Rick Cortez

About Rick Cortez

Senior Manager with a proven track record of optimizing energy efficiency programs, managing high-value stakeholders, and leveraging data-driven insights to enhance operational performance. Skilled in Salesforce, Power BI, and advanced Excel analytics (e.g. Power Query, Data Model, etc), I lead teams with a strategic, growth-oriented mindset. Passionate about driving sustainable solutions while continually expanding expertise in data analysis, leadership, and operational excellence. Always eager to explore innovative ways to drive efficiency and value in the industry.Key strengths include: Leadership & Team Management – Coaching teams, improving retention, and aligning staff development with performance goals. Operational Efficiency – Implementing Lean/Six Sigma practices, improving KPIs, and launching continuous improvement programs. Logistics & Inventory Management – Managing transportation schedules, fleet operations, and end-to-end warehouse processes using WMS and ERP systems. Compliance & Safety – Enforcing OSHA and regulatory standards, conducting audits, and maintaining a safe work environment. Vendor & Supplier Relations – Negotiating contracts, managing risk, and tracking vendor performance against SLAs. Project & Program Management – Leading cross-functional projects and programs aligned with business strategy. Data-Driven Decision Making – Using forecasting, reporting, and analytics tools (Power BI, Excel, Salesforce) to optimize planning. Customer Focus – Ensuring service excellence, resolving escalations, and fostering client relationships. Financial Oversight – Managing P&L, reducing costs, and driving profitability through smart resource allocation. Technology Integration – Automating processes, integrating systems, and leveraging tools for operational stability.

Experience

1. Senior Manager - Data Analytics & Client Strategy

   CLEAResult

   Apr 2024 — Present · Winchester, VA, US

   Program & Network Provider Management-Oversee 12 network providers delivering energy efficiency installations under Potomac Edison’s Small Business Direct Install and Building Tune-Up Programs-Strategically manage provider scheduling, prioritize installations, and submit applications for lighting, HVAC, refrigeration, and food service efficiency measures-Ensure compliance with RFP contracts, maintaining operational alignment between CLEAResult and Potomac Edison.Data Analysis & Performance Optimization- Major contributor to program data analysis, tracking monthly and yearly run rates to identify trends and enforce KPI adherence- Maintain KPIs and milestone accountability, ensuring network providers consistently meet quarterly and annual goals- Developed a Master Activity Tracker to track five Associate Account Managers, tracking their individual KPIs and optimizing customer outreach strategies across six Maryland counties-Leverage Salesforce, Power BI, and Excel for advanced data processing, trend analysis, and reporting.Stakeholder Coordination & Process Optimization-Lead weekly pipeline meetings, assessing new project leads, and ensuring seamless execution of installations-Manage DocuSign-based document processing, coordinating multi-recipient approvals for access agreements, offer letters, attestations, and project extensions-Collaborate with our marketing team, integrating customer engagement data into tracking systems, refining outreach strategies based on email open and click rates-Work closely with operations and engineering teams, ensuring project quality, accuracy, and proper documentation for payment approvals to Potomac Edison.Leadership & Mentorship-Conduct weekly mentoring sessions for Associate Acct Mgrs, fostering skill development in data analysis, leadership, and professional growth-Offer optional career-enhancing workshops, equipping team members with strategies to improve efficiency and industry expertise.

Education

• Excelsior College

  Bachelor of Science - BS

Skills

• Strategic Public Relations Planning
• Customer Service
• Media Planning
• Weapons
• Logistics Management
• Command
• Microsoft Office
• Event Planning
• Strategic Planning
• Military
• Contract Negotiation
• Public Speaking
• Customer Relationship Management (Crm)
• Force Protection
• Microsoft Access
• Software Development Life Cycle (Sdlc)
• Logistics Analysis
• Team Leadership
• Training
• Military Experience
• Data Analysis
• Event Management
• Defense
• Contracting Officer Representative
• Public Relations
• Business Strategy
• Project Planning
• Content Marketing
• Professional Mentoring
• Project Management
• Supply
• Program Management
• Social Media Marketing
• Distribution Logistics
• Army
• Multi-Cultural Team Leadership
• Cross-Functional Team Leadership
• Presentation Skills
• Marketing Strategy
• Business Analysis