In my spare time I coach my son's 11U little league baseball team, play guitar in a Doors tribute act, and am working on writing a holiday-themed comic book!
Matt O'Neill
Thousand Oaks,CA
Skills
- Account management
- Content and presentation creation
- Consistently exceeding sales quotas
- Prospecting
- Business development
- Pipeline management
- CRM proficiency
- Territory expansion
- Public speaking
Summary
Account management and sales professional prepared for role with robust background in driving regional sales growth and fostering client relationships. Proven track record of implementing strategic sales plans and achieving targets. Known for strong team collaboration, reliability, and adaptability to changing market conditions. Skilled in leadership, communication, and strategic planning.
Achievements include increasing territory market share 243% over three years at Crescendo Interactive, regular speaking roles at industry conferences, and consistently exceeding quota targets.
Skilled at acquiring and retaining customers and training sales leaders to do the same. Goal-oriented and tactical with a decisive approach.
Overview
18
18
years of professional experience
Work History
Account Management and Sales
Hawkes Learning
02.2023 - 12.2023
- Prospected and sold textbooks and online learning software to higher education institutions across the country
- Managed pipeline from prospecting to close of sale
- Met on-site with instructors and provided curriculum demonstrations to departments
- Compiled database of most common prospect needs for utilization among sales staff
- Closed new business within first two weeks
Account Management and Sales
Crescendo Interactive
01.2017 - 11.2022
- Company Overview: Providing consulting, software and marketing solutions for non-profit organizations seeking to increase fundraising and donor commitments
- Managed sales and customer service in an 11 state territory, selling and supporting software and integrated marketing solutions to nonprofits including medical, educational and faith-based organizations
- Prospected, built and managed sales pipeline from initial contact to close of sale
- Attended conferences as a vendor as well as spoke/lectured to attendees in breakout sessions as a means to build brand reputation and sales prospects
- Grew client base in the territory 243% in my tenure, from 143 to 354 clients
- Deployed client-specific marketing strategies to streamline donor solicitation techniques, including print, social media, digital and in-person outreach leading to millions of dollars in new revenue for clientele
- Created and delivered educational webinars for industry professionals as a means to prospect for new leads by offering cost-free value
- Leveraged Salesforce to generate creative reports as a means to discover un-tapped prospects
- Created and delivered this prospecting strategy as in-person and online presentations to sales and donor management professionals
- Regular conference speaker in New York, Boston, Chicago, Maryland, Washington D.C, Pittsburgh and Philadelphia
Account Management
Digital Insight
01.2016 - 01.2017
- Company Overview: Account Management - Banking Sector
- One of 5 employees with a 100% tNPS score in Q1 2017
- Quickly promoted to managing at-risk, high-spend accounts
- The department's top performer in call volume and closed cases on a daily and weekly basis
- Investigate issues concerning digital electronic and direct-check payments made between consumer and payee
- Coordinate between 3rd party vendors, financial institutions, and internal development teams to ensure accurate and prompt routing of funds
- Open investigations into potential fraudulent transactions and advise financial institutions on results and potential courses of action
Senior Account Management and Escalations
Citrix Online
01.2009 - 01.2016
- Company Overview: Senior Account Management and Escalations (remote)
- Handle at-risk, high-spend major accounts that are experiencing technical difficulties beyond what can be resolved at the level 1 and level 2 support departments
- Troubleshoot problems experienced with Citrix Online software, including GoToMeeting, GoToWebinar, GoToAssist, OpenVoice teleconference service, and GoToAssist Remote Support
- Diagnose issues and coordinate solution implementation with end-user IT departments, Citrix Online product developers, and database engineers
- Coordinate meetings with users, account managers and product developers throughout the process of diagnosing and resolving issues as needed in order to ensure up-to-date information and customer satisfaction
- Investigate, diagnose and resolve global teleconference challenges faced by meeting organizers
- Work directly with in-house audio service engineers as well as teleconference providers to isolate sources of functionality issues, often real-time during live events
Call Center support representative
Citrix Online
01.2006 - 01.2009
- Company Overview: Call Center support representative
- Field incoming telephone calls from customers experiencing technical issues with Citrix Online products
- Field incoming email questions from customers in a timely manner in order to adhere to SLAs
- Followup with customers when escalations have been resolved and assist in implementing solutions when applicable
Education
B.A - Sociology
University of California Santa Barbara
References
Available upon request:
-CEO Crescendo Interactive,
-Senior counsel to a sitting United States senator
-Former supervisor at Digital Insight / NCR
Interests
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Software
Salesforce
CRM software
MS Office
Webinar/Meeting software
Slack/Discord/Chat programs
Quote
Fall seven times; stand up eight.
Japanese proverb
Work Preference
Work Type
Full TimeWork Location
RemoteHybridOn-SiteImportant To Me
Career advancementWork-life balanceCompany CultureWork from home option401k matchPaid time offStock Options / Equity / Profit SharingPaid sick leaveTimeline
Account Management and Sales
Hawkes Learning
02.2023 - 12.2023
Account Management and Sales
Crescendo Interactive
01.2017 - 11.2022
Account Management
Digital Insight
01.2016 - 01.2017
Senior Account Management and Escalations
Citrix Online
01.2009 - 01.2016
Call Center support representative
Citrix Online
01.2006 - 01.2009
B.A - Sociology
University of California Santa Barbara
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