Jeffrey A. Wallace
Wesley Chapel,FL
Summary
Proven sales and marketing skills with a track record of achieving and exceeding sales targets Excellent communication skills with the ability to build strong relationships with clients and stakeholders Strategic thinker with the ability to develop and execute effective business plans Highly adaptable to changing market conditions and customer needs Strong organizational skills, able to manage multiple priorities and projects simultaneously In-depth industry knowledge, including SaaS and other emerging technologies Persistence and resilience, able to overcome obstacles and achieve success Experienced in recruiting and developing top-performing teams
Overview
12
12
years of professional experience
Work History
Koverly /Senior Account Manager
Koverly
Boston, MA
01.2022 - 03.2023
- Execute foreign currency transactions for clients, ensuring accuracy and compliance with all applicable regulations
- This includes managing the transaction process from start to finish, including order placement, payment, and confirmation
- Monitor foreign exchange markets to identify trends and risks, and provide insights to management and clients to inform their decision-making
- Provide exceptional customer service to clients throughout the transaction process, including addressing inquiries and concerns promptly and effectively
- Collaborate with other members of the team to develop and implement new strategies to improve the efficiency and effectiveness of the company's foreign exchange services
- Maintain accurate records and reports of all foreign exchange transactions, ensuring compliance with applicable regulations and internal policies
- Proactively identify opportunities to enhance the customer experience and increase client satisfaction, and work closely with colleagues to implement improvements
- Build and maintain strong relationships with clients, serving as a trusted advisor and partner to help them achieve their business objectives
- Continuously stay up-to-date on industry trends and best practices to ensure that the company remains at the forefront of the market.
Business Development Manager
TransForce Inc, Rep
Cherry Hill, NJ
05.2020 - 12.2022
- Maintained accurate and up-to-date records of all sales activities and customer interactions in CRM, ensuring efficient tracking and follow-up on leads and opportunities
- Attended industry events and conferences to increase brand awareness, expand the network, and stay up-to-date with market trends and customer needs
- Developed and delivered presentations and proposals to potential clients, showcasing the value proposition and negotiating deals to close sales
- Utilized market research and data analysis to develop a deep understanding of target customers and industries, and to identify gaps and opportunities for business growth
- Identified and nurtured new business opportunities and relationships, building a strong pipeline and delivering results that exceeded sales targets
- Created quality leads through various channels such as cold email, cold calling, social selling, and networking, while also maintaining a positive and professional image for the company
- Generated new contracts and sales leads to drive sales growth, while also initiating project management for new client implementation, ensuring a smooth onboarding process and building strong customer relationships from the start
- Maintained and organized an annual book of business, tracking progress against targets and implementing strategies to improve performance
- Managed large client relationships with Ryder & Penske Truck, delivering high-quality customer service, maintaining open communication, and identifying opportunities for upselling and cross-selling
- Produced creative strategies for targeting decision-makers at prospect accounts, booked sales appointments, and influenced company revenue, demonstrating a strong ability to close deals and drive business growth.
Director of Sales
Debt Quest USA
Philadelphia, PA
02.2014 - 05.2020
- Led a high-performing sales team, achieving consistent growth and exceeding sales targets by effectively managing team members and motivating them to achieve their goals
- Instrumental in generating over $20 million in revenue collectively as a team in 2019, resulting in recognition from upper management
- Personally contributed over $2.4 million in revenue in less than a year as Director of Sales, through effective leadership and management of multiple marketing campaigns
- Successfully managed and optimized various marketing channels such as Facebook, Mailers, Google, Instagram, and Telemarketers to generate daily leads for the sales team, resulting in an increase in lead conversion rate by 30%
- Implemented regular assessments to identify the strengths and weaknesses of sales representatives and developed customized training plans to improve their skills and performance, resulting in an increase in overall team productivity by 25%
- Conducted take-over Tuesdays and Thursdays on sales agents’ pipeline, providing a second opinion and guidance on potential deals, leading to an increase in close rate by 15%
- Ensured high-quality customer service by monitoring sales calls from the beginning of the sales process to the closing process and providing regular feedback to sales representatives to improve their communication skills
- Monitored conversions and evaluated sales representatives' pipelines every week to ensure that they followed up with potential leads effectively and met their monthly sales targets and KPIs
- Provided on-the-ground support for the sales team, leading by example and actively participating in generating leads and closing new deals, increasing team morale and motivation.
Customer Relations Officer
LocalVox - A Vivial Company
New York, NY
03.2011 - 12.2014
- Collaborated with a team of marketing professionals to deliver comprehensive digital marketing solutions to local businesses across a network of publishers
- Managed client relationships and provided exceptional customer service, resulting in a 95% client retention rate
- Conducted market research and analyzed data to develop targeted marketing strategies that increased customer acquisition and revenue for clients
- Built and executed digital advertising campaigns across social media platforms and search engines, resulting in a 20% increase in website traffic and a 15% increase in conversions
- Monitored campaign performance and made data-driven optimizations to ensure maximum ROI for clients
- Utilized CRM software to manage client accounts, track progress, and streamline communication, resulting in increased efficiency and productivity
- Led training sessions for new team members on best practices for client onboarding, campaign management, and performance reporting
- Prepared and presented reports on account performance and market trends to senior management and clients
- Maintained up-to-date knowledge of industry trends and developments to ensure clients received cutting-edge digital marketing solutions.
Education
Bachelor of Arts - Culinary & Business Management
The Art Institute of NYC
04.2004
Skills
- Business strategies
- Excellent negotiation skills
- Leadership management trained
- MarketSharp
- Sales tactics
- Revenue generation
- Account management
- Data Analytics
- Sales solutions
- CRM
- Persuasive communication expertise
- Business development
- Managing advertising packages
- Revenue retention
- Staff development/training
- Sales Forecasting
Timeline
Koverly /Senior Account Manager
Koverly
01.2022 - 03.2023
Business Development Manager
TransForce Inc, Rep
05.2020 - 12.2022
Director of Sales
Debt Quest USA
02.2014 - 05.2020
Customer Relations Officer
LocalVox - A Vivial Company
03.2011 - 12.2014
Bachelor of Arts - Culinary & Business Management
The Art Institute of NYC