James Records
@jamesrecords
I lead enterprise account programs that improve customer outcomes, revenue growth, and operational execution.
What I'm looking for
At Coates Group, I lead McDonald’s US enterprise rollout and modernization programs totaling more than $300M, coordinating executive stakeholders, field operators, partners, and internal teams through implementation, migration, and launch readiness.
Across customer success, account management, and business development roles at Kotis Design, Feather, 226 Companies/Compel, and Echo Logistics, I’ve managed key accounts, exceeded sales targets, built a $500K pipeline in two months, and supported complex client delivery. I use data, KPIs, forecasting, and strong stakeholder relationships to improve retention, identify expansion opportunities, and deliver measurable customer value.
Experience
Work history, roles, and key accomplishments
• Lead a nationwide enterprise rollout for McDonald's US and territories, overseeing large-scale client implementation, launch readiness, and migration onto Coates' proprietary software platform (~$300M multi-year program).
• Manage a parallel $50M enterprise modernization program supporting large-scale asset replacement and lifecycle upgrades across an existing national footprint.
• Serve as prim
• Cultivated and managed 65+ key accounts. Applied pipeline development and maintenance strategies to meet and to exceed $1.3M average quarterly sales quotas ($5.2M annual). Implemented collaborative client meetings and business reviews to build culture of exceeding customer expectations and to support role as a trusted business partner.
• Achieved average 95% customer satisfaction with Customer S
• Built a $500K sales pipeline in 2 months. Managed relationships with key strategic partners and client executives to establish and to extend brand partnerships and revenue growth.
• Collaborated with account management, finance, merchandising, and logistics on deal structure and quotes.
• Directed team of about 50 sales representatives and dealers across 30 states and Canada.
• Consistently surpassed quarterly sales quotas. Delivered 200% of 2021 quota and 43% of total company revenue.
• Trained national dealerships on brand positioning and inventory management to elevate customer experience. Managed and analyzed client data and coordinated across functions and departments to lif
• Planned and executed 90+ events up to 300-person functions. Managed multiple venues and assisted with numerous additional events.
• Interacted regularly with C-level and senior executive clients on matters from negotiation to execution.
• Provided strategy and design for company branding initiative, including graphics and logos.
• Headed client projects from concept to delivery, including scope, scheduling and timelines, budgets, resource planning and management, communications, risk management and mitigation, and project accountability.
• Expanded revenue and customer base by proactively creating customized client profiles embracing logistics solutions, implementation processes, communication expectations, and related s
• Managed shared spaces for a 420 unit, 43 floor building. Supervised crew of 4, including scheduling and payroll.
• Organized bi-annual and seasonal events for 600+ residents and guests.
Education
Degrees, certifications, and relevant coursework
Loyola University Chicago
Bachelor of Arts and Sciences, International Film & Media Production
2008 - 2012
DeSmet High School
High School Diploma, General Studies
2004 - 2008
Completed high school education, building a foundation for further academic pursuits.
DeSmet High School
2004 - 2008
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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