Summary
Overview
Work History
Education
Skills
Timeline
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John Miller

Philadelphia,PA

Summary

Driven professional with a robust background in finance, sales and business development. Adept at critical thinking, problem solving and leveraging strategic insights to drive revenue growth. Proven track record of exceeding sales quotas and an ability to create and cultivate client relationships. Highly skilled in identifying new business opportunities and tailoring solutions to meet client needs. Excels in fast-paced and challenging environments.

Overview

9
9
years of professional experience

Work History

Account Executive

Dakota
04.2024 - Current
  • Responsible for selling Dakota's proprietary fundraising database to investment sales professionals that are raising capital from institutional, intermediary and private wealth investors.
  • Managed a pipeline of 800 prospective accounts while also managing two Business Development Representatives.
  • Closed $540,000 in new contract revenue in 9 months of being in a closing position (average contract size is $15,500). Top 3% of earners at Dakota.
  • Attended over 15 industry conferences and over 150 in-person meetings with prospects.
  • Critical contributor in growth of client base by over 350% since joining in 2021

Business Development Director

Dakota
08.2021 - 04.2024
  • Managed client relationships and new client development in the Northeast US and London for just under 3 years.
  • Top Business Development Director at Dakota based on new meetings set up in 2021 and 2022.
  • Identify and cultivate relationships with key decision makers at prospective clients.
  • Identify and attend conferences to network with clients and prospects and build relationships.
  • Performed client research and identified opportunities for account growth, account penetration and market expansion.

Research Analyst Intern

Fischer Investment Group
04.2020 - 08.2020

Wealth Management Associate Intern

Blue Water Capital Management
05.2019 - 08.2019

Assistant Delivery Driver

T.J. Sheehan Distributing
06.2015 - 08.2018

Education

Bachelor of Science - Finance

Bucknell University
Lewisburg, PA
06.2021

High School Diploma -

Westhill High School
Syracuse, NY
05.2017

Skills

  • Customer Relationship Management
  • Business Development
  • Pipeline Management
  • Salesforce
  • HubSpot
  • LinkedIn Sales Navigator
  • Dakota Marketplace
  • Microsoft Office

Timeline

Account Executive

Dakota
04.2024 - Current

Business Development Director

Dakota
08.2021 - 04.2024

Research Analyst Intern

Fischer Investment Group
04.2020 - 08.2020

Wealth Management Associate Intern

Blue Water Capital Management
05.2019 - 08.2019

Assistant Delivery Driver

T.J. Sheehan Distributing
06.2015 - 08.2018

Bachelor of Science - Finance

Bucknell University

High School Diploma -

Westhill High School
John Miller