

Business Administration -

Sheridan College
Brampton, ON
01.2000

Skills

  • Negotiation expertise
  • Interpersonal skills
  • Initiative
  • CRM proficiency
  • Relationship building
  • Lead generation
  • Sales cycle management
  • MS Office proficiency
  • Consultative selling
  • Cold calling
  • Campaign management
  • Technical sales expertise
  • Effective communication
  • Remote sales strategies
  • Leadership
  • Presentation skills
  • Organizational skills
  • Sales strategies
  • Coaching capabilities
  • Quote provision
  • Analytical skills
  • Business networking

Certification

  • HLLQP Harmonized Life License Qualification Program - Certification 2025
  • Mortgage Agent License - Certification 2021
  • RIBO Level I - Enrolled

Timeline

Business, Development Representative

Global Payments Inc.
01.2022 - 01.2023

Director of Operations

Ronam Capital Inc.
01.2021 - Current

Business Sales Consultant

Bell Canada
01.2019 - 01.2021

Territory Sales Manager

PayCloud Inc.
01.2018 - 01.2019

Commercial Sales Representative

MYRATE ENERGY
01.2015 - 01.2017

Account Manager

Ontario Wholesale Energy
01.2013 - 01.2014

Manager, Contact Centre

Just Energy
01.2004 - 01.2012

Winning Sales Strategies (Professional Certification) -

York University, Schulich School of Business Executive Education Centre

Project Management Essentials Certified (PMEC) -

Management And Strategy Institute

Business Administration -

Sheridan College

Similar Profiles

CREATE PROFILE
Richard Messam