Steve Fox's Email Addresses & Phone Numbers

Sales Trainer - (Consultant Position) @ Greenpath Funding Greenpath is a direct residential mortgage lender headquartered in Aliso Viejo with branches located throughout Southern California. Greenpath has maintained their reputation as a direct lender with strong pricing, products, and fast closings. Purchase transactions are closed in under 20 calendar days on average. The management team at Greenpath...

Sales Trainer - (Consultant Position) @ Greenpath Funding Greenpath is a direct residential mortgage lender headquartered in Aliso Viejo with branches located throughout Southern California. Greenpath has maintained their reputation as a direct lender with strong pricing, products, and fast closings. Purchase transactions are closed in under 20 calendar days on average. The management team at Greenpath has over 150 years combined experience in the mortgage industry. Using top investors, consultants offer FHA, VA, low adjustable and fixed-rate mortgages, USDA, jumbo, and conventional mortgages at great prices.My role was to review Greenpath’s current recruiting process for mortgage loan officers along with costs. Project was completed.Accomplishments Include:* Created a specific profile to target* Create multiple job postings* Determined specific strategies to source candidates (channels, costs, schedule, execution)* Created phone interview screening questions* Created face to face interview questions* Identified conceptual marketing pieces needed to recruit* Reviewed training calendar and made recommendations for improvement* Reviewed software training programs and made recommendations for improvement From May 2015 to June 2015 (2 months) Aliso Viejo, CADirector of Inside Sales Operations B2B - | Lead Generation Marketing | Salesforce.com CRM @ DocMagic For over 25 years DocMagic has developed award-winning loan document preparation, compliance and delivery solutions. Dedicated to providing the tools and technology needed to survive in today's complex regulatory environment, DocMagic continues to advance its innovative products and eServices while satisfying the needs of over 10,000 financial institutions nationwide.My role of Director of Sales Operations was responsible for leading the sales organization, including new client revenue and up-selling to existing clients. I worked closely with Marketing for developing and implementing lead generation campaigns to support sales activities. Salesforce.com CRM data entry and tracking are used. Go-To-Meeting video conferencing was used for sales presentations. Target market are banks, credit unions, financial institutions - decision makers of Document Preparation (various Executive titles).Accomplishments Include:* Sales team grew total revenues 29% over prior year and new business revenue by 46%.* Implemented the landing page process for website that generated daily incoming demo leads.* Analyzed 7 list companies, deciding on Hoovers for database marketing and sales needs, negotiating a 50% savings.* Cleaned up 10,000 duplicated records from salesforce.com database using Ringlead software.* Implemented Time Trade calendar appointment scheduling saving time and effort.* E-mail and phone appended multiple marketing lists for telemarketing campaigns.* Created first sales webinar driving 600 qualified reservations and partnering with marketing team using Eloqua automation.B2B Inside Sales Manager | Lead Generation E-Mail Marketer | Salesforce.com CRM Integrator | B2B Inside Sales DirectorKeywords:SAAS, software, mortgage, subscription, go-to-meeting, pipeline management, KPI's, consultative selling, solution selling, cold calling, Hoovers, metrics, scripts, hiring, training From March 2013 to January 2015 (1 year 11 months) Torrance, CAInside Sales Director E Commerce B2B B2C | Lead Generation Marketing | Salesforce.com CRM @ Advisys / Back Room Technician / echoWealth Advisys www.advisys.com is a subscription based financial services (SAAS) technology company, and the only place you can find needs analysis, client education and compliance solutions in a single application. www.brtnow.com is the signature product. Advisys helps Financial Advisors with turnkey professional client presentations.Enterprise product echoWealth and retail product Back Room Technician platform technologies are used by top financial services companies and more than 45,000 financial services representatives (financial advisors, CFP's CPA's, CLU's, ChFC's, registered reps (RR) nationwide. Reporting to the CEO, responsibilities included lead generation and all marketing activities, managing, hiring and training inside sales - outbound group and salesforce.com CRM execution. Use of Go-To-Webinar for sales webinars.Target market is financial planners.Accomplishments Include:* Executed 1.5 million e-mails per month to a database of 600,000 prospects. * Tripled new business sales within the first 6 months.