Austin Lane
Denver,CO
Summary
Results oriented business professional with 3 years of experience in enterprise software sales, health care, and finance. Skilled in building customer relationships and understanding client needs.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Account Representative
Eon Health
12.2022 - Current
- Worked with C-Suite to cultivate new prospects, cross-sell solutions, reach goals and close sales.
- Generated over 2.5 million in pipeline and booked 52 meetings through outbound efforts
- Leveraged HubSpot and Salesforce to collect, organize and manage sales data and customer information.
- Trained and mentored new sales representatives.
Sales Development Representative
Matillion
11.2021 - 12.2021
- Established relationships with prospects to promote product understanding and drive sales growth.
- Achieved and exceeded monthly and annual meeting quotas..
- Conducted market research to identify potential opportunities and understand customer needs.
- Developed advanced understanding of products and services to react to customer objections, competitive questions, and other FAQs.
Client Relationship Associate
Fidelity Investments
01.2021 - 10.2021
- Delivered exceptional customer service to every client by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Investigated and resolved customer inquiries and complaints quickly.
- Traded stocks, mutual funds, and options contracts on behalf of clients.
- Maintained updated records of all financial transactions to support traceability.
Commodities Brokerage Internship
OTC Global Holdings
05.2017 - 08.2017
Account Management Internship
Big Dog Logistics
04.2015 - 08.2015
Education
No Degree - Business Administration
University of Mississippi
University, MSBachelor of Science - Economics
Texas A&M University
College Station, TX12.2020
Certification
- FINRA Series 63 / Series 7
Timeline
Account Representative
Eon Health
12.2022 - Current
Sales Development Representative
Matillion
11.2021 - 12.2021
Client Relationship Associate
Fidelity Investments
01.2021 - 10.2021
Commodities Brokerage Internship
OTC Global Holdings
05.2017 - 08.2017
Account Management Internship
Big Dog Logistics
04.2015 - 08.2015
No Degree - Business Administration
University of Mississippi
Bachelor of Science - Economics
Texas A&M University
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