Summary
Overview
Work History
Education
Skills
References
Timeline
SalesAssociate
Kirt Bassi

Kirt Bassi

Fallbrook,CA

Summary

Experienced and goal-oriented Sales Management professional with over 15 years of inside and outside/territory sales. A proven leader with excellent salesmanship, negotiation, and closing skills who consistently exceeds sales quotas. Extensive involvement in all levels of relationship building, sales cycles, and program development. Nationally recognized leader known for great presentations and a keen skill for engaging audiences to optimize sales, while cultivating top-performing teams to meet challenging deadlines, and exceeding sales goals & projections.



Overview

15
15
years of professional experience

Work History

Client Relationship Manager

Wealthability
12.2016 - Current
  • Prepare sales presentations for clients showing success and demonstrate the value proposition of Wealthability's wealth & tax strategies to prospective clients; highlighting the benefits of strategic planning solutions in enhancing their bottom line to encourage purchases.
  • Conduct competitive business and tax analysis to understand the positioning and offerings of other tax incentive providers, identifying differentiators and strategies to stay ahead of the market.
  • Develop and execute a strategic sales plan to target and penetrate the professional firm market, driving revenue growth and expanding the client base
  • Identify and prospect potential clients, including businesses and organizations across various industries, that could benefit from our tax incentives solutions, leveraging market research, industry knowledge, and existing networks
  • Work directly with business owners and C-level executives to explore value-added, financial service offerings
  • Cultivate and maintain an excellent rapport & longstanding relationship with clients, to upsell and gain referrals to expand client base
  • Ensure client satisfaction and retention by becoming a trusted advisor for various clients and referral sources
  • Negotiate pricing and contractual agreement to close the sale
  • Provide weekly reporting to executive management on progress of sales activities, tax incentive initiatives, and potential leads within the market
  • Maintain accurate account records and referral opportunities within CRM tools
  • Generate additional leads from conferences and networking events.
  • Foster customer trust and satisfaction by addressing concerns and needs using targeted problem-solving, increasing both customer retention and satisfaction.
  • Assess client needs and develop plans to adequately address current and future objectives.
  • Identify opportunities to cross or up-sell strategy services, and communicate customer needs to the appropriate teams.
  • Recommend new products to clients and maintain solutions-oriented problem-solving for long-term client relationships.
  • Exceeded annual revenue goals by more than 30% year over year through effective sales strategy.
  • Collaborate with upper management to implement continuous improvements and exceed team goals.
  • Enhance profitability by developing pipelines utilizing marketing and sales strategies.
  • Participate in one-on-one meetings with sales team members to identify selling hurdles and offer insight into the best remedy.


Vice President of Sales

BestCommercialRates.com
12.2014 - 12.2016
  • Provided strategic vision, inspirational leadership, and direction to all account executives, ensuring the continued development and management of a professional and efficient organization while achieving long and short-term goals & objectives
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Developed short and long-term sales strategies to gain market share, uncovering new sales opportunities, and increasing revenue.
  • Fostered performance development of staff through ongoing coaching and mentoring on best practices.
  • Forecasted sales and established processes to achieve sales objectives and related metrics.
  • Increased revenue by implementing effective sales strategies in the sales cycle process from prospecting leads through close.
  • Implemented high-volume national email marketing campaigns, resulting in an average of 100 leads per month.
  • Created and implemented successful sales campaigns to drive leads and increase sales.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Established and maintained positive relationships with vendors to determine product availability and quality.
  • Exceeded sales goals by implementing aggressive sales programs, overhauling processes, and facilitating market development.
  • Monitored and adjusted pricing based on market trends and customer feedback to meet expectations and increase closings.
  • Developed and presented sales presentations to potential customers to highlight the features and benefits of our commercial lending products.
  • Utilized internal lead referral tools to solicit new business opportunities and contacts.
  • Collaborated with other executives to implement continuous improvements and exceed company sales goals.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Recruited, interviewed, and hired employees and, implemented a mentoring program to promote positive feedback and engagement.
  • Managed revenue models, process flows, operations support, and customer engagement strategies.
  • Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.
  • Implement effective B2B strategies for success by utilizing knowledge of the sales process and efficient selling techniques to drive results & consistently exceed sales/revenue targets
  • Collaborated with vendors/partners to identify opportunities for new business and leveraged those contacts to uncover and close new opportunities
  • Formulated and executed comprehensive marketing, branding, and development strategies to facilitate the sales process and ensure consistency throughout the organization
  • Defined SaaS sales strategy, as well as directing and managing the sales department, in order to achieve strategic goals
  • Developed organizational sales plan, as well as departmental policies and procedures
  • Applied time-management skills to planning and managing projects while continuously evaluating revenue targets and ensuring time and resource investment to produce greater returns
  • Managed sales cycle and facilitated hiring/training/development of account executives
  • Exceeded commercial real estate sales goals by 50% month over month
  • Mentored and developed sales teams, while providing virtual support for client presentations to sales staff
  • Utilizde CRM system to effectively prospect and manage client base with highest levels of efficiency.