* Grew retention business by 10% to a rate above 75% within the first 6 months.* Implemented sales training webinar process for customers and prospects averaging 750 reservations per.* Doubled warm prospecting database and created a 600,000+ cold database using Discovery Data.* Implemented salesforce.com CRM for better metrics reporting and accountability.* Implemented new phone system (Vocalocity) for improved quality and reporting.* Partnered with CEO in implementing Rockefeller Habits processes (how to increase the value of company).B2B Inside Sales Manager | Lead Generation E-Mail Marketer | Salesforce.com CRM Integrator | B2B Inside Sales DirectorKeywords:Subscription, Rockefeller Habits, Top Grading, landing pages, pipeline management, KPI's, consultative selling, solution selling, e-mail marketing, lead generation, cold calling, Hoovers, metrics, scripts, hiring, training From September 2010 to September 2012 (2 years 1 month) Newport Beach, CAB2B - Vice President of Marketing - Contract Position @ Increase Visibility Increase Visibility helps companies increase website traffic through SEO processes. The benefits of becoming highly ranked include higher sales volume, better brand recognition and increased market share. Currently ranked #1 by Top Ten Reviews.http://online-marketing-services-review.toptenreviews.com/increase-visibility-review.htmlMy responsibilities included all aspects of lead generation marketing including webinars, white papers, collateral, public relations and website. Also the managing of salesforce.com CRM application.Accomplishments Include:* Created and implemented the company's first e-mail campaigns, webinar and white paper.* Implemented salesforce.com CRM to 20 users.Keywords:B2C, e-mail marketing, VP of Marketing, lead generation marketing, B2B, salesforce.com; CRM; webinars, white papers, collateral, web, SEO, search engine optimization; list management; landing pages. From April 2010 to July 2010 (4 months) Aliso Viejo, CAInside Sales Manager B2B and Marketing Consultant (Full Time In House) @ Generational Equity An investment bank specializing in mergers and acquisitions services for private business owners. Lead generation is done through the marketing of 350 CEO yearly conferences in the US and Canada.Reporting to President, I assisted a 130 seat inside sales - outbound /telemarketing/call center group; customer relationship model created; lead generation e-mail marketing; web marketing; CRM; segmented Dun and Bradstreet database / list management; strategic planning and daily operations. Target market is privately held businesses in various industries with revenues above $1 million. Accomplishments Include:* Generated $6 million in new revenue in the first 8 months of a new CRM, directing an inside sales - outbound program.*Strengthened lead generation by organizing the first fully integrated prospect strategy incorporating e-mail, phone sales, lead nurturing campaigns and lead funnel management from marketing to sales.* E-mail appended 220,000 database records for e-marketing programs.* Created and implemented a new scientific conference scheduling program using database analytics.* $1.7 million annual revenue growth by implementing a text messaging marketing program.B2B Inside Sales Manager | Lead Generation E-Mail Marketer | Salesforce.com CRM Integrator | B2B Inside Sales DirectorKeywords:Inside Sales Manager, B2B, e-mail marketing, M&A, mergers and acquisitions, call center, telemarketing, inside sales, outbound sales, lead generation marketing, white papers, collateral, seminars, conferences, strategy, strategic, P&L, Dun and Bradstreet, list management, landing pages, pipeline management, KPI's, consultative selling, solution selling, e-mail marketing, salesforce.com, CRM, B2B, cold calling, Hoovers, metrics, scripts. From April 2008 to May 2009 (1 year 2 months) Dallas, TXSales and Marketing Consultant (Part Time) @ TS Marketing Group TS Marketing Group Inc. is a Strategic Marketing Development company with an emphasis in Internet Marketing and Membership Websites. We help small to medium businesses develop and implement sales and marketing strategies to grow their market share and network. Companies under contract include “Mortgage Assistant Program”, “Herbal Abundance”, “Global Speakers Forum”, “Smart and Sticky Marketing”.My responsibilities included assisting ownership in daily operational needs including lead generation marketing, web marketing, database and list management, CRM, and business development.Accomplishments Include:* Re-developed a web based mortgage assistant program with original creator and Pakistan developers.