William Holmes

• Developed, coordinated, and implemented monthly business plan to achieve and exceed net new business and retention objectives - 82% achievement rate overall
• Achieved 89% of Revenue Objective and 93% of Profit Margin Objective for Fiscal year 2023.
• Regularly conducted strategic prospect research and identified qualified opportunities to achieve growth, account penetration and market share targets.
• Maintained KPIs related to booking 4 qualified discovery appointments per week and 2 analysis / proposal meetings per week.
• Built strong internal and external relationships in order to shorten the sales cycle and drive efficiencies related to ramping sales within both new client and existing client categories.
• Collaborated at multiple internal levels to continuously improve communication and revise our team's approach to meeting and exceeding our goals.
• Collaborated with various team members to identify and reduce hurdles related to winning new business, providing mentoring and support to new hires on best practices and shadowing to foster confidence in our platform and the process.
• Established strong relationships with key decision makers and influencers within various organizations to promote growth opportunities through established clientele and within net new prospect organizations.
• Presented relevant and compelling sales presentations to prospective clients on a daily basis, highlighting a unique value proposition related to products and services that provided positive differentiation from incumbent vendors.

• Scheduled and coordinated 15-20 product/service installations per week.
• Verified delivery schedules and walk throughs with install teams.
• Achieved and exceeded sales expectations related to both product and installation budgets on monthly basis.
• Grew commercial opportunities by 9% through direct engagement with prospects vs previous year.
• Trained 2 new employees in relation to products and services, customer service expectations, operational procedures and organizational strategies

• Developed highly profitable pipeline based on multiple sales penetration techniques.
• Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
• Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
• Boosted sales numbers with proactive account servicing and diligent relationship-building.
• Educate clients on cost saving methodologies related to new hardware and software in order to improve total cost of ownership and quality of interaction in operational workflows.
• Maintain high standards of client service.
• Oversee new business development and customer servicing, including cold calling, networking, marketing, lead generation and account servicing.

• Presented seasonal bookings within client base targeting various consumer and commercial brands.
• Liaised between clients and support team to resolve any and all concerns quickly and effectively.
• Recorded and maintained sales prospect and sales data continually and accurately within customer relationship management system.
• Monitored service after sale and implemented quick and effective problem resolutions.
• Completed rush deliveries in person to maintain strength of relationship with clients and reduce logistical costs associated with deliveries on tight timetables to satisfy customer needs.

• Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
• Liaised between clients and support team to resolve issues quickly and effectively.
• Built and strengthened relationships with new and existing accounts to drive revenue growth.
• Conducted informational trainings and briefings to clients on new features and updated products.
• Recorded and maintained sales prospect and sales data continually and accurately within customer relationship management system.
• Presented product concepts and offerings to clients based on established specifications and preferences.

*Learned diverse product line up and acted as resource to client base related to best practices in achieving desired outcomes in application and customer satisfaction.

*Worked directly with contractors to assess costs and provide timely and competitive quotation options related to ongoing projects.

*Address application issues and quality control/warranty related to product installation, equipment maintenance / repair and customer relationship management.

*Built client-specific pricing to deliver consistent sales within budgetary expectations and increase market share within small, competitive marketplace.

*Examined and corrected Accounts Receivable within operation and pursued all aspects of A/R to keep cashflow on track within operation and ensure continued flow of receivables.