MS 365
JONATHAN CANNON
Sacramento,Ca
Summary
Collaborative leader with a proven track record in partnering with health insurance brokers, telecom brokers, IT consultants, and recruiters to drive the adoption of engaging and empowering products that provide financial and holistic benefits to businesses, while promoting employee commitment. Recognized for exceptional relationship-building skills, adept at establishing and nurturing connections with a diverse range of stakeholders, from C-level executives to small and medium-sized business owners. Thrives in dynamic, fast-paced environments where building and maintaining strong relationships is paramount.
Overview
17
17
years of professional experience
1
1
Certificate
Work History
Agency Development Manager/Agent
COLONIAL LIFE
08.2022 - Current
- Marketing voluntary benefits to Employers, HR Directors, and Plan Administrators across California
- Write new business via Direct Sales, Leveraging Insurance Broker relationships, and Social Media Marketing
- Conduct monthly, quarterly, and annual management with ROI/servicing activities focusing on business expansion
- Insurance products include Term, Whole Life, Index Universal Life, & Variable Universal Life policies.
Major Accounts Manager
ADP
12.2021 - 08.2022
- Major Accounts new logo and existing business expansion to C-Level decision makers, Human Resources, and Payroll clients
- Up-market accounts with 100+ employees
- Perform existing service KPIs and QBRs for (ICP) clients
- Streamlining clients' Human Capital Management environment with innovative software services tailor-made for Payroll, Tax, ACA (affordable health insurance) Compliance, 401K Administration, and Recruiting & Direct Staffing clients.
Senior Account Executive
OOMA, Inc.
03.2018 - 03.2020
- B2B direct (cold calling) and strategic vertical marketing to businesses throughout the greater Sacramento area
- Plug n play, Hosted equipment designed to enhance a customer's telco from SMB to Enterprise sector
- Perform in-person and virtual product demonstrations, and proposals, and liaise with 3rd party installation vendors
- Collaborated with internal operations, and finance
- Refer external partners such as Data Circuit carriers and Network cabling installers to deliver cross-functional service offerings
- Post sale, NPA-NXXX porting, and complimentary software training provided as a value add.
Area Service Agent
COLONIAL LIFE
03.2015 - 03.2018
- Marketing of voluntary benefits to businesses across the State of California
- Gained access to business owners, HR directors, and payroll administrators to provide voluntary benefits
- Partner relationships with Health Insurance Brokers to deliver full benefits for mutual clients
- Group employee presentations and subsequent individual employee benefits counseling
- Proactive monthly, quarterly, and annual account servicing.
Account Executive
INTERCALL
01.2013 - 12.2014
- Secure new logos with InterCall's Cisco WebEx Audio & Video conferencing platform, allowing for recurring ad hoc or operated assisted calls between multiple participants
- Software sales of InterCall's licensed softphone plug-in and Cisco 7900 series VoIP equipment for primary usage or failover
- Gained access to new logos via marketing research and held virtual appointments, face-to-face appointments for scope qualification, solution offering, and closing to COO, and CXO, and partnered with IT Consulting firms
- Worked with Fortune 500 companies' IT, sales, marketing, training, and HR departments to find effective communication and collaboration tools for their respective individual business needs.
Enterprise Account Executive
Comcast
10.2007 - 02.2012
- Outside B2B sales of Comcast's High-Speed Internet, VoIP (UCaaS), and cloud-based softphone licensing delivered over a PRI Voice & Data network via Fiber transport, Functionality & Services (LAN, MAN, WAN, VPN)
- Field-trained and liaised with market development reps to extend Comcast's coaxial and fiber footprint
- Helped the Northern California region upgrade from its initial 6Mbps internet & Twisted Pair Copper (POTS) voice platform to its current .99999 reliability utilizing Comcast's fiber network: Comcast's VoIP platform, cybersecurity, and cloud-based perimeter surveillance.
