Simone Forman
Director, Central Sales at Purpose Financial | Naples, Florida, United States
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As the Director of Central Sales at Purpose Financial, Simone Forman is at the forefront of driving transformative growth strategies that not only enhance client satisfaction but also maximize profitability. With a keen focus on fostering collaborative relationships across contact center organizations, Simone is instrumental in developing and executing key tactics and action plans that align with the company’s annual targets. Her expertise in sales strategy and forecasting allows her to identify emerging customer trends, enabling Purpose Financial to adapt and thrive in a competitive landscape.
Simone’s role extends beyond traditional sales leadership; she is a creative problem-solver who bridges the gap between people and processes. By implementing innovative business process development initiatives, she ensures that the customer application support team operates at peak efficiency, expanding hours of operation to meet the evolving needs of clients. Her commitment to diversity and inclusion is reflected in her approach to team dynamics, fostering an environment where diverse perspectives lead to enhanced service delivery and improved customer experiences.
Key projects under Simone’s leadership include the optimization of service-level agreements (SLAs) and the enhancement of contact center operations, which have resulted in significant improvements in customer retention rates. By leveraging her skills in cross-functional collaboration and customer service, Simone has successfully propelled Purpose Financial’s growth trajectory, ensuring that client satisfaction remains at the core of the organization’s mission. Her ability to balance strategic objectives with a people-centric approach positions her as a vital asset to Purpose Financial and a leader in the financial services industry.
Director, Central Sales at Purpose Financial in January 2024 to Present
Career transition at Career Break in October 2022 to December 2023
Director, Contact Center Operations at Comcast in January 2016 to October 2022
Call Center Operations Manager at Comcast in September 2006 to January 2016
Call Center Manager at Adelphia Communications in September 2004 to September 2006
Call Center Manager at Comcast in June 2001 to September 2004
Project Manager at Jones Communications (@Home) in April 1998 to June 2001
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Collaborative Problem Solving
Problem Solving
Organizational Development
Workforce Development
Customer Support
Cross-functional Collaborations
Performance Improvement
Teamwork
Employee Engagement
Key Performance Indicators
Communication
Mentoring
Project Management
Sales Strategy
Forecasting
Rapid Growth
Matrix Management
Building C-Level Relationships
Customer Satisfaction
Business Process Development
Inside Sales
Diversity & Inclusion
Coaching & Mentoring
Business Development
Operations Management
Management
Service-Level Agreements (SLA)
Hiring
Customer Service
Business Planning
Budget Management
Sales Organization Leadership
Strategic Partnerships
Call Center Development
Customer Experience
Customer Retention
Team Building
Team Leadership
Change Management
Business Process Improvement
Contact Center Operations
Solution Selling
Sales Processes
Leadership Development
Sales Management
Relationship Building
Business Strategy
Strategic Planning
Leadership
Data Analytics
Executive Leadership
Data Intelligence
Design Thinking
Employee Coaching
Organizational Culture
Performance Management
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Discover more about Purpose FinancialWhat is Simone Forman email address?
Email Simone Forman at [email protected]. This email is the most updated Simone Forman email found in 2026.
How to contact Simone Forman?
To contact Simone Forman send an email to [email protected]. (updated on October 31, 2024)
What company does Simone Forman work for?
Simone Forman works for Purpose Financial
What is Simone Forman's role at Purpose Financial?
Simone Forman is Director, Central Sales
What is Simone Forman's Phone Number?
Simone Forman's phone (305) ***-*317
What industry does Simone Forman work in?
Simone Forman works in the Financial Services industry.
Simone Forman Email Addresses
Simone Forman Phone Numbers
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