Danielle Peters
Lakeville,MN
Summary
Dynamic and results-driven Business Development Professional with over 5 years of experience driving revenue growth and building strategic partnerships. Experienced with identifying new business opportunities and cultivating client relationships. Utilized strategic planning and effective sales techniques to drive growth. Track record of consistently achieving sales targets and fostering long-term partnerships. Adept at managing the entire sales lifecycle, from prospecting to closing, with a focus on fostering long-term relationships and delivering measurable results. Highly collaborative, with a passion for innovation and a commitment to achieving excellence in a fast-paced, competitive environment.
Overview
5
5
years of professional experience
Work History
Business Development and Sales
Strategic Tax Planning
02.2023 - 07.2024
- Spearheaded business development efforts at Strategic Tax Planning and ERCPays.com, significantly improving operational efficiency and sales performance
- Generated over $3 million in revenue within the first year, exceeding sales targets and contributing to significant business growth
- Consistently achieved and surpassed sales quotas as highest-performing representative, outperforming colleagues by 2x.
- Represented the company at trade shows and conferences, participating as a panelist and speaker, while leading presentations.
- Generated leads through cold calling, email campaigns, and networking events.
- Contributed innovative ideas and solutions to enhance team performance and increase revenue.
Business Owner/Founder
ERCPays.com
05.2022 - 05.2024
- Established strategic plans to increase profitability and efficiency.
- Developed and maintained strategic relationships with CPA firms to generate client referral opportunities.
- Cultivated a successful business partnership with Strategic Tax Planning, leading to an expanded client base and increased profitability.
- Collaborated with other owners on joint ventures and shared resources.
- Identified new opportunities for growth, expansion, and diversification.
- Promoted business on social media platforms to maximize brand identity and generate revenue.
- Resolved issues quickly through meticulous research and quick decision-making.
- Formed and sustained strategic relationships with clients.
Lifestyle and Family Management Advisor
Boeckermann Grafstrom & Mayer
01.2019 - 02.2022
- Collaborated directly and discreetly with high-net-worth clients and families.
- Cooperated with estate personal representatives post the demise of family members; facilitated plans for documents, assets, properties and possessions
- Demonstrated expertise in preparing court financial statements and executing estate banking needs.
- Maintained close relationships with existing clients while seeking out new business opportunities.
- Served as a liaison between legal professionals and real estate agents.
Education
Bachelor of Arts - Human Resources Management
Concordia University
Saint Paul, MNSkills
- Business Development
- Solutions and Sales Strategist
- Surpass Objectives
- Entrepreneur Experience
- Sales Presentations
- CRM Proficiency
- Cold-calling
- Closing Deals
- Cross-selling strategies
- Marketing Strategy Development
- Client Relationship Development
- Teamwork and Collaboration
- Verbal and Written Communication
- Pipeline Management
Timeline
Business Development and Sales
Strategic Tax Planning
02.2023 - 07.2024
Business Owner/Founder
ERCPays.com
05.2022 - 05.2024
Lifestyle and Family Management Advisor
Boeckermann Grafstrom & Mayer
01.2019 - 02.2022
Bachelor of Arts - Human Resources Management
Concordia University
Similar Profiles
Danielle PetersDanielle Peters
Business Development and Sales at Strategic Tax PlanningBusiness Development and Sales at Strategic Tax Planning
G. Mariah HilliardG. Mariah Hilliard
Claims Specialist / Executive Administration Support at Frost Law / Strategic Tax PlanningClaims Specialist / Executive Administration Support at Frost Law / Strategic Tax Planning
Elizabeth StangenbergElizabeth Stangenberg
Director of Operations at Strategic Tax PlanningDirector of Operations at Strategic Tax Planning