Charles Montgomery
Denver,CO
Summary
Results-driven B2B Account Executive and Team Lead with vast experience of building and scaling revenue-generating initiatives. Spanning the entire customer base, including SMB, Mid-Market, Enterprise, Fortune 100, and Multi-Billion Dollar Institutional Investors (Hedge Fund, PE, VC)
Overview
5
5
years of professional experience
Work History
Account Executive, Team Lead
Melio
Denver, CO
02.2022 - Current
- Promoted and selected to be the first sales hire of the Activation Sales Team - West and overall Team Lead of the National Activation Team, covering both Accounts Payable and Receivable
- Coached, developed, and mentored a team of 13 Account and Associate Account Executives
- Work with the GTM Leadership Team to write the playbook and sales strategy for User Growth, Revenue Growth, Average Revenue Per User (ARPU) and Three-Month Retention.
- Work cross-functionally with Sales Operations, Payment Operations, Product, Customer Experience, Customer Success, and Risk and Compliance to determine account routing, forecasting, new feature recommendations, long-term retention goals, inbound marketing user strategy, and internal escalation strategy
- Achieved 182% of new user monthly quota, 27+ new users per month
- Achieved 179% of monthly revenue quota, generating $7,117 in credit card, debit card, international payment, and fast option transaction fees per month
- As of mid August, I was kept on to continue efforts to help lead the newly-created National Food and Beverage Team of 5 people, despite the entire Activation Team and 60 members of the GTM Organization being cut (25% of the US Organization, and 10% of the overall company)
Associate Account Executive
Melio
New York, NY
03.2021 - 01.2022
- One of the founding hires of the Virality Sales Organization
- Worked a pipeline of 500+ SMB accounts per month and 3K+ accounts overall in the Accounts Payable division
- 165% of monthly new user quota, 36+ new users per month
- 168% of monthly revenue quota, generating $8,420 of credit card, debit card, international payment, and fast option transaction fees per month
Senior Business Development, Strategic Expansion
CB Insights
New York, NY
01.2020 - 02.2021
- Chosen to help lead a new function to expand our largest enterprise accounts
- Strategically cross-sold and upsold into the top 50 ARR clients
- Worked cross-functionally with Strategic Account Managers and Intelligence/Research Unit to determine overall strategy
- Sourced and closed $1.6M+ in revenue
Senior Sales Development Representative
CB Insights
New York, NY
05.2019 - 12.2019
- Achieved an average of 143% of monthly quota, 18+ qualified meetings per month.
- Sourced 10 deals for a total of $706K
- Awarded Team Captain by manager and team members
- Interviewed, hired, and trained 10+ new SDR's
Senior Associate
Ridgetop Research
New York, NY
06.2017 - 05.2019
- Promoted from Associate to Senior Associate in January 2019 based on performance
- Achieved 202% of quarterly quota for 1Q’19 by facilitating 178 consultations, exceeding targeted number of 88
- Achieved 189% of annual quota for FY’18 by facilitating 453 consultations, exceeding the targeted number of 240
- Achieved a rate of 83.7% of first-time consultations (new business percentage)
- Was responsible for fast-paced project execution for Generalist Hedge Fund and Private Equity clients
- Conducted primary research, including providing support on due diligence and market studies through the sourcing and vetting of subject matter experts
Education
Bachelor of Science - Business Management and Economics
State University of New York, School of Economics And Business, AACSB Accredited
2017
Timeline
Account Executive, Team Lead
Melio
02.2022 - Current
Associate Account Executive
Melio
03.2021 - 01.2022
Senior Business Development, Strategic Expansion
CB Insights
01.2020 - 02.2021
Senior Sales Development Representative
CB Insights
05.2019 - 12.2019
Senior Associate
Ridgetop Research
06.2017 - 05.2019
Bachelor of Science - Business Management and Economics
State University of New York, School of Economics And Business, AACSB Accredited
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