Christopher Montenegro

• Research to generate and qualify high value leads
• Make 120+ outbound cold calls and emails a day
• Consistently meet monthly and quarterly quota allowing for promotion in first nine months
• Top three performer in software demonstrations completed in Q3, and top five SDR top performer YTD (2024)
• Develop and maintained a robust pipeline of prospective clients using CRM tools like Salesforce and Sales Loft
• Coordinate software demonstrations between financial professionals and senior sales representatives contributing to teams quarterly and annual revenue targets
• Build relationships with prospects to help guide them through the sales pipeline
• Maintained up-to-date knowledge of company products and industry trends to effectively communicate value propositions

• Open 2-3 new accounts a day and process monetary / non-monetary transactions for clients
• Perform account maintenance using CRM software
• Present retail banking products and technologies to qualified prospects
• Identify cross sale opportunities for existing clients meeting quarterly quota
• Collaborate with senior bankers to uncover potential opportunities that align with clients financial goals
• Provide exceptional customer service

• Prospecting Investors with 30-50 outbound touches a day via cold call, email, and social media
• Conduct market research by using sales and engagement data
• Promoted to Crowdfunding Team Lead in support of semester long expansion project
• Assist with the development of business proposals and presentations
• Participate in meetings with clients and partners

- Build and maintain relationships with retailers, distributors, and wholesalers.
- Negotiate and secure shelf space for products in stores.
- Manage and track sales performance within the assigned territory or market.

- Build strong relationships with key accounts and ensure customer satisfaction.

- Provide regular sales reports, including insights on sales trends and potential growth opportunities.
- Track inventory levels and communicate with supply chain teams to ensure product availability.