
Colleen McDermott
Business Support Analyst

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About me
Senior Territory Manager, Epicor Connected Process Control (CPC), aka eFlex, a Division of Epicor
Education

Ashland University
1983 - 1985BS Business AdministrationMajors: Marketing & Psychology

Bryant and Stratton College
2010 - 2010InsuranceProperty and Casualty InsuranceLife, Accident and Health Insurance

Lorain County Community College
1981 - 1983AA Merchandising and Marketing Management
Experience

Xerox
Feb 1995 - Sept 1995Business Support AnalystAccomplishments: Documented national hiring program process. Self-taught on MS Word, Excel, and PowerPoint.Tasks: Organized details of national hiring program for Human Resources Department. Designed and edited presentations and correspondence for managers in the Mid-range Printing Systems. Organized and planned national trade shows.

WorkflowOne
Oct 1995 - Dec 2006Technology Product Specialist/Account ManagerJuly 2004 - Dec 2006 Printing, Marketing and Technology Solutions, Manufacturing and Healthcare Industry, B2B sales. Liaison for Web-based Applications and Software Technology Solutions for Workflow and Document Management.Accomplishments: -Regional product expert for "new launch" technology solutions.-Recognized as Top Trainer of Oracle. Guided smooth transition of new order entry process.Tasks: Design product literature, prepare training manuals, conduct educational workshops, and generate new business for new technology product lines in region.March 2000 - June 2004 B2B Account ManagerAccomplishments: -Account Manager for Xerox, ExxonMobil.-Achievement Club. Account Manager of the Year. -Assisted in growing Xerox account to “Corporate” status through consistent, deliberate contact. -Increased gross profit over 19% on failing account through strategic consulting, analysis of data and processes.-Reduced DSOs 57% by resolving invoice non-payment issues by revamping procedure in conjunction with updates to database collection information. Developed, designed, implemented MS Access database.-Successfully completed large office move with over 20 people.Tasks: Account management, marketing, pricing, bids, inventory control, program creation and implementation, and client performance review reporting for national contracts. Development of MS Access databases to enhance customer experiences. Office management responsibilities. Phone, network, computer management. Managed physical office location move after reorganization.Oct 1995 - Feb 2000 Customer Service Rep, printing and marketing products. Accomplishments: -Developed MS Access databases which improved inventory control, processes, and customer response times by tracking products and usage.Tasks: Marketing, pricing, customer presentations, bids, inventory control, etc.Formerly Duplex, Reynolds & Reynolds, Relizon Show less

Doyle Security
Jan 2007 - Sept 2007Account Executive/Health Safety ConsultantMedical Monitoring and Alarm Technology, Healthcare Industry, B2B and B2C outside sales, account management and business development. Conduct product demonstrations for partner accounts and end users.• Achieved over 130% of monthly sales quota consistently. • Identified and developed business partner network resulting in a high level of referral business. Business development through networking, referrals and cold calling, Outlook contact database management, product demonstrations, closing, installation, trade shows, marketing literature creation, etc. Show less

Advanced Business Machines
Sept 2007 - Feb 2009Account ExecutiveBusiness Technology Equipment, Manufacturing Industry, B2B outside sales, account management and business development for postage meters and related mailroom, document, and office equipment. Customer, end-user product training.• Recruited by regional manager.• Achieved 20% above regional average consistently. • Increased sales 200% on national account using proactive, organized account management.Territory management, business development through cold calling, sales meetings/presentations/demos, pricing, finance options, negotiations, closing, follow up, update CRM contact database (Sage ACT), sales activity reports, manufacturer training, customer equipment training, product demonstrations, etc. Show less

Urbanski Insurance Agency, Inc.
Aug 2010 - Dec 2011Account ExecutiveCommercial Insurance, B2B inside and outside sales, business development, account management, customer service. • Recruited by commercial department manager.• Acquired appointments/authorization to sell with over 10 companies to increase coverage capabilities and price options.Build presence in Rochester as Commercial P&C Insurance agency (versus Personal Lines) through networking, cold calling, outside sales. Website improvements, create standardized marketing materials for commercial lines. Research and create relationships with major insurance carriers to diversify coverage capabilities. Show less

Presentation Concepts Corporation
Mar 2012 - May 2013Sales Manager, Western NYAudio Visual and SMART Board Technology Solutions, Education and Government, Outside Sales, Business Development, Territory Management, Account Management, Equipment and Software Training. • Achieved 132% of yearly quota. Above average in close ratio (34%) and opening new accounts (300%).• Lead major charter school entry into technology for enhancing teaching with SMART classroom equipment and software under a grant program, which enabled a large portion of classroom conversions instead of only a select few.• Optimized AV technology used in classrooms by introducing alternative solution enabling discontinuation of unsupported equipment.• Provided solution for multiple teachers using multiple classrooms with multiple teaching software packages to one unified method reducing the calls for technology assistance.Territory management, business development, networking, cold calling, extensive customer needs-analysis, sales meetings/presentations, product demonstrations, site surveys, vendor sourcing and price negotiation, product pricing, Excel workbooks, Scope of Work, bids and bid paperwork, customer negotiations, closing, follow up, update CRM contact database (Sage ACT), sales activity, pipeline, forecast reports, manufacturer training, equipment and software training to end users, trade shows, etc. Show less

