KELLY JOHN SULLIVAN
Cincinnati,OH
Summary
Client-focused professional with experience prospecting, managing, and growing client relationships to drive satisfaction, retention, and long-term value. Skilled in strategic problem-solving, proactive communication, and guiding clients through complex processes to ensure successful outcomes. Proven ability to build trust and foster lasting partnerships through tailored support and consistent follow-through.
Overview
6
6
years of professional experience
Work History
Account Executive
Beyond Finance
11.2022 - 08.2025
- Delivered consultative, solution-oriented financial plans that addressed client pain points and built long-term trust.
- Managed a high-volume portfolio, enrolling $1.2M+ monthly in revenue and generating over $30M from 2023–2025.
- Maintained top 20% ranking in companywide performance metrics while mentoring new team members and supporting onboarding.
- Drove client adoption and retention, achieving a 45% close rate with 85% same-day conversions.
- Built personalized outreach campaigns, advising inbound and outbound leads to maintain a healthy pipeline and improve client engagement.
- Recognized in the October 2024 Employee Spotlight after enrolling $2.1M at a 65% EQ, leading the sales division.
- Consistently exceeded efficiency and retention KPIs, surpassing 93% of monthly targets.
- Collaborated cross-functionally with internal support teams to improve to optimize retention rates of 88%
Outreach Director
Grow Team/ Manta
02.2021 - 10.2022
- Managed full account lifecycle, from discovery and presentations through negotiation, onboarding, and account growth.
- Spearheaded outreach campaigns and business development initiatives, increasing qualified lead volume and strengthening account pipelines.
- Partnered with marketing and production teams to design campaigns that aligned with client goals and drove adoption.
- Built executive-level relationships, presenting value-driven strategies to C-level stakeholders across industries and provided personalized marketing strategies that delivered 10% ROI.
- Promoted to Senior Outreach Director after year one to lead a new sales initiative due to consistent performance.
- Exceeded KPIs at a 98% weekly rate, consistently contributing to company growth and client satisfaction.
- Provided post-sale support, ensuring smooth onboarding and alignment between client expectations and results.
Account Manager
Clone Connect
04.2019 - 01.2021
- Scaled an early-stage startup into a recognized market leader, generating $3M+ in growth between 2019–2021.
- Managed a portfolio of 30+ high-value accounts, achieving a 95% renewal rate through ongoing consultation and client success initiatives.
- Negotiated contracts from $1.5K–$200K, tailoring proposals to client needs and shortening the sales cycle.
- Executed wholesale deals delivering 10M+ seeds per season, ensuring accuracy and reliability for both small and enterprise-scale farms.
- Expanded accounts through upselling and cross-selling, brokering third-party products to meet evolving client business goals.
- Surpassed sales quota by 150%, closing 40+ contracts in under 4 months during a record-setting growth period.
- Increased sales volume by 41%, establishing the company as one of the largest wholesalers in a volatile industry.
- Ranked in the top 10% for sales volume growth and performance metrics YoY.
Education
Bachelor of Arts - Economics
San Diego State University
San Diego, CA05-2015
Skills
- Upselling & Cross-Selling
- Sales Forecasting & Reporting
- Project Management
- Customer Onboarding & Implementation
- Collaborative Strategy
- Customer Retention
- Presentation & Demo
- CRM Software
- Client engagement
- Data analytics
Timeline
Account Executive
Beyond Finance
11.2022 - 08.2025
Outreach Director
Grow Team/ Manta
02.2021 - 10.2022
Account Manager
Clone Connect
04.2019 - 01.2021
Bachelor of Arts - Economics
San Diego State University