Summary
Overview
Work History
Education
Skills
ADDITIONAL EXPERIENCE
Timeline
Generic

Jeffrey Williams

San Diego,USA

Summary

Dynamic sales executive with a proven history of building and scaling high-performance teams and successfully launching new revenue channels. Expertise in operations, sales enablement, referral partnerships, and strategic execution drives measurable growth in competitive markets. A record of maintaining lean, efficient processes while achieving ambitious sales targets. Committed to fostering collaborative environments that inspire teams to exceed expectations and deliver exceptional results.

Overview

25
25
years of professional experience

Work History

Director of Sales

True Legacy Homes
10.2024 - Current
  • Launched and scaled a Care Placement division from zero to revenue, defining positioning, referral strategy, and go-to-market plan
  • Led inside & outside sales across three verticals: Care Placement, Estate Sales, and Cash Offers
  • Designed and enforced structured sales cadences in Salesforce, integrating NEPQ, Challenger, and Sandler methodologies
  • Built KPI dashboards tracking contact rates, conversion, lead velocity, and pipeline status
  • Improved lead-to-meeting conversion by ~35% via refined outreach, better qualifying, and sequence design
  • Created training library, onboarding process, and call scripting to reduce ramp time by ~40%
  • Developed tiered pricing and objection handling frameworks to elevate margin performance
  • Aligned sales, marketing, and operations to ensure smooth customer transitions and consistent messaging
  • Identified inefficiencies in lead routing, follow-ups, and rep assignment to drive uplift in deal volume and close rates

Sales Manager, RevolutionEHR

IPS / PracticeTek
06.2023 - Current
  • Manage a team of SDRs, ADRs, and AEs, averaging 12+ team members
  • Led segment growth of 30% YoY; delivered 5 months of record performance exceeding 100% targets
  • Achieved 100% retention of ADRs and AEs during 2023 through coaching and culture alignment
  • Partnered with marketing to strengthen messaging, lead gen, and positioning
  • Worked across onboarding and support to guarantee smooth handoffs and customer success
  • Contributed to company recognition: RevolutionEHR named among Newsweek’s 2024 Best Digital Companies
  • Delivered ongoing training, 1:1s, and performance optimization

Regional Sales Manager

A Place for Mom
01.2013 - 01.2022
  • Managed 23+ team members: recruitment, development, performance evaluation
  • Orchestrated training programs rooted in Challenger & Sandler frameworks
  • Oversaw national account relationships and regional client strategies
  • Piloted SaaS tools and virtual tour solutions to enhance sales process
  • Delivered 28% YoY growth consistently, with double-digit increases year over year

Inside Sales Supervisor

MSC Industrial Supply
01.2011 - 01.2013
  • Oversaw inside and outside sales coordination, key accounts, and team operations
  • Managed compliance, departmental budgets, and performance metrics
  • Recruited, coached, and built new sales talent
  • Streamlined processes across inventory and communication workflows

Branch Manager

ResCare HomeCare
01.2008 - 01.2011
  • Directed operations of two branches and 60+ staff: hiring, scheduling, payroll, training
  • Reduced wage ratio from 60% to 40% within first 6 months
  • Decreased bad debt by 42%, improving billing metrics from 12% to 8%
  • Grew veteran and insurance revenue by 58%
  • Introduced process improvements, morale programs, and operational efficiencies

Owner / Operator

JDoubleU Enterprises
01.2001 - 01.2008
  • Built and scaled an online music retail business
  • Managed end-to-end operations: sourcing, logistics, marketing, customer support, finance
  • Negotiated vendor terms, managed inventory, and maintained brand reputation

Education

BA - Music Education, Ethnomusicology

University of California

Skills

  • Sales Leadership & Enablement
  • New Market & Channel Development
  • Referral / Placement Strategy
  • CRM / Dashboard Design (Salesforce, KPI tracking)
  • Training & Onboarding
  • Strategic Partnerships & Alliances
  • Negotiation & Closing
  • Change Leadership / Continuous Improvement
  • Salesforce
  • HubSpot
  • Act
  • Five9
  • Docebo
  • Microsoft Office Suite (Word, Excel, PowerPoint, Access)
  • SQL
  • Quickbase
  • Kronos
  • Telemagic
  • ADP
  • Sales Logix
  • MS Project
  • Beacon

ADDITIONAL EXPERIENCE

  • Unifirst – Sales Manager
  • Delkin Devices – Director of Sales / General Manager
  • IKON Office Solutions – Director of Sales / General Manager
  • American Airlines – Stock Clerk / Crew Chief

Timeline

Director of Sales

True Legacy Homes
10.2024 - Current

Sales Manager, RevolutionEHR

IPS / PracticeTek
06.2023 - Current

Regional Sales Manager

A Place for Mom
01.2013 - 01.2022

Inside Sales Supervisor

MSC Industrial Supply
01.2011 - 01.2013

Branch Manager

ResCare HomeCare
01.2008 - 01.2011

Owner / Operator

JDoubleU Enterprises
01.2001 - 01.2008

BA - Music Education, Ethnomusicology

University of California
Jeffrey Williams