Dana Zak
Santa Monica,CA
Summary
Dynamic sales professional with extensive experience at Paychex, excelling in B2B sales and strategic prospecting. Proven track record of exceeding quotas, achieving over $17 million in career revenue. Skilled in consultative selling and relationship management, consistently driving business growth and client retention through innovative solutions and exceptional service.
Overview
23
23
years of professional experience
Work History
Strategic Accounts Retirement Consultant
Paychex
Los Angeles, USA
12.2023 - Current
- Specializing in new retirement plans nationwide in the franchise and key account space.
- Partnered with financial advisors to mutually grow our business.
- Achieved Level VII Diamond Club, amassing over $17,450,000 in career revenue.
Human Resource Sales Consultant
Paychex
Los Angeles, USA
06.2017 - 12.2023
- Experienced HCM sales consultant with a demonstrated history of selling HRIS/Benefit Administration technology.
- Skilled in Sales Process, Team Building, Business Development, and Cold Calling.
- Circle of Excellence Qualifier, FY 19 $700,000 in revenue
- Circle of Excellence Qualifier, FY 20 $1,006,000 in revenue
- Conference Qualifier, FY 21 $702,000 in revenue
- Conference Qualifier FY 22 $705,000 in revenue
- Diamond Club Level VII - 2,851 Diamonds, representing over $15.6 million in career revenue
Human Resources Sales Consultant
Paychex
Chicago, USA
06.2014 - 04.2017
- District 35 Pre-Rookie of the Year, Conference Qualifier FY 15, selling $470,000 in revenue.
- Zone 4 Rookie of the Year, Conference Qualifier FY 16, selling $592,000 in revenue.
Payroll Sales Consultant
Paychex
Chicago, USA
09.2011 - 01.2014
- Prospected, scheduled, presented, and closed business clients, compiling information for processing.
- Cultivated relationships with CPAs, banks, and existing clients to achieve nearly 70% of business.
- Exceeded quota by 150%, earning Circle of Excellence Qualifier FY 2013.
- Ranked 10th among 463 rookies nationally and 2nd of 52 representatives in the zone.
- Achieved Level 4 Diamond Club status by selling over 1,200 new clients during tenure.
Fire Protection Sales Specialist
Cintas Corporation
Chesterfield, USA
05.2010 - 05.2011
- Developed and managed a territory to maximize sales within commercial and industrial complexes, hospitals, nursing care facilities, and property management firms.
- Organized and led sales training exercises to assist in the development of sales partners.
- #1 out of 6 sales reps, attaining 110% of quota in FY 2011
Senior District Manager
ADP-Automatic Data Processing
Dearborn, USA
07.2008 - 05.2010
- Generated new business by conducting an average of 100+ cold calls per week.
- #1 out of 8 sales reps in revenue sold in Fiscal Year 2009.
- Participated in the interview and new hire on-boarding processes.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
Payroll Sales Consultant
Paychex
Novi, USA
09.2002 - 07.2008
- Rookie of the Year in the Midwest region for selling 165% of the quota in FY 2004.
- Circle of Excellence qualifier, 2004, 2005, 2006, 2007, 2008.
- Ranked #43 out of over 1,000 reps by selling $420,000, which is 210% of the quota in FY 2006.
Education
Bachelor of Applied Arts -
Central Michigan University
Mt. Pleasant, MISkills
- B2B sales and strategic prospecting
- Pipeline management
- Consultative selling
- Relationship management
- Territory development
- Large key account management
- Cross-selling and upselling
- Contract negotiation
- Excellent customer service and retention strategies
- Cold calling and networking
- Salesforce expertise
- MS Office programs
- Professionally written, verbal, and interpersonal communication
- AI literacy
References
References available upon request.
Timeline
Strategic Accounts Retirement Consultant
Paychex
12.2023 - Current
Human Resource Sales Consultant
Paychex
06.2017 - 12.2023
Human Resources Sales Consultant
Paychex
06.2014 - 04.2017
Payroll Sales Consultant
Paychex
09.2011 - 01.2014
Fire Protection Sales Specialist
Cintas Corporation
05.2010 - 05.2011
Senior District Manager
ADP-Automatic Data Processing
07.2008 - 05.2010
Payroll Sales Consultant
Paychex
09.2002 - 07.2008
Bachelor of Applied Arts -
Central Michigan University