Dynamic and results-driven Business Account Executive with a proven track record at achieving monthly sales quotas. Expert in Salesforce and adept at building strong client relationships, I excel in fast-paced environments, demonstrating exceptional negotiation and customer service skills. My background includes successfully guiding clients through financial solutions and spearheading business development initiatives.
Overview
9
9
years of professional experience
Work History
Account Executive
Independent Sales Contractor
11.2022 - 05.2025
Exceeded monthly, quarterly, and annual revenue growth goals by 109% through consistent pipeline development and proactive closing.
Executed full sales cycle from lead qualification to contract negotiation and closing, driving significant increase in funded accounts.
Built and managed a book of business of Brokers/Loan Officers, strengthening long-term partner relationships.
Identified and pursued new business through cold calling, networking, marketing campaigns, and CRM prospecting.
Negotiated pricing, terms, and fees to maximize revenue and customer satisfaction.
Guided customers through finance solutions by assessing needs and simplifying complex lending requirements.
Facilitated onboarding and training for new business clients via virtual product presentations.
Account Executive
Athas Capital
02.2022 - 10.2022
Built book of business of loan officers and brokers in order to submit 10+ deals a month consistently
Pre-Underwrite/Pre-Approve loan files
Responsible for obtaining completed broker applications
Add value to my book of business through thorough knowledge of products and underwriting guidelines
Created marketing material, generated leads, and did presentations daily to educate loan officers on our non-QM products.
Solutions Account Executive
Elavon
02.2018 - 12.2021
Responsible for setting up new business merchant accounts through an inbound call queue
Responsible for selling point of sale products, loyalty and gift cards, security and compliance, credit and debit services, Ecommerce solutions, and other cloud-based business solutions for new and existing accounts
Achieving 120% of monthly sales quotas for new account set up and activations.
Inside Account Executive
Windstream Communication
02.2016 - 01.2018
Reach out to new and existing customers and developing relationships that will bring in new business
Access and update customer accounts through Salesforce and Outlook
Create quotes using PAO system while ensuring margins are profitable for the company
Manage and track long-standing business accounts through Salesforce for additional sales leads.
Monitored portfolio growth and identified key accounts to upsell.
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