Ian Bey
Rocklin,CA
Summary
Client-focused Inside Sales Representative with 10+ years of experience working in sales/commission environments. Excels at optimizing customer service and revenue generation, proven closer.
Overview
10
10
years of professional experience
1
1
Certification
Work History
National Account Executive
Home Xpress Mortgage
Santa Ana, California
04.2022 - Current
- Increase HomeXpress Market share by adding new broker accounts to our existing book of business.
- Reach out to existing clients in our book of business to ensure our bank stays top of mind for future opportunities.
- Managed, supported and grew business relationships with existing accounts.
- Increased market penetration by growing brand awareness via email, social media and phone outreach.
- Act in a customer success capacity to ensure brokers are able to manage the technology that HomeXpress provides to customers
- Stay up to date with changing loan guidelines, advise brokers on requirements for submitting loans to HomeXpress.
National Inside Sales Representative
Goodleap
Roseville, CA
08.2015 - Current
- Top producing sales representative at one of the largest fintech companies in the United States, closing over 500 new home loans totaling over 100million dollars of real estate transactions.
- In this inside sales role, transfers were sent to my by our SDR team and I would use a consultative/straight line sales process to convert our solar clients into mortgage clients.
- Working in a high pressure, 90% commission based environment, I quickly became one of the top sales people in the company...effectively managing communication between multiple layers of management in various departments, as well as delivering top tier customer service to every customer I interacted with
- Presidents club every quarter of my career (top 15% of company)
- Set and exceeded sales goals meeting by beating quota every month of my career
Account Executive - Small Business
Intuit, Inc.
San Francisco, CA
08.2013 - 06.2015
- In my role at Intuit, I reached out to small business owners utilizing Quickbooks, to introduce and sell the recently acquired marketing platform DemandForce
- In this role I managed a pipeline of 500 small business clients nationwide and managed all aspects of the sales process
- Cold calling, appointment setting, conducting demos, closing business, customer on-boarding as well as following up post close to ensure client satisfaction
- In this role 75% of my appointments were self-generated, and I also was responsible for managing and closing pre set appointments from our SDR team
- Responsible for 30k of new customer revenue quota per month (met or exceeded quota every month of my tenure)
- 1 in pre set appointment closing percentage Q1, Q2, Q3, 2014
- 1 Small Business Revenue Producer Q1, Q2 2014
- Top 10% of SMB producers every quarter of my tenure.
Senior Inside Sales Representative
Trulia
07.2012 - 07.2013
- Set and exceeded inside sales quotas of 30k in new ad sales monthly
- Worked closely with other departments to promote products and marketing campaigns to the realtors on our platform.
- Updated accounts and maintained long-term relationships with clients.
- Prepared pricing strategies for current customers to enhance sales and increase profitability.
Education
Bachelor of Arts - Psychology
San Francisco State University
San Francisco, CA06.2005
Skills
- Consultative selling
- Straight line sales process
- Closing new business
- Customer service expert
- Need based selling
Certification
NMLS # 1538217
Timeline
National Account Executive
Home Xpress Mortgage
04.2022 - Current
National Inside Sales Representative
Goodleap
08.2015 - Current
Account Executive - Small Business
Intuit, Inc.
08.2013 - 06.2015
Senior Inside Sales Representative
Trulia
07.2012 - 07.2013
Bachelor of Arts - Psychology
San Francisco State University
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