Results-driven full-cycle Sales Professional focused on net-new business, consultative selling, and high performance. Currently a Senior Account Executive at NerdWallet with over $4.5 million revenue generated in SMB/Fintech.
Overview
4
4
years of professional experience
Work History
Senior Account Executive
NerdWallet
07.2026 - Current
Managed full sales cycle for SMB Financial products/lending, from discovery to signed contracts.
Over $4.5 million in Lifetime revenue generated for the company and channel partners
Maintained 20-30% close rate month over month, and a 4th highest quota attainment org wide at 156% to goal in June 2026
Account Executive
NerdWallet
01.2026 - 07.2026
Q1 '26 Attainment - 60% to goal
Q2 '26 Attainment - 111% to goal
Junior Account Executive
NerdWallet
07.2025 - Current
Q3 '25 Attainment - 230% to goal
Q4 '25 Attainment - 125% to goal
Sales Development Representative
NerdWallet
02.2025 - 07.2025
Responsible for prospecting and re-engaging renewal opportunities from an existing book of business.
Spearheaded pilot program for SDR support on all new Premium business opportunities
Maintained daily KPIs consisting of 125 minimum dials and 3+ two minute connections with business owners
SDR of the Quarter - Q2 2025
141% to goal - 92% CVR - $97k in Revenue
Average Monthly Attainment: 159% to goal
Sales Consultant
Closing Bible
06.2024 - 09.2024
Generated roughly $100k in revenue for this company between two reps, with a monthly company revenue of $80-100k per month, selling $6.2k B2C sales coaching program
Contributed to breaking a company record for amount of revenue generated in one day - $36,000
Managed CRM records to track pipeline activity, follow-ups, and sales reporting
Sales Consultant
Legendary Marketer
02.2023 - 04.2024
Generated over $400k+ in revenue for the company selling $2.5k and $4.5k course, coaching and Mastermind products on a 3-call sales process.
Had multiple months being top 20% producer amongst a team of 180 sales professionals.
Provided ongoing support and guidance to clients in implementing and executing on the strategies being taught in the curriculum.