Bryan Ortega
Birmingham
Summary
I'm a client-focused Account Manager with experience in multiple industries. I've built my career on strong relationships, strategic thinking, and a drive to deliver meaningful results. Over the years, l've had the opportunity to manage multiple key accounts across different sectors, which has shaped my ability to adapt quickly, communicate effectively, and create solutions that align with each client's unique goals.
Overview
8
8
years of professional experience
Work History
Account Manager
Apex Systems
11.2021 - Current
- Serve as the primary point of contact for a diverse portfolio of enterprise clients across industries, including healthcare, manufacturing, finance, insurance, and energy.
- Partner with high-level executives, including C-suite and VP stakeholders, to present proposals, align on strategic goals, and drive long-term value through tailored IT solutions.
- Support my clients' initiatives by planning, executing, and managing critical IT initiatives through a quality-centric approach to service delivery.
- Led quarterly business reviews and planned for future state opportunities.
- Collaborate with internal solution leaders to deliver and execute Flex SOW engagements, Professional Managed Services, Staff Augmentation, and Workforce Management Solutions.
- Leverage CRM tools (e.g., Salesforce) to track pipeline activity, forecast revenue, and maintain accurate client records.
- Negotiate contracts and pricing agreements to maximize revenue and maintain competitive margins.
- Manage project resources, and ensure timely delivery of IT services aligned with client expectations.
- Conduct regular touchpoints with executive leadership to provide performance reporting, gather feedback, and refine service strategies.
- Conduct cold calling and targeted outreach to businesses in the area to generate new leads and expand Apex’s client base.
- Manage the full sales cycle, from prospecting and proposal development to contract negotiation and account saturation.
- Track performance metrics, client engagement, and pipeline activity using CRM tools to ensure transparency and accountability.
- Resolve issues proactively, and maintain high levels of client satisfaction through responsive communication and problem-solving.
- Increased account revenue by 15% year-over-year through strategic upselling and cross-selling of IT solutions.
Sales Representative
One Call
01.2020 - 11.2021
- Conducted door-to-door canvassing to generate leads and educate homeowners on roofing solutions.
- Performed roof inspections and provided detailed project estimates tailored to customer needs.
- Managed roofing projects from initiation to completion, coordinating crews, materials, and timelines.
- Acted as the primary point of contact for clients, ensuring clear communication and high satisfaction throughout the project lifecycle.
- Assisted with insurance claim documentation, and ensured compliance with local building codes and safety standards.
- Closed high-value deals through consultative selling and personalized service.
Sales Associate
Fastenal
01.2018 - 01.2020
- Managed industrial and construction supply accounts, consistently exceeding monthly sales targets.
- Built and maintained strong client relationships through regular onsite visits, product consultations, and responsive service.
- Identified new business opportunities and converted leads into long-term customers.
- Provided expert guidance on Fastenal’s product offerings, including fasteners, tools, safety equipment, and MRO supplies.
- Collaborated with internal teams to develop customized solutions for clients, improving operational efficiency.
- Utilized CRM tools to track sales activity, manage pipelines, and report performance metrics.
Education
Bachelor of Science - Marketing
University of Alabama At Birmingham
05-2021
Skills
- Client relationship management
- Strategic account planning
- Revenue forecasting
- Contract negotiation
- CRM utilization (Salesforce)
- Business development
- Executive communication
- Sales reporting
- Team collaboration
- Goal oriented
Accomplishments
- Presidents Club Award
- Rising Account Manager of the Year Award
- Top Performer Award
Languages
Spanish
Native or Bilingual
Timeline
Account Manager
Apex Systems
11.2021 - Current
Sales Representative
One Call
01.2020 - 11.2021
Sales Associate
Fastenal
01.2018 - 01.2020
Bachelor of Science - Marketing
University of Alabama At Birmingham