DANIEL SATTERFIELD
Atlanta,United States
Summary
Dynamic and relationship-driven sales professional with 3+ years of experience across Mid-Market, SMB, and Enterprise B2B environments. I specialize in growing revenue from existing client bases through strategic upselling, cross-selling, and deep stakeholder engagement. My ability to act as a consultative partner to customers—combined with a data-driven approach to pipeline management—has led to significant client retention, expansion, and recognition from executive leadership.
Now seeking to transition into an Account Manager role where I can focus on maximizing long-term customer value, driving renewals and expansions, and becoming a key advocate for my clients’ ongoing success. Known for my ability to build trust with executive stakeholders, uncover new opportunities, and align internal teams around client outcomes.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Mid Market Account Executive
Crunchtime
Atlanta, United States
11.2023 - Current
- Sourced and closed $75K in Q1 2025 upsell revenue through strategic cross-sell campaigns into existing client accounts.
- Managed a portfolio of 300+ key accounts, serving as a trusted advisor across the restaurant and retail industries to ensure consistent value delivery and product adoption
- Generated over $400K in annual recurring revenue in the previous fiscal year, and exceeded the quarterly upsell target by 140%.
- Publicly recognized by Crunchtime's CEO for significant contributions to a record-breaking revenue quarter, driven by expansion.
- Partnered closely with Customer Success and Product teams to identify feature adoption gaps, leading to successful account expansions.
- Applied MEDDICC methodology to segment upsell targets, resulting in a 2x higher close rate, and deeper penetration into core accounts.
SMB Account Executive
Zenput
Atlanta, United States
03.2022 - 11.2023
- Ran full sales cycles for SMB clients, while supporting CSMs on upsell handoffs, generating over $200K in new and expansion revenue.
- Created tailored demo experiences and mapped product value to specific business challenges, enhancing account satisfaction and cross-sell potential.
- Influenced multiple internal and external stakeholders, secured executive buy-in, and fostered strong champion relationships within client organizations.
- Led discovery calls and value proposition delivery that directly influenced long-term product utilization and retention.
Enterprise Business Development Representative
Zenput
Atlanta, United States
08.2021 - 03.2022
- Generated $2M in ARR by qualifying and scheduling strategic meetings, focused on account expansion opportunities.
- Developed custom messaging that aligned with enterprise client goals, helping AEs close cross-sell deals across large, multi-location businesses.
- Identified key decision-makers, and nurtured multi-threaded relationships to improve deal velocity and expand stakeholder engagement.
Small Business Banker
Truist Bank
Atlanta, United States
08.2020 - 08.2021
- Managed a client portfolio while maintaining $400K in quarterly credit margins, supporting long-term relationship growth and cross-product recommendations.
- Partnered with internal teams to deliver personalized financial solutions that contributed to $550M in monthly bank loan volumes.
Personal Banker
Wells Fargo
Atlanta
08.2019 - 08.2020
- Delivered $200K in personal loan volume, building long-standing customer relationships through proactive outreach and needs-based consulting.
- Maintained a deep knowledge of financial products to ensure clients received the best-fit solutions and services.
Customer Service Representative
WorldRemit
Denver, United States
10.2017 - 08.2019
- Managed daily interactions with international clients, maintaining compliance and building rapport across 145 countries.
- Identified potential fraud risks and resolved high-sensitivity transactions, enhancing customer trust and satisfaction.
Advancement Assistant
Mercy Career & Technical High School
Philadelphia, United States
06.2016 - 06.2017
- Assisted the Director of Advancement with special projects, including the fall fundraiser and foundation research
- Kept the Advancement database up to date and customized data for reports
- Managed donation records and Major Gifts for the current fiscal year, and created acknowledgment letters and reports
Service Director
Gloucester Catholic High School
Gloucester City, United States
06.2015 - 06.2016
- Educated 80 seniors in a Service-Learning course and tracked their 60-hour service requirement
- Organized two service days for over 300 freshmen and sophomores
- Applied service learning to connect classroom knowledge with real community needs, promoting student initiative and reflective practice to enhance civic responsibility
High School English Teacher
Xavier High School
Weno, Micronesia
06.2013 - 06.2015
- Taught English and History and music to 80 students on the Island of Chuuk
Education
Master of Science - Management
Villanova University
Philadelphia06.2017
BA - Philosophy
University of Scranton
Scranton06.2013
Skills
- Client Relationship Management and Retention
- Upselling and cross-selling strategy
- Strategic Account Growth Planning
- Executive stakeholder engagement
- Customer Success and Product Adoption Support
- CRM and Sales Enablement Tools (Salesforce, Gong, Outreach)
- Sales forecasting and renewal pipeline management
- MEDDICC, Challenger, and Consultative Selling Frameworks
- Executive Business Case and Joint Evaluation Plan Review
- Cross-functional collaboration with CS, marketing, and product teams
- Revenue expansion through data-driven insights
Certification
- MEDDPICC Sales Training Methodologies
- Gap Selling & Challenger Sale
- Pclub.io Training
Timeline
Mid Market Account Executive
Crunchtime
11.2023 - Current
SMB Account Executive
Zenput
03.2022 - 11.2023
Enterprise Business Development Representative
Zenput
08.2021 - 03.2022
Small Business Banker
Truist Bank
08.2020 - 08.2021
Personal Banker
Wells Fargo
08.2019 - 08.2020
Customer Service Representative
WorldRemit
10.2017 - 08.2019
Advancement Assistant
Mercy Career & Technical High School
06.2016 - 06.2017
Service Director
Gloucester Catholic High School
06.2015 - 06.2016
High School English Teacher
Xavier High School
06.2013 - 06.2015
Master of Science - Management
Villanova University
BA - Philosophy
University of Scranton
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