Efrain Montalvo
Tampa,FL
Summary
Results-driven sales professional with over 20 years of experience in sales within securities, insurance, commercial lending, & software companies, including early- stage startups. Proven track record of driving revenue growth and building strong client relationships. Possesses technical knowledge and expertise in working with technical products. Skilled in independently navigating unstructured environments and identifying high-value opportunities. Seeking an entrepreneurial sales role at an up-start firm to contribute to the company's self-hosted plans and drive business success.
Overview
22
22
years of professional experience
Work History
Enterprise Sales Development Representative
Ditto
06.2024 - Current
- Built and managed a robust sales pipeline, leveraging industry connections to drive new business.
- Successfully onboarded UPS, General Motors, and Inspire Brands as key clients.
- Maintained high levels of activity through detailed reporting, strategic prospecting, and diligent follow-ups
Sales Development Representative
StructShare
09.2023 - 03.2024
- Generated detailed reports on sales activity, pipeline progression, and account updates for senior leadership review during weekly meetings
- Built relationships with customers and the community to promote long-term business growth
- Built and managed an accurate sales pipeline to maintain a high volume of activity
- Worked with the sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas during my entire tenure
- Utilized Hubspot to manage sensitive client information and update existing and new client profiles
Enterprise Sales Development Representative
Kojo
07.2022 - 08.2023
- Implemented innovative sales strategies for reaching new markets and expanding company presence in the industry
- Consistently met or exceeded sales quotas through diligent prospecting and effective negotiation techniques
- Averaged $75,000 in ARR monthly over the last fiscal year & hit Quota 11 out of 12 Months in the role
- Performed effectively in a self-directed work environment, managing day-to-day operations and decisions
- Cultivated a positive team culture that fostered collaboration, creativity, and motivation among peers, driving overall success in achieving organizational goals
Managing Director
The Confident Broker LLC
03.2021 - 01.2022
- Introduced new methods, practices, and systems to reduce turnaround time
- Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms
- Developed comprehensive business plans, outlining long-term goals and actionable steps toward success
- Launched innovative products/services that captured new market share while maintaining competitive pricing structures
- Created an MVP mobile application that streamlined the loan process between brokers & lenders
- Assisted in recruiting, hiring, and training of team members
Funding Advisor
RBR Global
06.2020 - 01.2021
- Created and maintained precise and accurate models, charts, and reports
- Streamlined internal processes by implementing efficient tracking systems for proposal submissions and awards received
- Negotiated favorable terms for clients during contract discussions with Funders, ensuring mutually beneficial agreements
- Conducted comprehensive evaluations of completed projects to measure success against established metrics, informing future decision-making processes for resource allocation
- Secured funding for clients by developing tailored grant proposals and researching potential funding sources
Business Development Manager
Capital Partners Network
04.2018 - 06.2020
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives
- Led cross-functional teams to successfully execute complex projects, ensuring timely delivery and client satisfaction
- Performed client research and identified opportunities for account growth, account penetration, and market expansion
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom-line profit
- Represented the company and promoted products at conferences and industry events
Funding Advisor
BFS Capital
03.2015 - 03.2018
- Advised clients on funding options and facilitated the loan application process
- Conducted financial analysis to evaluate creditworthiness and risk
- Developed and maintained a network of referral partners to generate new leads
Insurance Agent
AllState
11.2009 - 01.2015
- Called on policyholders to explain policy, analyze insurance programs, and suggest additional changes if needed
- Sought out new clients and developed clientele by networking to find new customers and generate lists of prospective clients
- Sold various insurance policies to businesses and individuals on behalf of insurance companies, including automobile, life, property, and other specialized lines such as Umbrella & Commercial
- Identify potential risks and provide recommendations to clients on how to mitigate those risks through appropriate insurance coverage
Account Executive
PHD Capital
04.2003 - 11.2008
- Developed detailed reports analyzing account performance data, providing valuable insights for future strategy adjustments or improvements
- Managed sales cycle to maintain a solid customer base
- Performed effectively in the self-directed work environment, managing day-to-day operations and decisions
- Maintained up-to-date knowledge of product offerings, ensuring accurate representation during sales pitches or negotiations with clients
- $23 Million In Assets Under Management during my tenure
Education
Business Administration -
Borough of Manhattan Community College
09.2003
Timeline
Enterprise Sales Development Representative
Ditto
06.2024 - Current
Sales Development Representative
StructShare
09.2023 - 03.2024
Enterprise Sales Development Representative
Kojo
07.2022 - 08.2023
Managing Director
The Confident Broker LLC
03.2021 - 01.2022
Funding Advisor
RBR Global
06.2020 - 01.2021
Business Development Manager
Capital Partners Network
04.2018 - 06.2020
Funding Advisor
BFS Capital
03.2015 - 03.2018
Insurance Agent
AllState
11.2009 - 01.2015
Account Executive
PHD Capital
04.2003 - 11.2008
Business Administration -
Borough of Manhattan Community College
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