* Developed lead acquisition program and wrote e-mail copy for a real estate company.Keywords:e-mail marketing, B2B, lead generation marketing, CRM, business development, web marketing. From April 2008 to April 2009 (1 year 1 month) Tustin, CAB2B-EVP Marketing Services B2B Inside Sales Manager | Lead Generation Marketer | Salesforce.com CRM @ The Geneva Companies EVP, (1999-2003) / SVP, (1997-1999) / VP, (1993-1997) / Director, (1991-1993) / Manager, (1990-1991)The Geneva Companies was a specialist in the mergers, acquisitions, and divestitures of private middle market businesses. 400 yearly CEO seminars, “How and When to Sell Your Business for The Most Profit” were held.I managed, hired and trained 45 sales and marketing professionals overseeing lead generation marketing, seminar operations, inside sales - outbound ; call center; telemarketing, and CRM activity. Developed a yearly statistical and financial plan. Optimized and directed the Dun and Bradstreet lead generation relationship of 500,000+ prospects. Delivered an average of 7 million pieces of direct mail per year.Target market is privately held businesses in various industries with revenues above $1 million. Accomplishments Include:* Increased data penetration 45% by implementing an in-house CRM.* Decreased turnover in sales staff from 40% to 10% resulting in annual labor savings of $1 million.* Grew marketing database by 39%, (140,000 prospects) by redefining SIC requirements.* Improved outbound calling volume 31% at no additional cost by eliminating a 3rd party call center.* Realized revenue increases averaging 25% per year, through specialized CEO marketing programs. * Drove profitability $250,000 annually by reducing non-deliverable mail and daily database list clean-up.* Achieved $4 million revenue growth in the first 18 months of marketing into Canada.B2B Inside Sales Manager | Lead Generation E-Mail Marketer | Salesforce.com CRM Integrator | B2B Inside Sales DirectorKeywords:M&A, mergers and acquisitions, telemarketing, inside sales, outbound sales , lead generation, CRM, collateral, database management, seminars, conferences, planning, budgets, P&L, landing pages, scripts, pipeline management, KPI's, consultative selling, solution selling, e-mail marketing, lead generation, cold calling, Hoovers, metrics, scripts, hiring, training. From April 1990 to September 2003 (13 years 6 months) Irvine, CAInside Sales Manager B2B | Lead Generation Marketing | Salesforce.com @ Transit Air Cargo Since 1989, Transit Air Cargo, Inc. has been providing customers with on-time transportation and logistics services worldwide with a focus in the handling of trade show exhibits and promotional material. Attention to detail, relationships with general contractors, event organizers and convention centers worldwide give our customers a competitive advantage.Reporting to the CEO, my role as Inside Sales Manager is responsible for leading all aspects the sales organization of 12, including new customer revenue, maintaining the existing customer base and up-selling. Major duties include training and coaching both Inside Sales reps and Account Managers, monitoring and reporting sales metrics utilizing salesforce.com CRM, data hygiene, and managing the sales administrative process. I also create and deliver personalized e-mail campaigns utilizing salesforce.com and Act-On.In January 2019, my role was expanded to include the management of Marketing and Sales Assistants. I am now handling social media, corporate e-mail campaigns using Act-On, website management, and other marketing projects.Accomplishments to date:* Cleaned up / deleted 1.5 million unnecessary records in salesforce.com CRM.* E-mail appended all prospects using company in India.* Implemented a new sales process focused on time blocking.* Created 100’s of e-mail templates, views and reports in salesforce.com for better prospect followup management.* Tripled the number of monthly e-mail prospect touches* Increased open rates by 25% using ACTON marketing automation.* Successfully migrated salesforce.com classic to lightning.* Improved overall communication messaging between sales team/prospects/customers.