DANIEL LISI

Experience

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  Real Estate Shipper Association

  Jan 1993 - Jan 1994

  Courier Supervisor
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  FHP Insurance

  Jan 1994 - Jan 1995

  Administrator, Retirement Benefits Department
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  Weight No More

  Jan 1995 - Jan 2015

  Sales Operations Manager

  Sold products and services, administered front office operations, and managed patient accounts for a medical practice providing supervised programs based on a combination of drug therapies to help clients achieve weight loss goals.ACHIEVEMENTS• Represented the practice in appearing in special events and media (The Dr. Oz Show, Good Morning America) and participating in health fairs (“Women’s Health Expo”,“Jewish Community Health Fair”). • Successfully introduced and promoted sales of products (protein shakes and bars) and services (Microdermabrasion, Latisse, and Hormone Replacement Therapy) and significantly contributed to the practice’s growth.SALES & MARKETING PROGRAMSDeveloped promotional programs including emails and direct telephone contact. • Tracked effectiveness of advertising and marketing tools. • Negotiated contracts for radio, cable television, and print media advertising. CONTRACT & ACCOUNT MANAGEMENTDirected service providers and supplier accounts. • Negotiated contracts and managed vendors. • Worked with pharmaceutical reps. OPERATIONAL ADMINISTRATIONManaged the operations of a successful business. • Managed pharmaceuticals, supplies, and promotional material inventories. • Maintained electronic accounting, billing, and client information data records. • Processed monthly invoices.PERSONNEL DEVELOPMENTProvided leadership to create front/back office teams who delivered quality customer service and delivered to financial and operational objectives. Subject matter expert/ team leader on office standard operations, processes, and procedures. PATIENT MANAGEMENTWorked directly with patients to ensure quality service delivery and customer satisfaction. • Managed accounts. • Scheduled appointments, answered correspondence, and followed up with new/returning patients. • Answered questions about the program, philosophy behind the medication, frequency of visits, and program costs. Show less

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  OHS Health & Safety Services, Inc.

  Jan 2015 - Jan 2016

  Account Manager

  Delivered quality customer service, developed new business opportunities, and sold into existing accounts covering a broad range of requirements. Prepared, delivered, and communicated client drug testing results in compliance with the U.S. Department of Transportation protocols. CUSTOMER SERVICE DELIVERYManaged the delivery of client services and served as contact point for resolution of client account and service delivery issues. • Prepared drug testing results and communicated information to clients. • Managed random testing protocols in compliance with the DOT regulations. • Facilitated identification of collection locations for both drug test and lab studies for clients. • Assisted customers with lab requisition forms and results. ACCOUNT MANAGEMENTFocused on delivery of quality customer service to ensure client satisfaction and retention of accounts. • Proactively contacted clients to identify requirements and order/prepare supplies from multiple vendors for timely delivery of inventory items such as drug testing kits, Chain of Custody Forms, and collection instructions. • Oversaw client billing and collection. Prepared invoices, resolved billing issues, and reviewed vendor invoices. SALES & BUSINESS DEVELOPMENTIdentified opportunities for expansion of business in current accounts. • Assisted in sales to customers with services including technical training (OSHA Respirator Certification, DOT Supervisor, DOT Collector), solutions (WorkFit to reduce workman’s comp insurance costs), and compliance policies and procedures (drug testing policy development, background checks). • Contributed to the delivery of incremental revenues to OHS’ sister company Health Tests Direct by educating clients on products and then selling 400+ lab tests. • Utilized a variety of methods and channels to sell services including cold calling HR departments, emailing marketing collateral to prospects, and responding to website-generated leads. Show less

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  Glen Products, Inc

  Mar 2016 - Jan 2017

  Sales / Account Manager

  Drive sales, business development, and account management activities for a restroom partition, furniture repair parts, and accessories’ company (B2B).• Provide high level of account management to clients, including top 500 school districts, convention centers, restaurants, airports, casinos and distributors, resulting in significant growth.• Develop and execute consultative sales strategy that focuses on relationship building, listening to clients’ needs, and offering them appropriate products. Of Note: Produce $150K+ in sales, including a $16K order for a school district and a $12K order for a San Diego distributor.• Conduct market research and analysis to expand into new territories and underserved markets. Of Note: Secured new business with previously neglected school district resulting in $12K+ in sales and awarded large chair-glide bid with the 8th-largest school district in the country.• Actively cultivate and maintain relationships with clients to ensure their product needs are met. Of Note: Significantly increased sales margins by upselling or cross-selling products to low-activity clients.• Follow up with all clients in a timely manner, including giving quotes and product updates. Negotiate pricing and shipping costs to secure the sale.• Perform new business development activities, including cold calling, email marketing, and follow up.• Provide service after the sale ensuring clients are satisfied with product performance and quality.• Deliver quality customer service answering questions via phone and email. Of Note: Go above and beyond sales role in doing whatever it takes to secure the sale. Show less

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  Weight no More

  Jan 2017 - Apr 2018

  Account Manager/Sales Representative

  Due to 20 years of experience at the practice, contacted by new owner to relaunch and rebuild sales, account management, business development and operations' efforts.Of note: To-date, increased patient volume by 12% and revenue by 15% by focusing on nurturing relationships, reaching out to inactive clients and consultive sales fundamentals.Hire and train new front office staff on customer service, billings and reception duties.

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  AquFlow Pumps

  May 2018 - Mar 2022

  Sales Specialist
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  Denefits

  Nov 2021 - Sept 2023

  Account Manager
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  RJE International, Inc.

  May 2023 - now

  Sales Associate