Alex R. Lozano
Senior Regional Director
San Antonio,TX
Summary
Accomplished Sales and Account Executive with a distinguished background in SaaS technology sales and Upstream Oil & Gas sectors. Demonstrated success in driving revenue growth through adept relationship management, unwavering customer commitment, and creative negotiation prowess. Recognized for consistently exceeding sales targets and fostering enduring client partnerships.
Overview
19
19
years of professional experience
Work History
Senior Account Executive
IFS Energy & Resources
San Antonio, TX
01.2024 - Current
- Increased account retention by building strong relationships with clients and addressing their needs promptly.
- Developed new business opportunities for company growth through effective networking and client presentations.
- Collaborated with cross-functional teams to ensure timely delivery of products and services, resulting in high customer satisfaction.
- Negotiated contracts that maximized profit margins while maintaining competitive pricing for clients.
Account Executive - Energy
SS&C Intralinks
Dallas, TX
01.2022 - 01.2024
- Identify and establish C-level and VP-level relationships with key corporate dealmakers, in Corporate Development organizations
- Leverage Solution Selling techniques to drive the sales process and close opportunities through expert negotiation including managing the contract and approval process for new deals.
- Develop sales strategy and account plans, leveraging data, to gain greater market share, prioritize and segment your accounts, and identify key go to markets.
- Proactively research M&A and customer industry trends with the intent of providing value added customers insights in support of the customer’s deal making process and business objectives.
- Lead cross functional teams to deliver exceptional value and experiences to customers including partnering with Customer Success, Customer Support, Marketing, Engineering, Legal, and Sales Operations.
- 2022: 132% of Goal, President's Club Winner, Top Corporate Development Attainment - West Region
- 2023: 102% of Goal
Account Executive
Chargify
San Antonio, TX
10.2019 - 01.2022
- Execute monthly / quarterly / annual sales goals
- Work with worldwide customer base
- Team with Solutions Engineers to effectively uncover technical needs, business pain points, and product fit
- Deliver client feedback to marketing and development teams to build more effective products and services
- 2020: 127% of Goal
- Q1 2021: 134% of Goal / Q2 2021: 124% of Goal / Q3 2021: 98%
Account Executive
Drillinginfo
Houston, TX
10.2018 - 09.2019
- Execute annual sales goal and meet targets for account growth in the Mid-Market segment.
- Team with Technical Advisors to effectively present value proposition to capitalize on opportunities.
- Deliver client feedback to marketing and development teams to build more effective products and services.
- 2019: 126% to Quota on a $4.8 million book of business
Account Manager
Drillinginfo
Houston, TX
04.2016 - 10.2018
- Generate revenue forecasts to help identify potential revenue gaps and how to best allocate team resources.
- Develop and foster C-level relationships to understand client’s vision and how Drillinginfo can maximize value proposition
- Negotiate annual and multi-year contracts at the executive level
- Identified key entry points to enhance market penetration and effectively analyzed data increase profitability
- 2017: 118% of Goal / 2018: 122% of Goal.
Account Development Manager
Drillinginfo
Houston, TX
03.2015 - 08.2016
- Develop influential relationships within assigned account set
- Team with Account Executives to train clients
- Help optimize the way clients use DI technology to drive better, faster decisions
E-Learning Facilitator
Drillinginfo
Austin, TX
07.2014 - 03.2015
- Develop content for Video Tutorials, Step by Step Guides, as well as other training materials
- Conduct live weekly webinars highlighting the features and functionality of various DI Products
- Increase the proficiency of DI product usage among our clients
Technical Support and Training Representative
Drillinginfo
Austin, TX
10.2013 - 07.2014
- Drive solutions for client inquiries over the phone, live chat and via email
- Take ownership of more complex issues through greater knowledge of DI solutions suite
- Identify seven to ten leads a month for the Sales Team
Server / Bartender / Wine Specialist
Cru Food & Wine Bar
Austin, TX
03.2012 - 03.2015
Server / Bartender / Trainer
P.F. Chang's China Bistro
San Antonio, TX | DFW, TX | Austin, TX
05.2005 - 03.2012
Education
BAAS - Applied Arts And Sciences
12.2009
Skills
- Enterprise SaaS Sales
- Upstream Oil & Gas Sales
- Account Management
- Business Development
- Strong Communication Skills
- Customer Relationship Management
- Leadership
- Corporate Presenting
- Consultative Sales
- Forecast preparation
- Advanced Skills in: MS Office, Salesforce, JIRA
Professional & Community Involvement
Houston Livestock Show and Rodeo: Commercial Exhibits Committee November 2015 –Present
- Positions Held: Committeeman: 2015 - 2019 / Captain: 2019 - Present
UNT Rugby Football Club August 2008 – December 2009
- Positions Played: Wing, Full-Back, Inside Center
Pi Kappa Alpha Fraternity September 2007 –Present
- Positions Held: Founding Father, PR Chairman, Recruitment Chairman, Recruitment Captain, Sergeant-At-Arms, Alumni Advisor
Timeline
Senior Account Executive - IFS Energy & Resources
01.2024 - Current
Account Executive - Energy - SS&C Intralinks
01.2022 - 01.2024
Account Executive - Chargify
10.2019 - 01.2022
Account Executive - Drillinginfo
10.2018 - 09.2019
Account Manager - Drillinginfo
04.2016 - 10.2018
Account Development Manager - Drillinginfo
03.2015 - 08.2016
E-Learning Facilitator - Drillinginfo
07.2014 - 03.2015
Technical Support and Training Representative - Drillinginfo
10.2013 - 07.2014
Server / Bartender / Wine Specialist - Cru Food & Wine Bar
03.2012 - 03.2015
Server / Bartender / Trainer - P.F. Chang's China Bistro
05.2005 - 03.2012
University Of North Texas - BAAS, Applied Arts And Sciences