Zendesk
Gilbert Estimada
Senior Mid Market Account Executive
San Jose,CA
Summary
Highly motivated Account Executive with a proven track record of exceeding sales targets and building strong customer relationships. Experienced in CRM, accounting software, and technical support.
Overview
19
19
years of professional experience
3
3
years of post-secondary education
Work History
Account Executive
Bill.com
Palo Alto, CA
09.2017 - Current
- Demonstrated adaptability and achievement across multiple segments (SMB and MidMarket)
- Applied effective sales methodologies from Clozeloop, including 'Triangle Selling', 'Challenger Sale', and 'Selling Above and Below the Line', to optimize deal closing strategies
- Exceeded 100% of quota within the first month through proactive efforts
- Consistently maintained status as top performer on the team, achieving increasing quotas month over month
- Earned multiple consecutive Quota Club Dinners in recognition of exceptional performance
- Fostered strong relationships and camaraderie within direct team and across departments
- Communicated complex technical information effectively to both technical and non-technical audiences
- Established and nurtured multi-threaded prospect relationships to accelerate deal closing.
Technical Support Consultant
Bill.com
Palo Alto, CA
04.2016 - 09.2017
- Promoted to Tier 2 role in 5 months
- Provided phone, chat, and email support for Bill.com sync integration with Quickbooks Desktop/Online, Xero, Intacct, and Netsuite
- Assisted team and other support teams with sync errors, new client implementations, and data migration solutions by sharing product knowledge.
Tier 1 Technical Support Agent
Bill.com
Palo Alto, California
12.2015 - 04.2016
- Provided customer support for cloud-based accounting payment network platform
- Completed Bill.com Expert and Guru certifications
- Managed Zendesk CRM support tickets with high volume close rate of 30-40 new tickets daily
- Assisted with new account setup, website UI navigation, and payment tracking
- Troubleshot and identified user errors, potential bugs, and system outages
- Maintained customer satisfaction rate consistently at 99% and above
Member Services Representative
Provident Credit Union
San Jose, CA
09.2011 - 11.2015
- Processed cash and negotiable instrument transactions with accuracy
- Confidently communicated and delivered services to clients via phone and email
- Prospected and made weekly cold and warm calls to new and existing clients
- Exceeded monthly sales goals by cross-selling products and services
- Maintained awareness of suspicious customer activity to prevent fraud in compliance with BSA and OFAC regulations.
Personal Banker
JPMorgan Chase
Mountain View, CA
01.2004 - 09.2011
- Consistently ranked top 20 regionally for highest business achievement
- Proficient in consumer and business banking products and services
- Built lasting relationships with customers by delivering excellent customer service and professionalism
- Achieved branch sales goals by identifying and offering retail, investment, and lending products and services to clients
- Managed time effectively to meet rate expiration deadlines while maintaining a full-load mortgage and consumer loan pipeline.
Education
Management Information Systems
Evergreen Valley College
San Jose, CA 06.2011 - 06.2013
CompTIA A+ 220-801 -
CompTIA
11.2014 - 09.2015
Skills
Microsoft Softwareundefined
Software
Atlassian - Jira
Outreachio
Zoom
SalesForce
Chorusai
Gongio
Google Suite
Timeline
Account Executive
Bill.com
09.2017 - Current
Technical Support Consultant
Bill.com
04.2016 - 09.2017
Tier 1 Technical Support Agent
Bill.com
12.2015 - 04.2016
CompTIA A+ 220-801 -
CompTIA
11.2014 - 09.2015
Member Services Representative
Provident Credit Union
09.2011 - 11.2015
Management Information Systems
Evergreen Valley College
06.2011 - 06.2013
Personal Banker
JPMorgan Chase
01.2004 - 09.2011
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