Kevin Pham
Clackamas,OR
Summary
Motivated Sales and Marketing Executive with experience driving profits through relationship-building and targeted sales plans. Dedicated veteran at attracting new business and boosting retention through customer management, market research and on-point advertising campaigns. Background overseeing sales and marketing team motivation, development and daily activities.
Overview
14
14
years of professional experience
Work History
Strategic Account Executive
LocaliQ/Gannett/USA Today Network
05.2023 - Current
- Manage book of business with monthly billing revenue of $98,500
- Meet with customers and owner operators to present and gain commitment to optimized campaign solutions.
- Develop and execute strategic account plans tailored to each customer’s goals, focusing on increasing product adoption, expanding usage, and uncovering new revenue streams.
- Reviewed sales reports and forecasts to evaluate financial growth and performance.
- Collaborated with internal teams to ensure successful implementation of strategic initiatives.
- Researched and discovered new sales opportunities to elevate revenue and market share.
- Devised direction for strategic accounts by crafting strategies based on market insights and competitive landscape.
Financial Services Broker
Mass Mutual
02.2020 - Current
- Maintaining book of 130 clients with over $30 million in assets under management
- Continuing education on wealth management strategies and new regulations to better serve existing clients
Senior Business Account Executive
Oregonian/OregonLive | Advance Local
07.2021 - 05.2023
- Acquired and closed 30 new accounts with monthly billing revenue of $83,000
- Executed updated marketing plans to increase branding exposure, customer traffic and sales.
- Cultivated professional client relationships by asking appropriate questions, identifying needs and providing insightful information regarding products.
- Addressed marketing needs of customers by creating and designing ads that promoted goods and services of advertisers.
- Organized and improved both long selling cycles and short-term revenue opportunities to effectively capture quarterly revenue.
- Developed detailed sales plans outlining short-term objectives, long-term goals, pricing strategies, promotional tactics and targeted markets.
- Achieved sales goals, increasing revenue for top accounts and expanding personal sales portfolio.
Business Account Executive
T-Mobile
08.2020 - 07.2021
- Closed average four deals a month with average of $3500 in monthly revenue and over 150% over SIM activation quota (68 SIM activation quota per month)
- Promoted new products and services to existing clients as they became available.
- Created customized presentations tailored to the individual needs of each client.
- Drove sales of company products and services by meeting with customers using strategic and organized approach.
- Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
Financial Advisor/Lead Advisor
New York Life Insurance Company
12.2018 - 08.2020
- Executive Council member 2019 and 2020
- Million Dollar Round table qualifier
- Acquired 60 new clients and $30 million in assets under management
- Lead advisor
- Coached and mentored 12 advisors on building their practice
Financial Advisor
Pacific Advisors
01.2018 - 12.2018
- Acquired 50 new clients and $15 million in asset under management within the first year
- Gained knowledge in wealth management (estate planning and tax strategies) under Park Avenue Securities
Financial Advisor/College Unit Director
Northwestern Mutual Financial Services
01.2016 - 12.2017
- Pacesetter first 40, acquired 40 new clients in first 6 months
- Pacesetter second 60, acquired 60 new clients in second 6 months
- Promoted to College Unit Director in first year
- Lead and mentored a team of 70 college interns, teaching prospecting and financial planning skills
Billing and Eligibility Specialist
Moda Health
01.2015 - 01.2016
- Review applicants to see if customers are eligible for enrollment using company programs like FACETs and Content Manager
- Process refund checks/ACH to members as needed
- Prepare member billing processes and reconciliation processes
- Audit enrollment forms making sure information matches system
Operation Specialist
Nike, Inc.
11.2010 - 12.2012
- Lead shipping and receiving team
- Inventory management
- Prep items for sales floor
- Assist with visual displays of apparel and footwear in store
Education
Bachelor of Science - Finance
Portland State University
Portland01.2013
Bachelor of Science - Biology
Warner Pacific College
Portland, OR01.2011
Skills
- Data-driven decision making
- CRM proficiency
- Value-based selling
- Sales operations
- Client engagement
- Sales analytics
- Pipeline management
- Sales enablement
- Upselling strategies
- Marketing automation
- E-commerce strategy
- Affiliate marketing
- Google analytics
- Digital branding strategies
- Multichannel marketing
Volunteer Experience
- Oregon Vietnamese Golf Association, Promoting the game of golf in Oregon to minorities by hosting monthly golf outings, formal tournament play, and social outings., Introducing the game of golf to a younger audience by social media influencing, networking, and introductions in social environments.
- Big Brothers/Big Sisters Northwest, Assisted with and participated in group activities and field trips., Monitored youth during activities., Tutored youth between the ages of 8-13 and assisted with homework assignments.
- Children's Golf Course, Instructed youth between the ages of 8-13 with the game of golf.
- Rotary Club of Portland, Dedicating time and efforts towards humanitarian services in everyday life, high ethical standards in business and professions, and promoting understanding and goodwill through community programs.
Languages
Vietnamese
Native/ Bilingual
Timeline
Strategic Account Executive
LocaliQ/Gannett/USA Today Network
05.2023 - Current
Senior Business Account Executive
Oregonian/OregonLive | Advance Local
07.2021 - 05.2023
Business Account Executive
T-Mobile
08.2020 - 07.2021
Financial Services Broker
Mass Mutual
02.2020 - Current
Financial Advisor/Lead Advisor
New York Life Insurance Company
12.2018 - 08.2020
Financial Advisor
Pacific Advisors
01.2018 - 12.2018
Financial Advisor/College Unit Director
Northwestern Mutual Financial Services
01.2016 - 12.2017
Billing and Eligibility Specialist
Moda Health
01.2015 - 01.2016
Operation Specialist
Nike, Inc.
11.2010 - 12.2012
Bachelor of Science - Finance
Portland State University
Bachelor of Science - Biology
Warner Pacific College