Candidate Profile

New Business Executive Profile

New Business Executive Snapshot

Title: 
Lead Customer Success Manager
Department / Accountability: 
New Business + Client Services
Position Seniority: 
Mid-level
Location/Region: 
Northwest (WA, OR, ID, WY, MT, AK)
Willing to Relocate: 
Yes (For the Right Opportunity)
Agency Type: 
Other
Contact: 
Current Salary Range: 
$76,000 - $100,000
Years into Career (since college): 
21 - 25
Years in Agency Business: 
11 - 15
Years Involved in New Business: 
11 - 15
Years in New Business Role: 
11 - 15

Background

Experienced business development professional who has successfully set up agencies for new business and revenue stream success. I have worked for and partnered with a variety of agency types and sizes and learned that even though each are unique they do have a few things in common. For instance, most agencies want to direct their new business efforts proactively, determine which clients they work with and the type of work they do, ensure proper and profitable scoping, and do all of this with as little disruption to the agency as possible. The reactive, unpredictable and cash flow challenged nature of agency business development does not have to be so. I have learned the art and science of agency business development and look forward to exploring how I can help your agency prudently and sustainably direct its growth.

What new business achievements are you most proud of?

These are three of the new business achievements I'm most proud of. 1. Convincing the owner of an agency to take a chance by extending their capabilities and adding a new service offering. To this day, the service offering that I helped launch produces the largest share of revenue of any of the agency's services. 2. Developing and executing a targeted account plan then winning a six-figure engagement. 3. An agency hired me to help them break out of being perceived as a tactical production partner and instead be perceived as an experiential marketing agency.

What most excites you about new business?

Simply put, matching the right agency with the right client that produces a fruitful, long-term relationship.

Categories of Work Experience
(includes New Business Pitching and Account Management Experience)

  • Apparel & Fashion
  • Beer, Wine & Spirits
  • Business to Business
  • Digital Application
  • Electronics
  • Food / Beverage
  • General Insurance
  • Media (Magazine, Newspaper, Television)
  • Professional Services
  • Retail / Ecommerce
  • Software
  • Sporting Goods
  • Staffing & Recruiting
  • Technology

Types of New Business Experience

  • Managing Pitch Teams: 9
  • Writing Questionnaires Responses (RFIs / RFQs / RFPs) & Case Studies: 9
  • Writing Final Pitch Presentations: 9
  • Participating in Capabilities and/or Final Pitch Presentations: 9
  • Proactive Prospecting (Conducting or Supporting the Outreach): 9
  • Organic Growth (Working Directly with Clients or Supporting Account Teams): 9
  • Training Senior Team Members on Best Practices: 9

Position Overview

Start Date: 
January 2019
Agency Staff Size (Nationally): 
1501+
Agency Staff Size (Your Office): 
Agency Type: 
Other:
Location/Region: 
Southwest
Direct Report: 
New Business Director
Title: 
Lead Customer Success Manager
Position Seniority: 
Mid-level
Department / Accountability: 
New Business + Client Services

Position Overview

Start Date: 
July 2018
End Date: 
December 2018
Agency Staff Size (Nationally): 
1501+
Agency Type: 
Other: Computer Software
Location/Region: 
Southwest
Direct Report: 
New Business Director
Title: 
Lead Customer Success Manager
Position Seniority: 
Mid-level
Department / Accountability: 
New Business + Client Services

Position Overview

Start Date: 
July 2017
End Date: 
July 2018
Agency Staff Size (Nationally): 
1501+
Agency Type: 
Other: Computer Software
Location/Region: 
Southwest
Direct Report: 
New Business Director
Title: 
Manager, Customer Success
Position Seniority: 
Mid-level
Department / Accountability: 
New Business + Client Services

Position Overview

Start Date: 
September 2015
End Date: 
June 2017
Agency Staff Size (Nationally): 
1501+
Agency Type: 
Other: Computer Software
Location/Region: 
Southwest
Direct Report: 
New Business Director
Title: 
Senior Customer Success Manager
Position Seniority: 
Mid-level
Department / Accountability: 
New Business + Client Services

Position Overview

Start Date: 
May 2014
End Date: 
September 2015
Agency Staff Size (Nationally): 
< 25
Agency Staff Size (Your Office): 
< 25
Agency Type: 
Digital / Online / Social Media
Brand Strategy / Consulting
Location/Region: 
Northwest
Direct Report: 
Exec Mgmt (CEO / Pres / MD / COO / CFO / Client Services Director)
Title: 
VP of Partnerships
Position Seniority: 
Senior (on Core Management Team)
Department / Accountability: 
New Business + Client Services
Strategy / Planning / Research

Position Overview

Start Date: 
June 2008
End Date: 
July 2010
Agency Staff Size (Nationally): 
501 - 1500
Agency Staff Size (Your Office): 
76 - 250
Agency Type: 
Media / Publishing
Location/Region: 
Northwest
Direct Report: 
Exec Mgmt (CEO / Pres / MD / COO / CFO / Client Services Director)
Title: 
Digital Sales Director
Position Seniority: 
Senior (not on Core Management Team)
Department / Accountability: 
Digital / Online

Position Overview

Start Date: 
January 2006
End Date: 
November 2007
Agency Staff Size (Nationally): 
26 - 75
Agency Staff Size (Your Office): 
26 - 75
Agency Type: 
Experential / Event Marketing
Location/Region: 
Northwest
Direct Report: 
Exec Mgmt (CEO / Pres / MD / COO / CFO / Client Services Director)
Title: 
Director of Business Development
Position Seniority: 
Senior (not on Core Management Team)
Department / Accountability: 
New Business

Position Overview

Start Date: 
August 2002
End Date: 
December 2005
Agency Staff Size (Nationally): 
< 25
Agency Staff Size (Your Office): 
< 25
Agency Type: 
Direct Response / Marketing
Location/Region: 
Northwest
Direct Report: 
Exec Mgmt (CEO / Pres / MD / COO / CFO / Client Services Director)
Title: 
Director of Business Development
Position Seniority: 
Senior (on Core Management Team)
Department / Accountability: 
New Business + Client Services

Contact Us

We're Here To Help

If you have any questions, you can send me a message below or call me at 212.388.9544 x 116.

Blair Whyte

Client Service

We are available Monday through Friday, from 10:00am - 8:00pm ET. You may also contact us after hours as we're often online outside the main hours.

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