* Improved brand awareness with daily postings to social media * Migrated the sales team to remote during COVID-19B2B Inside Sales Manager | Lead Generation E-Mail Marketer | Salesforce.com CRM Integrator | B2B Inside Sales Director Santa Ana, CABoard Member @ Laguna Niguel Connectors Board * https://www.linkedin.com/groups/672947/ * www.lagunaniguelconnectors.comThe Laguna Niguel Connectors (LNC) mission is to help business professionals in the local community get connected and stay connected by providing a local and convenient venue. Meetings are held once a month on the 1st Wednesday at Salt Creek Winery in Laguna Niguel's Town Center. (Virtual During COVID-19)With 4700+ members LNC focuses on “community building” and helping others FIRST. We have evolved from establishing connections to establishing relationships that help like-minded professionals derive greater value from these connections.My role is to review then accept/reject new member inquiries, keep the LNC community informed of meetings through Linked-In and Yahoo Groups, be a facilitator at the meetings, and partner with the Board of Directors in planning and decision making. #PayItForward with job postings. Laguna Niguel, CAInside Sales Manager B2B - Small Bus / Mid Market Corps | Lead Generation Marketing | Salesforce.com @ CT Corporation - A Wolters Kluwer Company CT Corporation, a Wolters Kluwer company, is America's leading provider of registered agent services incorporation, and corporate legal compliance. My position was newly created (start up) to drive incremental revenues from competitor accounts. A cold list was provided. Hiring began in Sept 2015, training program began in Oct 2015 and team began dialing in Nov 2015.Target market is small/mid size businesses - C level and General Counsel.Responsibilities:I hired, trained and directed the inside sales operations for a team of 7, selling registered agent, annual reports and business licenses to small and mid market companies. We utilized salesforce.com CRM for data entry, tracking and pipeline management. I worked with the corporate Marketing team to develop and implement lead generation campaigns to support sales activities. I created independent sales / marketing e-mail templates for Eloqua and salesforce.com use.Accomplishments Include:* Created a brand new sales training manual.* Cleaned up/updated tens of thousands of poor quality leads, utilizing multiple databases. Issues included contact no longer with company, bad e-mail's, bad phone numbers and incorrect revenues.* Trained a new sales team on all products, services and technologies.* Implemented dial time blocking and the Covey Matrix of tasks.* Created PPT sales demonstrations for prospect on-line presentations.* Teamed with corporate accounting to create a fair sales compensation program.* Created and executed a sales process of “warm” leads versus “cold” leads for the sales team. * Reviewed various lists to supplement Hoovers and selected lead411.* Created sales metrics performance report card detailing KPI's and areas for improvement* Grew revenues from zero to 7 figures.B2B Inside Sales Manager | Lead Generation E-Mail Marketer | Salesforce.com CRM Integrator | B2B Inside Sales Director From July 2015 to January 2018 (2 years 7 months) Irvine, CAB2B B2C - COO - Inside Sales Manager - | Lead Generation E-Mail Marketer | Salesforce.com CRM @ Mortgage Coach COO (2004-2007) / VP Operations (2003-2004)Mortgage Coach is a subscription-based (SAAS) membership company that is dedicated to helping mortgage professionals achieve higher levels of success by providing them with the resources to deliver better advice and tangible value to homeowners. I directed, hired and trained a team of 25 marketing and sales professionals. I directed lead-generation marketing, inside sales – outbound /telemarketing operations, CRM, events and trade shows, human resources, strategic planning, accounting, and partnerships. An average of 1.2 million prospect and customer e-mails created monthly.Target market is mortgage companies and loan officers.Accomplishments Include:* Increased marketing database by 308% to 400,000 prospects by utilizing opt-in marketing programs such as white papers, conference calls, and select purchases.*Grew sales 260% in 4 years using strategies of e-mail, webinars, inside sales, web and voice broadcasts.* Tripled data capture by implementing Salesforce.com CRM. * Increased retention revenue of customers by 300% through improved operations, customer service and drip marketing.* Spearheaded a 160% increase in lead generation response rates and landing page conversions.B2B Inside Sales Manager | Lead Generation E-Mail Marketer | Salesforce.com CRM Integrator | B2B Inside Sales DirectorKeywords:Inside Sales Manager, e-mail marketing, SAAS, subscription, COO, VP Operations, outbound sales, mortgage, white papers, webinars, events, trade shows, list management, human resources, accounting, P&L, strategy, budgets, planning, Rockefeller Habits, Top Grading, landing pages, pipeline management, KPI's, consultative selling, solution selling, e-mail marketing, lead generation, salesforce.com, CRM, B2B, cold calling, Hoovers, metrics, scripts, hiring, training, Director Inside Sales. From September 2003 to September 2007 (4 years 1 month) Irvine, CA