Summary
Overview
Work History
Education
Skills
Timeline
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Jason Dial

Portland,OR

Summary

Dynamic Sr. Account Executive with a proven track record, excelling in customer relationship development and pipeline management. Recognized for consistently exceeding sales quotas and fostering strong client partnerships, enhancing customer engagement and satisfaction. Adept at strategic planning and mentoring, driving team success through effective collaboration and creative solutions.

Overview

10
10
years of professional experience

Work History

Sr. Account Executive

VIP Wholesale
04.2022 - 04.2024
  • Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
  • Mentored junior account executives, fostering a positive work environment and encouraging professional growth.
  • Maintained comprehensive knowledge of market trends, industry news, and competitor offerings, ensuring informed decision-making and strategic planning.

Sr. Account Executive

Cherry Creek Mortgage Wholesale
01.2019 - 04.2022
  • Increased account retention by building strong relationships with clients and addressing their needs promptly.
  • Consistently met or exceeded monthly sales quotas through diligent prospecting efforts and effective closing techniques.
  • Established long-lasting partnerships with key industry influencers, generating increased brand awareness and credibility.
  • Cold called prospects to explain partnership benefits, representing company values.
  • Conducted regular client reviews to assess performance metrics, identifying areas for improvement and implementing necessary changes.

Regional Account Executive

CMG Financial Services
11.2013 - 01.2019
  • Presented product offerings at industry trade shows, generating leads and increasing brand visibility.
  • Implemented strategic plans to maximize sales revenue within assigned territories.
  • Partnered with marketing teams to develop targeted campaigns aimed at driving sales within specific industries or demographics.
  • Provided regular updates to management on account performance, market trends, and competitor activity.
  • Developed tailored solutions for clients, resulting in increased customer satisfaction and retention.
  • Streamlined internal processes to improve efficiency, reducing administrative time spent on account management tasks.
  • Exceeded sales targets consistently, earning recognition for outstanding performance and contributing to overall team success.

Education

Bachelor of Science - Communication Design

Oregon State University
Corvallis, OR

Skills

  • Customer relationship development
  • Relationship building
  • Effective team engagement
  • Sales quota achievement
  • Lead generation
  • Customer engagement enhancement
  • Pipeline management
  • Key account management
  • Creative thinking
  • Pipeline development

Timeline

Sr. Account Executive

VIP Wholesale
04.2022 - 04.2024

Sr. Account Executive

Cherry Creek Mortgage Wholesale
01.2019 - 04.2022

Regional Account Executive

CMG Financial Services
11.2013 - 01.2019

Bachelor of Science - Communication Design

Oregon State University

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Jason Dial