Chloe Sutterfield

• Handle all inbound leads for the company, managing account setup and onboarding.

• Conduct follow-ups with leads and returning customers to ensure satisfaction and engagement

.• Schedule and conduct demos of the platform, addressing client questions and demonstrating features.

• Follow up with unresponsive leads through no-reply recycling to maximize engagement.

• Manage payments and procurement processes related to platform usage.

• Send 100-200 emails daily to nurture leads and maintain customer relationships.

• Use HubSpot as the CRM to track interactions, manage accounts, and organize sales activities.

• Generate $20,000 - $60,000 in revenue each month through active account management and outreach.

• Ranked #1 out of a team of 12 SDR based on performance metrics and targets achieved every month since joining Heartland.
• Maintained an exceptional conversion rate of 37%, surpassing the industry standard of 20%.
• Conducted both inbound and outbound calls and emails to generate leads and nurture relationships with prospects. (150 + calls and emails a day)
• Appointment setting for sales representative
• utilized CRM software to track interactions and maintain organized customer information.
• Consistently met and exceeded quota. Average quota of 55 exceeded monthly, reaching 95 and above.

• Conducted outbound sales activities as an insurance agent, consistency achieving daily quota by initiating 100 calls and emails to potential clients.
• Consistently ranked as a top-performing agent among a team of 8 agents.
• Educated clients on insurance policies and procedures.
• Utilized CRM software to manage client relationships
• Expanded client base by actively prospecting for new business opportunities and generating referrals.