Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Generic
Open To Work

Caitlin Lackey

Baltimore,MD

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

Sales Development RepresentativeSales ExecutiveAccount ManagerTerritory ManagerBusiness Development Manager

Work Type

Full Time

Location Preference

RemoteHybrid
Location: Baltimore, MD
Open to relocation: Yes

Important To Me

Career advancementWork-life balanceCompany Culture

Summary

Results-driven sales professional with extensive experience in healthcare, education, and financial services. Skilled in CRM management, lead generation, and cross-functional collaboration, consistently delivering strategic solutions that enhance client engagement and drive revenue growth.

Overview

14
14
years of professional experience

Work History

Financial Representative

Western and Southern Life
Owings Mills, Maryland
06.2025 - Current
  • Licensed to sell insurance and financial products, including life insurance, critical illness insurance, annuities, and IRAs.
  • ● Analyzed client needs, recommended suitable insurance and investment products, and built long-term, trust-based relationships, resulting in increased client satisfaction and retention.
  • ● Work closely with individuals, families, and small businesses to assess financial goals and provide personalized financial planning.
  • ● Provide guidance to help clients understand complex topics like retirement planning, risk protection, and asset management.
  • ● Delivered strategic solutions that protected client assets and enhanced financial security, fostering long-term wealth growth for clients.
  • Guided clients in selecting appropriate insurance and investment options to align with their financial objectives.
  • Crafted tailored financial plans addressing specific client needs and aspirations.
  • Conducted follow-ups to evaluate financial progress, ensuring clients remained aligned with their financial goals and enhancing ongoing engagement.

Sales Development Representative

Treatspace
10.2024 - 06.2025
  • ● Cultivate strong relationships with medical practices, articulating the value of Treatspace’s solutions and advancing qualified leads.
  • ● Use consultative sales techniques to uncover needs, demonstrate ROI, and position solutions that enhance practice efficiency and patient experience.
  • ● Consistently exceed monthly sales targets, playing an integral role in business growth.
  • Implemented targeted sales initiatives to identify and pursue new business opportunities, expanding Treatspace's reach in the healthcare sector.
  • ● Developed iterable sales processes and strategies in collaboration with leadership to enhance sales effectiveness.
  • ● Work directly with the CEO of PracticeBeat, contributing to overall go-to-market execution.
  • Analyzed target markets with sales team, developing effective lead generation strategies to optimize outreach.
  • Managed CRM system to track interactions and maintain accurate records, supporting sales operations.
  • ● Collaborated with various teams to streamline processes and enhance communication.
  • Collaborated cross-functionally in fast-paced startup environment to streamline operations and improve communication.

Senior Sales Specialist, Clinical Placement

2U
01.2012 - 01.2024
  • ● Spearheaded sales partnership initiatives to establish strategic relationships with key healthcare providers.
  • ○ Spearheaded high-volume outreach for healthcare provider recruitment, affiliate contract procurement, and partner management.
  • ○ Built and expanded a network of affiliate hospitals and clinics in multiple regions, securing long-term agreements.
  • ○ Managed Salesforce CRM accounts and consistently exceeded sales goals by 150%.
  • ○ Oversaw a $1.6M portfolio, supporting 150+ students/year and managing 900+ placements.
  • ○ Delivered insights on healthcare market trends and strategic growth opportunities.
  • ○ Facilitated prospective student engagement through webinars and personalized guidance in the admissions process.
  • Fostered client relationships to improve satisfaction and loyalty through proactive engagement strategies.
  • Conducted market research to identify and prioritize sales opportunities, informing strategic outreach efforts.
  • Collaborated with marketing teams to design and execute targeted campaigns, boosting brand visibility and lead generation.
  • ● Promoted multiple times from Admissions Counselor to senior sales and partnership roles.
  • ● Managed team of placement specialists, focusing on goal setting and performance oversight.
  • ○ Managed a team of 6–10 placement specialists, setting goals, providing coaching, and leading performance reviews.
  • ○ Allocated regional territories, tracked KPIs, and conducted internal audits.
  • ○ Designed and delivered onboarding and

Education

Master of Education (M.Ed.) -

McDaniel College

Bachelor of Science (B.S.) -

Towson University

Skills

  • Client relationship management
  • Strategic sales and outreach
  • CRM management
  • Consultative selling
  • Sales strategy development
  • Cross-functional collaboration
  • Team leadership
  • Effective communication
  • Problem solving
  • Time management
  • Sales forecasting
  • Critical thinking
  • Lead generation

Timeline

Financial Representative

Western and Southern Life
06.2025 - Current

Sales Development Representative

Treatspace
10.2024 - 06.2025

Senior Sales Specialist, Clinical Placement

2U
01.2012 - 01.2024

Master of Education (M.Ed.) -

McDaniel College

Bachelor of Science (B.S.) -

Towson University

Similar Profiles

CREATE PROFILE
Caitlin Lackey