Lindsey Truman

• Conducted proactive outreach through cold calling, email campaigns, and social media to generate interest in Vistra Corporation’s products and services.
• Researched and identified key decision-makers using LinkedIn Sales Navigator and Convex.
• Qualified leads by evaluating needs, budget, readiness, and fit for sales-readiness.
• Maintained detailed lead data and documented ESI ID research from ERCOT for pipeline transparency.
• Consistently surpassed monthly quotas for qualified leads, appointments set, and pipeline conversion rates.
• Achieved daily and monthly KPIs, contributing to overall team success.
• Generated $117,000 in revenue since November 2024.
• Responsible for 38% of set all SDR appointments resulting in revenue YTD.

• Utilized Salesforce CRM software and HubSpot to manage all aspects of the sales process.
• Achieved sales targets ranked in the top 5 in the Mid-Market Account Executive division. (Contract work)
• Conducted product demonstrations to showcase features and benefits of QuickBooks ecosystem.

Sales Development Representative - June 2023 - November 2023

• Improved SDR processes, coached new SDRs remotely via Zoom with a variety of methods.
• Achieved 110% of appointment quota February - May in SDR role prior to promotion to Account Executive.
• Developed relationships with existing customers to increase sales opportunities with open-ended questions and identify pain points that additional QuickBooks products and services could solve.

• Cultivated client relationships through strategic insights, exceeding new business quotas by 30% annually and renewing business quotas by 100%.
• Secured $21 million wastewater account, marking largest oxygen injection system installed by Air Liquide, preventing customer plant closure.
• Generated robust sales pipeline, achieving acquisition status for new business within eight months at average sale of $850,000.
• Ranked in top 5 nationally 2007-2011, ranked number 1 nationally 2012.