Marshal Powell
Phoenix,AZ
Summary
Proactive and strategic thinker with a proven track record in managing new business cases, fostering strong client relationships, and achieving sustainable growth.
Overview
6
6
years of professional experience
Work History
Commercial Account Executive
Varonis Systems
08.2023 - Current
- Collaborated with partners on how we could help their clients and strategize on how to jointly engage with prospect accounts to add to our book of business
- Strategized with current customers using Varonis for Data Security to help fulfill regulatory audits, cybersecurity best practices, C-level technology initiatives, and data privacy
- Prospected into net new business of accounts ranging from 250-1, 000 employees to first identify current challenges, strategize workflows to reach outcomes, present and negotiate contracts with C-level executives
- Developed and maintained relationships with key corporate clients to drive revenue growth.
- Collaborated with marketing teams to create tailored solutions for client needs
- Provided exceptional customer service to ensure client satisfaction and retention
- Negotiated contracts and pricing agreements with clients, ensuring alignment with company objectives and profitability goals
- Utilized SalesForce CRM to track client interactions and sales progress, enhancing overall team efficiency
Territory Development Representative
Varonis Systems
06.2022 - 08.2023
- Partnered with Enterprise Executives and channel partners to strategically strengthen Varonis' standing in the territory by prospecting into target accounts and whitespace to coordinate discovery meetings, promote events, and begin sales cycles
- Conducted market research to identify potential clients and create targeted outreach strategies
- Utilized SalesForce CRM to track sales activities and analyze customer data for trend identification
- Managed a portfolio of accounts, ensuring consistent communication and support to meet client needs and exceed sales targets
Mortgage Loan Originator
Rocket Mortgage
07.2021 - 06.2022
- Obtained federal licensing, and 13 state licenses through the NMLS to consult households on financing options and providing solutions to better their financial situations
- Handled complex and high value transactions daily consulting regulatory, client tax, personal finance, and credit information while making the process simple and enjoyable client for the client
- Conducted comprehensive financial assessments to qualify loan applicants.
- Successfully negotiated loan terms with lenders to secure the best rates for clients.
- Maintained compliance with state and federal regulations throughout the loan process.
- Educated clients on various mortgage products and market trends to aid in decision making
- Conducted thorough needs analysis for clients to recommend suitable mortgage products
- Utilized proprietary CRM software to manage client interactions and streamline the loan application process
- Maintained up-to-date knowledge of mortgage market trends and changes in regulations
Insurance Account Executive
Automatic Data Processing Insurance Agency
05.2019 - 07.2021
- Obtained federal Property & Casualty licensing to help organizations with their Workers Compensation and Business Insurances partnering with the main business hub for payroll services
- Worked in a fast-paced sales environment consulting with small business owners on their insurance needs, insurance carriers that were most compatible and creating deeper partnerships with clients
- Collaborated with underwriters to assess client risks and tailor insurance packages that meet their specific needs
- Utilized proprietary CRM software to track client interactions, enhancing sales forecasting and customer relationship management capabilities
- Analyzed market trends and competitor offerings to develop competitive pricing strategies
Education
Bachelor of Science -
University of Arizona
Tucson, AZ05-2019
Skills
- SalesForce
- Pricing Software Platforms
- Various Proprietary CRM
- Systems Analytical Thinking
- Communication Skills
- Project Management
- Market Research
- Negotiation Skills
Timeline
Commercial Account Executive
Varonis Systems
08.2023 - Current
Territory Development Representative
Varonis Systems
06.2022 - 08.2023
Mortgage Loan Originator
Rocket Mortgage
07.2021 - 06.2022
Insurance Account Executive
Automatic Data Processing Insurance Agency
05.2019 - 07.2021
Bachelor of Science -
University of Arizona
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