Aaron Williams
Summary
Sales Account Manager with 10+ years of experience driving revenue growth, building strong client relationships, and managing accounts across cannabis wholesale, healthcare, and financial services. Proven track record in B2B sales, territory expansion, and compliance-driven industries. Recognized for securing new business, exceeding quotas, and serving as a trusted partner to dispensaries, retailers, and corporate accounts.
Overview
12
12
years of professional experience
Work History
Wholesale Account Manager
Green Lane
05.2025 - Current
- Utilizing a market plan template to strategically plan sales driving initiatives on a quarterly basis, maintaining a pipeline in real-time, and updating CRM daily.
- Coordinate with management teams to align marketing efforts with sales objectives and support lead generation activities.
- Deliver insightful reporting and analysis to highlight trends and uncover new opportunities, while taking ownership of service excellence in every customer and partner interaction
- responsible for design and execute impactful market research strategies that uncover actionable insights while Manage and grow a book of business with 400[+] dispensaries and wholesale accounts across Northeast Region.
- Monitored competitor activities within the territory, adjusting sales strategies as needed to maintain a competitive edge while Increased product penetration across retail accounts by introducing new SKUs and upselling premium cannabis products and accessories.
- Collaborate with operations and logistics teams to streamline order fulfillment and ensure on-time deliveries.
- Maintained deep knowledge of cannabis strains, products, and compliance requirements to educate retail buyers and Increased product penetration across retail accounts by introducing new SKUs and upselling premium products.
- Penetrate into new markets, make strategic sales calls, and secure key relationships for cannabis wholesale needs.
- B2B wholesale sales channel in either a CPG, Beverage or Cannabis industry
- Manager and grow relationship with existing dispensary and wholesale accounts, serving as the primary point of contact
- Drive sell-in and sell-through with retail staff education, in-store demos / pop-ups, and promotional programming
- Monitor product placement, inventory levels, and merchandising at partner locations
- Identify and close new business opportunities within your sales territory focus on multi-state operators.
- Collect and report market intelligence, including competitor activity, pricing trends, consumer feedback and compliance with NJ/PA/DE/NY CRC regulations while maintaining accurate records and weekly sales reporting
- acquired 20 new wholesale dispensary accounts since onboarding to expand market presence
- Submit accurate weekly reports with actionable insights on trend & competitor activity
Sales Consultant
Vapeo2
Philadelphia
01.2025 - Current
- Assist in execution of task directives within designated time frames (promotional updates, stock replenishment, cash handling, floor monitoring, inventory counts, and online order processing) with speed and efficiency.
- Schedule and set up in-store and community appointments and activations while attending local trade shows acting as a brand ambassador.
- Coach associates on guest interactions and performance to maximize productivity and capture guest opportunities
- Worked effectively to input daily schedule and business reports, and assign tasks based on the workflow demand.
- Communicate with guests about their needs and providing recommendations on the best products for them
- Strengthened relationships with vendors to secure exclusive THCA deals and promotions for the store's clientele.
- Provided exceptional service to medical patients, educating them on appropriate dosage and consumption methods for their specific conditions.
Account Manager
Dealer Tire
PA/NJ
01.2023 - 12.2024
- Coordinate with service managers, parts managers, and dealership stakeholders to optimize product selection, maintain inventory levels, and set competitive pricing aligned with business objectives, promotions, merchandising, and advertising efforts.
- Create monthly contact schedules with dealers, monitor activities, and update account information in Salesforce.
- Achieved and exceeded sales/productivity targets by managing and expanding portfolio of accounts.
- Enhanced business potential and customer retention by improving service advisor effectiveness and retail strategies through targeted coaching and training.
- Assisted dealers in boosting financial opportunities of program via customized action plan for 50 accounts, while surpassing key performance indicators.
Wholesales Representative
Vuber Technologies
NJ/PA
01.2023 - 12.2023
- Prepared sales presentations for potential clients, showcasing value of cannabis devices.
