Summary
Overview
Work History
Education
Hobbies and Interests
Timeline
Generic

BILLY MCNAMEE

Salt Lake City,UT

Summary

Experienced in Excel, Microsoft Word, Powerpoint, Salesforce. Exceptional communication, written and verbal. Confident and experienced with public speaking. Extremely flexible and adaptable in managing multiple priorities. Self-motivated, enthusiastic, and exceeds standards under pressure.


Overview

5
5
years of professional experience

Work History

Enterprise / Mid-Market Account Executive

Spot AI
01.2024 - Current
  • $550k+ TCV Closed in Significantly narrowed Territory Across 14 Net New Accounts
  • Consistent 4x+ Pipe Coverage, including a multitude of enterprise accounts sourced
  • Identified and implemented tailored solutions for mid-market clients, addressing their unique needs and driving product adoption
  • Collaborated with customers to learn business operations and capitalize on upselling and cross-selling opportunities.
  • Total Spot AI Career To Date: 61 Net New Logos, $1.5m+ TCV

Small Business Account Executive

Spot AI
09.2022 - 01.2024
  • Set Most Net New Logos in Quarter in Company History (14)
  • Logo Attainment 180% (47 Total)
  • 130% Annual TCV Quota Attainment
  • Increased SMB account base by identifying potential clients and executing targeted sales strategies.
  • Provided exceptional post-sales support by working closely with implementation teams to ensure smooth transitions for new clients.

Small Business Account Executive

Motivosity
01.2022 - 09.2022
  • 1st highest number of deals won on SMB (37)
  • 1st highest lead to opportunity conversion on SMB
  • Consistent team leader of prospect outreach by volume
  • Timely attention to all incoming marketing leads
  • Prioritize outbound efforts through referrals
  • Generate solutions based on thorough analysis of company cultures
  • Maintain positive relationships with existing and potential clients

Registered Associate

The Strachan Group at Morgan Stanley
09.2019 - 04.2021
  • Scheduled and hosted client meetings on a daily basis, while organizing and facilitating monthly transfers, preparing spending reports, account opening and maintenance, investment reporting, tax reporting coordination, daily client outreach, and securities trading for nearly 100 high and ultra-high net worth clients
  • Led multiple projects including assisting all ultra-high net worth clients transition into newly launched programs to cut client expenses and improve overall client experience
  • Barron's 2019 #49 Private Wealth Management Team in the United States
  • Barron's 2020 #31 Private Wealth Management Team in the United States

Education

Bachelor of Arts - Business, Finance

Saint Anselm College
Manchester, NH
05.2019

High School -

Saint John's High School
Shrewsbury, MA
05.2015

Hobbies and Interests

  • 3 Year Saint Anselm Rugby Team Captain
  • King Edwards Service Society
  • Securities, Cryptocurrency Trading
  • Hiking
  • Fishing
  • Rock Climbing
  • Snowboarding
  • Biking

Timeline

Enterprise / Mid-Market Account Executive

Spot AI
01.2024 - Current

Small Business Account Executive

Spot AI
09.2022 - 01.2024

Small Business Account Executive

Motivosity
01.2022 - 09.2022

Registered Associate

The Strachan Group at Morgan Stanley
09.2019 - 04.2021

High School -

Saint John's High School

Bachelor of Arts - Business, Finance

Saint Anselm College
BILLY MCNAMEE