Jack O'Brien

• Recruited by owner to promote and attract more customers.
• Assist management to define target audience and analyze competition.
• Increase daily sales by upselling products; prepare merchandise for sales floor.
• Increase social media presence and define the right marketing channels.

• Top performer $1.2M closed in FY 22.
• Won "best sales call of the month" award twice.
• Built relationships with customers and community to establish long-term business growth, primarily with Human Resource Executives.
• Generated $3.6M in pipeline through effective prospecting within my territory and my current customer accounts.
• Grew customer spend by 180% in FY 22.
• Maintained a 98% renewal rate.
• Prospected via LinkedIn, email, and cold calling channels to supplement inbound pipeline.
• Managed accounts to retain existing relationships and grow share of business.
• Prepared sales presentations for clients showing success and credibility of products.
• Part of one-third of employee downsizing due to company restructuring.

• Achieved in FY 21 - 120% of services goal and 95% of software goal.
• Drove incremental upsell/expansions within a portfolio of 75+ Wealth Management, Financial Services, and Insurance accounts.
• Scheduled and directed technical calls with customers, solution engineers, and industry experts to identify inefficiencies in their solution and provide further recommendations.
• Recruited (one of two employees) by former Manager of Hyland to work for Snappy, Inc.

• Generated 3x pipeline ($360k in opportunities) to goal through effective outbound strategy.
• Conducted production demonstrations with HR, Learning and Development, C-suite, and Line of Business Units.
• 135% Quota Attainment in Q3 FY2020: (Initial Ramp Quarter).
• 112% Quota Attainment in Q4 FY2020: $112,000 Closed ($100,000 Ramp Goal).
• Obtained qualified leads, built relationships and executed sales strategies to drive new business.
• Member of 100-person division eliminated during Covid-19 downsizing.'"

• Responsible for SMB and Mid-Market full-cycle sales through inbound and outbound channels.
• 184% Attainment - Q4 FY2019 / 162% Attainment - Q1 FY2020.
• Prepared documentation, finalized sales and maintained records.
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Enterprise Sales Development Representative

• Built relationships with customers and community to promote long-term business growth; created pipeline for Senior Account Executives.
• Promoted after 5 months.