ComTec Solutions
Aug 2013 - Sept 2020Customer Success Manager / Business Development ExecutiveCustomer Success Manager (Oct 2019-Sept 2020 )Account Management for Epicor Enterprise Resource Planning (ERP) Software Clients and IT Managed Services Clients in the Manufacturing Industry.• Consolidate and improve the client experience with ComTec, Epicor, the customers’ software use, and corresponding services, as well as IT Technology, including hardware, managed services, cloud backup, and cyber security. SKILL SET• Sales & Technical Liaison• Strategic Advisor• Product Expert• Customer-Centric• Solution-Oriented• Big-Picture Visionary• Leadership• Role ModelBusiness Development Executive, Epicor ERP Software Solutions (Aug 2013-Oct 2019)New business development and territory management for Epicor ERP Software, ComTec Solutions implementation services, and corresponding hardware. SIGNIFICANT ACCOMPLISHMENTS• Epicor Sales Excellence Award, United States Partners, 2017• Experienced and Successful Assisting Clients in ERP Selection ProcessSKILL SET• Outside B2B Solution Selling • ERP Software Selling• Researching, Prospecting, Cold-Calling• Networking • Communicating, Presenting, Demonstrating• Negotiating• Problem Solving• Customer and Vendor Relationship Building• Territory Management• Hardware & Software Training CERTIFICATIONS & TECHNICAL EXPERIENCESolution Selling Certified:• Smart Solution Selling, Worldleaders• Epicor Solution Selling, Insight Selling, Agile Selling, Command of the Message (MEDDICC)• Integrity Selling, Career Consultants Group Technical:• Epicor Software, DocStar Sales Certified• MS Windows and MS Office Products, various Customer Relationship Management software systems (AutoTask, Salesforce, etc.)• Working knowledge of server and infrastructure monitoring with NCentral• Ticketing system with AutoTask. Show less

Company: Self-Employed
Sept 2020 - Oct 2020Project ManagerProject Manager• Successfully coordinated household estate sale and move from Rochester New York to Columbus Ohio in about six weeks. On time. On task. On budget.

AIE Supply
Oct 2020 - Feb 2021Director Of Corporate SalesSales and Account Management for electric supply distribution and warehouse center. Temporary interim position assisting owner with various projects to prepare business for sale. Scrubbed data and converted for QuickBooks. Updated Website HTML code.

Epicor
Mar 2021 - nowSenior Territory Account Management for new business for the Epicor Connected Process Control (CPC) and eFlex software solutions for the manufacturing industry, specifically for prospects and customers in the Mid- and Western-US.For more information on Epicor Connected Process Control/eFlex software and how it can help digitize your business, please reach out:Colleen.McDermott@Epicor.com440-375-3038 New business Territory Account Management and Customer Account Management for the Epicor Electronic Data Interchange (EDI) software and cloud solutions for the manufacturing and distribution industry, specifically for prospects and customer in the US and Canada.
Senior Territory Manager, Epicor Connect Process Control (eFlex, a Division of Epicor)
Jan 2025 - nowTerritory Manager, EDI
Mar 2021 - Jan 2025
Licenses & Certifications

Integrity Selling
Career Consultants GroupJan 2012
AV Math
InfoCommJan 2012
Control Systems
CrestronJan 2012
Essentials of AV
InfoCommJan 2012
Project Management
InfoCommJan 2012
SCSP-E SMART Certified Sales Professional
SMARTJan 2012
Unified Communications (Various Products)
PolycomJan 2012
Epicor ERP 10 Sales Certification
Epicor SoftwareJan 2013
Epicor Solution Selling, Agile Selling, Command of the Message (MEDDICC)
Epicor SoftwareJan 2013
Worldleaders SMART Sales Method Training
WORLDLEADERSJan 2015
Honors & Awards
- Awarded to Colleen McDermottEpicor Partner, US--Sales Excellence of the Year Epicor Software Corporation Oct 2017 -Lead # winning Key New Account Deals resulting in over $$$ revenue-Outstanding organization and captures every detail-Great networking directly resulting in her success-Outstanding execution
- Awarded to Colleen McDermottAccount Manager of the Year - 2003
- Awarded to Colleen McDermottAchievement Club - 2003
Volunteer Experience
Member
Issued by WIN (Women's Irondequoit Network) on Jan 2011
Associated with Colleen McDermottVice President
Issued by BNI on Jan 2010
Associated with Colleen McDermottMember
Issued by Rochester Women's Network on Jan 2013
Associated with Colleen McDermottMember
Issued by Women on the Move on Jan 2011
Associated with Colleen McDermottNAMI Rochester Walk
Issued by National Alliance on Mental Illness of Western Massachusetts on Jan 2013
Associated with Colleen McDermottMember
Issued by The August Group on Jan 2013
Associated with Colleen McDermottMember
Issued by Irondequoit Chamer of Commerce on Jan 2011
Associated with Colleen McDermottMember, Ambassador
Issued by Greece Chamber of Commerce on Jan 2010
Associated with Colleen McDermottBoard Member
Issued by Fairport Baptist Homes Caring Ministries Foundation on Jan 2007
Associated with Colleen McDermottMember
Issued by Greater Rochester Area Partnership for the Elderly (G.R.A.P.E.) on Jan 2007
Associated with Colleen McDermottMember
Issued by Lifespan’s Golden Wishes on Jan 2007
Associated with Colleen McDermottMember
Issued by Consider College on Jan 2010
Associated with Colleen McDermottDirector, Programs and Events Chair / Board of Directors, Member
Issued by Gates Chili Chamber of Commerce on Jan 2013
Associated with Colleen McDermottVolunteer, Member
Issued by Lakeshore Community Church on Nov 2014
Associated with Colleen McDermott
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