Jonathan Holland
Holly Springs
Summary
Dynamic business leader with extensive experience in new business development and relationship building at Powell Business Solutions LLC. Proven track record in spearheading strategic partnerships and enhancing market penetration, resulting in significant client onboarding success. Skilled in sales strategy execution and team motivation, driving operational excellence and client retention.
Overview
31
31
years of professional experience
Work History
Business Development / Operations / Case Build Out
Powell Business Solutions LLC
Holly Springs
02.2024 - Current
- Spearhead business development for a zero-net-cost employee benefits plan targeting employers (10+ employees) in all industry sectors.
- Forge strategic partnerships with PEOs and Chambers of Commerce to expand market reach and enhance service offerings.
- Oversee client onboarding, ensuring successful implementation and integration of benefits plans.
- Design strategic sales initiatives and sales materials.
- Provide operational support and mentorship to a team of 9 brokers.
ERC Associate
ERC Specialists
Orem
08.2022 - Current
- Consulted with business owners to determine Employee Retention Credit (ERC) eligibility.
- Facilitated over $1.6 million in tax credits for eligible businesses in ~3 months.
- Contributed to building and expanding a team of ERC Specialists.
CSSI Associate
Cost Segregation Services Inc.
Baton Rouge
03.2022 - Current
- Provided financial consulting to commercial/investment real estate owners, focusing on cash flow improvement via accelerated depreciation (Cost Segregation).
- Performed complex calculations for Cost Segregation studies and prepared source documentation.
- Firm completed studies on 117 Properties/1849 Buildings/23992 Apartments/$3.2 Billion Valuation.
Project Coordinator / Sales & Service Manager
PowerMaster Electric / Bitting Electric
01.2023 - 01.2024
- Managed end-to-end Generac generator installation projects: client consultation, scoping, sales, and post-installation support.
- Directed project logistics: scheduling deliveries, coordinating gas installations, and verifying parts inventory.
- Provided on-site oversight during installations, monitoring progress against timelines and specifications.
- Led homeowner orientation sessions at system start-up.
- Cultivated client relationships through annual maintenance scheduling and 90-day follow-ups.
- Note: Bitting Electric handled projects that PowerMaster could not.
Client Solutions Specialist
Pinnacle Resource Group Inc.
Raleigh
06.2021 - 06.2022
- Expanded HOA management services and identified new opportunities in real estate directives and land development.
- Collaborated with HOA Boards of Directors to understand needs and develop management plans.
Director of Operations
Capmar Insurance Group Inc.
Wake Forest
07.2019 - 06.2021
- Provided strategic leadership and operational oversight for the insurance group.
- Communicated departmental goals to achieve desired business outcomes.
- Developed client relationships to grow business and improve account retention.
- Spearheaded initiatives to build and consult life insurance agencies (CA to SC).
- Trained insurance agents in brand building and sales techniques.
- Managed employee lifecycle: interviewing, hiring, training, and supervision.
Insurance Agency Owner
State Farm Insurance
Fuquay-Varina
02.1994 - 02.2019
- Owned and operated a State Farm Insurance agency for 25 years.
- Supervised agency marketing (including social media) to expand brand awareness and attract new clients.
- Developed business operations from the ground up, ensuring smooth handover to new owners.
- Mentored and trained new hires on sales techniques and customer service.
- Managed staffing, work schedules, and task assignments.
- Provided leadership and insight on company programs and products.
- Formed and sustained strategic relationships with clients.
Education
Bachelor of Arts - Political Science and Government, Economics Minor
North Carolina State University
Raleigh, NC05.1989
Skills
- New business development
- Market penetration
- Sales strategy and execution
- Relationship building and client retention
- Business leadership and team motivation
- Full-cycle sales management
- Prospecting and closing
- Strategic market analysis
- Competitive intelligence
- P&L management and contract negotiation
- CRM systems and sales forecasting
- Team leadership and development
- Performance management
- Problem anticipation and resolution
References
References available upon request.
Timeline
Business Development / Operations / Case Build Out
Powell Business Solutions LLC
02.2024 - Current
Project Coordinator / Sales & Service Manager
PowerMaster Electric / Bitting Electric
01.2023 - 01.2024
ERC Associate
ERC Specialists
08.2022 - Current
CSSI Associate
Cost Segregation Services Inc.
03.2022 - Current
Client Solutions Specialist
Pinnacle Resource Group Inc.
06.2021 - 06.2022
Director of Operations
Capmar Insurance Group Inc.
07.2019 - 06.2021
Insurance Agency Owner
State Farm Insurance
02.1994 - 02.2019
Bachelor of Arts - Political Science and Government, Economics Minor
North Carolina State University
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