Summary
Overview
Work History
Skills
Accomplishments
Timeline
Generic

Jamie McLuckey

Yorba Linda,CA

Summary

Skilled in negotiating terms of sales and agreements for best deals and long-term commitments, demonstrated by my outstanding quota attainment history and track record. Fostering my interpersonal skills, I am instrumental in collaborating with employees at all levels of the organization and creating a winning culture.

I am open with a flexible mindset, recognized as a results-driven team player and keen decision-maker who leads by example.

Overview

13
13
years of professional experience

Work History

Sales Manager

Easton Designs and Consulting Inc
Santa Ana, CA
07.2024 - Current
  • Researched potential customers using various sources such as public records, web searches.
  • Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
  • Delivered sales presentations focused on offerings and unique advantages over competitors.
  • Answer incoming calls from clients, assess their project needs, visit in-person location with measurements and project design, creation, and implementation.
  • Contract creation, negotiation, and sales close.

Account Executive

Quadient
Irvine, CA
02.2023 - 06.2024
  • Developed and implemented a comprehensive sales plan to increase revenue in the assigned territory and grew my territory for the year 2023 by acquiring new business.
  • Performed analysis of current processes within the sales department to identify areas needing improvement.
  • Negotiated contracts with clients to ensure profitable outcomes for the company through my leased space.
  • Collaborated with cross-functional teams, such as finance, operations, HR, Director of Operations, and Accounts Receivable Manager, to identify new opportunities for growth.
  • Performed analysis of current processes within the sales department to identify areas needing improvement.
  • Delivered 110% to quote for the year.

Account Executive

Insitu Sales
City of Los Angeles, CA
11.2022 - 01.2024
  • B2B sales and app/Saas
  • Zoom call presenter/closer
  • Working book of business and creating referrals and outgrowth

Account Manager II

ZipRecruiter
Santa Monica, CA
01.2021 - 09.2022
  • Tasked with maintaining and growing established accounts and working under a 2-3 week sales cycle.
  • Setting up Zoom meetings with clients to establish discovery, pain points and providing market data about client industry, location and closing with a viable solution.
  • Giving Zoom meetings to business owners and their colleagues on how to best use our platform to market their jobs and earn referrals and new business.
  • Maintains a thorough understanding of ZipRecruiters product offerings and tailoring its presentation to meet the needs of different types of organizations.
  • Top performer, exceeding 120% to goal, each month.

Account Executive

ZipRecruiter
Santa Monica, CA
08.2021 - 12.2021
  • Given a book of cold leads to prospect and make outbound sales calls.
  • Established Zoom call meeting with owners to walk through discovery and current pain points to establish current need. Provide market data and offer client solution.
  • Tracks and maintains all prospect and client activity in Salesforce.com.
  • Drive revenue by prospecting and building pipeline while building strong personal relationships with potential clients.
  • Motivated to advance growth in an entrepreneurial, rapidly growing company environment.
  • Meets or exceeds defined sales quota through strategic account planning, networking and use of company resources.

Small Business Consultant

Bank of America
Irvine, CA
01.2020 - 05.2021
  • Responsible for Small Business loan acquisition within my territory and book of business.
  • Conducting discovery interviews, pulling out pain points and vetting business owners for loans and lines of credit.
  • Utilization of Salesforce daily to prospect clients and strategize client importance.
  • Tasked with maintaining and growing existing business client relationship as well as obtaining new client through outbound calling, obtaining referrals from established clients and driving to location, meet and greet and client walk-ins.
  • Responsible for lending business loans, lines of credit, credit cards and new account.
  • Consistent quota achievement, 120% to monthly goal.

Preferred Sales FC Sr. Specialist

Bank of America
Anaheim, CA
08.2011 - 01.2020
  • Ranked in the top two percent of my division as a top performer within retail and small business and company wide.
  • Excellent knowledge base of retail and small business banking products.
  • Strong ability to listen, navigate through client concerns and provide financial guidance with products matching client needs.
  • Was the small business champion/facilitator for team Arnold. Experience with opening new checking, saving, auto loans, Merrill Lynch referral, small business referrals and an overall financial health check.
  • Helped collaborate with other leaders and colleagues with motivational speeches on how to achieve high level performance.

Skills

Effective Phone Sales/Close Experience

Handling of Territory/Book of Accounts

Strategic Thinker

SaaS Sales Strategy

Sales Forcast

Consultative Sales

Sales Cycle

Entrepreneur Spirit

Negotiation

Account Management

Lead Generation

Zoom call presenter and sales closer

Client Discovery

Cold Calling

Salesforce

Full Sales Cycle Experience

Uncovering Pain Points

Business-to-Business (B2B)

Creating new lead/referrals

Accomplishments

  • Won Pinnacle Club award (annual summit conference) in 2019 as a Preferred Sales Specialist Senior Specialist.
  • Won Pinnacle Club award (annual summit conference) in 2018 as a Preferred Sales Specialist Senior SPecialist.

Timeline

Sales Manager

Easton Designs and Consulting Inc
07.2024 - Current

Account Executive

Quadient
02.2023 - 06.2024

Account Executive

Insitu Sales
11.2022 - 01.2024

Account Executive

ZipRecruiter
08.2021 - 12.2021

Account Manager II

ZipRecruiter
01.2021 - 09.2022

Small Business Consultant

Bank of America
01.2020 - 05.2021

Preferred Sales FC Sr. Specialist

Bank of America
08.2011 - 01.2020
Jamie McLuckey