Briana White
Summary
Dynamic sales professional with a proven track record, achieving 147% of monthly quotas. Expertise in SaaS sales and client relationship management, driving growth through strategic account planning and tailored solutions. Adept at utilizing CRM systems to enhance performance and foster long-term client satisfaction.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Workplace Planning Consultant
Fidelity Investments
04.2025 - Current
- Conducted inbound and outbound client engagements focused on holistic retirement planning, 401k investment strategies, and long term wealth accumulation strategies.
- Conducted inbound and outbound client engagements focused on holistic retirement planning, 401k investment strategies, and long term wealth accumulation strategies.
- Partnered with Financial Consultants, and Retail Advisors to identify cross-functional opportunities and deepen client relationships.
- Utilized Salesforce and internal CRM technology to manage pipelines, scheduling and planning appointments.
Upmarket Client District Manager
ADP
09.2022 - 06.2024
- Managed full sales cycles and sold ADP's portfolio of 40+ HCM solutions to C-suite executives within organizations of 150–999 employees, achieving up to 147% of monthly quota and securing new-logo business.
- Developed and executed strategic account plans, enhancing growth and expansion opportunities with upmarket customers.
- Acted as a trusted advisor to upmarket customers, providing guidance on product usage, best practices, and industry trends.
- Conducted regular business reviews with upmarket clients, identifying areas for improvement and enhancing overall value.
- Collaborated with cross-functional teams, delivering tailored solutions that resolved complex customer issues.
- Utilized CRM systems to track sales activity, update customer information, and forecast future sales performance.
Major Market Account Executive
MP
09.2021 - 09.2022
- Consulted with C-level executives of mid-size organizations (100-500 employees) to deliver cutting-edge, user-friendly HR software and proactive customer support, enhancing client operational efficiency.
- Collaborated with cross-functional teams to tailor solutions that consistently met and exceeded client expectations, improving overall satisfaction and retention.
- Negotiated contracts and pricing agreements with key accounts, maximizing profitability while ensuring alignment with customer needs and enhancing satisfaction.
- Conducted market research and analysis to identify new business opportunities and drive sales growth. Maintained strong relationships with existing clients and consistently achieved sales targets and KPIs.
- Utilized CRM systems to track sales activity, update customer information, and forecast future sales performance.
Sales Representative II
Paychex
11.2019 - 09.2021
- Met and exceeded monthly sales targets through strategic account planning and proactive business development.
- Managed portfolio of key accounts, delivering exceptional customer service and fostering high levels of client satisfaction.
- Consulted with small businesses, leveraging Paychex key referral channels and partnerships to educate stakeholders on services and provide consultative solutions that enhanced market share and supported revenue growth.
- Utilized CRM systems to track sales activity, update customer information, and forecast future sales performance.
Education
Professional Music
Berklee College of Music
Boston, MA01-2012
Skills
- Consulting
- Licensed Advisor Relationship Management
- Product Knowledge
- SaaS Sales
- Sales
- Quota Attainment
- Sales Software Proficiency
- Salesforce
- Sales
- Investment Advice
- Employee Benefits Planning
- CRM utilization
- Client relationship building
- Team leadership
- Negotiation skills
Certification
- Series 7 FINRA
- Series 66 NASAA
- Foundations of Project Management Google
Timeline
Workplace Planning Consultant
Fidelity Investments
04.2025 - Current
Upmarket Client District Manager
ADP
09.2022 - 06.2024
Major Market Account Executive
MP
09.2021 - 09.2022
Sales Representative II
Paychex
11.2019 - 09.2021
Professional Music
Berklee College of Music