
Proven sales professional with over 10 years of experience in the tech industry, specializing in IaaS and SaaS solutions. Strong foundation in sales management and leadership facilitates the development of lasting relationships within organizations. Expertise in CRM systems such as Salesforce and NetSuite, combined with a focus on team collaboration and adaptability, drives the creation of effective sales strategies and lead generation initiatives. Recognized for reliability, effective communication, persistence, and strong leadership abilities, poised to contribute to the success of an innovative team in the ever-evolving Information Technology landscape.
-Achieved certification in Arizona for selling life, disability, and health insurance.
-Completed necessary studies and secured SIE, Series 6 and Series 63 certifications to facilitate mutual fund sales.
-Developed comprehensive financial plans for individuals, families, and business owners to enhance financial security.
-Conducted strategic dialing campaigns to engage warm and cold prospects, enhancing client acquisition and fostering networking growth.
-Secured 42 clients within a 24-month period.
-Leveraged ZoomInfo to acquire precise contact information for targeted market leads.
Facilitated product sales, including dedicated servers, colocation space, private cloud services, and software-as-a-service, to enhance client infrastructure.
-Cultivated and sustained relationships with diverse customer segments, including small-market businesses and enterprise-level corporations.
-Strengthened relationships by aligning with customer teams, bridging communication between their IT departments and internal operations.
-Demonstrated expertise in IT infrastructure, earning customer trust and advisory status.
-Achieved and exceeded sales objectives regularly to drive company growth as Account Manager and Sales Manager.
-Secured 2021 President’s Club award, demonstrating exceptional team performance with four direct reports.
-Worked with various CRM platforms including Salesforce, NetSuite, Ubersmith, and ServiceNow. Assisted teams in utilizing CRM tools effectively. Supported client relationship management using multiple software systems.
-Applied advanced skills in Word, Excel, PowerPoint, SharePoint, and Outlook to support team collaboration and information sharing.
-Regularly met and exceeded annual quotas of $120,000 and $180,000
-Achieved high customer satisfaction by delivering timely responses to emails and effectively managing phone calls.
-Facilitated positive customer interactions through prompt email replies and proactive phone call engagement.
-Oversaw customer ticket management process, ensuring timely responses and appropriate routing in ServiceNow system.
-Evaluated customer accounts and services to identify upgrade opportunities.
-Developed PowerPoint presentations to effectively communicate customer solutions and pricing strategies.
-Tracked and logged email and call activity in Salesforce to maintain comprehensive communication records.
-Facilitated submission of sales orders for signature through DocuSign.
-Processed orders through NetSuite and Ubersmith.
-Reviewed and resolved billing and invoicing discrepancies for billing and credit teams.
-Spearheaded sales process management through comprehensive discovery solutions, pricing evaluations, and legal consultations as needed.
-Collaborated closely with solutions engineers to design and implement tailored deal architectures.
-Compiled and presented sales forecasts for both monthly and quarterly reports, ensuring alignment with sales leadership objectives.
Guided team members in strategizing to reach annual revenue goals of $60,000, $120,000, and $240,000 tailored to individual roles.
-Oversaw team management, leading groups of up to 8 representatives.
-Conducted regular one-on-one meetings with representatives to ensure alignment with monthly performance goals and provide personalized coaching.
-Executed outreach initiatives targeting customers within $3,000 MRR all the way to $20,000 MRR segments to enhance retention efforts.
Secured renewal contracts with durations of three years and values reaching $750,000.
-Collaborated with sales representatives to strengthen client connections, fostering repeat business and positioning for upcoming projects.
-Achieved successful platform migrations by actively supporting client transitions to Inap’s newest offerings. Streamlined onboarding processes through effective communication and collaboration with customers and internal teams. Optimized account setup and order placements, contributing to enhanced service delivery for clients.
-Verified order accuracy submitted by representatives and counter-signed contracts to ensure complete execution.
-Presented detailed revenue forecasts to VP of Sales, supporting informed business planning and performance evaluation.
As a Customer Success Associate & previous Online Sales Associate, my goal was to take the tasks of managing existing customer accounts for the Colo/IaaS/Managed-Private-Cloud/VPDC side of the customer-base, to allow the Business Solutions Executives more time to focus on closing new-logo business.
-General account information inquiries
-Facility Requests (Client cage access, conference room meetings, etc)
-Contract and other document inquiries
-Billing inquiries (Invoice reviews, adjustments, disputes)
-Remote Hands Disputes (Ticket reviews with support) / Act as liaison between customer and support
-Over-utilization notices
-New client on-boarding
-Interdepartmental liaison (where needed)
-Proactive Account Reviews
-IP Allocation Requests
-Server Bandwidth Upgrades
-Contract Renewals
-Project inquiries
-SIE
-Series 6
-Series 63
-Arizona Life & Health