Jeremy Monteverde

• Responsible for the business development efforts and revenue growth - prospecting/sourcing new clients, managing existing relationships and collaborating with stakeholders to identify strategies and solutions.
• Develop and execute growth plans through an omnichannel approach - networking and leveraging existing relationships, attending national conferences, cold outreach and coordinated campaigns with the marketing team.
• Understanding client needs, asking penetrating questions and making confident recommendations that solve their problems.
• Creative Prospecting - stay on top of industry trends and utilize market data to drive meaningful dialogue.
• CRM Management - ensure accurate and measurable data input to track the sales funnel. Successfully spearheaded new ATS integration and provide continued training.
• Demonstrate the firm's value creation and unique selling point (USP).
• Oversee the client acquisition and relationship management journey including outreach, discovery, contract negotiations and execution.
• Coordinate with stakeholders, often C-Suite members, to formulate a strategy and maintain transparent and frequent communication throughout the project lifespan.

Accomplishments:

• Most new clients brought on by an employee, 2021, 2022 and 2023.
• Successfully navigated from legacy systems to new ATS and other technological resources while also maintaining a strong pipeline of clients leading to a cost savings of approximately 23% monthly and ending as the #2 rep by sales for the year
• Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
• Consistently in the top 3 producers, every year, successfully managing 25+ clients, annually

• Oversee the daily operations and business development efforts of the newly created Accounting and Finance practice including client management, training, team management, and P&L responsibilities.
• Develop employee KPIs, hold performance reviews, share feedback, provide support to ensure optimal employee performance and take corrective action when necessary.
• Responsible for growing eNGINE's brand and revenue by creating and fostering client relationships.
• Create, execute and monitor the business development plan including cold calling, attending networking events, leveraging warm introductions and more. 35+ calls daily as well as additional omnichannel outreach methods.
• Track sales funnel and pipeline via CRM tool (Bullhorn).
• Communicate often and transparently with stakeholders throughout the project lifecycle.
• Stay current on the local market to gain valuable insight, remain knowledgeable and gain first-mover advantages.
• Schedule client visits, negotiate contracts and execute MSAs with stakeholders.
• Work closely with company partners to evaluate and modify outreach efforts and techniques.

• Responsible for the full lifecycle of 3-7 projects simultaneously - create research and call plan, reach out to 40+ contacts daily, network, and utilize multi-channel approach to generate interest.
• Presented candidates to hiring managers and client stakeholders including thorough analysis of experience and "fit."
• Evaluate multiple candidates daily through in-depth conversations. Utilizing sales training skills to get past surface objections.

Accomplishments:

• Completed Sandler Sales Training Academy
• Top producer among recruiters, 2015, 2016, 2018 and 2019.
• Introduced and revamped best practices to increase efficiency and reduce redundancies.

• Responsible for consistently exceeding monthly sales goals while focusing on customer and business needs first and foremost
• Accomplishments: Led division multiple months with $10,000+ in accessory revenue at 130%+ monthly goal; consistently top 3 store reps of 20+.

• Responsible for a $651,000 regional goal, trained 65 interns at The Sales Academy Foundation, managed 27 interns across 12 universities and was acting Regional Manager in absence of District Manager
• Accomplishments: Led the third-largest one-week goal rush in company history of more than $29,000 at Penn State University
• Produced $56,896 in sales in 3 months (347% to goal); placed 2nd of 600+ interns and remain as one of the top producers in company history.

• Finished in 1st place regionally for revenue produced, exceeded estimate (appointment) quota and production goal as a Freshman competing against upper classman.