Alan Kellman

Build rapport and qualify prospective customers in retail partner environments, set appointments for solar and storage solutions, and educate customers on utility savings and renewable energy benefits while working with big-box retail partners.

Execute marketing plans and sales initiatives to meet business goals, develop marketing blueprints to overcome sales challenges, and support customer acquisition for premium products at affordable rates.

Prepared court documents, affidavits of service, and trial exhibits; performed administrative support, contacted witnesses for ADAs, and served subpoenas and documents across city agencies to support prosecutions.

Managed confidential HR records, oriented new employees, audited evaluation and benefits documents for compliance, and supported administrative tasks including inventory and event planning during Joint Commission season.

Built and maintained client relationships, recruited and advised licensed contractors, generated leads and appointments, and managed contractor accounts to meet revenue targets.

Resolved billing and service inquiries via ticketing system, researched contract pricing models across databases, coordinated with sales and client service teams, and met response-time SLAs to ensure client satisfaction.

Supported office operations by sorting and routing mail, maintaining vendor relationships, managing office supplies inventory, and assisting teams with administrative tasks and meeting coordination.

Performed needs analysis and sold apparel and accessories, maintained store presentation, coordinated sales efforts with team members, and handled store closing and daily cash reconciliation.

Connected patients to behavioral health providers, coordinated referrals with physicians and medical groups, and assessed treatment needs while educating patients on therapeutic options and telehealth services.

Managed mailroom operations including sorting and distributing mail, maintaining supplies, preparing outgoing shipments, and logging overnight packages across the facility.

Sorted and prepared packages for delivery, operated forklifts and conveyor equipment, and ensured accurate transfer and delivery of goods while maintaining safety standards as a certified PIT forklift operator.

Managed customer interactions, tracked SKU inventory, collected customer records, and executed cross-selling and up-selling initiatives to increase quarterly revenue.

Processed accounts payable and cash receipts, booked journal entries, maintained filing systems for payables/receivables, and supported payroll and vendor document organization.

Completed 120+ credits toward a Bachelor of Arts in Accounting at Lehman College, City University of New York.