Director of Sales / Closing Team Manager

JPMorgan Chase Bank
05.2011 - 11.2014
  • Managed purchase/refinance sales teams resulting in originating an average of over 1.5 billion dollars in loans per month, while exceeding SLA deliverables for quality assurance.
  • Motivated and directed staff to consistently exceed performance and quality standards through coaching and development.
  • Mentored and counseled employees to ensure the highest level of accuracy/quality achieved on every loan origination.
  • Managed the collaboration between multiple sites and departments nationwide, to facilitate new sales and operations processes & workflow geared towards seamless migration.
  • Implemented process improvements between sales, processing, and closing departments.
  • Consistently achieved the highest levels of sales and performance rankings within the entire division.
  • Handled customer escalations related to origination, pricing fees, processing, and funding/post-closing.
  • Interviewed, hired, and trained new staff members.
  • Ensured staff received pertinent training to complete all job-related skills to support employee growth and development.
  • Worked closely with underwriting and processing teams to resolve issues or capture opportunities for operational improvement.
  • Hired, trained, mentored, counseled, and completed performance evaluations for employees under my direct supervision.
  • Completed several government compliance and multi-state regulation courses, including Dodd-Frank 2014 changes.
  • Ensured established production-based benchmarks were consistently exceeded by mortgage closing and funding/post-closing staff.
  • Knowledgeable in FNMA, FHLMC, FHA, & secondary market guidelines.
  • Managed a team of sales representatives, providing guidance, coaching, and support.
  • Achieved dramatic sales increase by skillfully managing relationships and proactive sales approaches.
  • Monitored and coordinated workflows to optimize resources.
  • Resolved problems with clients to maintain relationships and increase return customer base.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Implemented systems and procedures to increase sales.
  • Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into the best sales solutions.


Business Development Manager / Program Manager

State of Arizona
06.2008 - 05.2011
  • Directed, managed and coordinated major projects/functions relative to the implementation of program/activities.
  • Responsible for monitoring the implementation, service delivery and performance of programs within the Department of Economic Security.
  • Managed department staff of 65 direct reports.
  • Ensured sensitive processing timelines and deadlines were met.
  • Interpreted and adhered to federal and state laws, rules, and regulations to ensure compliance.
  • Researched, analyzed, and prepared reports relative to programmatic performance.
  • Developed interpersonal relationships with contractors, governmental agency representatives, non-profit and for-profit agency representatives, citizen advocacy groups, and other officials throughout the state of Arizona.
  • Prepared and presented a variety of weekly, monthly, and quarterly reports related to scope, progressions, trend analysis, etc
  • Responsible for increasing program participation more than 300% to record levels unprecedented in state history, by selling the value add of the benefits program implemented by DES.
  • Reached out to potential customers via telephone, email, and in-person inquiries.
  • Established relationships with key decision-makers within organizations, to promote growth and retention.
  • Performed client research and identified opportunities for account growth, penetration, and market expansion.
  • Established KPI's to track and analyze business progress, and adjusted strategies accordingly.
  • Kept meticulous client notes and updated account information in company databases.
  • Developed processes to analyze customer feedback to incorporate insights into product offering strategies.
  • Taught consultative selling techniques to new and existing staff members to build expertise.
  • Built relationships with customers and the community to establish long-term department growth.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Managed accounts to retain existing relationships and grow share of business.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Prepared sales presentations for clients showing the success and credibility of DES offerings.
  • Organized promotional events and interacted with the community to increase sales volume.
  • Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
  • Aligned DES goals with customer outcomes and increased satisfaction by automating contact management systems.
  • Prepared presentations for clients to show the success and credibility of the state's DES products.
  • Organized promotional events and interacted with the community to increase sales volume.
  • Held one-on-one meetings with team members to identify selling hurdles and offered insight into best strategies.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.

Education

Bachelors of Science - Business Mgmt., Financial Analysis

State University of New York
Buffalo, NY
05.1996

Skills

  • Superior Sales/Business Acumen
  • Dependable and Ethical
  • Proven success in SaaS, B2B, Enterprise, Technology, B2B/B2C, and Consultative Sales
  • Exceptional communication/presentation skills
  • Prospecting/Cold calling
  • Proficient in Salesforce & other CRM software
  • Up-Selling and Cross-Selling Techniques
  • Team Leadership and Collaboration
  • Contract Negotiation
  • Relationship Cultivation and Retention
  • Business Growth Strategies
  • Sales Targeting and Reporting
  • Competitor Analysis
  • Strategic Planning and Account Acquisition
  • Sales Presentations Expert
  • Lead Identification and Generation
  • Client Base Retention and Territory Management
  • Analytical Problem Solver
  • Interdepartmental Collaboration
  • Sales Processes and Closing Techniques Expert
  • Pre-Sales Support and Solution Selling
  • Time Management

References

Professional references available upon request

Timeline

Client Relationship Manager

Wealthability
12.2016 - Current

Vice President of Sales

BestCommercialRates.com
12.2014 - 12.2016

Director of Sales / Closing Team Manager

JPMorgan Chase Bank
05.2011 - 11.2014

Business Development Manager / Program Manager

State of Arizona
06.2008 - 05.2011

Bachelors of Science - Business Mgmt., Financial Analysis

State University of New York

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Kirt Bassi