- First East Coast hire, successfully establishing company presence in PA/NJ market.
- Secured 10 new dispensary accounts , generating $2K monthly revenue per account .
- Conducted product demos and sales presentations for B2B cannabis buyers.
- Tracked account activity in Salesforce; prepared weekly business recaps.
- Ensured compliance with cannabis industry regulations across accounts.
Account Manager
BioReference Laboratories
01.2021 - 12.2022
- Increased operational efficiency and responsiveness by developing automation scripts for scaling resources based on load metrics.
- Maximized business opportunity by formulating sales strategies and expanding account base in accordance with regional metrics.
- Cultivated and strengthened relationships with key accounts to promote business success.
- Reduced account attrition and negative volume variance by addressing 53 account inquiries.
- Conducted capacity planning activities to predict compute resource requirements and support business growth.
- Generated $300K of new business within first six months by designing targeted campaigns in collaboration with marketing and sales teams.
Patient Services Coordinator
Penn Medicine, University of Pennsylvania Health System
01.2019 - 12.2021
- Ensured efficient patient flow and high-quality care by liaising with staff, physicians, and community organizations.
- Managed administrative tasks to support smooth operations for physicians, nurses, and healthcare personnel.
- Facilitated insurance authorization for procedures and tests to streamline patient care.
- Analyzed staff processes to eliminate hazards to residents/employees, while adhering to set regulations.
- Administered billing functions to elevate profitability and meet compliance, quality, and productivity standards.
Relationship Manager
BB&T Corp
01.2018 - 12.2019
- Sold financial products, including stocks, bonds, and mutual funds, while maintaining ongoing communication with clients to address investment needs.
- Organized regular client meetings to assess investment progress, uncover growth opportunities, and resolve concerns.
- Managed diverse portfolio of client relationships for excellent service delivery and client satisfaction.
- Boosted overall performance and productivity by steering team of four direct reports.
- Optimized returns by overseeing assets for households with annual incomes of over $250K.
Senior Branch Services & Sales Associate II
PNC Bank, NA
01.2014 - 12.2018
- Verified optimal performance and team development by leading five direct reports and coordinating schedules, shift changes, coverage, and additional training.
- Contributed to business growth and client financial health by offering variety of financial products, including loans (mortgage, personal, and commercial), new checking and savings accounts, and credit cards.
- Attained high satisfaction ratings by providing financial counseling on 20 lending services and wealth management.
- Identified and implemented appropriate financial solutions by educating clients on return on investment (ROI) terms.
Education
Bachelor of Arts - Communications
Coppin State University
Skills
- Microsoft Office Salesforce SmartBook Hubspot Leaflink D365
- Cannabis Wholesale & Distribution
- Key Performance Indicators (KPIs)
- Consultative sales Excellence
- Account Growth & Territory Expansion
- Strategic Sales & Negotiation
- Vendor Team Training & Coaching
- Business Development
- Revenue Forecasting & Pipeline Management
- Cross-functional Collaboration
Additional Experience
Hospice Care Consultant, Compassus Hospice & Palliative Care
Marketing Manager, Casual Luxury Co
Licensed Relationship Banker, Citizens Bank
Timeline
Wholesale Account Manager
Green Lane
05.2025 - Current
Sales Consultant
Vapeo2
01.2025 - Current
Account Manager
Dealer Tire
01.2023 - 12.2024
Wholesales Representative
Vuber Technologies
01.2023 - 12.2023
Account Manager
BioReference Laboratories
01.2021 - 12.2022
Patient Services Coordinator
Penn Medicine, University of Pennsylvania Health System
01.2019 - 12.2021
Relationship Manager
BB&T Corp
01.2018 - 12.2019
Senior Branch Services & Sales Associate II
PNC Bank, NA
01.2014 - 12.2018
Bachelor of Arts - Communications
Coppin State University