Jill Patton
Lake Mills
Summary
A self-driven, results-oriented senior sales professional, bringing over 20 years of strong diverse sales dedication. Relationship building is my strength, I connect with people in the best possible ways to achieve the combined goals of client and company.
Overview
21
21
years of professional experience
Work History
Account Executive
CPG Documentation
West Allis
01.2024 - Current
- New business development. Identify new business opportunities through prospecting and canvassing.
- Close new accounts, collecting critical items for data entry.
- Maintain current client relationships. Identify cross sell and upsell opportunities.
- Develop sales strategies based on industry trends and data.
- Assist marketing with content review and proofing when needed.
Account Executive
Thomas, a Xometry Company
NY
01.2021 - 01.2024
- Provide high level sales efforts for developing new leads, targeting prospects using extensive database, develop and maintaining pipelines.
- Identify and connect with C level executives for qualified leads.
- Develop relationships with customers that provide insight into their company goals and strategies.
- Own all aspects of customer renewals.
- Expand user base continuously and grow revenue through cross-selling and upselling.
- Provide compelling product demos via the phone emphasizing service value and benefits, discussing contract terms, quoting prices and closing sales.
- New business, data entry.
Inside Sales/Account Management
TASC
Madison
01.2014 - 01.2021
- Lead generation and development, targeting qualified prospects. Using a full discovery philosophy to identify potential client goals and pain points.
- Work outbound sales initiatives through cold calling, cold e-mail and LinkedIn.
- Work inbound sales queue identifying potential client needs and deliver solutions.
- Maintain up-to-date knowledge of all product offerings and sales strategies.
- Data Entry – CRM. Document review for accuracy. Verify data as needed.
- Work closely with the customer service team to ensure smooth and proper plan set up for new clients.
Inside Sales – Group Business Division
TASC
Madison
01.2005 - 01.2014
- Prospect and close targeted leads focusing on engagement with Human Resource executives.
- Cross-sell TASC group products to existing TASC clients via call campaigns.
- On board new clients working with key Human Resource associates.
- Conduct various client meetings and participant meetings.
- Maintain knowledge of all TASC employee benefit offerings including FSA, HRA, COBRA and ERISA.
Education
Certified Employee Benefit Specialist (CEBS) -
Wharton School
01.2005
A.A. - Real Estate & Accounting
Madison College
01.1988
Skills
- Account Management
- Prospecting
- B2B and B2C Sales
- Sales Reporting & Correspondence
- Forecasting & Strategy
- CRM – Salesforce
- Microsoft Suite
- Google Workspace
Additional Information
Prior work experience available upon request.
Volunteer Experience
- American Family Children’s Hospital, WI
- Meals on Wheels
- Habitat for Humanity
- United Way
- WI Humane Society
Personal Information
Title: Account/Sales Executive
Timeline
Account Executive
CPG Documentation
01.2024 - Current
Account Executive
Thomas, a Xometry Company
01.2021 - 01.2024
Inside Sales/Account Management
TASC
01.2014 - 01.2021
Inside Sales – Group Business Division
TASC
01.2005 - 01.2014
Certified Employee Benefit Specialist (CEBS) -
Wharton School
A.A. - Real Estate & Accounting
Madison College