Years of experience: 10
Canada💸 MarketingCRM manager👍 Sales & BizDev🏦 Finance🧮 Education
Trust Score
Exceptionally trusted; proven professional excellence.
Thomas's Career Path
Jan. 2021 -Feb. 2022
SiteMax Systems Inc.Customer Success Manager
Vancouver, British Columbia, CanadaCurrently managing Onboarding and Implementation of SiteMax for all new customers. Responsible for creating the bridge between sales and customer success, while ensuring a smooth transition into our platform. -Onboarding & Initial Setup
-System and Process training
-Consulting on workflows
-Building custom forms and templates for field operations
-Educating on Site & Safety data collection an...
Oct. 2017 -Jan. 2021
Zeemac Automotive Fleet AgencyAccount Executive
Vancouver, Canada AreaZeemac is an automotive fleet agency doing business in BC and Western Canada for over 60 years. Our team works with private businesses and municipalities to custom-build, lease, manage, and plan fleet related needs. As an Account Executive my role includes:
-experience working with C level decision makers for small and medium businesses
-submitting bids for municipal RFP's, RFQ's, and private...
Jul. 2015 -Mar. 2017
Freedom 55 FinancialFinancial Securities Advisor
Vancouver, BCHelping individuals create financial plans to accomplish their goals in the present and future.
Educating on financial opportunities and retirement planning.
Identifying opportunities for wealth creation and preservation.
Protecting your most precious assets. Financial Planning, Wealth Management, Risk Management, Investment Services, RRSP's, TFSA's, Retirement Planning, Life Insurance, Group...