Overview
Work History
Education
Skills
Timeline
Generic

Madison Pitel

Philadelphia,PA

Overview

4
4
years of professional experience

Work History

Sr. Account Executive

FINTRX
06.2019 - Current
  • Spearheaded client acquisition efforts as an Account Executive at Fintrx, successfully securing and maintaining relationships with Tier 1 asset managers with between $1b-$35B in aum,
  • Secured 70 net new accounts to increase company revenue and drive market share
  • Exceeded sales targets consistently, achieving 120% of the assigned quota in the last three consecutive quarters.
  • Brought in over $1,800,000 in revenue while managing multiple high-profile accounts.
  • Obtained pricing deals, negotiated contracts, and solidified beneficial agreements.
  • Networked at industry events and conferences, positioning Fintrx as a leading solution provider in the private wealth sector.
  • Played a pivotal role in the onboarding and training of new team members, sharing industry best practices and sales techniques to enhance overall team performance.
  • Maintained accurate and up-to-date records of prospect interactions and sales activities in the CRM system, ensuring seamless communication and collaboration within the organization.

Account Executive

FINTRX
09.2021 - 12.2022
  • Identified new business opportunities and carried the sales cycle from origination to close, exceeding quota by 150%
  • Worked closely with the VP of Sales and Marketing to develop call strategies, messaging, product knowledge and market understanding to generate highly qualified business leads and improve upon sales skills
  • Received accolades for exceptional account management skills, retaining and nurturing existing client relationships, resulting in a client retention rate of over 90%

Business Development Representative

FINTRX
05.2021 - 09.2021
  • Secured meetings for the Account Executive team
  • Exceeded target amount of cold calls and prospecting emails on a daily basis
  • Promoted to Business Development Associate due to the highest amount of activity and meetings booked across the team

Brokerage Intern

Jones Lang Lasalle
06.2019 - 08.2019
  • Created financial analyses and comparison matrices for an international commercial real estate services firm
  • Analyzed company data of 50+ prospective clients and performed cold calls to market their services in order to turn over hot leads to brokers
  • Assisted firm's top brokers to analyze trends within specific markets and create and perform new sales pitches to clients
  • Worked with a team of five to construct and perform a 30 minute pitch presentation to a client which included a detailed financial analysis, a report on recent trends, and a market overview

Education

Bachelor of Business - Finance And Financial Planning

Temple University
Philadelphia, PA
05.2021

Skills

  • Highly motivated professional with excellent interpersonal skills
  • Client oriented; possesses excellent communication skills, credibility, and consultative expertise
  • Recording all activities in CRM/Hubspotcom
  • Commercial Real Estate Brokerage Intern Certification, August 19, 2019

Timeline

Account Executive

FINTRX
09.2021 - 12.2022

Business Development Representative

FINTRX
05.2021 - 09.2021

Sr. Account Executive

FINTRX
06.2019 - Current

Brokerage Intern

Jones Lang Lasalle
06.2019 - 08.2019

Bachelor of Business - Finance And Financial Planning

Temple University

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Madison Pitel