Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Lindsey Truman

Lindsey Truman

Plano,TX

Summary

Driven and passionate Account Executive 18 years of experience and special interest in selling to small businesses with high potential for mutually-beneficial partnerships. Dedicated to developing long-term relationships with customers. Focused on building intimate knowledge of products and services as well as unique small-business needs.

Overview

18
18
years of professional experience

Work History

Business Development Representative

Yooz AP Automation
01.2024 - Current
  • Consistently slaying monthly quota and ranked top performing sales representative by February 2024, exceeding quota by 105%.
  • Met March and April 110% of quota
  • Completing articulate and entertaining demos of the Yooz platform, emphasizing relevant and pertinent product features based on analyses of customers' needs to mid-market C-Level Finance executives.
  • Intelligently and intentionally analyze program/campaign effectiveness and provide suggestions on how to optimize tactics to achieve defined KPIs.
  • Enhance customer satisfaction through attentive service, addressing concerns promptly, and offering tailored solutions.
  • Increase sales revenue by building strong relationships with clients and providing insightful product recommendations.
  • Streamline sales process efficiency by maintaining accurate records of client interactions in CRM systems, ensuring seamless followup.
  • Constantly collaberate with marketing team to develop targeted promotional campaigns that drove increased engagement from prospective customers.
  • Boosted lead conversion rates by conducting thorough needs assessments, identifying opportunities for upselling and cross-selling.

Mid Market Account Executive

Intuit Inc
06.2023 - 11.2023
  • Increased customer satisfaction by quickly resolving account issues and providing exceptional service.
  • Consistently slayed all KPIs, meeting monthly sales quota at 100%.
  • Achieved sales targets by developing customized solutions tailored to client needs and presenting compelling value propositions, ranking 5th in the Mid-Market division.
  • Demonstrated product expertise during client presentations, effectively communicating features, benefits, and competitive advantages of Intuit's QuickBooks Online ecosystem and QuickBooks Desktop Enterprise to customers.


Sales Development Representative

Intuit Inc
03.2023 - 06.2023
  • Exceeded all monthly KPIs and lead conversion exceeded 50%.
  • Increased sales leads by implementing targeted outreach strategies and personalized followups.
  • Expanded client base by conducting market research to identify new prospects and potential business opportunities.
  • Enhanced team performance through regular sales training sessions, role-playing exercises, and constructive feedback.
  • Fostered a competitive yet supportive team environment that encouraged individual growth while driving collective success towards shared goals.
  • Generated detailed reports on sales activity, pipeline progression, and account updates for senior leadership review during weekly meetings.

F1000 New Business Account Executive

LexisNexis
06.2022 - 10.2022
  • Spearheaded strategic business initiatives at LexisNexis
  • Collaborated and lead with cross-functional teams to develop comprehensive marketing materials for prospective clients.
  • laser focused, optimized, and streamlined territory management, maximizing reach through automated marketing campaigns, cadences, and automated emails.
  • successfully developed a deep understanding of client needs through active listening and probing questions during meetings and calls, acquiring new business and exceeding monthly quotas by 40%.


Client Development Manager

SmartSheet Inc
02.2022 - 06.2022
  • Steered client-focused marketing strategies
  • Strengthened client relationships by consistently delivering outstanding service and support.
  • Implemented tailored marketing strategies for diverse industries, resulting in increased client satisfaction and retention.

(recruited by LexisNexis)

Customer Success Manager

Global Grid for Learning, PBC
07.2020 - 02.2022


  • Streamlined customer onboarding process for accelerated product adoption and increased retention rates.
  • Successfully manage channel development, marketing, business development, and client outreach as Google's and Coursera’s liaison, offering their professional certificates to high schools and community colleges nationwide, exceeding participant quotas.
  • Driving sales and engagement success through shared vision recognition of quality performance, eliminating gaps

between client communications.

  • Creatively collaborated and worked cross-functionally with headquarters, regional, and other teams nationally to maintain consistent brand message and client experience.
  • Swiftly identified opportunities and cultivated new business through 150 new cold calls per week, booking 5-7 demos per week, selling data integration support, SSO, cloud computing, data analytics for learner engagement,iPaaS, SaaS, and other sustainable solutions to school districts’ key stakeholders worldwide.



Self - Employed

Self - Employed
08.2012 - 07.2020
  • Full time parent

Strategic Account Manager

Air Liquide America
10.2006 - 08.2012
  • Streamlined sales process, shortening cycle by 15%
  • Enhanced client relationships by consistently delivering strategic insights and tailored solutions.
  • Managed a portfolio of key accounts, ensuring high levels of client satisfaction and retention.
  • Collaborated cross-functionally to address client needs promptly and efficiently.

Education

B.A. -

Mount Saint Mary's University
Los Angeles, CA

Skills

  • Business Relationship Management
  • Lead prospecting
  • Account development
  • Lead Generation
  • Cold-calling
  • Project Management
  • Salesforce
  • Continuous professional improvement

Languages

English
Native or Bilingual
French
Full Professional

Timeline

Business Development Representative

Yooz AP Automation
01.2024 - Current

Mid Market Account Executive

Intuit Inc
06.2023 - 11.2023

Sales Development Representative

Intuit Inc
03.2023 - 06.2023

F1000 New Business Account Executive

LexisNexis
06.2022 - 10.2022

Client Development Manager

SmartSheet Inc
02.2022 - 06.2022

Customer Success Manager

Global Grid for Learning, PBC
07.2020 - 02.2022

Self - Employed

Self - Employed
08.2012 - 07.2020

Strategic Account Manager

Air Liquide America
10.2006 - 08.2012

B.A. -

Mount Saint Mary's University
Lindsey Truman