Enterprising, extroverted, and goal-oriented professional with an extensive sales and strategic relationship background. Proven track record of success working in fast-paced and high-pressure business settings and building partnerships with high profile decision makers.
Overview
10
10
years of professional experience
Work History
Senior Account Executive
The Arbinger Institute
06.2023 - 07.2024
Primary responsibilities include managing the entire sales cycle with large complex organizations and closing strategic business
Using a structured approach to help clients uncover organizational challenges and presenting solutions to solve them tailored to different stakeholders
Clearly articulate and demonstrate value proposition, driving stories to create enthusiasm among prospects
Engage and educate senior executives on the importance, ensuring alignment to set up the account for high-growth
Create the need for training by giving them a vision for the improvements possible
Finding and building impactful relationships for successful implementation and expanding into their network
Prospecting new clients through cold calling, emailing, referrals, LinkedIn, Outreach and Sales Force
Enterprise Sales Executive
Udo
03.2021 - 06.2023
Company Overview: Software Technology / SaaS
Primary responsibilities included managing the entire sales cycle with large complex organizations
Finding and building impactful relationships for successful implementation and expanding into their network
Prospecting new clients through cold calling, referrals, LinkedIn, and Sales Force
Establishing internal champions to push technology from within
Presenting the product to all necessary parties and managing the entire sales cycle
Leading all negotiations and six figure budget discussions
Secondary responsibilities include building and rolling out the implementation plan within organizations
Building custom use cases for the technology within the organizations from spending time with the implementation team to increase the value to C-Level executives
Software Technology / SaaS
Account Executive
Udo
03.2021 - 07.2021
Company Overview: Software Technology / SaaS
Primary responsibilities included managing the entire sales cycle from first contact to closed contract
Reached out to new clients through cold calling, referrals, LinkedIn, and Sales Force
Presented technology to all necessary parties and managed the entire sales cycle
Led all negotiations and budget discussions
Software Technology / SaaS
Udo Achievements/Honors
Promoted to enterprise sales and director of sales due to my outstanding performance
Led by example with the number one top sales performance in the company
Increased sales activity and demos by over 300% for the company
Independent Insurance Agent
Family First Life
04.2019 - 03.2021
Primary responsibilities included leveraging leads to set up appointments with new insurance prospects
Along with meeting with those prospects to access their insurance needs and recommend a solution that fits their needs and budget
Additional responsibilities included the development and implementation of marketing strategies to attract new clients and generate referrals
First on my Utah team to find success cross selling annuities and master the Medicare cross sell
Lead my team with annuity sales
Owner / Operator
Nature Advanced
12.2017 - 04.2019
Primary responsibilities included meeting with high profile clients to include business owners and website, social media operators to gain and build market share for the business
Additional responsibilities included the development and implementation of marketing strategies to launch a new health supplement brand by working with a team of marketers and developers to create a brand strategy by leveraging Google AdWords, social media, and text and email campaigns
Sales Representative
Golden Customer Care
05.2016 - 11.2017
Primary responsibilities included leveraging leads generated through various sources to customize a product offering of various health supplements and beauty products within one call consultations and convert these consultations into sales
Secondary responsibilities included training new hires and facilitating refresher training sessions with tenured reps
Achievements/Honors
Recognized for top performance and exceptional ability to produce high sales volume across different campaigns
Recognized as top sales rep out of 110 reps within the first month of being eligible
Maintained top 5% sales ranking
Sales Representative
Intermountain Wind & Solar
12.2015 - 05.2016
Primary responsibilities included meeting with new and existing homeowners to develop an energy conversion plan by conducting assessments and consultation for the conversion and installation of residential solar solutions
Financial Account Executive SaaS
Investools from TD Ameritrade Holding Corp
05.2014 - 11.2015
October 1999-June 2008
Primary responsibilities included meeting with branch managers, financial planners, and business owners/decision makers to build an investment software offering by leveraging a consultative approach to increase the value proposition and offering and ultimately convert these opportunities into sales, upsells, and referrals
Promoted to Education Counselor in 2002 and was responsible for selling high dollar programs over the phone to high profile clients
Additionally, promoted to Workshop Director and was responsible for the engagement of the software
Traveled around the country to facilitate in-person and web-based workshops with existing clients to further promote and upsell product offerings to include one on one coaching sessions
Responsible for training other Sales Representatives in utilizing a consultative approach and rapport building to convert leads into sales
Achievements/Honors
Awarded "Million Dollar Club" / Presidents Club honors for consistently being within the top 5% of generated sales in the company.
Part-time English Communication Trainer at British Institute, George Telegraph Institute, Howrah Commercial InstitutePart-time English Communication Trainer at British Institute, George Telegraph Institute, Howrah Commercial Institute