Jesse Ramirez
Arvada,CO
Summary
Dynamic Account Executive with over 11 years of proven success in driving revenue growth and enhancing client relationships through strategic planning and consultative selling. Expertise in leveraging CRM tools and personalized engagement techniques to cultivate long-term partnerships, effectively cross-sell solutions, and consistently surpass sales targets. Committed to delivering innovative sales strategies that align with evolving market trends and client objectives, particularly within HR, payroll, and benefits solutions. Results-oriented professional dedicated to fostering collaboration and maximizing client satisfaction.
Overview
11
11
years of professional experience
Work History
Account Executive
Paylocity
05.2022 - Current
- Achieved and exceed sales goals year over year.
- Manage the full sales cycle for organizations with 30–500 employees, including prospecting, discovery, tailored product demonstrations, proposal delivery, and implementation handoff.
- Drive new business growth through strategic outbound and inbound prospecting across diverse industries.
- Conduct in-depth discovery to identify operational and compliance challenges, aligning Paylocity’s HR and payroll solutions to client needs and business goals.
- Deliver impactful product demonstrations that communicate ROI, efficiency, and employee experience improvements.
- Build and maintain referral partnerships with local HR advisors, workers’ compensation brokers, and benefits brokers to generate qualified leads and drive mutual business growth.
- Serve as a trusted advisor by referring non-competing services (benefits, HR, workers comp) back to partner firms, strengthening long-term relationships and community reputation.
- Collaborate cross-functionally with implementation and client success teams to ensure smooth onboarding and exceptional client outcomes.
Sales Consultant
TriNet USA Inc.
01.2021 - 05.2022
- Prospected and secured meetings with C-level executives and key decision-makers across multiple industries to drive new business opportunities.
- Sold TriNet’s full suite of PEO solutions, including HR technology, group health benefits, retirement plans, workers’ compensation, and dedicated HR consulting services to businesses under 100 employees.
- Conducted in-depth discovery to understand client needs, compliance risks, and cost drivers, tailoring solutions to align with business objectives.
- Collected and analyzed client documentation — including health insurance policies, payroll reports, workers’ compensation loss runs, and 401(k) fee disclosures — to support accurate underwriting evaluations.
- Partnered closely with underwriting and operations teams to prepare deal submissions, assess client eligibility, and determine competitive pricing and risk profiles.
- Collaborated with implementation and benefits teams during client onboarding, participating in on-site health insurance enrollment meetings to ensure a smooth and positive transition experience.
Retirement Services District Manager
Automatic Data Processing, Inc.
03.2019 - 01.2021
- FINRA Licensed Account Executive selling ADP's retirement plan solution to prospects and existing client base through prospecting efforts and channel partnerships.
- Maintained extensive Salesforce CRM database with over 500+ active clients and prospects.
- Completed Management of all sales opportunities from qualification to close.
- Analyzed competitor plans to benchmark performance and compare spending to position various win scenarios.
- Partnered with 20+ internal Account Executives by training and developing them to uncover retirement opportunities within their territories.
- Strategically aligned with financial professionals within territory to cultivate referral networks.
Major Accounts District Manager
Automatic Data Processing, Inc.
07.2018 - 02.2019
- Managed an opportunity of 150 cold prospect accounts and 15 key existing client accounts to cultivate pipeline and generate consistent sales opportunities.
- Prospected and conducted face to face sales calls for business solutions at the executive level resulting in consistent performance.
- Strategically cross-sold into existing accounts by highlighting the full suite of ADP's cloud-based Payroll & HR solutions.
- Implemented top-down sales strategy targeting Presidents, CEOs, CFOs and Owners with various multi-touch campaigns.
- Partnered with 10 internal Account Executives by training and developing them to uncover mid-market opportunities within their networks.
Senior District Manager - Elite Performer
Automatic Data Processing, Inc.
07.2014 - 06.2018
- Sold payroll solutions to small businesses with fewer than 50 employees, managing the full sales cycle from prospecting and discovery through proposal delivery and closing.
- Consistently exceeded sales quotas year-over-year through direct prospecting and strategic collaboration with internal teams and external referral partners.
- Successfully led the region in add-on opportunities by cross-selling payroll, HR, and benefits solutions and referring clients to other ADP business units.
- Managed relationships with existing clients to grow accounts through upsells and generate new business from referrals, strengthening long-term client partnerships.
- Maintained a Salesforce CRM database of 500+ active clients and prospects while developing and executing a 30-60-90 day pipeline plan, including 5+ prospect meetings, 10+ client meetings, and 20+ channel partner meetings weekly.
- Deepened relationships with bank partners, accounting partners, and key client accounts to consistently drive new revenue streams.
Education
Bachelor of Science - Hospitality Management
California State Polytechnic University
Pomona, CA01.2013
Skills
- Full-Cycle B2B Sales (Prospecting, Discovery, Demo, Proposal, Closing)
- Consultative & Solution Selling
- Territory & Pipeline Management
- Salesforce CRM Management
- Client Relationship Management & Account Growth
- Partner Focused (Internal, HR Advisors, Brokers, Banks, Accountants)
- Onboarding & Implementation Support (Benefits & HRIS)
- Underwriting & Risk Assessment
- PEO, HR Technology, Payroll, Benefits, Retirement Plans
- Performance & Results-Driven (Quota Achievement, Add-On Revenue Growth)
- Communication & Presentation Skills (C-Level Meetings, Product Demos)
Timeline
Account Executive
Paylocity
05.2022 - Current
Sales Consultant
TriNet USA Inc.
01.2021 - 05.2022
Retirement Services District Manager
Automatic Data Processing, Inc.
03.2019 - 01.2021
Major Accounts District Manager
Automatic Data Processing, Inc.
07.2018 - 02.2019
Senior District Manager - Elite Performer
Automatic Data Processing, Inc.
07.2014 - 06.2018
Bachelor of Science - Hospitality Management
California State Polytechnic University
ADDITIONAL INFORMATION
- 3x President's Club Qualifier
- 8x 100% Club Qualifier
- 2x Super Starts Qualifier
- 2x Trail Blazers Qualifier
- Multiple Top Dollar Producer (Monthly Award)
- District Manager of the Year
- Rookie of the Year