Creative Planning Business Services

As a Senior Business Manager, I’m focused on building and leading a Business Development Representative (BDR) team to drive sales growth and expand market reach. I also work closely with franchise and co-op dealer networks, helping them streamline, automate, and outsource key business operations to improve efficiency and profitability.

Beyond growing the dealer network, I also design and implement sales enablement programs, equipping sales teams with the tools, training, and automation they need to close more deals and scale their success. My role is helping teams perform at their highest level through BDR development, dealer support, or strategic sales enablement initiatives.

Partner/Senior Business Manager

As a Business Manager, I play a pivotal role in supporting Creative Planning Wealth Managers by engaging directly with business owners and leadership teams across various business lines, including Business Tax, Audit & Attest, Outsourced Business Accounting, Payroll Services, Technology, Mergers & Acquisitions, and Consulting and Enterprise Solutions.

Senior Business Manager

As a part of the Business Advisory Team, we are responsible for solving complex problems that span multiple areas of expertise. We work primarily with privately held companies in construction, healthcare, manufacturing, real estate, non profits, agriculture, and franchises.

Business Advisor and Channel Leader

Client service is at the heart of BerganKDV's position as a Midwest leader in Professional Services, Enterprise Resource Planning, Human Capital Management, Outsourced Payroll, Bookkeeping, Sales & Use Tax, Security, and Managed IT.  Executes collaboration between all team members to fully service clients through an amazing customer experience.

Market Leader

Collective Data

We provide back end solutions that ensure the public and everyday consumer has access to what they need.

Collective Data provides high-end asset management software that has supported private companies and government agencies for over 20 years. Our signature products, collectiveFleet®, collectiveQuartermaster®, and collectiveFusion® are used by hundreds of organizations that value intuitive and productive software. Our customer base spans from mid-sized to large operations. The products’ modular and configurable architecture, as well as the ability to integrate with other software, is what sets us apart.

Regional Sales Manager

Iowa Realty

HomeServices of Iowa is a full-service brokerage consisting of five company brands; Iowa Realty, Iowa Realty Commercial, Berkshire Hathaway HomeServices First Realty, Midland Title & Escrow, and Iowa Title Company. We have offices located throughout the Des Moines metro as well as the Cedar Rapids area. We employ over 200 employees and support over 900 agents. HomeServices of Iowa is a subsidiary of HomeServices of America, which is comprised of over 30 top real estate companies creating the second largest, full-service real estate brokerage firm in the United States.

Regional Manager

GreatAmerica Financial Services

Vice President, Sales - Office Equipment Group

Our team works to develop successful relationships with IT Resellers and Managed Service Providers across the United States.  We help to educate, train and further develop the valuable impact of having a solid financing strategy and partner.

Director of Business Development, Data and IT Services Team

I work hard so my partners succeed.  I am in the business to give value, be a resource, and help my vendors be more successful tomorrow then they were today.  I help them become more successful by providing solutions that enhance and empower their business to grow.

Vendor Relationship Manager

Human Resources Specialist (Talent Acquisition)

LLB Executive Partners

Find and place executive level talent exclusively in the Financial Services industry with an emphasis on auditing, compliance, accounting, analysis.

Our firm also has specialists in sales, engineering, and telecommunications.

Account Manager

Mount Mercy College

Recruiting and advising non-traditional students.

Transfer Coordinator

BankIowa

Provided support and services to all commercial clients within the Cedar Rapids, Iowa market.

Commercial Banking Assistant

Greater Cedar Rapids Open

Facilated and aided in organization/fundraising of Iowa's largest professional golf tournament.

Executive Director (Contract)

From a dusty backyard with a worn-out tire to the corridors of modern businesses, my journey has been anything but ordinary. As a kid, I didn’t have the innate talents some of my peers did. Instead, I found my strengths in persistence, waking up early, throwing that baseball, hitting a golf ball, and pushing myself to run miles before sunrise, so I could be active enough for my kids.

That drive is what led me to the world of business. My curiosity often prompts questions, such as how a business can automate its processes to grow or how leadership dynamics can change the trajectory of an organization. I've worked with businesses to modernize their core functions and, more importantly, to tap into the potential of their teams. To me, leadership isn’t just about guiding—it's about recognizing and valuing each member's contribution.

Over the years, I’ve become the go-to person for organizations wanting to break through their status quo. Be it aligning a C-Level team or diving deep into organizational health, my approach is always rooted in real-world understanding and experience.

And when I’m not immersed in business strategy? I’m at home, a proud keeper of The Greenlee Zoo. My pets—a motley crew of dogs, cats, guinea pigs, and a bearded dragon—remind me of the diverse challenges and joys of life. They've taught me patience, adaptability, and the importance of finding joy in the small things.

In essence, I’m a firm believer in growth, change, and the potential in every situation—be it in business or life.

Chad Greenlee

Robert Half

Technology Practice Director

Farrell's eXtreme Bodyshaping, Inc.

Instructor

SHI International Corp.

Focus on building and growing business for the major K12 and Higher Ed Institutions within Iowa and Nebraska

Sales Growth:
- 2024: 
            -#1 Seller in West Region for GM % to Target
            -Finished at 243% to goal for the year.  Goal was $152k GM.  Ended at 352k GM
            -161% YOY Growth
            -Total Rev: $3.85 Million
           

-June 2023 to EOY 2024: 94.4% to goal. Goal of 67k GM, got to 63k GM. (First 6 months on Job)

Side Note: GM is Gross Margin.  Because SHI is a VAR we don't recognize revenue and only our sales by the margins we make.

Public Sector Account Executive, Education

Primary focus on prospecting government, law enforcement, and federal/state accounts.

