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Work Background
Lakelet Advisory Group LLCDirector of Business Development
Nov. 2023 - Jun. 2024“As the Business Development Director at Lakelet Advisory Group, I spearhead our strategic initiatives to deliver meticulously crafted and highly effective business solutions. Renowned for our mastery in business valuations and restructuring, our track record is punctuated with repeated successes in delivering quantifiable profitability. Our commitment to excellence is unwavering as we adhere strictly to industry standards and meticulously follow IRS regulations, ensuring impeccable operational compliance. At the core of our success lies a team of seasoned professionals, exemplified by luminaries like Michael Koeppel, whose extensive expertise aligns seamlessly with industry standards. Elevate your business with Lakelet Advisory Group—a paragon of professionalism, expertise, and measurable results.”
Wolters Kluwer Tax & Accounting USRegional Solutions Consultant at Wolters Kluwer, US Medium/Large Firms, Tax & Accounting
Jun. 2022 - Nov. 2023Manhattan, New York, United StatesWolters Kluwer (WKL) is a global leader in professional information, software solutions, and services for the health, tax & accounting, governance, risk & compliance, and legal & regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with specialized technology/Cloude/OnPrem and SaaS services.
ClearRiver EnvironmentalSales & Marketing Manager
Sep. 2021 - Jun. 2022Ronkonkoma, New York, United StatesPromoting the company's existing brands and introducing new products to the market.
Analyzing budgets, preparing annual budget plans, scheduling expenditures, and ensuring that the sales team meets their quotas and goals.
Researching and developing marketing opportunities and plans, understanding consumer requirements, identifying market trends, and suggesting system improvements to achieve the company's marketing goals.
Gathering, investigating, and summarizing market data and trends to draft reports.
Implementing new sales plans and advertising.
Recruiting, training, scheduling, coaching, and managing marketing and sales teams to meet sales and marketing human resource objectives.
Maintaining relationships with important clients by making regular visits, understanding their needs, and anticipating new marketing opportunities.
Staying current in the industry by attending educational opportunities, conferences, and workshops, reading publications, and maintaining personal and professional networks.
Building solid relationships with customers, vendors and distributors, as well as sales and marketing teams.
Developing in-depth knowledge of company offerings to identify profitable business opportunities.
Directing marketing efforts by presenting market research to marketing directors and suggesting strategies to expand market research.
Assessing marketing and sales as well as supplier and vendor operations and recommending improvements as needed.
Preparing all documentation required for requests for proposals (RFPs).
Researching emerging trends and recommending new company offerings to satisfy customers’ needs.
Developing and managing strategic partnerships to grow business.
Presenting business or marketing opportunities to company executives and management.
Selecting automation software and software platforms that best meet company needs.
The Leukemia & Lymphoma SocietyMWOY Leadership Team Member - Long Island Chapter, Volunteer & Fundraiser
Sep. 2019 - Sep. 2022Long Island, NewThe LLS Children’s Initiative includes: more pediatric research grants, a global precision medicine clinical trial, expanded free education and support services for children and families and driving policies and laws that break down barriers to care. Know that whether you donate $50, $100, $500 or $1,000, you will ensure that patients get what they need. https://pages.lls.org/mwoy/li/li20/abehm
Canon Solutions AmericaSenior Executive Account Manager
Sep. 2019 - Nov. 2020East Meadow, New York• Drove ambitious sales growth from new and existing business in this hybrid hunter/farmer role offering software and tailored hardware (printers, copiers, production device) solutions to large national accounts
• Excelled at prospecting senior-level executives, conducting organizational deep dives and deploying a consultative,
solutions-based approach to selling
• Won a $2.5 million hardware deal with a dormant higher education account by proactively re-establishing contact and skillfully managing a multifaceted bid process
• Succesfully farmed a large existing account, expanding delivery by 13 locations/25 machines and upselling a $250K software service (total deal value = $385K)
• Named a Northeast Region Top Seller as a first-year Senior Account Executive
Habitat for Humanity of Long IslandMember of the Board of Directors
Jun. 2019
WEDLI (Women Economic Developers of Long Island)Member Board of Directors - Fundraising Chair & Sponsorship CoChair
May. 2019 - May. 2022
SERVPRO of Medford, NYMarketing Business Development Manager
Jan. 2019 - Sep. 2019Greater New York City Area
AB EnvironmentalBusiness Development
Jun. 2018 - Jun. 2019Bohemia, NYDevelop and execute sales/marketing strategies, engage in substantial networking activity, conduct extensive B2B canvassing/dealership visits, and increase brand awareness; negotiate and close agreements with large accounts
Maintain a comprehensive understanding of the competitive landscape, local market dynamics, industry trends, and shifting customer needs to ensure sales success
Leverage extensive dealership background to secure 20 new accounts YTD with up to $12.5 million of deals in the pipeline
Continuously network and forge business relationships, developing new clientele and growing an existing network of trusted service providers. Via local networking organizations - HIA-LI, Melville Chamber of Commerce and various other networking groups. Facilitated AB’s partnership with an IT consultant currently building a background database and customized CRM system
Autumn Strategic - Not Just Autumn March 2022Freelance Consultant
Jun. 2017Marking and Business Strategist Deliver a suite of customizable consulting services that supports clients in building, sustaining, and growing their
businesses by expanding revenue, optimizing performance, controlling costs, and streamlining processes
Continuously network and forge business relationships, developing new clientele and growing an existing network of
trusted service providers
Transitioned an “in the red” hair salon into a profitable enterprise with adequate value, allowing for the business’
profitable sale in just three months’ time; increased sales and services 28% and reduced marketing expenses by 50% within
the first two weeks; maintained a 20% increase in sales over a three-month period
Consulting a trailer and container company, reduced budget by 25%, introduced a CRM, and increased sales by
strategically redirecting television/radio marketing campaigns; reduced monthly marketing spend 40% from $10K to $6K
Brokered and managed a partnership between a client and labor attorney to create a risk-mitigating employee handbook Expertise in Google SEM (PPC, SEO), display, re-marketing, social media, user experience and email digital channels as well as content strategy and direct mail. Ability to operate effectively in business settings with a keen eye toward achieving results while maximizing immediate and long term ROI. Specialties: Marketing strategy, new business development, product innovation, marketing communications (traditional media, social media and point-of-sale), market research, customer experience, consumer insights, branding, and partnership marketing.
