Matthew Stegenga

• Gained proficiency in enterprise architecture, platform engineering, ingress, and infrastructure, enriching skillset and comprehension in these domains
  
• Developed in-depth account plans and customized outreach strategies, focusing intently on Fortune 500 enterprises, prioritizing engagement with influential figures in pivotal positions like Engineering, Enterprise Architecture, and Product Marketing
  
• Established and nurtured a healthy customer pipeline for ngrok through data-driven outbounding and networking, leading to successful partnerships
  
• Played a pivotal role in shaping sales processes and messaging as an early AE hire.

• Exceeded H2 2021 quota of $416k by 152% with 636k
• Closed largest SendGrid deal within segment at $185k
• Strategized with clients on how to effectively leverage our APIs, products and services
• Partnered across channels and built account teams when necessary for the deal
• Strong focus on prospecting new business and expanding existing accounts
• SKO Sales Tools Presenter
• Marketing Liaison
• Social Selling Brand Ambassador

• Exceeded 2020 quota of $240k by 228% with 548k
• 2020 President's Club winner
• Leveraged extensive knowledge of our products and technologies to help clients succeed virtually
• Spearheaded COVID-19 business continuity plan for a global insurance agency resulting in the largest GlobalMeet deal in company history with over 3000 users and growing

• Ventured into entrepreneurship aiming to establish a flat-fee financial practice centered on comprehensive financial life management. Prevailing life obligations prompted a temporary pause. Seeking stability and broadening technological acumen led to transitioning into software sales.
  
• Concurrently, contributed to Dragon Forged Studios' growth, significantly impacting product research & development, shaping marketing strategies, and enhancing branding.

https://www.etsy.com/shop/DragonForgedStudios

• Managed 400+ clients with over $42M in assets
• Identified and secured a high-value client, overseeing a multimillion-dollar acquisition through a partnership with The Private Bank, and delivered tailored assistance in investment and tax strategies subsequent to the successful sale of their company to a private equity firm
• Worked with clients to support understanding of rationale and details of financial strategies
• Cultivated personal rapport with each client to maintain customer loyalty and establish long-term accounts
• Established client engagement training for team members to help build pipeline

• Prospected high value clients to secure meetings with
  Financial Advisors
• Increased net new invested assets by over $2M in Q2
• Grew bank relationships with individuals and businesses through outbound efforts and on site visits
• Provided education and lessons to local businesses to help new employees develop appropriate savings and investing strategies

• Top 10 in Client Engagement throughout tenure out of over 100 representatives attributing to $19M in assets
• Received Series 7 and 63 Licenses within 2 months
• Analyzed client's current and future financial needs, producing beneficial product recommendations.