Education
Bachelor of Arts - Business Administration
Cal State Sacramento
Sacramento, CA06.2025
Skills
- Sales Manager/Senior Account Executive
- Enterprise Account Management
- Solution Sales
- Revenue Growth
- RFQ Response
- Proposal
- Interpersonal team player
- On-site/In-person & virtual meetings and product/service demo presentations
- Effective communication, and trusted advisor to foster rapport
- Independent self-starter, proactive and goal-focused with the ability to work remotely while staying actively engaged with clients
- Recruiting and training
- Cross-selling/cross-functional, internal resources collaborator
- Team Leadership
- Adept at identifying opportunities
- Adept at gaining access to clients through research, referrals, networking, and cold calling
- Sales management, able to recruit, train, and support reps in the field or virtually
- Technical Experience encompassing Enterprise Telecom services such as SaaS, Cyber Security, SIP Trunking, SD-WAN, Fiber, and UCaaS equipment
- Virtual platforms: Cisco Meraki & WebEx, Zoom, and MS Teams
- Microsoft Office
- CRM experience includes Salesforce, SalesLoft, HubSpot, Google Suite, and additional MS365 office and technical skills
- Branded Organizational Software - Gathr; (SaaS) Benefits Administration, HR tasks, employee engagement, core and ancillary benefit enrollment
- Ooma Office; (SaaS) seamless, cloud-based, customizable communications
- Cisco; (SaaS) Reservation-less Plus conferencing platform and Meraki managed cloud, (UCaas) Wi-Fi routing, and cybersecurity
- Human Capital Management; (SaaS) HR, recruiting and direct staffing, talent management, time, & attendance, payroll, and compliance platform
- Recruitment Strategies
- Sales management
- Negotiation Tactics
- Relationship Building
- Sales Growth
- Revenue Generation
- Positive Attitude
- Teamwork and Collaboration
- Problem-Solving
- Customer Service
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Excellent Communication
- Computer Skills
- Team Collaboration
- Active Listening
- Effective Communication
- Adaptability and Flexibility
- Decision-Making
- Problem Resolution
- Professional and Courteous
- Task Prioritization
- Work Planning and Prioritization
- Scheduling and Coordinating
- Self Motivation
- Managing Operations and Efficiency
- Interpersonal Skills
- Customer Relationship Management
- Analytical Thinking
- Hiring and Training
- Training and Development
- Goal Setting
- Team Development
- Professionalism
- Good Judgment
- Interpersonal Communication
- MS Office
- Schedule Management
- Preventive Maintenance
- Continuous Improvement
- Adaptability
- Written Communication
- Employee Development
- Performance Evaluation
- Professional Demeanor
- Lead Generation
- Technical Proficiency
- Brand Management
- Business Development
- Financial Management
- Business Planning
- Negotiation
- Onboarding and Orientation
Certification
- California Department of Insurance Life & Health License #0K16051
- Proficiency with MS Office Suite (Word, Excel, PowerPoint, Outlook & Teams)
- Proficiency with Salesforce.com, SalesLoft, HubSpot, Outreach, and ZoomInfo
- Cisco, Avaya, Mitel - On-premises and cloud-based equipment certifications
Accomplishments
- Successfully closed a $1 million Cisco networking hardware and software upgrade migration to Net.com
- Promoted from Business Acct Executive (BAE I, BAE II) to Enterprise Team at Comcast
- Sold multiple six-figure, new logo, web conferencing platform solutions within the Call and Contact center verticals
- Received recognition as the highest new logo revenue generator of the first and second quarters with InterCall
- 5x Quota Buster (Top Performer) Award winner with Ooma
- Reached the $10K - 30, 60, & 90-day bonus milestone as a Colonial Life agent
- Received the Area Sales Rep/Agent Rookie of the Year award
- Multiple Premium Pacesetter award winner
- Currently an Area Development/Business Development Manager supporting a team of agents
- Currently rank 2nd in Annualized Premium within the Pacific Northwest/HI Region
Timeline
Agency Development Manager/Agent
COLONIAL LIFE
08.2022 - Current
Major Accounts Manager
ADP
12.2021 - 08.2022
Senior Account Executive
OOMA, Inc.
03.2018 - 03.2020
Area Service Agent
COLONIAL LIFE
03.2015 - 03.2018
Account Executive
INTERCALL
01.2013 - 12.2014
Enterprise Account Executive
Comcast
10.2007 - 02.2012
Bachelor of Arts - Business Administration
Cal State Sacramento
- California Department of Insurance Life & Health License #0K16051
- Proficiency with MS Office Suite (Word, Excel, PowerPoint, Outlook & Teams)
- Proficiency with Salesforce.com, SalesLoft, HubSpot, Outreach, and ZoomInfo
- Cisco, Avaya, Mitel - On-premises and cloud-based equipment certifications
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursWork from home optionPersonal development programsTeam Building / Company Retreats401k matchSoftware
Salesforce
Interests
Homeless Outreach
Martial Arts
USA Boxing Northern California
Quote
“If I tell you I good, probably you will say I am boasting. But, if I tell you I'm no good, you'll know I'm lying.”
Bruce Lee
Languages
English
Advanced (C1)
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