Resume | Steven M Rose

BROKEROS

Business Development, BrokerOS (Five Star Real Estate) | 2026 to Present

BrokerOS is a brokerage operating system built inside Five Star Real Estate, a 900+ agent brokerage across Michigan and Florida. It gives brokerage leadership one system for the full agent lifecycle: MLS-powered agent tracking and recruiting, offers, onboarding paperwork and e-signing, referral "moments," boomerang/alumni tracking, and co-op visibility. I sell it nationwide to brokerage owners, Operating Principals, and growth leaders, commission-only, owning the cycle from cold call to close.

Sales accomplishments include:

Closed a 3,000+ agent South Florida brokerage after a two-part demo with their CIO and SVP of Growth, with a phased rollout that sets up their second brand as an additional account.
Built a nationwide prospect database of 2,200+ brokerage records (100 to 2,999 agent shops across the continental US), with tiering rules and hard-identifier dedupe to keep it clean.
Run a full multi-channel outbound cadence (cold call, voicemail, text, cold email, LinkedIn) at volume, with 30+ dials before lunch as the daily standard.
Booked and ran discovery calls and demos with independent brokerages, Keller Williams market centers, and luxury affiliates from New Jersey to Arizona, including 200 to 400+ agent, multi-office operations.
Wrote the sales playbook from scratch: cold call openers tailored by brokerage size, gatekeeper strategy, voicemail, text and email copy, objection handling against incumbent tools, and a 9-stage demo framework (Find, Understand, Follow, Offer, Onboard, Paperwork, Join, Stay Close, Refer).
Built competitive battlecards against Courted, Yrney, and Qwilr, positioning BrokerOS at $599/mo per brokerage against an incumbent one customer reported paying about $4,300/mo for.
Run discovery with Sandler fundamentals: open-ended questions first, quantify pain in the prospect's own words, map the buying committee early, and book the next meeting live before hanging up.

The tool I built: a custom CRM and sales engagement platform

Instead of paying for a sales stack, I designed and built my own with AI-assisted development (Claude Code). It runs every call, touch, and follow-up I make. About 15,000 lines of Python (Flask), JavaScript, HTML and CSS across 77+ commits, using Google Sheets as a live, collaborative database so non-technical teammates can work the data directly.

Dial mode: a prioritized call queue that sorts by data quality score and who is callable right now based on their local time zone, with one-click call disposition logging that auto-advances to the next prospect and a Focus mode that strips the screen down to the call.
Call console: script cards for openers, objections, voicemail, gatekeepers, and handoffs, plus a Call Flow rail, all editable in-app with versioned defaults.
Multi-channel outreach engine: generates personalized cold emails, texts, and LinkedIn connect/DM messages from templates and merge fields, with a bulk Prepare and Copy queue for fast sending.
AI research and copy: one-click "Verify Data" opens a pre-filled AI research thread per prospect, and AI prompt generators draft personalized follow-up texts and emails from that account's history.
Follow-up engine: reads each contact's touch history to pick the next channel automatically, handles referrals, and clears the follow-up when a matching touch is logged.
Activity log and pipeline: full per-contact history (calls, voicemails, texts, emails, LinkedIn, replies), a 7-stage pipeline with next-action dates, a touch-sequence view (e.g. CE → VM x3 → Txt), and daily activity goals.
Multi-user: rep ownership, a shared "lake" of unassigned prospects with Claim/Release, and edit stamping; onboarded a second user for data scrubbing on their own machine.
Compliance and data quality: Do Not Contact system, ZeroBounce email verification, a two-party recording-consent badge by state, reason-coded skip rules, scrub scoring, and staleness flags.
Engineering discipline: batched API reads and writes for speed, a demo/live dual backend for safe testing, and a 6,000-line technical reference so any engineer or AI assistant can onboard without reading the code.

RESINSMART

Founding Customer Success Manager, ResinSmart (Resin Technology, Inc.) | Nov 2025 to Present

ResinSmart is a 20+ year resin procurement consultancy that helps manufacturers buy plastic resin smarter through market intelligence, price benchmarking, and gainshare-based savings. I was brought in as the founding Customer Success Manager to own retention, renewals, and expansion, and to build the CRM and customer success systems from the ground up.

