Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ian Williamson

Boston,MA

Summary

Enthusiastic Account Executive, excited to contribute to team success through hard work, attention to detail, and excellent organizational skills. Driven to learn, grow, and exceed expectations to close business and drive new pipeline. Candidate who is reliable and well-organized, adept at handling several tasks at once while maintaining a positive attitude.

Overview

7
7
years of professional experience
1
1
Certification

Work History

SMB Account Executive

CyberArk
Boston, MA
02.2024 - Current
  • Prepared weekly forecasts of expected revenue based on current pipeline activity.
  • Identified customers' needs and developed appropriate responses along with suitable information on related product and services.
  • Created and implemented new business opportunities by utilizing partner channel network.
  • Maintain strong outbound effort through cold calling, channel engagement, email, and LinkedIn.
  • Organized events such as webinars and seminars to promote product offerings.
  • Coordinated with cross-functional teams to maximize customer engagement.
  • Attended industry conferences and tradeshows as a representative of the company.
  • Cultivated strong relationships with internal stakeholders for collaboration purposes.

Enterprise Sales Development Representative

CyberArk
Boston, MA
10.2021 - Current
  • Conduct strategic prospecting calls, complimented by impactful written communication via email, social media, and on-site event networking to present the market-leading identity security solutions
  • Drive pipeline across Enterprise organization throughout the Mountain West-Southwest and SLED East United States, with notable meetings driven through cold outbound
  • Consistently maintained being in the highest outbound activity levels within peer group.
  • Sourced prospects on leading sales and marketing solutions such as: Zoominfo, 6Sense, DiscoverOrg, Drift, and Linkedin Sales Navigator.
  • Organize and maintain a strong Salesforce protocol through account/lead/campaign reporting and organization to continually have new leads/contacts ready for sequencing.
  • Maintain strong working relationships with district sales team, solution specialists, and channel.
  • Continually strengthen working product knowledge across solution suite.
  • Participate in and help lead new hire onboarding.

Business Acceptance Specialist

Massachusetts Mutual Life Insurance Company
Springfield, MA
06.2018 - 10.2021
  • Conducts back-office review and firm-acceptance of new and existing submissions related to Brokerage, Direct and Third-Party Advisory accounts.
  • Review trading activity of registered representatives through supervisory control procedures and application of firm policies and procedures.
  • Determine root cause of issues, provide solutions, and resolve matters independently without management supervision at times.
  • Implement and manage operational and supervisory procedures for the firm.
  • Effectively communicate with registered representatives, agency personnel, and internal business partners such as Compliance, Field Inspection, and Regional Supervisory Directors. Specialized regulatory review of Municipal Securities. Involved daily in complex problem resolution requiring higher level critical thinking.
  • Consult with registered representatives, Agency Supervisory Officers and Regional Supervisory Directors, providing guidance on suitability concerns and guidelines.
  • Consistently identify and report to management on trending and risk mitigation measures.
  • Hand selected to supervise large Non-Purpose Loan transactions with select firm partners.
  • Cumulatively reviewed over $700,000,000 in New Business for broker dealer while meeting stringent compliance standards.

Intern - Recruiter

ALKU
Amherst, MA
08.2017 - 05.2018
  • Communicated duties, compensation, benefits and working conditions to potential candidates, enabling solid understanding of job expectations.
  • Brought in well-qualified, multifaced job candidates to fill open positions.
  • Contacted job applicants to inform of application status.
  • Reviewed referral candidates and contacted qualified individuals to request applications.
  • Built and leveraged professional network connections which provided continuous and relevant applicant sources across Pharmaceutical and Med Device backgrounds.
  • Placed more than 50 candidates annually, including several highly-targeted leadership positions.

Education

Bachelor of Arts - Economics - GPA 3.3

University of Massachusetts Amherst
Amherst, MA
06.2018

Skills

  • Cold Outbound Sales
  • Working collaboratively
  • Customer service
  • Time management and organization
  • Problem resolution
  • Critical thinking

Certification

  • Licensed Series 7 General Securities Representative - 2018
  • Licensed Series 24 General Securities Principal - 2018
  • Licensed Series 52 Municipal Securities Representative - 2019
  • Licensed Series 53 Municipal Securities Principal - 2020

Timeline

SMB Account Executive

CyberArk
02.2024 - Current

Enterprise Sales Development Representative

CyberArk
10.2021 - Current

Business Acceptance Specialist

Massachusetts Mutual Life Insurance Company
06.2018 - 10.2021

Intern - Recruiter

ALKU
08.2017 - 05.2018

Bachelor of Arts - Economics - GPA 3.3

University of Massachusetts Amherst

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Ian Williamson