Adam Mathes

About Adam Mathes

Client-driven professional with a passion for business development, sales and marketing, team building, relationship management, and financial advising – Currently serving as Vice President of Business Development at EF Cost Recovery If you’re like most business owners, you’re probably unaware of the many programs out there to help you retain more money at the end of the year. Sadly, this can mean thousands to tens upon thousands of dollars that you could save. At EF Cost Recovery, I inform business and franchise owners about the many tax credit programs available to them – with most companies easily qualifying. I am passionate about service and helping business owners achieve their strongest financial foundation. The process is as simple as gathering some basic information, performing an assessment, determining which program you fit into, and calculating your benefits. For a complimentary call to assess whether your company can benefit from these programs, please send me a message. I serve multinational companies and franchises, as well as the businesses that make up my local community. I look forward to connecting and answering any questions you may have.

Experience

1. Vice President of Business Development

   Ef Cost Recovery

   Jun 2016 — Present · New Bedford, MA

   Provides cost recovery and tax savings services to companies locally and nationally, via multiple IRS-based incentives and programs, e.g. R&D Tax Credit and Work Opportunity Tax Credit• Manages a diverse portfolio ranging from large multi-site franchises to medium-small businesses• Successfully achieved 300% company growth in 2017• Prospects for new clients to maximize company sales and increase overall revenues• Handles and tracks accounts from initial interview to point of sale, delivery, and invoicing• Maintains ongoing relationships and daily communications with all clients• Manages and communicates all promotional campaigns and product initiatives• Established new systems for strategic client-driven referrals and creative lead generation• Represents the company at tradeshows, seminars, community and workplace presentations

Education

• Bristol Community College

  Business Administration and Management, General

Skills

• Key Account Management
• Consumer Lending
• New Business Development
• Customer Retention
• Sales Presentations
• Account Management
• Sales Management
• P&L
• Sales Process
• Inventory Management
• Direct Sales
• Profit
• Cold Calling
• Merchandising
• Strategic Planning
• Selling
• P&L Management
• Forecasting
• B2b
• Sales
• Customer Satisfaction
• Business Development
• Team Building
• Sales Operations
• Customer Service
• Negotiation
• Leadership