Summary
Overview
Work History
Education
Skills
Timeline
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Levi Chappell

Roseburg

Summary

Dependable Sr. Lead Sales Executive at SaaS company with over six years of hands-on sales experience while supervising the sales team.


Focused on developing quality relationships and overall customer satisfaction, while increasing YOY revenue. Seasoned in handling customer relations issues, developing and increasing a pipeline, and providing feedback and coaching to the sales team.


My main goal will always be to get the most out of myself and the people around me. If you give me a chance... you won't regret it.



Overview

9
9
years of professional experience

Work History

Sr. Sales Executive

Busify
05.2023 - Current
  • Used cold calling and networking to sell products and services.
  • Sourced new sales opportunities through inbound lead follow-up.
  • Negotiated terms of sales agreements and developed contracts to successfully close sales.
  • Prepared presentations, proposals and sales contracts for existing and potential accounts.
  • Generated leads and solicited new opportunities by leveraging business intelligence and third-party data sources.
  • Identified product or service improvements by remaining current on industry trends, market activities and competitors.
  • Achieved company growth and brand development through market expansion and sales.
  • Established new accounts and serviced existing accounts maintaining professional relationships.

Sales Team Lead

Carrot (Carrot.com)
04.2017 - 04.2023
  • Planned and created attainable and "stretch" sales goals for myself and my team during planning phases while fostering relationships with clients and team members.
  • Sold plans/memberships and was responsible for recruiting signups to our highest tiered plan (Carrot's version of an enterprise plan)
  • Sales team has typically accounted for about 22-26% of company wide revenue. 2022 is trending towards 31% of company-wide revenue.
  • Responsible for my own sales quota (these metrics included: New signups, MRR, ARPU, CLC, Paid services revenue, etc.).
  • Mentored, coached and supported Account Executives, Sales Development Reps, and our Affiliate Manager through staff development, pre-call planning, feedback sessions, and "game-tape" review.
  • Developed and maintained a sales pipeline of hot, warm, and cold leads.
  • Created automated campaigns and sequences for ease of use and better time management.
  • Identified sales objectives and set clear expectations to convert prospects/leads into clients and clients into high performers and/or affiliates.
  • Owned the signup process of our higher level members, services and plans (similar to enterprise and "done for you" services).
  • Managed sales/signups at live events.
  • Planned team retreats, excursions, swag, etc.
  • Responsible for selling out and increasing interest in our bi-annual mastermind event for our top members.

Financial Advisor Assistant

National Planning Corporation
09.2014 - 03.2016
  • Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
  • Delivered high-quality customer service experience through understanding of sales process, policies and licensing requirements which contributed to retention and expansion of client relationships.
  • Studied and developed knowledge on rules and regulations.
  • Reviewed strategies and changing market dynamics with the lead advisor.

Education

BBA - Business Administration And Management

Southern Oregon University
Ashland, OR
07.2017

Skills

  • Staff Training and Development
  • Sales Transaction Processing
  • Sales Presentations
  • Customer Service
  • Upselling and Promotions
  • Product Recommendations
  • CRM Software
  • Account Management
  • Business Development
  • Cold Calling

Timeline

Sr. Sales Executive

Busify
05.2023 - Current

Sales Team Lead

Carrot (Carrot.com)
04.2017 - 04.2023

Financial Advisor Assistant

National Planning Corporation
09.2014 - 03.2016

BBA - Business Administration And Management

Southern Oregon University

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Levi Chappell