Helen Wade
New York
Summary
Experienced with understanding client needs and providing effective solutions to drive business growth. Utilized advanced sales techniques to build and maintain strong customer relationships. Track record of achieving sales targets through strategic planning and execution.
Overview
9
9
years of professional experience
Work History
SMB Account Executive
Salesforce
06.2024 - 02.2025
- Hybrid new logo hunter and account management role
- Average deal size: $40k, territory split between 50 existing accounts and new logo targets
- $500k annual quota with monthly / quarterly targets for existing upsell and new logos (5 per month)
- Built $350k of quarterly pipeline by leading 10 to 12 meetings per week
- Led 3-5 person teams of solution engineers and implementation partners to negotiate favorable contract terms for both the company and clients, ensuring long-term partnerships and mutual satisfaction.
- Strengthened client relationships through regular communication, proactive problem-solving, and attentive service.
- FY25 Q4 projected quota attainment????? including multiple Agentforce AI deals
- Grew a book of business by 20%, successfully expanding key accounts
- Sourced and converted 40% of outbound leads into sales-qualified opportunities.
- Onboarded and mentored 2 AEs demonstrating leadership.
- Streamlined sales processes for improved efficiency, enabling more time dedicated to building relationships with clients.
- Provided exceptional post-sales support by working closely with implementation teams to ensure smooth transitions for new clients.
Enterprise Business Development Representative
Salesforce
08.2022 - 06.2024
- Awarded Team MVP for highest quarterly performance in pipeline and closed ACV (2X).
- Increased client base by identifying potential customers and initiating strategic outreach.
- 317% Lifetime ACV Attainment ($2.9M total ACV YTD across 84 deals).
- 180% Lifetime pipe gen Attainment ($2M avg PG$ per month).
- 115% Meeting Attainment with a 78% opportunity conversion rate.
- Expanded business through effective network development, identifying new, and prospective clients.
Sales Development Representative
Salesforce
06.2021 - 08.2022
- Built and managed accurate sales pipeline to maintain high volume of activity.
- Awarded MVP [stack ranked best SDR against 45+ reps] for the month of July.
- Closed $1.2M in ACV.
- Achieved 121% annual quota attainment.
- Established relationships with prospects and customers to promote product understanding and drive sales growth.
- Won new business by articulating full value of company's capabilities to prospects.
- Awarded "Winners Circle" (5x) for performing in the top 20% out of 45 reps.
Business Development Associate
Salesforce
03.2021 - 06.2021
- Maintained accurate records of all prospecting activities using CRM software tools for effective lead tracking and follow-up efforts.
- Developed prospecting skills to support BDRs in identifying and qualifying new opportunities, contributing to pipeline growth and increasing ACV.
Sales Development Representative
Baton Software
12.2020 - 03.2021
- Conducted thorough research and identified new prospective accounts in the SaaS industry
- Built customer profiles, created personalized prospecting emails, and communicated directly with clients via phone, email and social media and utilized Salesforce
- Served as the potential client's first point of contact with the company and provided excellent customer service
- Conducted A/B testing to fine tune messaging
- Uncovered opportunities to employ innovative solutions for potential clients
- Utilized data to assist in the overall sales strategy
- At-will contract position
Marketing Solutions Specialist
Self Employed Services
03.2020 - 03.2021
- Conducted thorough research for business development and marketing ideas; utilized Google Analytics and other tools to analyze data and designed solutions for the client
- Assisted in developing and presenting proposed solutions to the client
- Built and managed Microsoft Excel project plan for the implementation of complex digital marketing strategies
- Utilized Adobe Creative Cloud to create effective social media content
- Tracked the execution of deliverables and held regular project updates with the client to ensure transparency and successful implementation
- Earned the Google Fundamentals of Digital Marketing Certificate
Research and Marketing Intern
Habitat Horticulture
06.2019 - 09.2019
- Assisted the marketing department in developing solutions for a new comprehensive marketing strategy
- Collaborated with cross-functional teams within the organization to accomplish various projects for the company president
- Collected market research and worked on special projects for the company president and the marketing department including internal communications, client presentations, social media posts, and contributed to the development of materials to be submitted for award nomination
SALES AND MARKETING INTERN
Mogo Interactive
06.2016 - 09.2017
- Coordinated and provided logistical support to multi-level marketing campaigns and events, engaged directly with clients to determine satisfaction and potential new business opportunities
- Facilitated the company's social media presence, including Facebook, Twitter, and Instagram, as well as conducted research to increase profits and assisted in multiple projects with executive leaders
STAFF MEMBER (LIFEGUARD)
Lair of the Golden Bear (University of California Berkeley Alumni Association)
06.2018 - 09.2018
- Staff members are responsible for all aspects of running the summer camp, including creating and organizing camp-wide activities, coordinating weekly staff team-building exercises, and overseeing camper wellbeing
- Required strong work ethic, excellent communication and customer service skills and fosters collaboration
Education
Bachelor of Arts And Science - Political Science, International Finance
California Polytechnic State University, San Luis Obispo
San Luis Obispo, CA06.2020
Skills
- Full-Cycle Sales Management (Account Planning, Prospecting, Qualification, Closing, and Account Management)
- Lead Generation & Prospecting (Cold Calling, Email Outreach, Social Selling)
- Pipeline Management & Forecasting / Reporting
- Consultative & Solution Selling
- Negotiation / Closing & Objection Handling
- B2B Sales Strategies
- Quota Attainment & Exceeding Sales Targets / Generating Revenue
- Upselling & Cross-Selling
- Buyer Persona Understanding
Timeline
SMB Account Executive
Salesforce
06.2024 - 02.2025
Enterprise Business Development Representative
Salesforce
08.2022 - 06.2024
Sales Development Representative
Salesforce
06.2021 - 08.2022
Business Development Associate
Salesforce
03.2021 - 06.2021
Sales Development Representative
Baton Software
12.2020 - 03.2021
Marketing Solutions Specialist
Self Employed Services
03.2020 - 03.2021
Research and Marketing Intern
Habitat Horticulture
06.2019 - 09.2019
STAFF MEMBER (LIFEGUARD)
Lair of the Golden Bear (University of California Berkeley Alumni Association)
06.2018 - 09.2018
SALES AND MARKETING INTERN
Mogo Interactive
06.2016 - 09.2017
Bachelor of Arts And Science - Political Science, International Finance
California Polytechnic State University, San Luis Obispo
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