Lance Jackson
Scottsdale,AZ
Summary
Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
4
4
years of professional experience
Work History
Senior Account Executive (SMB)
Dialpad
07.2022 - Current
- Achieves consistent success in exceeding monthly new logo sales targets through the effective promotion of Dialpad's Ucaas and Contact Center offerings to small and medium sized businesses
- Generated new opportunities within assigned territory through inbound lead generation, self-sourced pipeline, collaboration with our channel team, and partnership with 3rd party resellers of Dialpad.
- Maintained accurate records of sales interactions and revenue opportunities in Salesforce CRM for effective forecasting
- Managed end-to-end sales funnel, from lead generation to creating customized talk tracks that catered to individual client needs
- Engaged in regular 1:1 meetings with Manager for coaching, deal reviews, forecasting, and discussing career progression.
- Participated in SDR mentorship program, coaching backend Sales process including demo best practices, pricing call strategies, project scoping and product knowledge.
- Generated over $1,000,000 Annual Contract Value through New Logo Sales
- Achieved above-target results for 6 out of 7 consecutive quarters.
Home Mortgage Consultant
Wells Fargo
02.2021 - 07.2022
- Conducted meetings with loan applicants, assessing requirements and gathering data for facilitating loan applications.
- Completed loan applications, priced loans, locked loan rates and communicated with borrowers throughout the loan process, adhering to WFC policies and procedures.
- Built relationships, highlighted and developed sales skills, supported clients in achieving financial goals through homeownership, and collaborated to grow business
- Generated mortgage business using inbound and outbound lead generation techniques
- Ensured accuracy of applicant information by cross-referencing with credit bureaus and agencies for loan decision-making.
Education
Bachelor of Science in Strategic Communications with an emphasis in Advertising & Public Relations -
Northern Arizona University, College of Social And Behavioral Sciences
12.2018
Skills
- Client Relationship Management
- Sales Quota Achievement
- B2B Sales
- CRM proficiency (Salesforce)
- Territory Development
- Prospecting skills
- ZoomInfo
- Linkedin Sales Navigator
- OutreachIo
Timeline
Senior Account Executive (SMB)
Dialpad
07.2022 - Current
Home Mortgage Consultant
Wells Fargo
02.2021 - 07.2022
Bachelor of Science in Strategic Communications with an emphasis in Advertising & Public Relations -
Northern Arizona University, College of Social And Behavioral Sciences
Similar Profiles
Lauren StilzLauren Stilz
Partner Enablement at DialpadPartner Enablement at Dialpad
Turner OlsonTurner Olson
Sales Development Representative at DialpadSales Development Representative at Dialpad
Namneet SinghNamneet Singh
Call Center Agent at DialpadCall Center Agent at Dialpad