Overview
Work History
Education
Certification
Extra-Curricular Activities
Timeline
Generic

Aaron Peterson

Saint Paul,MN

Overview

5
5
years of professional experience
1
1
Certification

Work History

Account Representative

Sourcewell
12.2022 - Current
  • Assist the Account Executive team by researching and qualifying new leads, and nurture existing leads
  • Collaborates with the Account Executive team to identify potential leads for new opportunities and schedule meetings on behalf of the assigned account executive team members
  • Research and understanding of enterprise solutions and be familiar with their function and purpose to expand awareness of compatible contracts, products, or services
  • Accurately document participants' interactions, concerns, and resolutions in Salesforce to track and analyze trends, feedback, and to manage sales opportunities
  • Research and have a basic understanding of government structure and legal requirements of assigned regions as it relates to positioning Sourcewell's solutions
  • Communicate regularly with participating agencies
  • Complete outbound calls with new participating users of assigned accounts to understand their needs and provide an overview of Sourcewell solutions
  • Respond to phone, email, and chat inquiries in accordance with service level delivery standards
  • Communicate with participating users to understand their needs and make account updates within Salesforce
  • Coordinate flow of amendments or other documentation necessary for participating agencies to effectively use a Sourcewell contract or solution
  • Attend industry trade shows, conferences, and networking events to enhance brand visibility and expand professional connections
  • Serve as a solo presenter and co-presenter at industry tradeshows and conferences
  • Facilitate training or product demonstrations for assigned accounts virtually and in person
  • Coordinate the flow of amendments or other documentation necessary for participating agencies to effectively use a Sourcewell solution
  • Participate in continuous improvement efforts for the Account Representative team
  • Provide technical expertise, application administration, and training on Salesforce and other account related systems to the team
  • Participate in the development of standard work instructions, policies, and procedures related to the position
  • Other duties as assigned

Client Solutions Advisor

Sourcewell Technology
09.2021 - 12.2022
  • Research and qualify new leads.
  • Create and maintain a database of current and potential customers.
  • Explain and demonstrate features of Sourcewell solutions.
  • Communicate with clients, make outbound calls to prospects, and follow up on leads.
  • Understand customers' needs and identify sales opportunities.
  • Answer prospects’ questions and send additional information via email.
  • Nurture graded leads to increase their rating. Including, but not limited to research, prospecting emails, information gathering phone calls, and/or social media connections.
  • Provide timely and professional customer service.
  • Assist with incoming requests to either provide a solution or seek out who can provide the solution.
  • Excellent customer experience, cultivate long-term partnerships & referrals.
  • Schedule demos and appointments with prospects as needed.
  • Schedule customer meetings, appointments and provide assistance with customer follow-up.
  • Manage customer information in Salesforce to ensure each closed opportunity has all necessary attachments and information.
  • Execute approved pending deals through the pipeline process and be the liaison between the various internal teams and the customer until implementation is successfully underway.
  • Keep up with Sourcewell solutions and updates.
  • Upsell Sourcewell solutions.
  • Stay informed about competing solutions.
  • Close sales and achieve sales targets.
  • Assist with seminars, conventions and marketing campaigns as needed.
  • Participate and present in weekly/monthly stand-up meetings

Varsity Head - Boys Varsity Lacrosse

Washington County Schools
01.2022 - Current
  • Plan, organize, and conduct practice sessions
  • Provide training direction, encouragement, and motivation to prepare athletes for games and life
  • Have open communication with parents of players to provide information and answer questions both about lacrosse and student development
  • Gained strong leadership skills by managing assistant coaches and the entirety of the junior varsity program

Defensive Coordinator - Boys Varsity Lacrosse

Washington County Schools
01.2020 - 01.2022
  • Collaborate with the Head Coach on defensive tactics
  • Provide training direction, encouragement, and motivation to prepare athletes for games
  • Create defensive schemes for both games and practices

Sales Development Representative

Glofox
08.2020 - 09.2021
  • Identify and create new qualified sales opportunities from inbound and outbound leads
  • Create a great first impression by providing all prospects with a world-class experience
  • Achieve monthly quota of qualified opportunities
  • Pass qualified opportunities over to our Account Executives

Education

Bachelor of Arts (B.A.) - Sociology of Law, Crime, and Deviance

UNIVERSITY OF MINNESOTA TWIN CITIES
Minneapolis, MN
05.2020

Certification

NIGP - Supplier Essentials Core Certification - Jan 2025

JB Sales - Driving to Close - June 2021

JB Sales - Filling the funnel - May 2021

Extra-Curricular Activities

Men's Lacrosse (University of Minnesota), Starting goaltender 2017-2020, 2018 2nd Team all-conference, 2017 Gopher Lacrosse 'Defensive player of the year' award

Timeline

Account Representative

Sourcewell
12.2022 - Current

Varsity Head - Boys Varsity Lacrosse

Washington County Schools
01.2022 - Current

Client Solutions Advisor

Sourcewell Technology
09.2021 - 12.2022

Sales Development Representative

Glofox
08.2020 - 09.2021

Defensive Coordinator - Boys Varsity Lacrosse

Washington County Schools
01.2020 - 01.2022

Bachelor of Arts (B.A.) - Sociology of Law, Crime, and Deviance

UNIVERSITY OF MINNESOTA TWIN CITIES

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