James Wilson
South Jordan
Summary
Dynamic Mid-Market Account Executive at Filevine with a proven track record of exceeding sales goals and achieving President’s Club recognition. Expert in SaaS sales and relationship management, consistently closing high-value deals while fostering client satisfaction. Adept at leveraging CRM tools to drive performance and deliver exceptional results.
Overview
13
13
years of professional experience
Work History
Mid-Market Account Executive
Filevine
Salt Lake City
04.2024 - Current
- Earned President’s Club recognition in 2024 for top sales performance.
- Closed the largest same-day net new deal in 2024, demonstrating exceptional sales skills and efficiency.
- Manage a portfolio of mid-market accounts, consistently exceeding sales goals by driving new business and expanding existing relationships.
- Lead product demos, respond to client needs, and negotiate contracts to close deals within tight timelines.
- Utilize CRM tools to track sales activities, pipeline, and progress towards revenue goals.
Mid-Market Account Manager
Filevine
Salt Lake City
01.2024 - 04.2024
- Managed accounts and developed strategies for client retention and satisfaction.
- Upsold Filevine’s solutions to existing clients, resulting in a 110% quota achievement in 2023.
- Conducted product training sessions for clients to ensure they were maximizing their software usage.
Account Manager
Filevine
Salt Lake City
05.2023 - 01.2024
- Oversaw client accounts in the SaaS space, focusing on customer success and retention.
- Increased sales by upselling additional products and services to meet evolving client needs.
- Successfully achieved 110% of annual sales quota in 2023 through effective upselling and relationship management.
Outside Sales Representative
Bacon Work, Inc
Provo
06.2022 - 05.2023
- Focused on building and maintaining relationships with new and existing clients.
- Leveraged sales techniques to drive business growth in a competitive environment.
- Closed multiple high-value sales contracts and consistently exceeded sales targets.
- Conducted product demonstrations and worked closely with clients to tailor solutions to their needs.
- Collaborated with the sales team to meet and exceed performance benchmarks.
Director of Operations
Touchline Video
Las Vegas
06.2012 - 06.2022
- Led operations and project management teams to optimize efficiency.
- Developed and implemented strategic processes to enhance service delivery and client satisfaction.
- Managed budgets, timelines, and resources for multiple projects, ensuring successful on-time delivery.
- Developed and maintained relationships with key clients and partners.
- Provided coaching and mentorship to team members, improving performance across the board.
Education
Some College (No Degree) -
College of The Canyons
Valencia, CASkills
- Sales Expertise: SaaS Sales, B2B Sales, Upselling, Cold Calling, Account Management
- Relationship Management: Client Retention, Cross-Functional Collaboration, Negotiation
- CRM Tools: Salesforce / HubSpot
- Communication: Presentations, Product Demos, Consultative Selling
- Market Research: Lead Generation, Market Analysis, Competitive Intelligence
Accomplishments
- 2024 President's Club
- 2024 Largest Same Day Close (Net New)
- 110% of Quota in 2023 (Filevine)
Timeline
Mid-Market Account Executive
Filevine
04.2024 - Current
Mid-Market Account Manager
Filevine
01.2024 - 04.2024
Account Manager
Filevine
05.2023 - 01.2024
Outside Sales Representative
Bacon Work, Inc
06.2022 - 05.2023
Director of Operations
Touchline Video
06.2012 - 06.2022
Some College (No Degree) -
College of The Canyons