Jason Herrera
San Antonio,TX
Overview
11
11
years of professional experience
Work History
Account Executive
Docyt
08.2023 - Current
- Responsible for driving new business and revenue growth through outbound and inbound sales efforts
- Worked closely with marketing and sales teams to identify and engage with prospective clients, build relationships, and close deals
- Maintained $76K or more per month ARR
- Created and maintained a pipeline of $800k per month
- Exceeded quota by 153% or more every month
- Conducted discovery calls and meetings to understand needs of prospective clients and present the platform as a solution
- Developed and delivered customized sales presentations and proposals that included negotiated pricing
- Collaborated with the implementation team to ensure a smooth handover of new clients
- Coached and collaborated with my own team of 3 SDRs to assist in outbound leads and sourcing.
Customer Success (Growth Partner)
Botkeeper
04.2022 - 10.2022
- Assisted in th development and implementation of a strategic approach to building a multi-product channel business
- By developing strategic relationships and mapping customer goals to Botkeeper solutions, maintained a 93% renewal average
- Managed $850,000 of ARR with 54 CPA firms
- Used a consultative approach with all partners to find growth and leveraged opportunities across their value chain, enabling them to scale and grow their businesses, and ensuring our culture among our partners is maintained
- Exceeded plan/goal each quarter by 110%
- Collaborated with Product Management to assist in the development of new products and services based on customer feedback
- Customers gave me an NPS score average of 8.8 out of 10
- Worked closely with sales team to assist in upselling and expansion of current business
- Exceeded expansion goals by 117%
- Exceeded plan/goal each quarter by 110%.
Business Development Representative
Botkeeper
11.2021 - 04.2022
- Using a consultative sales process, strategically engaged in inbound and outbound prospecting through multi-touch cadences consisting of personalized email, calls, and social media
- Met and exceeded call volume and meeting goals on a monthly basis by 120%
- Identify new business through diligent, detail-oriented prospecting, leveraging these SaaS tools
- Engage prospects through email, phone, and social to generate interest in Botkeeper, with email open rates going from 15% to 23%
- Met with 15-20 decision-makers in the accounting industry including CFOs and VPs of accounting daily/weekly
- Partnered with Account Executives to create mutual success plans toward revenue goals
- Exceeded high activity volume and quality by an average of 43%.
Regional Sales Manager (West Coast)
American International Industries
06.2019 - 03.2020
- Directly managed and developed a team of 14 sales representatives in West Coast territory
- Assisted in the promotion of American International products included ride-along with sales reps, trade shows, and demonstrations to customers
- Educated team on current and recently released products, revenue-generating strategies, and customer resolutions
- Developed and integrated sales programs for the territory
- Provided accurate sales forecasts monthly to the marketing and planning team that allowed for sales growth on current and new products
- Worked with customer service and accounts payable on communicating certain discrepancies to customers that needed to be escalated on a case-by-case basis
- Developed positive relationships with owners and buyers
- Worked with retailers on private-label items based on MOQ forecasts.
Credit Union Examiner
National Credit Union Administration
06.2018 - 06.2019
Administration
United States Probation Office
10.2017 - 06.2018
Accountant (Contractor)
Kforce
- 10.2017
Staff II Assurance
Ernst & Young
12.2014 - 09.2015
Internal Audit
Rush Enterprises
04.2013 - 11.2014
Education
Master of Science - Accounting
The University of The Incarnate Word
San Antonio, TX12.2008
BBA - Accounting
The University of The Incarnate Word
San Antonio, TX12.2018
Skills
- SAP
- Google Suite
- Hubspot
- Retool
- Karbon
- Monday
- Slack
- Ninetyio
- Zoom
- Zoominfo
- Quickbooks
- Billcom
- Calendly
- Vidyard
- Grammarly
- Aircall
Timeline
Account Executive
Docyt
08.2023 - Current
Customer Success (Growth Partner)
Botkeeper
04.2022 - 10.2022
Business Development Representative
Botkeeper
11.2021 - 04.2022
Regional Sales Manager (West Coast)
American International Industries
06.2019 - 03.2020
Credit Union Examiner
National Credit Union Administration
06.2018 - 06.2019
Administration
United States Probation Office
10.2017 - 06.2018
Staff II Assurance
Ernst & Young
12.2014 - 09.2015
Internal Audit
Rush Enterprises
04.2013 - 11.2014
Accountant (Contractor)
Kforce
- 10.2017
Master of Science - Accounting
The University of The Incarnate Word
BBA - Accounting
The University of The Incarnate Word
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