Hi, I’m Joseph Margolis!

I’m looking for my next dental sales opportunity. I have a successful track record in selling CAD/CAM equipment and materials. Through relationship-building, I’ve helped dentists and dental labs achieve their digital workflow goals. I seek a challenging role that leverages my skills in sales, relationship building, and dental product knowledge.

INTERVIEW ME! >> email: meetjosephmargolis at gmail dot com

Resumé

Objective: Seeking a challenging role to leverage my skills in sales, relationship building, and dental product knowledge.

Professional Experience

February 2024 – Present 
Independent Contractor, Remote Sales – InCadCam

  • Sell InCadCam, a software add-on that allows Amann Girrbach mill owners to produce specialized direct-to-implant cases. 

December 2020 – January 2024
B2B Account Management & Inside Sales  – Opulent Digital Specialists

  • Managed customer accounts and new prospects in 2022 to reach $1M in sales.
  • Sold entire CAD/CAM workflow, focusing mainly on consumables, software, & services.
    • Brands: Amann Girrbach, Exocad, Desktop Health, RapidShape, Roland, Imes-Icore, B & D, Bloomden, Harvest.
  • Used strong written and verbal skills to guide leads through a consultative sales process, from discovery of the need to the pitch to closing.
  • Active learner. Continually expanded my ability via self-education on dental and dental products.
  • Collaborated with dentists and dental labs to understand their digital workflow goals and provided tailored solutions.
  • Attended tradeshows nationwide, showcasing products and networking to expand the client base.
  • Managed the sales pipeline with a high closing percentage, consistently exceeding sales targets.
  • Built and maintained strong relationships with clients, fostering repeat business and referrals.
  • Demonstrated proficiency in closing and negotiation techniques to secure favorable deals.
  • Utilized CRM tools for efficient lead tracking, customer management, and sales analysis.

June 2019 – June 2020
B2B Inside Sales  – Amann Girrbach North America

  • Collaborated with key account managers to qualify leads and facilitate smooth handoffs.
  • Played a significant role in developing and managing a centralized process for qualified lead handoff, utilizing the Smart Sheets digital platform.
  • Educated on dental anatomy, the digital workflow, and materials properties as required to effectively sell Zolid zirconia blanks to existing mill users and to qualify new Ceramill CAD/CAM leads. 
  • Laid off due to Covid-19 Pandemic

Key Achievements

  • Recognized for exceptional customer service, receiving positive feedback and testimonials.
  • Played a key role in expanding the client base through effective lead generation and follow-up.

Skills

  • Sales and Negotiation
  • Relationship Building
  • CAD/CAM Equipment Knowledge
  • Tradeshows and Events
  • CRM Utilization
  • Pipeline Management
  • Customer-Centric Approach
  • Strong Communication Skills

Additional Skills

  • Demonstrated ability to multitask across various software platforms as needed. 
  • Proficient in Microsoft & Google Office apps, Basic HTML, Basic CSS, Smart Sheets, Zoho CRM, Zoho Desk, Cin7, Quickbooks, Stripe, and Quoter.
RELEVANT CAREER EXPERIENCE PRIOR TO THE PAST FIVE YEARS

September 2013 – November 2014
Call Center Representative – Amann Girrbach America

  • Generated leads for field sales representatives covering territories west of the Mississippi River.
  • Marketed both digital (CAD/CAM) and non-digital prosthetic solutions to dental labs for crown and bridge work.
  • Acquired comprehensive dental knowledge, enabling effective promotion of key product features and benefits, including Return on Investment data.
  • Collaborated with outside sales reps to plan and execute territory-specific campaigns using Microsoft Dynamic CRM and MapPoint tools.
  • Demonstrated strong relationship management skills through prospect and lead generation, as well as lead nurturing.
  • Developed strategic inside sales programs, creating scripted form emails and call flows.
  • Conducted telemarketing efforts in 4-6 territories, utilizing discovery questions and active listening to qualify prospects for personalized follow-up from field representatives.
  • Actively participated in live events and demonstrations showcasing the digital solution.

January 29, 2007 – October 4, 2010
Direct Sales Specialist – Allstate Insurance – Charlotte, NC

  • Effectively handled inbound calls from prospective home and auto insurance customers, delivering exceptional sales experiences that ethically and successfully converted them to Allstate clients.
  • Selected to participate in Allstate’s Outbound Direct Sales Pilot.
  • Received recognition for outstanding customer service from my Division Vice President.
  • Utilized behavior analytic training to develop and enhance active listening skills, establishing better rapport with customers during information gathering.
  • Held a property and casualty agent license in all 50 states, demonstrating comprehensive knowledge of state-specific legal requirements and risk management policies.
  • Adhered to Allstate’s ethical selling guidelines, prioritizing the long-term benefits of better and more persistent business for the company.

January 23, 2006 – November 13, 2006
Participant Representative/Recruitment – OP3, Inc. – Charlotte, NC
Acted as the front-line customer service representative, responsible for recruiting individuals to participate in a two-day event, pledging to raise a minimum of $1800 for the Avon Walk for Breast Cancer.

  • Managed heavy phone and email communications to personally recruit 195 walkers and retain 667 walkers for the event.
  • Conducted informative public meetings (Walk Introductions) to present event details and register interested participants.
  • Traveled as needed to support Walk events in other cities. 
  • Organized a successful Connection Event at the Zuma Fun Center, handling negotiations for the venue and refreshments, setting up the schedule, and ensuring smooth execution.
  • Committed to a week-long involvement in the Charlotte event and other cities, covering pre-walk set-up, on-site event tasks with a strong emphasis on customer service, and preparation for the subsequent event cities.

April 2004 – January 2006
Customer Service Representative – GE Consumer Finance – Charlotte, NC
Served Lowe’s Home Improvement’s private-label credit card project, contributing to its success.

  • Consistently achieved or exceeded quality standards, ensuring top-notch service to private-label credit card customers.
  • Took part in a major conversion and rollout of a new customer database.