Caley McKelvy
Independent Broker
Denver,CO
1
Certification
14
years of professional experience
Accomplished Account Executive with 8 years of experience in B2B and B2C sales across diverse sectors, including AI SaaS and high-ticket solutions. Expertise in managing full sales cycles, conducting consultative discovery, and closing complex deals. Strong in building executive relationships and driving revenue growth while delivering measurable business value and an exceptional customer experience.
Work History
Account Executive
6 Months- Manage the full sales cycle for AI voice agent solutions, from outbound prospecting and inbound qualification through discovery, product demonstrations, negotiation, and close.
- Partner with business owners and operations leaders to identify opportunities for AI-powered call automation and workflow optimization.
- Deliver consultative product demonstrations focused on improving customer experience, reducing operational costs, and increasing efficiency.
- Build and maintain a healthy sales pipeline using CRM while accurately forecasting opportunities and managing follow-up activities.
- Collaborate closely with implementation and customer success teams to ensure smooth onboarding and successful customer adoption.
- Consistently overcome objections by aligning AI solutions with each prospect's business goals and operational challenges.
- Develop trusted relationships with decision-makers across multiple industries while representing a fast-growing AI technology company.
Business Acquisitions Strategist / Account Executive
10 Months- Identify and pursue strategic high-value acquisition opportunities to drive scalable growth.
- Conduct financial analysis, market research, and due diligence for multi-million-dollar opportunities.
- Negotiate complex deal terms and execute agreements with finance, legal, and operations teams.
- Build relationships with key business partners and high-ticket clients.
- Drive measurable revenue impact through strategic partnerships and high-ticket initiatives.
Life Insurance Agent
5 Years 7 Months- Conduct high-trust financial needs analysis and present customized life insurance solutions.
- Close policies through consultative, compliance-driven sales conversations.
- Handle objections, underwriting coordination, and policy placement from application to activation.
- Maintain pipeline tracking, follow-ups, and long-term client relationships.
- Generate referrals through client satisfaction and relationship-based sales.
Real Estate / Client Management
10 Years 7 Months- Managed high-value real estate transactions and client portfolios to maximize client satisfaction and retention.
- Negotiated contracts and developed customized solutions that resulted in securing repeat business.
- Utilized CRM and pipeline systems to track deals, ensuring consistent high close rates.
SaaS Account Executive
4 Years- Managed full-cycle SaaS sales for SMB, mid-market, and enterprise clients, achieving consistent revenue growth within deal sizes of $2K–$50K+.
- Closed high-ticket deals daily using consultative selling and one-call closes with qualified leads.
- Executed disciplined CRM practices to streamline pipeline management and enhance revenue forecasting accuracy.
- Collaborated cross-functionally to create efficient onboarding processes and improve long-term customer retention.
Executive Assistant / High-Volume Sales Support
3 Years- Managed lead tracking, CRM updates, and reporting for high-volume sales teams.
- Facilitated proposal development, follow-ups, and presentations to enhance conversion rates.
- Facilitated employee onboarding processes to ensure smooth integration into the company. and cross-functional workflows.
Education
- Business / Marketing
Skills
High-ticket closes
Full-Cycle Sales
Strategic Deal Closing
Consultative Selling
Discovery Calls
Outbound Prospecting
Inbound Lead Conversion
Pipeline Management
Objection Handling
Negotiation
Business Development
Diverse sales expertise
Consultative selling
Certification
- HIGH-TICKET SALES & ONE-CALL CLOSING
- NEGOTIATION & PERSUASION
- DALE CARNEGIE CERTIFIED
- CRM: HUBSPOT, SALESFORCE, GO HIGH LEVEL, ASANA, MONDAY
- REMOTE SALES EXECUTION & PIPELINE OPTIMIZATION
Timeline
Account Executive
Retell AI
02.2026 - CurrentRead More
Business Acquisitions Strategist / Account Executive
Genius Visionary Inc.
10.2025 - CurrentRead More
Life Insurance Agent
Independent
01.2021 - CurrentRead More
SaaS Account Executive
TOM
01.2021 - 01.2025Read More
Real Estate / Client Management
Independent Broker
01.2016 - CurrentRead More
Executive Assistant / High-Volume Sales Support
eProNet
01.2013 - 01.2016Read More
University of Colorado
from Business / Marketing
Read More