Sales Growth
• In 2022 generated $440k+ ARR and surpassed yearly sales goal to achieve 110%
• In 2022 increased average ARR deal size from previous year by 52.06% 

Sales Awards:
• Achieved President’s Club Status for achieving sales quota of 110% total annual sales in 2022

Activity
On average generating 4+ demos a week
200+ outbound calls weekly to qualify sales leads
Sourced multiple leads from cold out reach such as phone, email, and high use of tailored videos.
Leading and assisting sales demos/presentations
Responding to multiple RFP’s

Sales Development Representative

⬥ ●	Managed book of business that exceeded $1 Million recurring revenue

⬥ In 2021 grew 6 accounts ARR from $27,195.50 to $90,275 for a total of 231.94% sales growth
in SaaS

⬥  Before role transition, in 2022 assisted with growth in ARR from $10,377 to $31,397.50 for a
total of 202.56% sales growth in SaaS

⬥   Implemented 8% increase on accounts for support contracts that did not convert to SaaS yet.

⬥Through the client journey mapping process, we will:
     -Ensure every touchpoint is intentional, consistent, and measured leading to a 
competitive advantage
     -Begin building effective account plans that aid in identifying all key players who 
influence the need or preference for our solution
     -Develop an account planning process that will help identify resources needed 
to achieve growth objectives that can be managed by goal setting 
     -Assume a consultative selling relationship built on trust to add value for our
clients by helping them save money, make money, or manage risk

⬥Role model/develop standards for proficiency in client advocacy

⬥ Considering the lifetime value of a client, participate in the development of upsell 
and cross-sell programs that resolve client issues while increasing revenue

⬥ Develop a collaborative partnership that includes, but is not limited to personnel from 
support and application development 

⬥ Commitment and consistent application of Collective Data Core Values

Client Success Manager

•  In 2021 assisted with $87,250 of $505,470 new business revenue
• Qualify leads from marketing campaigns as sales opportunities through research that 
leads to identifying key players and decision-makers to generate interest 
• Contact potential prospects through cold calls, e-mails, 
social mediums, and video outreach 
• Present Collective Data to potential prospects while seeking to understand the 
prospect’s needs to begin a conversation that leads to suggesting a potential solution 
and demonstration 
• Build long-term trusting relationships with prospects and existing clients
• Proactively seek new business opportunities within the target market 
• Team with strategic partners to continue the building of a pipeline at the top of the 
funnel 
• Establish meetings and / or demos with prospects 
• Assist with client upgrade sales process calls and demos
• Client spec requests
• Assist support and take existing client calls when needed
• Other duties as assigned

Republic Services

● Secured book of business from 70% to 74%
● Partnered with the operations team, to address customer services issues.
● Effectively maintained and retained existing customers by building long-term relationships
● Responsible for minimizing rate restrictions and customer credits.
● Utilized Salesforce documenting all activities including calls, meetings and proposals.

● Led and managed a team of 4 individuals 
● Managed book of total business exceeding 2+ million dollars recurring revenue
● In 2020 increased ARR on 15 accounts from $183,004 to $267,324 for 46.07% sales growth
● Developing a process that ensures less than 3% churn annually 
● Enhancing standards for proficiency in client advocacy 
● Building an account planning process that will help identify resources needed to achieve growth objectives that can be managed by goal setting 
● Creating a client onboarding model that ensure effective sell through, client satisfaction post-sale, and the establishment of long-term mutually beneficial relationships

Client Success Manager Lead

● Duties include, but not limited to contacting prospective clients through cold calls, e-mails, social mediums, and video outreach 
● Qualify incoming leads from marketing campaigns as sales opportunities through extensive research  
● Work closely with business partners and/or Regional Sales Managers to meet/exceed company deadlines and goals  
● Consistently meet and exceed sales metrics and expectations

● Professional client trainer  
● Delivered effective onsite training with clients in effort to provide full software optimization  
● Partnered with account management teams to coordinate and execute required training materials  
● Mentored clients and provided post training follow-ups to ensure customer satisfaction and active used of software/products  
● Transformed and modernized training material to enhance user experience

Client Trainer

● Analyzed CMS applications for appropriate functionality to align with corporate needs  
● Created automations to merge customer inquiries with sales support teams  
● Developed and executed customer surveys to measure NPS and yielded a 33% response rate 
● Analyzed data to prioritize training, and support technological/product promotional needs

Marketing Intern

Target

● Oversaw and led a team of 30+ cashiers and guest service team members  
● Ensured net promoter scores stay above a goal of 80% for guest service experience  
● Challenged team members to improve, develop, and grow professionally within the organization  
● Responsible for coaching team members on performance and behavior

Guest Service Team Lead

● Managed a team of 10+ full time employees  
● Led the charge in Red Card results with over 70 Red Card applications in the course of 1 year 
● Drove growth in the beauty department resulting in an increase of +.46 from the 2016 fiscal year 
● Trained, developed, coached, and challenged new and existing employees

Sales Floor Team Lead

● Oversaw cashiers and guest services 
● Exceeded company expectations in promotional sales by placing the top 3 of Red Card applications in the 2015 fiscal year  
● Delivered world class customer service to all guests  
● Coached employees on sales approaches and company goals

Guest Service Agent

Took on numerous roles from cart attendant, cashiering, sales floor, grocery, electronics, back room, and planograms

Team Member

As a Technology Practice Director at Robert Half, I empower businesses across industries by aligning them with top-tier tech talent and solutions. Committed to fostering innovation and success, I focus on building collaborative relationships, solving challenges, and driving results that help organizations thrive in today’s dynamic digital landscape. Let’s connect!

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The Battle

Chad Greenlee

Derek Siddell

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