Jeffrey Balbi
Arlington,TX
Summary
Resourceful Account Manager with excellent client oversight, issue resolution, and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
8
8
years of professional experience
Work History
Residential Real Estate Agent
Orchard
Dallas-Fort Worth, Texas
08.2022 - Current
- Licensed residential Realtor closing on a total of 25 homes.
- Compared properties with similar properties that had recently sold to determine competitive market prices
- Promoted sales of properties through advertisements, open houses, multiple listing services (MLS), social media, and other online advertising platforms
- Prepare documents such as representation contracts, purchase agreements, closing statements, leases, and deeds
Principal Manager
Divine Path Realty LLC
Dallas-Fort Worth, Texas
08.2022 - 02.2024
- Spearheaded residential real estate investment firm that focused on the acquisition, repairs, and disposition of residential properties
- Identifying properties to buy, negotiating with sellers & securing funding when required
- Inspecting properties & working with contractors to carry out renovations
- Researching the market & evaluating the financial status of a potential investment
- Devising marketing plans to attract buyers or renters
Account Manager
Unitrends
Burlington, MA & Remote
11.2017 - 08.2022
- Quota Achievement by Year: 107% in 2022, 97% in 2021, 102% in 2020, 105% in 2019, 128% in 2018.
- Drove business growth through existing clients by developing a proactive action plan for the company’s accounts
- Solutions offered to customers: Data backup, disaster recovery, private & public cloud offerings, SaaS (Software-as-a-Service) based applications.
- Facilitated upsell, cross-sell, and renewal of existing customers located in the California & Pacific Northwest region
- Generated sales by suggesting the most appropriate product or service and showcasing features and benefits
- Executed company’s channel distribution selling model and fully leveraged the portfolio of the company's solutions by partnering with channel sales specialists, resellers and distribution partners
- Secured consistent KPIs and account activities while tracking leads to generate cross-sell/up-sell opportunities and expand assigned book of business.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
- Provided comprehensive reporting on account performance via Salesforce, enabling clients to make data-driven decisions about future investments.
- Developed customized account plans for clients to help them achieve their business goals.
- Increased upsell & cross-sell opportunities with strategic account reviews, identifying and addressing client needs.
- Negotiated prices, terms of sales and service agreements.
Account Manager
TeamSupport
Dallas, Texas
08.2019 - 08.2020
- Achieved 50% of annual quota before transitioning from company (lockdown/pandemic time period)
- Worked within cross-functional teams to ensure a high level of customer feedback implementation
- Managed multiple accounts simultaneously and maintained a strict attention to detail
- Developed new business with existing clients and identified areas of improvement to meet and exceed sales quotas
- Further defined valuable relationships with C-Level clients and their teams
- Discovered customer goals and steered key stakeholders towards goals through success plans.
Account Executive
TeamSupport
Dallas, Texas
08.2019 - 12.2019
- Qualified leads to determine if further action should be taken
- Developed and maintained client relationships to meet organizational goals and revenue targets
- Utilized strategic sales plans to identify prospective customers and classify them by importance
- Defined, prioritized, and implemented opportunities that encouraged revenue growth
- Ensured sales targets were met or exceeded, and that monthly, quarterly and annual KPI’s were achieved.
Account Manager
Unitrends
Burlington, Massachusetts
11.2017 - 07.2019
- Drove business growth through existing clients by developing a proactive action plan for the company’s accounts
- Ensured the timely and successful delivery of solutions according to customer needs and objectives
- Secured data backup, physical storage, and cloud solutions for small business and mid-enterprise accounts
- Generated highest revenue across the company in the first half of 2019, by successfully achieving 109% of Q1, and 101% of Q2 quota
- Increased territory revenue by 53% compared to 2017 by successfully achieving 128% of sales quota in 2018
- Facilitated renewal and expansion of existing book of business within west coast territory in the California & Pacific Northwest region.
Sales Development Team Lead
Unitrends
Burlington, Massachusetts
08.2017 - 11.2017
- Held accountable for the quality and performance of the outbound marketing team
- Managed and directed a team of Sales Development Representatives while promoting a culture of high performance and consistent delivery
- Performed training and coaching sessions with staff, leading to increased organizational performance
- Collaborated with marketing team to create automated email campaigns to generate leads
- Established high-profile appointments for Account Executives with prospective SMBs and mid-enterprise sized companies.
Sales Development Representative (SDR)
Unitrends
Burlington, Massachusetts
11.2016 - 08.2017
- Utilized Salesforce to reach generated prospects and prospective customers through company directories and other list sources
- Approached potential customers via outbound calls and explained how specific products and services could meet their needs
- Collaborated with Account Executives on lead qualification, sales strategies, and marketing information
- Acquired and maintained access to decision-makers and end-users in prospective client companies.
Education
Bachelor of Science - Business Administration, Marketing
Fitchburg State University
Fitchburg, MA12.2015
Skills
- Relationship Development
- Solution Selling in Channels
- Lead Qualification
- Client Relationship Building
- Sales strategy development
- Lead prospecting
- Strategic account development
- Consultative Sales
- Analytical problem solver
- Key Account Management
- Solution selling
- Revenue Generation
Training
- Sandler Sales Training, 2018
- JBarrows Sales Training, 2018
Languages
Spanish
Limited Working
English
Native or Bilingual
Timeline
Residential Real Estate Agent
Orchard
08.2022 - Current
Principal Manager
Divine Path Realty LLC
08.2022 - 02.2024
Account Manager
TeamSupport
08.2019 - 08.2020
Account Executive
TeamSupport
08.2019 - 12.2019
Account Manager
Unitrends
11.2017 - 08.2022
Account Manager
Unitrends
11.2017 - 07.2019
Sales Development Team Lead
Unitrends
08.2017 - 11.2017
Sales Development Representative (SDR)
Unitrends
11.2016 - 08.2017
Bachelor of Science - Business Administration, Marketing
Fitchburg State University