Stevens 112 Ford Lincoln MercuryBusiness Development Manager
Sep. 2016 - Jun. 2017Patchogue, New YorkRecruited by the Dealer Principal to work collaboratively with the General Manager on a variety of sales, training,
performance management, marketing, and strategic planning initiatives.
Provided strategic sales, client service, and operational leadership to management and sales teams across four locations
Maintained chief responsibility for training and leading BDC representatives/floor sales staff to provide world-class proactive client service via internet, inbound/outbound floor traffic, and telephone/email correspondence
Continually analyzed monthly/weekly/daily metrics for each location with upper management, implementing operational and sales strategy pivots as required to increase revenue and maximize profits without increasing labor expenses
Generated dealership-specific status reports measuring BDC department/sales floor metrics and competitor performance
Directed all monthly sales coaching and CRM training initiatives; motivated staff to achieve and exceed sales targets
Successfully trained staff on effective appointment setting call strategy, resulting in a 65-75% show rate and accounting for the majority of monthly vehicle sales
Coordinated all aspects of branding, marketing, and advertising (website, email, print); served as the primary liaison between corporate, Dealer Principal, and numerous vendors on monthly rollouts and promotions across all four locations
Assisted General Sales Managers with drafting and approving strategic business plans, schedules, marketing, and advertising
budgets to create balance between resources and goals
Managed all aspects of CRM, dealership websites, and IVR system; established and maintained a tracking process to
monitor daily/weekly/monthly call metrics and goals
Established an automated and immediate follow-up system, decreasing customer response time from up to seven hours
Restructured position allocations and created an escalation model (cycle) currently still utilized by the organization
Ford Lincoln of HuntingtonBusiness Development Manager
Nov. 2015 - Sep. 2016Huntington Station, NYContract:
Managed BDC sales team including: internet, floor sales and remote sales for both Lincoln and Ford showrooms.
Trained and coached union sales floor team in tactical phone/email handling with Ford Dealer FMC and Ford Direct CRM systems.
Worked with Union based sales team to review weekly and monthly tasks; provided necessary feedback and CRM/phone training.
Created successful business plans including: 30/60/90 day plans, annual plans and weekly one on one plans.
Managed advertising strategy with vendors and management to ensure accountability, quality of delivery, and accurate target marketing; including: SEM, Contextual Advertising, Retargeting, OEM, ESP, and GEO Competitive conquesting on monthly/weekly and daily basis to meet objective goals.
Partnered with advertising agencies to determine best strategy for lead generation, direct mailers, email campaigns and social media spend.
Developed and implemented sales strategies and incentive plans with various Ford Direct Corporate Sales Consultants and Ford Credit Representatives.
CablevisionCall Center Operations Supervisor
Jan. 2009 - Nov. 2013Melville, NYManaged a group of rotating 32 CSR’s in a 500 person call center.
Responsible for hiring/firing and performance appraisals. Worked closely with HR to resolve any employee disputes quickly and efficiently.
Improved overall Team metrics significantly for quality and reduced AHT (Average Handle Times) by coaching to the behavior rather than to the number.
Expert knowledge of management tools and practices.
Consistently exceeded goals and received multiple awards based on my ability to coach employees to their strengths and work at resolving their weaknesses.
Created custom call scripts to ensure increased product promotions and customer satisfaction.
Independent reading of books on management and empathy to better understand my employees as well as my clients.
HustedtBDC Manager
Jan. 2000 - Dec. 2005Centereach, NY• Oversaw BDC sales for Hustedt Chevrolet East, West and Hustedt Hyundai via internet • Trained, motivated, coached two teams up to 28 representatives
• Actively communicated with clients, vendors to ensure quality of delivery and customer satisfaction
• Managed all sales activities generated from internet leads from Autobytel and Cars.com
• Recruited and trained individuals for the BDC – specializing in Customer Service and Sales
• Partnered with Advertising agency for website creation for strategic lead generation
• Created and maintained excellent relationships between business and the customer • Prepared & Presented various reports used to measure sales performance between BDC and sales floor
• Established and maintained current customer database with the dealership to encourage customer retention
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