Summary
Overview
Work History
Education
Skills
Timeline
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Jonathan Sandoval

Jonathan Sandoval

Tracy,CA

Summary

Results-driven SaaS Account Executive with 8+ years of sales experience spanning inbound, outbound, and full-cycle sales environments. Proven track record of exceeding quota (110–120%+ consistently) through consultative selling, value-based discovery, and disciplined pipeline management. Skilled in managing and expanding client accounts, driving upsell and attach rates above goal, and translating complex financial and technical solutions into clear business value. Trusted advisor to SMB clients with strengths in CRM utilization, relationship building, and delivering personalized proposals that increase retention and long-term revenue growth.

Overview

14
14
years of professional experience

Work History

SaaS Account Executive

Intuit
Remote
11.2024 - Current

Directed client account management with a focus on ecosystem adaptation, ensuring exceptional customer experience and addressing client concerns through defined value propositions.

Streamline sales conversations by leveraging emotional intelligence to explain complex technological concepts, resulting in an average sales conversion rate of 115% to goal.

Drive an average upsell attach rate of 105% to goal over the past three quarters through consultative selling techniques.

Develop thoughtful and personalized proposals that highlight unique improvements to client objectives, fostering a high degree of trust and loyalty

Manage the sales pipeline effectively using CRM tools to document client interactions, consistently exceeding monthly quota goals at 110% to goal or more

Account Executive

Choice Financial INC
Livermore, CA
06.2021 - 09.2024

Oversaw team operations and development strategies, achieving a 15% increase in yearly sales compared to the previous year.

Implemented strategies to exceed sales quotas, fostering team development and contributing to organizational success.

Led training initiatives that inspired team members and fostered a high-morale environment, resulting in increased yearly sales representing a 15% growth rate from prior year.

Built and nurtured long-term relationships with customers and referral agents to ensure sustained business through effective communication and trust.

  • Prepared and presented detailed reports on account performance and strategic recommendations.
  • Analyzed market trends to identify new business opportunities and enhance service offerings.

America's Security

Regional Manager
Pleasanton, CA
02.2012 - 02.2020

Developed strategic partnerships with customers and referral agents, prioritizing trust and effective communication to secure lasting business relationships.

Elevated branch productivity by 20% and enhanced customer satisfaction scores by 30%.

Crafted and assigned staff schedules, resulting in a 30% decrease in scheduling conflicts and a 10% increase in staff satisfaction

Oversaw daily operations to drive branch performance, achieving a consistent increase in customer retention.

Fostered a culture of teamwork through regular training sessions, leading to improved employee engagement and service quality

Education

High School Diploma -

Merrill F West High School
Tracy, Ca

Skills

  • SaaS Sales
  • Account Executive
  • Full-Cycle Sales
  • Consultative Selling
  • Pipeline Management
  • Quota Attainment
  • Deal Closing
  • Sales Forecasting
  • CRM Management
  • Subscription-Based Sales Models
  • Annual & Multi-Year Contract Negotiation
  • Product Demos & Virtual Presentations
  • Usage-Based & Seat-Based Pricing
  • Customer Retention & Expansion
  • Upselling & Cross-Selling
  • Renewal Management
  • value base selling
  • inside sales
  • outside sales

Timeline

SaaS Account Executive

Intuit
11.2024 - Current

Account Executive

Choice Financial INC
06.2021 - 09.2024

America's Security

Regional Manager
02.2012 - 02.2020

High School Diploma -

Merrill F West High School
Jonathan Sandoval