Drew Phelps

About Drew Phelps

Highly motivated and talented individual empowered with hard-working, dedicated, and extensive professional skills. A detail-oriented professional with experience in customer success management, sales supply chain management, account management, sales operations, business development, and customer service. Experience in Cloud and SaaS software solutions. I am very passionate about sales operations and business development. It is my job to understand the growth objectives and issues that a company is facing and identify ways to solve those problems.I have experience in account management, worked closely with business teams, and a strong understanding of the relationship between office personnel and the necessary tools for maximum productivity.My Key Highlights are:• Strong project management skills and ability to develop and execute complex project plans.• Able to work independently and as part of a team with strong communication skills.• Capability to deliver a very high level of performance in a very demanding environment.• Leverage account management and client relationship skills to drive enhanced business and revenue goals.• Provide essential team leadership and support through effective interpersonal, and leadership abilities.• Proficient at presentations and leading discussions and meetings to successfully motivate other sales team members.Expertise:Problem-Solving, Creative thinking, Business Development, Sales & Marketing, Upsell Techniques, Financial Analysis, Account Management, Customer Service, Exceptional Communication, Staff Training & Development, Report Writing & Documentation, Human Resource Management, Creative Problem Solver, Team Leadership, Revenue Generation, Market Research & Analysis, Recruitment StrategiesTechnical Skills: Microsoft Office Suite, Salesforce, NetSuite, MS Dynamics/Great Plains, Zoho CRM/Books, Zoura Billing, CRM, Books, RingCentral, CostGuard Billing, HubSpot Bestproposal

Experience

1. Senior Benefits Consultant Csm Sales

   REE Medical

   Mar 2020 — Present · San Diego, CA, US

   Work with veterans to analyze their disability rating and calculate increases that fit the VA\'s criteria to see if utilizing our documentation will benefit the veteran for either DBQ increase or initial claims. • Aid Veterans with disability benefits by using SalesForce CRMto follow up with Veterans and exceed all sales objectives throughout my time at REE Medical.• Evaluate Veteran eBenefits on the level of discomfort and range of mobility to raise their benefit rating and overall income.• Work with new account growth, sales activity, and measurement tools to keep sales numbers on track to meet and exceed monthly goals.• Coordinate with staff doctors, customer support, and review teams to ensure that each Veteran\'s claims are completed efficiently and on schedule.• Gather information about each position and related occupation with employee interviews, field observations and industry research.• Consistently exceeded sales goals by leveraging strong customer service and relationship marketing skills.

Education

• Eastern Florida State College

  AA Business, Business

  1988 — 1993

• Herbert Hoover Middle School

  9th Grade

  1982 — 1985

• Florida Institute of Technology

  Master of Business Administration - MBA, E-Commerce/Marketing

• Florida Institute of Technology

  Bachelor of Science - BS, Business Administration

  1993 — 1996

Skills

• Customer Service
• Auditing
• Forecasting
• Inventory Management
• Financial Reporting
• Accounts Receivable
• Analytical Skills
• Management Reporting
• Account Reconciliation
• Marketing
• Cross-Functional Team Leadership
• Business Analysis
• Leadership
• Social Media Marketing
• Accounting
• Vendor Management
• Process Improvement
• Telecommunications
• Analysis
• Software Documentation
• Social Media
• Management
• Data Analysis