Daniel Lee

• Drove revenue by effectively presenting tailored solutions to high-level decision-makers at target companies.
• Built a strong pipeline of prospects through diligent research, targeted outreach efforts, and regular CRM updates.
• Prioritized time management skills to balance multiple responsibilities including lead generation, proposal creation, presentation delivery and contract negotiations.
• Achieved growth revenue by establishing long-term relationships with enterprise clients and identifying their unique needs.

Results/Achievements

• #1 AE in the company in 2022
• #1 AE in the US over the last 2 years (2022, 2023)

• Transitioned company from founder led sales to a GTM strategy
• Increased company revenue by implementing strategic sales plans and targeting key market segments.
• Developed a sales playbook, incentive plans, and configured sales CRM to align with sales cycle and capture forecasting metrics
• Interviewed, hired, and trained a team of AE's and an SDR
• Streamlined internal processes to improve efficiency within the sales/CS department, resulting in faster response times for client inquiries and smoother handoffs
• Championed company culture initiatives, fostering a high-performing and motivated sales team that consistently exceeded targets.
• Helped prepare and present fundraising decks and collateral to obtain a 10M series A investment

• Managed 8 - 14 AE's and Sales Managers
• Managed a $6M+ Quota for the Northeast/East Coast Region
• Held regular 1 on 1s with the team to provide coaching, deal strategy, and pipeline inspection/forecasting
• Provided a weekly forecast to SVP and executive team
• Worked cross-functionally with marketing/demandgen, SDRs, Finance, Brokerage, and other senior leaders to align on goals to meet quarterly and annual ARR targets
• Led training and enablement sessions for AE's both new and ongoing
• Recruited, interviewed, and hired new AE's both externally and internally from the SDR org
• Always assisted AE's in whatever capacity to help close new business
• Created a fun and collaborative place to work!

Key Results

• Helped add over $22M+ in new business ARR
• Closed over 600+ units in new logos
• Qualified for Legends Club in 2018
• 118% of Quota in 2018
• Promoted 3 AE's to sales management

• Managed 5-7 AE's in the Select Market for the East Coast
• Held weekly one on ones for coaching, pipeline, inspection, and deal strategy
• Always helped AE's sell!

Results

• 114% of Quota in 2016
• 100% of Quota in 2017
• Promoted to Director of Sales in 2018

• Prospected into the midmarket for new opportunities
• Managed the sales cycle from qualification through contract negotiation
• Attended to local and national trade shows to increase visibility within the market
• Organized team building events/dinners as the unofficial "CFO" (Chief Fun Officer)

• Finished #1 on a team of 6 account executives and top 5 in the East Cost Region.
• Met and exceeded quota in quarter 1 & 2 with sales of $454K YTD.
• Sourced new business opportunities in a variety of manners including call & email campaigns, drops and strategic partnerships.
• Managed pipeline and all sales related activities within Salesforce.com.

• Responsible for generating and closing new business logos nationally
• Supported the rollout of their Private Exchange solution for their 2 largest distribution partners
• Conducted Product Demonstrations and managed the sales cycle from beginning to end

Results

• Used relationships to bring Tango Health into several new markets including New York, Oregon and Wisconsin

• Sold the first Tango Health deals in Wisconsin and Portland, OR.

• Sold the first Tango Health/ACS Mellon solution with HCSC integration

• The top producing regional sales manager in 2008, 2009, 2010 and 2011.
• Sold the largest deal in company history in 2008 and again in 2009 each exceeding $350,000 in annual recurring revenue.
• Sold the first county hospital ever for the organization as well as the first client in the MN territory in 2010.
• Generated over $1.3M in ARR - Total company ARR was $2.1 in 2009