Summary
Overview
Work History
Education
Skills
Technical Skills & Tools
Timeline
Generic

Alexander Forbes

Newton

Summary

Results-driven professional with experience in business operations, sales, marketing, and

account management. Adept at fostering strong relationships, driving revenue growth, and

leading strategic initiatives. Recognized for exceptional leadership, presentation, and planning

skills.

Overview

7
7
years of professional experience

Work History

Business Development Liaison

Dane Street
01.2023 - 02.2025
  • Managed sales data and reporting to support business growth and client engagement
  • Collaborated with cross-functional teams to optimize marketing campaigns and outreach efforts
  • Oversaw Salesforce administration, ensuring best practices in data management and dashboard development
  • Led RFP responses for all divisions, identifying opportunities and improving proposal strategies
  • Provided reporting assistance and analytics for sales and marketing needs
  • Identified and vetted new client opportunities through federal, state, and industry sources
  • Supported GSA applications and federal capture initiatives to expand government contracts

Large Market Account Coordinator

Delta Dental of Massachusetts
11.2021 - 01.2023
  • Managed Delta Dental's largest book of business, ensuring optimal client satisfaction and retention
  • Led annual and quarterly utilization review meetings to assess plan performance
  • Prepared and presented finalist presentations, achieving a 92% success rate
  • Oversaw renewals and supported seamless implementation for new and existing clients
  • Presented key strategic metrics to guide plan design enhancements
  • Developed and maintained strong relationships with national brokerage firms and major MA-based employers

Federal/Government Account Liaison

Dane Street
11.2020 - 11.2021
  • Reported directly to the Chief Marketing Officer, guiding the company's entry into the federal and state markets
  • Secured over $250K in state and government contracts in 2020
  • Managed key accounts within the public sector, expanding the company's reach
  • Established and nurtured new relationships in federal, state, and commercial markets

National Sales Specialist

Dane Street
05.2019 - 11.2020
  • Provided strategic advisement to the Chief Marketing and Chief Operating Officers on major bid decisions
  • Spearheaded initiatives to penetrate the state and federal market segments
  • Collaborated with national and local account managers to drive account growth
  • Led all RFP projects from inception to completion

National Sales Analyst

Dane Street
04.2018 - 05.2019
  • Supported the Director of National Sales in identifying and acquiring new clients
  • Utilized CRM platforms to enhance market penetration and revenue growth
  • Provided comprehensive client-specific support to National Account Managers
  • Acted as a liaison between sales and operations to ensure seamless client experiences

Business Analyst

Dane Street
10.2017 - 04.2018
  • Managed client administrative requests from sales and operations teams
  • Produced detailed outcome reports on a daily, weekly, and monthly basis
  • Troubleshot and resolved IT-related issues within the Dane Street application
  • Led all Business Analysts in resolved support tickets in 2017 and 2018

Education

Bachelor of Arts - Sports Management

Lyndon State College
Lyndonville, VT
05-2016

Skills

  • Leadership & Team Collaboration
  • Business Development & Sales Strategy
  • Client Relationship Management
  • Data Analysis & Reporting
  • Presentation & Communication Skills
  • Strategic Planning & Execution

Technical Skills & Tools

  • CRM Platforms (Salesforce, HubSpot)
  • Microsoft Office Suite (Excel, PowerPoint, Word)
  • Data Analytics & Reporting Tools
  • Public Speaking & Presentation Software

Timeline

Business Development Liaison

Dane Street
01.2023 - 02.2025

Large Market Account Coordinator

Delta Dental of Massachusetts
11.2021 - 01.2023

Federal/Government Account Liaison

Dane Street
11.2020 - 11.2021

National Sales Specialist

Dane Street
05.2019 - 11.2020

National Sales Analyst

Dane Street
04.2018 - 05.2019

Business Analyst

Dane Street
10.2017 - 04.2018

Bachelor of Arts - Sports Management

Lyndon State College
Alexander Forbes