Bruce Rosa

About Bruce Rosa

Sales Development and Client Relationship Manager: Able to add value and build a loyal customer base. Driven by building meaningful customer relationships based on trust, increasing revenue and customer satisfaction. Consistently reached sales objectives, largely exceeding by 4%-11%. Meeting sales objectives with a strong focus on achieving sales goals that reflect the most profitable product mix to maximize Return On Equity (ROE). Establishing a sales budget plan, broken down by sales division, region, sales representative and time interval (annual, monthly, etc.). Ensuring that both performance reviews and training are conducted in-part by working in the field and interacting with clients. Development and setting objectives for evaluating and understanding clients needs with a focus on business strengths, challenges and opportunities. SALES LEADERSHIP – COVID-19: Led Sales Professionals team in creating/implementing alternative methods of generating sales revenue when traditional revenue streams were mostly non-existent. Created an alternative \"Pandemic Sales Plan”, received team member buy-in, led plan implementation, with weekly reporting to measure incremental revenue, a 10-12% incremental increase measured on a COVID-adjusted basis. TRAINING AND MENTORING – A seasoned sales mentor/trainer for less-experienced sales professionals: 1.) Role-play effective sales skills; 2.) Develop/implement comprehensive, weekly sales plans; 3.) Assessed results in weekly stewardship sessions for revenue generated, number of sales contacts made and effective time usage. Led to an average 30% increase in sales in activity/contacts and 21% revenue increase.

Experience

1. Customer Success Manager

   First Student

   Nov 2022 — Present · Cincinnati, OH, US

Education

• Brigham Young University

  B.S., Business Finance