Summary
Overview
Work History
Education
Skills
Volunteer Experience
References
Timeline
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Carter Roskam

West Des Moines,IA

Summary

A mission driven and highly motivated individual with demonstrated track record of building and cultivating relationships with prospective clients, assessing and consulting on unique needs, managing a full book of opportunities, and executing on those opportunities. A team player who aspires to play a part in high performing organizations.

Overview

6
6
years of professional experience

Work History

Account Executive

Fulcrum
07.2023 - Current
  • Understand prospects challenges and needs and educate them on the value Fulcrum’s software platform will provide
  • Consistently manage a pipeline of twenty-five businesses and meet with various stakeholders in each business
  • Create proposals and navigate contract negotiations to secure new partnerships
  • Contributed to back to back sales quarters where previous sales records were broken.

Sales Development Representative

Fulcrum
07.2021 - 03.2023
  • Pioneered a new outreach strategy and cold calling processes adopted by the entire company
  • Built full sales pipelines for three different Account Executives
  • Qualified leads and established value prior to passing them on to the Account Executive team.

Account Executive

Dispatch
11.2020 - 07.2021
  • Managed a book of over 200 businesses with a cumulative value of over $2 million
  • Collaborated with and provided strategic advice to customers around product upgrades and releases
  • Established relationships with businesses and grew sales 15% over 9 months
  • Finished at 120% quota attainment for quarter 1 and quarter 2 of 2021.

Business Development Representative

Dispatch
08.2019 - 11.2020
  • Strategically targeted key decision makers through calling and email campaigns
  • Qualified businesses well and established base value for territory sales managers to build upon
  • Maintained consistent follow up and executed on an organized task list every day
  • Led the entire business development team in meetings set and meetings held in 2020.

Sales Representative

Johnson Fitness and Wellness
04.2018 - 08.2019
  • Assessed client needs and found a piece of exercise equipment suited for their health and wellness goals
  • Responded to customer problems and questions and managed promptly
  • Attained a spot on Octane Fitness’ yearly top 10 national sales attainment list
  • Led sales district in volume and net profit for 2019 quarter 1.

Education

Bachelor of Arts - Health Promotion and Education, Health and Fitness

University of Northern Iowa
Cedar Falls, IA
01.2018

Skills

  • Market Development
  • Contract Negotiation
  • Business Development
  • Territory Management
  • Customer Relationship Management
  • Needs Assessment
  • Pipeline Management
  • Forecast Preparation
  • Written and Verbal Communication
  • Interpersonal Skills
  • Systems and Software Expertise
  • Revenue Generation

Volunteer Experience

  • Northeast Iowa Food Bank, Waterloo, Iowa (2016-2018): Assisted in unloading trucks and stocking a community food pantry
  • Orchard Hill Church, Cedar Falls, Iowa (2014-2018): Small group leader, Local Missions team director: led a team of 50 people through Orchard Hill Church’s college ministry and organized volunteer outings with local charities and nonprofits
  • Iowa Heartland Habitat for Humanity, Waterloo, Iowa (2015-2016): Helped with a variety of construction projects and home remodels for families in need
  • Mission Trip, Knockpatrick, Jamaica (2016 and 2017): Helped with various projects such as construction of new facilities, painting, and landscaping at a school for deaf children

References

Available Upon Request

Timeline

Account Executive

Fulcrum
07.2023 - Current

Sales Development Representative

Fulcrum
07.2021 - 03.2023

Account Executive

Dispatch
11.2020 - 07.2021

Business Development Representative

Dispatch
08.2019 - 11.2020

Sales Representative

Johnson Fitness and Wellness
04.2018 - 08.2019

Bachelor of Arts - Health Promotion and Education, Health and Fitness

University of Northern Iowa
Carter Roskam