COURTNE GREVEY
Victoria,TX
Summary
Sales Executive driving consultative sales across financial technology accounts. Builds pipeline through research-led outreach, translates client priorities into custom software and digital customer experience solutions, and coordinates internal stakeholders from discovery through scope alignment. Manages ticket-based customization requests and opportunity updates to keep client needs visible and moving forward.
Overview
8
8
years of professional experience
Work History
Digital Sales Executive
FIS
01.2024 - Current
- Drive consultative digital sales conversations by researching prospects and translating business needs into clear value propositions.
- Develop sales opportunities by aligning technology solutions to client priorities and coordinating stakeholders across the sales cycle.
- Advance customization requests by securing internal estimates, communicating expectations, and guiding opportunities toward completion.
Account Executive
Praxent
01.2023 - 01.2024
- Led discovery with lending, banking, insurance, and payment clients to surface business goals, customer-experience gaps, and technical requirements.
- Partnered with design, engineering, product, and delivery teams to shape custom digital solutions from concept through implementation.
- Sold consumer-facing applications, websites, digital platforms, and full-stack development projects to financial-services clients.
- Translated client requirements into practical solution scopes that aligned business objectives with delivery constraints.
- Aligned digital transformation opportunities with client needs to support growth, retention, and long-term account value.
Business Development Associate
Arternal
07.2021 - 12.2022
- Conducted discovery conversations with prospective clients to identify needs and position product value clearly.
- Delivered direct outreach and relationship-driven follow-up to advance leads through the pipeline.
- Reinforced product value in each conversation to support qualification and maintain momentum toward next steps.
Sales Specialist
UniFirst Corporation
03.2020 - 07.2021
- Managed a territory-based sales process from prospecting and discovery through proposal development and close.
- Conducted needs assessments to match customer requirements with suitable service solutions.
- Built client relationships that supported renewal management, account growth strategy, and upselling opportunities.
- Tracked pipeline activity and forecasted sales performance to support account planning and quota management.
Inside Sales Specialist
Wayfair
06.2019 - 03.2020
- Build client relationships through high-volume inside sales conversations and responsive follow-up.
- Guide shoppers through product options, translating needs into tailored recommendations and smoother digital customer experiences.
- Support account growth with upselling opportunities and consistent account management.
System Sales Trainee
Reynolds & Reynolds Inc.
05.2018 - 05.2019
- Build durable customer relationships through consultative sales conversations and steady post-sale follow-up.
- Address implementation challenges by coordinating solutions between dealership users and internal support teams.
- Support account management efforts by identifying user needs and reinforcing adoption of newly purchased systems.
Education
Master of Business Administration - Business Analytics
University of North Texas
01.2021
Bachelor of Science - Agribusiness
Texas A&M University
01.2018
Skills
Revenue Growth & Account Development: Account management, Consumer lending, Consultative sales, Digital customer experience, Discovery & needs analysis
Client Retention & Industry Insight: Solution selling, Sales pipeline management, Sales forecasting, Client expansion strategy, Fintech & SaaS
Client Retention: Renewal management, Renewal management
Revenue Operations: Contract lifecycle management
Sales Execution: Pipeline inspection, Sales quota management, Prospecting strategy
Client Success: Churn analysis, Client relationship management
Account Strategy: Strategic account planning
Revenue Growth: Account growth strategy, Upselling
Timeline
Digital Sales Executive
FIS
01.2024 - Current
Account Executive
Praxent
01.2023 - 01.2024
Business Development Associate
Arternal
07.2021 - 12.2022
Sales Specialist
UniFirst Corporation
03.2020 - 07.2021
Inside Sales Specialist
Wayfair
06.2019 - 03.2020
System Sales Trainee
Reynolds & Reynolds Inc.
05.2018 - 05.2019
Bachelor of Science - Agribusiness
Texas A&M University
Master of Business Administration - Business Analytics
University of North Texas