Joseph N Flynn
Austin,United States
Summary
Dynamic Sr. Account Executive with over 15 years of experience in sales and account management. Proven success in developing and executing strategic plans to achieve business goals. Adept at leveraging data analytics, driving client retention, and exceeding sales targets. Excels in building relationships with key stakeholders to support business growth. Eager to leverage expertise to contribute to your team's success.
Experienced with client relationship management, ensuring high levels of satisfaction and retention. Utilizes strategic planning to drive business growth and meet client needs. Track record of effective team collaboration and achieving targeted outcomes.
Diligent [Desired Position] with background in driving client growth and fostering long-term relationships. Proven track record in managing high-profile accounts and delivering successful campaigns. Demonstrated skills in strategic planning and effective communication.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sr. Portfolio Manager
US Money Reserve
Austin
10.2023 - 02.2026
- Managed high-net-worth retirement accounts for elite clientele, ensuring optimal asset allocation and financial security.
- Developed investment strategies with a focus on precious metals, stocks, and alternative assets to optimize portfolio performance and mitigate risk.
- Collaborated with senior advisors to develop customized investment solutions, ensuring alignment with client goals and objectives.
- Conducted in-depth market analysis to identify emerging trends and opportunities, resulting in proactive investment decisions.
- Utilized technical and quantitative data to manage portfolio risk and optimize asset allocation.
- Analyzed thorough dedication to client service and communication, ensuring client satisfaction and retention.
- Developed and implemented strategies to maximize portfolio growth and diversification, resulting in increased client satisfaction and retention.
- Conducted regular portfolio reviews and performance evaluations, ensuring alignment with client goals and objectives.
- Utilized technical and quantitative data to manage portfolio risk and optimize asset allocation.
- Analyzed thorough dedication to client service and communication, ensuring client satisfaction and retention.
Sr. Account Executive
Learn Quest
Pittsburg
11.2021 - 09.2023
- Managed multiple client accounts, fostering strong relationships and ensuring satisfaction through touch points to ensure client retention.
- Collaborated with Associate Account Managers and AI Partners to develop and implement customized solutions, ensuring alignment with client goals and objectives.
- Partnered with Analytics and AI Operations teams to analyze data and develop insights for client accounts.
- Utilized technical and quantitative data to manage portfolio risk and optimize asset allocation.
- Prepared technical and campaign reports to analyze client performance and inform client reviews and strategy adjustments.
- Maintained weekly campaign status documentation for tracking.
- Coordinated with Finance department to manage billing setup and invoicing, ensuring accuracy and timely financial operations.
- Operational customer interactions and follow-ups with CRM management for accuracy and timely client communications.
- Adhered to established processes and workflows for campaign management, ensuring alignment with client goals and objectives.
- Performed technical and campaign reports to analyze client performance and inform client reviews and strategy adjustments.
Sr. Solutions Specialist
Rackspace
Austin
07.2019 - 08.2021
- Engaged with IT professionals and developers to assess their needs and provide effective application of exceptional service.
- Partnered with Analytics and AI Operations teams to analyze data and develop insights for client accounts.
- Developed and implemented customized solutions tailored to client needs.
- Conducted in-depth technical presentations and demonstrations for clients, ensuring high levels of engagement and satisfaction.
- Managed client relationships, ensuring high levels of engagement and satisfaction.
- Utilized technical and quantitative data to manage portfolio risk and optimize asset allocation.
- Analyzed thorough dedication to client service and communication, ensuring client satisfaction and retention.
ISR
Informatica
Austin
03.2017 - 07.2019
- Base licensing and new business liaison for Enterprise Cloud Data Management.
- Increased Sales Revenue in the Territory by 50% since being in role and built a consistent 130% above Sales Quota.
- Worked exclusively with C-Level Executives to develop a solution that results in lower TCO and a faster ROI.
- Saving companies 30-50% in losses over the course of 1 to 2 years.
- Mentoring team members below quota and helping them to exceed expectations.
- Business and Marketing Development Manager: Identifying and developing new business opportunities.
- Managing the National Account Manager role for the territory.
- Utilizing tools such as Salesforce to manage client relationships and track performance.
- Fitting customer needs with industry trends and emerging technologies to advise clients.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Worked effectively in fast-paced environments.
Skills
- Salesforce (Sales Cloud) Certified
- Consultative Selling
- Solution Selling
- Account Management
- Client relationship management
- Relationship building
- Team collaboration
- Sales quota achievement
Accomplishments
ACC INTEGRITY SELLING* CERTIFIED SANDLER SELLING* CERTIFIED CONSULTIVE SELLING* SOLUTION SELLING* SPIN SELLING* MANAGEMENT* PROBLEM SOLVING* COMMUNICATION* LEADERSHIP*
Certification
- CSP - Certified Sales Professional
Timeline
Sr. Portfolio Manager
US Money Reserve
10.2023 - 02.2026
Sr. Account Executive
Learn Quest
11.2021 - 09.2023
Sr. Solutions Specialist
Rackspace
07.2019 - 08.2021
ISR
Informatica
03.2017 - 07.2019
Rewards
- Top Pipeline Producer Awarded Informatica Apr 2018 - Jun 2018
- Top Producer Jul 2017 - Sep 2017
- Top Producer Informatica Apr 2016 - Jun 2016
- BDM of the Year Informatica Jan 2017 - Dec 2017
- #1 Across All Segments Microsoft Mar 2015 - Feb 2017