Summary
Overview
Work History
Education
Skills
Timeline
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Jake Sotis

West Palm Beach,FL

Summary

Driven, results oriented & accountable business professional with over half a decade of experience across multiple disciplines. As an individual contributor or group leader, it is my mission to serve an organization with integrity & tenacity.

Overview

6
6
years of professional experience

Work History

Account Executive

Black Diamond Networks - Role Impacted By Layoff
02.2024 - 09.2024
  • Rigorously prospected (140+ Dials Daily, Email & LinkedIn outreach) senior leadership at Biotech, Pharmaceutical and Medical Device Companies to build database of Clients
  • Conducted qualification & discovery calls to uncover customer fit and pain points
  • Delivered value by efficiently streamlining the hiring process & meeting the technical needs of the customer, while facilitating the the logistics throughout the duration of the contract
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions
  • Maintained current knowledge of evolving changes in marketplace

Sales Operations Manager

PlainID - Role Impacted By Layoff
08.2022 - 03.2023
  • Served Head of Rev Ops & CRO to ensure the optimization of our Sales & Marketing tool stack. Managed license utilization, onboarding and enablement
  • Served Heads of Sales Development and Enablement to drive operational excellence within the SDR & Sales Teams
  • Developed and managed department level dashboards to track KPIs & rep performance across Sales, Marketing and Sales Development
  • Enabled & Optimized MQL Cadence strategies and Meeting / SAL Conversion process across SDR & Sales Teams
  • Developed Lead Routing processes, Lead-to-Account Matching and auto-conversion processes. Implemented new Lead Routing Solution (LeanData) and SLA's across Sales & Sales Development.
  • Implemented & Enabled MEDDPICC Qualification tool (ISeeit) to improve sales process efficiencies and forecast accuracy. Implemented Contact Role management solution with Org Chart visualization for improved customer relationship management
  • Provided detailed reporting of KPI & data analysis to drive new field activities, campaigns and territory investment on use cases and verticals

Operations & Analytics Professional Level II

Zerto, A Hewlett Enterprise Company
12.2021 - 08.2022
  • Zerto was purchased by HPE, folded into their Storage Business Unit & operated as a silo entity during the acquisition
  • I retained all the same responsibilities with the addition of managing Marketing Programs with Marketo & being asked to take a more forward leadership role in shepherding cross department collaboration

Business Development Operations Manager

Zerto
01.2021 - 11.2021
  • Served as a liaison of the Business Development team under the Director of Business Development
  • Administered & maintained Tech Stack: Salesloft, ZoomInfo & LinkedIn Sales Navigator among other tools
  • Workflow creation, new feature/functionality implementation, tool integration & process standardization
  • Responsible for on-boarding, training, enablement & support for BDR's & AE's
  • Salesforce analytic reporting & dashboard creation for Business Development, Sales & Marketing leadership
  • Monitored license utilization and negotiated with vendors

Business Development Representative

Zerto
06.2019 - 12.2020
  • Promoted to the Field Enterprise Team (>$150m revenue) from Small/Medium Enterprise Team (<$150m revenue) following quote attainment my first 3 months
  • Focused on setting quality meetings that would progress in the Sales Cycle resulting in 7 Figure Pipeline contributions annually
  • Discovered unused functionality in tech stack (Calendar Link in Salesloft) and worked with leadership to develop process for pilot program. Delivered 4 meetings booked through link in first month. Rolled out to all users post pilot

Sales Development Representative

Upserve
06.2018 - 06.2019
  • Promoted to "Inbound" SDR from "Outbound" SDR following quota attainment within first 3 months
  • Outbound consisted of Cold Calling (100+
    dials daily) and Inbound focused on SLA attainment (5 Min.) on Marketing Actions (Demo Requests, Live Chat & Inbound Calls) to set appointments

Education

Bachelor of Science - Business Administration

Johnson & Wales University
Providence, RI
05.2018

Skills

  • Tools: User/Administrator (Salesforce, Hubspot, Salesloft, Outreach, ZoomInfo, LinkedIn)
  • Lead Development
  • Pipeline Management
  • Customer Relationship Management
  • Sales Methodologies (MEDDPICC/BANT)
  • Cross Functional Collaboration
  • Team Player / Leader
  • Personable / Coachable
  • Effective Communicator / Time Manager

Timeline

Account Executive

Black Diamond Networks - Role Impacted By Layoff
02.2024 - 09.2024

Sales Operations Manager

PlainID - Role Impacted By Layoff
08.2022 - 03.2023

Operations & Analytics Professional Level II

Zerto, A Hewlett Enterprise Company
12.2021 - 08.2022

Business Development Operations Manager

Zerto
01.2021 - 11.2021

Business Development Representative

Zerto
06.2019 - 12.2020

Sales Development Representative

Upserve
06.2018 - 06.2019

Bachelor of Science - Business Administration

Johnson & Wales University
Jake Sotis