Posted on: 2008-05-18
Lee M. Ori 696 Elm Place ● Highland Park, IL 60035 847-432-1317 [email protected] SALES MANAGEMENT EXECUTIVE Financial Institutions ●Tax/Accounting/Audit Publications ● Advertising ● Start Ups ● Business Development • Extensive expertise in all aspects of sales • Proven ability to prospect, present and close new business • Spearheaded marketing programs to roll out new products • Strong presentation skills with all levels of individual/groups PROFESSIONAL EXPERIENCE RSM McGladrey, Schaumburg, Illinois May 2007 – January 2008 Business Development Manager • Launched a start-up to market the brand of IT Network Consulting & Telecom to banks and financial institutions in Chicago responsible for all sales/lead generation. • Organized regional seminars/marketing for technology product presentation and recruited 30 key C level and IT management decision makers to attend. • Devised teamwork plan detailing steps from sales call through closing, now department wide with 16 reps. • Drove creation of new cross selling/lead generation program with industry vendors • Exceeded first 6 month start up quota. • Selected to be part of Women in Leadership Steering committee. • Generated new business through cross selling into existing firm’s banking clients at C level. • Exhibited and proactively participated in industry annual tradeshow. CCH Inc., Chicago, Illinois May 2004 – May 2007 Business Account Manager Initiated high level contacts with CPA/accounting firms/law firms/corporations, using team approach with management and technical support – achieved closing ratio of 80%. • Consistent top achiever in sales and in top 1% of 16 sales reps in customer retention and over quota each year. • Maintained close rapport with top 1% outside sales representatives, working as a team to exceed quotas with sales derived from my lead generation. #1 Lead generator in group. • Devised and implemented a retention plan for tax and audit publications to manage $6 million in accounts in 5 territories, maintained 90% retention through this plan. • Deployed and helped execute 15 financial planning & tax research product roll outs. Val Pak Coupons, Chicago, Illinois May 2001 – May 2004 Account Manager • Generated new business from a full range of local and national retailers and small to medium businesses in a designated Chicago territory, maintained high renewal/low cancellation rates. • Assisted in securing national retail accounts in top industries that added income to other territories as well. • Planned and coordinated all aspects of tradeshows. • Increased sales in territory 25% first year. • Regained lost business and heightened product awareness in territory . 1-800-PETUNIA, Chicago, Illinois June 1997- May 2001 Owner/President • Founded and operated a profitable direct mail floral business, growing it to a level which motivated eventual sell-off to larger competitor. • Generated all new accounts for consumer and corporate business. • Created and implemented all marketing and advertising programs. • Developed and maintained staffing strategies to deal with highly seasonal business. Additional experience - details on request • Cosmetique Beauty Club - Account Manager Consistently achieved sales of 125% of goals; #1 in dept of 20 for retention; regained lost business from national accounts. • Condor Air Cargo - Account Manager Grew territory to #1 in company; promoted to work with dissatisfied customers to regain business confidence; managed sales trainee program. FORMAL EDUCATION Marquette University, Milwaukee, Wisconsin B.A. /Spanish Minor: Business University of Madrid, Madrid, Spain Scholarship Year Northwestern University, Chicago, Illinois Certificate