Founder and Owner
In 2002, I formed Concept Services, a leader in new business development, digital marketing, lead generation, and CRM design and implementation. I started Concept in the basement of my home, and we grew to over 100 employees.
Concept is a new business development agency providing companies qualified sales leads, CRM sales design and process, and digital marketing services.
Jeff first started at Concept in 2010 as an SDR as Concept's 12th employee. Since then, Jeff has held leadership roles in nearly every department including various operations and account management roles before leading the creation of Concept's CRM and digital marketing agencies.
Director, Account Development
Lauren Zak manages retention, development, and growth of Concept’s full account portfolio spanning various industries including material handling, supply chain/logistics, construction, industrial manufacturing, technology, & professional services.
Director, Sales Development Operations
Tony Secreto has extensive experience in implementing sales strategies and processes, contract negotiation, supply chain management and successfully delivering solutions to clients based on their needs and objectives.
Director, Strategy and Implementation
Since 2012, Jason Wisener has worn many hats at Concept to provide valuable experience and creative strategies to clients. Jason’s focus is on understanding each client and delivering custom solutions inside of each sale development and marketing program.
Jerrod Workman leads the company’s Financial and Human Resources operations. He joined Concept in August of 2017 as the Director of Human Resources before being promoted to his current position in the summer of 2018.
Director, CRM & Technology
Joe Stephan has worked in the software and technology industry for over 10 years, gaining experience in CRM and various other business applications. In addition to his role at Concept, he is also a Salesforce community group leader in Northeast OH.
Director, Marketing Services
Austin Furey is an experienced marketing, business and operations professional focused on delivering exceptional, performance-based digital marketing services to clients.
CRM Project Manager
Jared Soell is a driven, reliable and growth-oriented Salesforce professional with hands-on experience designing, implementing and re-building effective Salesforce CRM solutions to improve productivity, streamline business processes, and increase user adoption.
Kristi is a certified Salesforce Administrator and is responsible for the ongoing support of our internal CRM as well as managing the ongoing support of our sales development projects, data, user and security management, process design, and training.
Shelby Smith has worked in CRM for 6 years. She has been with Concept since 2016 and is the Solution Engineer on the team. My role is working with the clients and internal teams on creating solutions within CRM or Marketing platforms.
Megan Blackmer has worked in IT & CRM technology for over 10 years & holds many Salesforce certifications. She helps customers with their CRM solutions, marketing initiatives, & other integrations. She is always looking for the next customer problem to solve.
Digital Account Manager
Caitlin Rose is an experienced marketing professional with proven background achieving brand growth goals. Her in-depth knowledge of digital marketing, market research and analysis, and budget management allows our clients to see positive digital results.
Digital Project Manager
Tangee Whapham is a marketing professional with 20+ years of diversified experience in marketing, communications, and account-based marketing program management. She focuses on developing and executing result-driven, effective marketing strategies for clients.
Adrienne Compton has worked at Concept since 2014. She started as a Sales Development Representative, promoted to Production Manager and currently serves as an Account Manager. She focuses on customer retention and growth as well as employee development.
With a decade of experience in sales, cold calling, and business development, Kyle Moles serves as an Account Manager for Concept and focuses is on customer retention and employee growth/development. He has been with Concept for the last 5 years.
Erica Quinones is a Production Manager and has been with Concept since 2015. Erica helps drive the organizations production and oversees the talented SDRs. Once being an SDR herself, Erica knows the drive and determination required to have success for our clients.
Brandon Kenny connects with Sales and Marketing leaders to understand their current new business development efforts and develop strategic outreach programs to open the door with new customers, understand those prospects needs, and set sales appointments.
Recruiter and Sales Trainer
Manage recruitment for all positions. Train new employees on outbound calling on behalf of our clients. Also manage training new employees on various CRMs that assist with managing sales activities, pipelines, and generating new sales.
Department Head, Information Technology
Carey Beck assists with daily operations of information technology and maintain Concepts technology products. Carey also helps external partners to arrive at the best system/integration for our technology and stays up to date with emerging technologies.
Digital Marketing Specialist
Nicolette Christopher is an experienced digital marketing professional who is skilled in content creation, data analysis, event planning, Adobe, customer service, and marketing. She recently joined the Concept team and looks forward to developing valuable content and campaigns for our clients.