Accomplishments include:

Manage a book of 53 active B2B manufacturing clients across three service tiers (17 Prime, 32 Compound, 4 Base), including 14 affiliate companies under a single master contract.
Closed 9 new business and expansion deals worth $118,900+ on accounts I own.
Negotiated the company's HubSpot platform renewal: built the case around paying for 26 seats with about 6 active users, added Commerce Hub, and preserved a 40% platform discount through the January 2027 renewal.
Led renewal strategy on at-risk accounts, reframing commercial terms from gainshare to flat fee and mapping the real decision path up to the parent company.
Ran discovery calls across multiple manufacturing clients to test demand for a new engineering services line and surfaced which client profiles were most open to it.

Systems I built

HubSpot CRM architecture: took an early-stage portal to a working revenue system. Designed the deal taxonomy, client tiers, and a dedicated Renewals pipeline; audited 185 custom properties; built fields for three commercial models (Flat Fee, Flat Fee + Gainshare, Pure Gainshare); standardized client statuses, contact roles (Champion, Decision Maker, Main User, Billing), and parent/child account rules for acquisitions and master contracts.
Client Health Score, v1 to v3.6: a tier-aware score that grades each client against what they actually bought, not a one-size-fits-all formula. Built on proof of real engagement (held meetings, recorded calls, two-way email), with scoring exceptions for quiet-by-design accounts and a company-wide 0 to 100 app usage score. One release corrected false At-Risk readings on 5 accounts at once (several jumped from 40 to 75).
Account Pulse: a way for consultants, CS, and billing to flag what data can't see (budget cuts, a champion leaving, late invoices) using dropdown reasons only, so nothing confidential lands in the CRM. Flags auto-expire on a schedule by team.
AI agents that run every day: Claude scheduled tasks refresh health data each morning from call recordings, email, and meeting history, and read the ResinSmart app's analytics every weekday to score usage. Built with guardrails: never overwrites meetings, never moves a date backward, routes mismatches to a human, and fails safe with an alert instead of silently using stale data.
Automated client onboarding on Commerce Hub: built 9 quote templates covering every tier and pricing model, with e-signature, card/ACH/wire payment collection, W-9 delivery, billing contact setup, and accounting notifications. A Closed Won workflow updates the client's tier automatically when a contract signs.
Revenue and expansion workflows: a Base-tier upsell trigger based on login streaks, a gainshare tracking data model (benchmark price, actual price, volume, savings, invoice status), and tagging of legacy low-fee accounts for repricing at renewal.
Marketing consolidation: migrated 8 recurring market intelligence campaigns (daily, weekly, and monthly resin reports) from MailChimp to HubSpot through a three-phase, opt-in transition that protected deliverability and relationships; synced in-app preferences to HubSpot subscriptions.
Process documentation: built the team's Notion Process and How-to Libraries (health score SOP with versioned change history, quote guides, user setup, troubleshooting) so the team can run it without me.

Strategic Account Executive / Account Manager (independent contractor), ACZ Distribution | June 2024 to September 2026 (company closed)

ACZ was a medical sales organization specializing in advanced wound care, including amniotic grafts. The company partnered with physicians and clinical teams to navigate compliance, drive reimbursement success, and improve healing outcomes for patients through regenerative products.

Healthcare & Biologics Sales Achievements (ACZ Distribution, DFW Region) accomplishments include:

Generated $ 1.19 M+ in collected revenue and $ 1.78 M+ invoiced, including self-sourced and partnered deals, in a no-retainer, hyper-competitive healthcare vertical where a single case can yield multiple six figures. (June 2024–May 2025)
Closed $ 298 K+ in self-sourced paid revenue, with $ 145 K+ more invoiced, owning the entire sales cycle from cold outreach through collections. (majority from Q4 2024)
Recruited and co-closed multiple deals with a rep totaling $757K+ collected and $905K invoiced (H1 2025)
Closed $448K invoiced, resulting in $133K+ collected from a rep introduced lead (Q4 2024 & Q2 2025)
Navigated complex, multi-stakeholder sales across physicians, care facilities, office staff, and families—personally resolving care delays, communication gaps, and reimbursement blockers to ensure patients were served and revenue was secured
Developed patient-first reimbursement solutions when standard products weren’t covered, ensuring continuity of care while protecting accounts from competitor displacement.
Maintained strict CMS and Anti-Kickback compliance, leading with trust and long-term partnerships over transactional wins.
Used HubSpot to drive outreach strategy and optimize pipeline conversion
After 2025 reimbursement changes reshaped the skin substitute market, moved into account recovery: worked follow-up on problem accounts, cleared billing and reimbursement blockers, and re-engaged DFW providers as coverage rules shifted.
Stayed on through the company's close in September 2026, kept on to rebuild pipeline in a contracting market.

