Jeffrey Perez

During my time as a Growth Consultant, I was able to generate significant results for 2 start-ups (CloseDeals.com and Marczell Kliens) Through a strategic approach to business development, I was able to contribute to the generation of $2.4 million in Monthly Recurring Revenue (MRR).

To achieve this, I implemented various tactics such as market research, customer profiling, and targeted outreach campaigns to identify and engage with potential clients. By understanding the unique pain points and challenges of each client, I was able to provide tailored solutions that ultimately led to increased revenue for the company.

I also utilized data analysis and tracking tools to monitor the success of these strategies and adjust them accordingly. This allowed me to optimize the outreach process, resulting in even more successful outcomes.

Overall, I am proud to have been part of the startups that achieved such impressive results, and I am confident that my experience and expertise in growth consulting can bring similar success to future projects.

• As an SDR at Close.com, I consistently exceeded monthly and quarterly targets by generating and qualifying leads to fuel the sales pipeline. I utilized sales tools and technologies, including Salesforce, HubSpot, and ZoomInfo, to conduct research and gather prospect data. I crafted compelling outreach emails and personalized messaging to engage prospects and build rapport. I collaborated with Account Executives to ensure a smooth handoff of qualified leads. I constantly refined my sales pitch and techniques through feedback and coaching from my Sales Manager. I provided exceptional customer service to prospects, answering questions and addressing concerns. I also actively participated in team meetings and provided insights and recommendations to improve sales processes and strategies. I am excited to bring my proven track record of success and passion for sales to a new SDR role at Close.com.

• United Benefit Advisors - Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 70%. Met and exceeded revenue goals ($100,000 AP) by [150]% through generating new leads and identifying new clients. Displayed consistent, positive attitude towards customers, peers, and other personnel, even during high-stress situations. Conducted annual reviews of existing policies to update information that led to 30% in upsells each year.

• Generated over 50 prospects each working day using tools such as SEMRUSH and LEADIQ. Maintained a 20% conversion rate on new contacts by using persuasive communication skills. Cross-sold and upsell products to customers based on a solid understanding of current and forecasted needs leading to an additional $90,000 ARR

• Developed strategic relationships with existing customers by learning preferences and managing regular communications that lead to 20% over the annual quota due to referrals. Managed accounts receivable worth $25,000 in monthly revenue, diligently staying on top of payment requests to keep aging low. Handled over 200 calls per shift signing up new customers, retrieving customer data, presenting relevant product information and cancelling services.

• Increased overall revenue by 15% through effective salesmanship and great negotiation skills. Increased profitability by 10% and pipeline development by leveraging multiple sales strategies (gap selling, straight line) and distribution channels (affiliate, agency). Cold called and conducted face-to-face sales calls with C-level executives and directors in assigned sales territory.

• Exceeded 30% over quota for new accounts in a single sales cycle. Generated book of business valued at $120,000 ARR Analyzed customer interactions using SalesForce to capture data in a processing system that lead to a 5% in ARR Bachelor of Science: Business Administration And Management, 05/2020