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Business Advisor Resume Samples
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0-5 years of experience
Senior Business Advisor for Global Industry Leading Mergers and Acquisitions firm involved in Middle Market purchases of businesses valued at 1mill-25mill.
- Proactively prepared and educated firm owners in areas such as stock or asset sales, mergers or divestitures in relation to planned exit strategy and selling for maximum value
- Bring Strategic buyers to Middle Market firms to create synergestic relationships
- Focused on Vertical/Horizontal/Market Extension Mergers and Acquisitions
- Objectively and accurately facilitated Value enhancement, qualitative organizational factors, and quantifiable operational aspects
0-5 years of experience
- Consult with small and mid market businesses, offering an extensive business portfolio of products, including VoIP, mobile solutions, cloud services and software technologies to new and existing customers. Conduct targeted marketing utilizing Oracle CRM.
- Collaborate with C-level executives, product vendors, and customers to design strategic plans and develop solutions that address each client’s needs.
- Utilize multiple inputs, including competitive intelligence and customer data to monitor effectiveness of KPIs.
- Created sales funnel to qualify potential customers in the Internet of Things (IoT) and applications, resulting in a 112% sales increase.
- Secured new clients and developed a strategic business plan, resulting in a 130% sales increase.
6-10 years of experience
- Created and managed new website and patient portal to include questionnaires, news and special offers.
- Creating and managing social media presence, building follower base.
- Generated and submitted reports to meet CMS guidelines for health quality metrics.
- Upgraded IT software and hardware for 2015-2016 Medicare EHR compliance.
- Created IT policies, trained staff to make office HIPAA-compliant, and revised security measures.
- Saved thousands of dollars in potential fines by creating policies to bring company into HIPAA compliance.
- Increased web traffic by complete redesign, updated appearance, provided new content.
- Increased social media followers and web traffic by adding new content and marketing offers.
- Increased patient referrals, increased patient backlog from 3 to 12 days.
0-5 years of experience
- Responsible for welcoming new leads to the system, finding out WHY they are interested, and building and maintaining a strong business relationship.
- Made outbound calls to potential clients and closed investment deals over the phone, through website and emails.
- Maintained the position of being in top 3 in Sales department.
- Displayed consultative approach, understand and anticipated business partner needs and proactively delivering solutions.
0-5 years of experience
- Reaching out to small business owners to determine a need for a small business loan, educate the merchants on the product and what it can do for them, take the sale cycle through from start to close.
- Started as an outbound sales representative making 150 out bound dials per day. Was promoted to Inbound representative after only 3 months.
- After 4 months as an inbound representative, was promoted to Team Lead.
- Currently manage 4 sales representatives, coaching them through the process and acting as a closer.
- In 8 months I have closed 42 deals totaling $1,324,762.
- Only inbound rep to win presidents club after only 6 months.
0-5 years of experience
- Secured business partnerships
- Maintained positive customer relations
- Manage collections team to ensure goals were reached
- Exceeded monthly revenue goals consistently
6-10 years of experience
- Provide comprehensive range of small business-based assistance including one-to-one client counseling in the area of business development
- Analyze, prepare and structure financial statements
- Assist clients with market related issues such as advertising, promotional functions, market surveys, and other related areas
- Implement and participate in training sessions sponsored by the SBDC in such areas as business planning and entrepreneurship
- Advise business owners by providing assistance in business plan preparation and loan application
0-5 years of experience
Consulted SMEs generating $100K-60MM annually on healthy cash flow and capital investments.
- Built book of business by converting leads and leading pipeline through funding with due diligence.
- Managed deal flow from underwriting to investing options between merchants, investor syndicates, and internal finance department.
- Closed funding contracts with SMEs for renewable sources of business capital.
6-10 years of experience
Compile, analyze and maintain business operations metrics – bookings, forecast, pipeline, revenue by customer, sales by technology, employee performance data (stack rankings), goaling account lists, Customer Business Review (CBR), Quarterly Business Reviews (QBR), etc. on a weekly, monthly, quarterly and annual basis (including trend analysis). Create effective management reports, to assist in decision making process.
- Implement and monitor on a local basis Theatre defined Business Rules in order to effectively manage sales territories and facilitate resolution of account conflicts.
- Assure sales credit is assigned to correct Account Manager/Team Agent. Take appropriate action when required to correct orders that are not assigned properly.
- Generate, validate and update monthly customer booking (product and services) reports as part of the customer validation process. Data is utilized at all levels.
- Drive and facilitate annual fiscal year-end planning activities and update “back-end” systems accordingly at the Regional/Operational level while maintaining integrity of data.
- Place and track demonstration, evaluation and internal equipment orders. Ensure all demonstration and evaluation equipment is returned in a timely fashion or extended appropriately due to minimize any customer satisfaction concerns.
- Participate in sales meetings and attend various training sessions as appropriate.
- Participate as an active member in corporate/theater level workgroups which define sales operation processes and procedures.
- Act as sales organization’s information center by retaining electronic files, releases, deadlines and all pertinent official correspondence.
- Act as a “Subject Matter Expert” for the teams supported relative to sales tools and internal applications.
- Facilitate the on boarding process for new hires with the sales organization as it relates to operational activities, tool access, internal process guidelines, etc.
0-5 years of experience
- Provided solutions to clients to increase their business bottom line.
- Offerred a wide range of federal, state and local tax credits and incentives.
- Provided products for individuals to reach there financial goals through life insurance, annuities and investment products.
0-5 years of experience
- Advises card members about balances, transaction details, and overall statement details
- Takes payments, opens billing disputes, update personal account information
- Assist in card replacement, opening and closing of accounts, setting spend limits on customer accounts
- Make appropriate recommendations for small business that would help increasing business capital and benefits of their card product
- Asist with first call resolution to ensure all inquiries are resolved on the first call
0-5 years of experience
- Counsel and advise prospective & current clients about available portfolio of products based on their needs
- Develop new business through prospecting, referrals & following-up with online inquiries
- Maintain consistent relationship while meeting monthly goals for new business
0-5 years of experience
- Sell small business development services to start up companies
- Sell merchant cash advances to companies in need of short term loans
- Utilize effective interpersonal skills to satisfy customers’ buying needs
0-5 years of experience
- Data Entry
- Taught a workshop on venture viability to entrepreneurs
- Provided web development services to non-profit organizations.
- Set up exhibits at various networking events promoting business services.
Business Operations Cover Letter Examples
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Business Advisor
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