World-leading organization impacting the way content is displayed and digested. Hired to ensure renewals, create executive alignment, demonstrate value to clients, and create upsell opportunities. Accomplishments include:

Responsible for 23-25 enterprise accounts
Helped identify, execute, and quantify projects and value for accounts such as
143% increase in site traffic and 73% increase in product answered through documentation vs manually
$295,000 in annual cost savings due to streamlined processes and efficiencies, 13,000 resolved issues by client end users, 55% growth to site
$220,000 annual cost savings, increased page traffic 90%+, and also increased content growth 192%
Attain a 97% end-user self-service rate resulting in $100,000 annual cost savings.
96% renewal rate during my tenure, with a large percentage of clients opting for multi-year contracts
Identified and nurtured numerous opportunities that closed on new technologies such as OpenAI
Organize and hold executive business reviews

Middleware company that helped IT departments unify their techstacks via a low-code solution. Hired to ensure account renewals and growth. Accomplishments include:

100% renewal rate for 45 accounts during first 15 months while implementing 5-15% price increases
10%+ increase in overall portfolio ARR through upsells and price increases

Acquired Content Analytics Inc

Content Analytics // Syndigo helps the world's largest retailers (Amazon, Target, Walmart, etc.) and their world's most prominent vendors (Pepsi, Mattel, Crayola, etc.) manage and optimize product assets like pictures, descriptions, etc., in a centralized place. Hired to implement a support system for Enterprise clients, which was previously email-only

Designed, implemented, scaled, and improved the entire support process for Enterprise Clients.
Voted Most Valuable Employee of Q2 2018 by co-workers.
2019 I oversaw 1,600+ resolved cases with an average 4.9/5 customer satisfaction score.
2018 I oversaw 1,517 resolved cases with an average 5/5 customer satisfaction score.
Earned multiple achievement-based bonuses and base pay raises.
Managed one direct report that also had 5/5 customer satisfaction scores.

Acquired SimpleRelevance

Machine learning company focusing on personalizing marketing across banner ads, recommendations, snail mail, email campaigns, and more. I worked with clients such as Lucky Brand Jeans, Crains Business News, and more. I was hired to identify and execute KPIs so we could leverage them as marketing materials for future sales.

Served as a project manager, liaising between enterprise clients and developers in the execution and delivery of highly customized, data-driven marketing campaigns that leveraged machine learning to identify market gaps.
- Played a crucial role in a marketing project that resulted in 2x revenue per email delivered and contributed to a $48,000,000 net increase in revenue per year for a client.
- Oversaw implementation of a solution that resulted in a 567% return on investment (ROI) and more than $36,000 in increased aggregate revenue in 30 days for an international retailer.
- Project managed a solution that enabled a nationwide retailer to generate 799% ROI and break even on its capital investment after only 3.75 days.
Worked with the sales team during pre-sales and quarterly business reviews. Performed analysis to determine achievements and future solution possibilities.
Earned 20% base pay raise.

SMS marketing before it was sexy, working with brands such as Sherwin-Williams. Hired to establish processes and give guidance to customers on how to maximize profitability and setup profitable SMS campaigns

Oversaw the management of $78,000 in monthly recurring revenue (MRR) during tenure with Tatango, while maintaining relationships and advising national brands on legalities, strategy, and the implementation of SMS marketing initiatives.
Regularly trained clients on how to stay in compliance with regulatory laws as well as consulting on how to create valuable campaigns for end users and stay in good standing vs. spam campaigns.
Qualified for 30% base pay increase based on performance.

Datasphere bought small pieces of front-page real estate on major websites and sold the spot to small and medium-sized which would only display to viewers within a 3 to 10-mile radius based on their IP address.

Tasked with selling advertising to small business owners on behalf of some of the country’s largest media entities,
including Fox, MSNBC, CBS, NBC, and Fitness Magazine.
Established 110 new bi-annual and 24 new annual contracts resulting in over $162K in revenue.
Set a benchmark for having only three clients out of 134 newly established accounts, cancel within the three-
month chargeback time frame.

A company that sells industrial label makers and materials

Managed and maintained customer relations with U.S. military, government agencies, and Fortune 100 accounts during my tenure at Graphic Products, selling Occupational Safety and Health Administration (OSHA) compliant supplies.
Successfully established a new initial order account worth $2,000 in Mexico and a new repeating account worth $2,100 via cold email.