Salesforce
Open To Work
Matthew Slason
Orlando,FL
Summary
Dynamic sales and account management professional with a proven track record in advising, presenting, negotiating, and closing millions of dollars in deals across diverse products and services through B2B and B2C channels. Expertise in leveraging modern sales tools and software to effectively manage pipelines and drive results. Known for a friendly yet consultative approach that combines professional persistence with a deep understanding of client needs. I have experience in a variety of sectors such as SaaS, HR, AI, and GRC (governance, risk, and compliance), and am always eager to learn.
Overview
9
9
years of professional experience
Skills
- Governance, risk, and compliance (GRC) frameworks
- Customer relationship management (CRM) softwares
- Retention & Revenue Expansion
- Advisory consulting
- Research & Analysis
- Project coordination
- Stakeholder engagement
- Client relationship development
- Customer loyalty strategies
- Customer service
- Process improvement
- Onboarding and orientation
- Account management
Timeline
Customer Success Manager / Account Manager
CyberGuard Advantage, LLC
08.2024 - 09.2025
Head of Sales and Growth
AIHR Screen (Now Staffings.ai)
03.2024 - 06.2024
Account Executive - New Business & Renewals
Entertainment Benefits Group (EBG)
06.2023 - 03.2024
Account Executive
A-LIGN Compliance & Security
12.2021 - 04.2023
Account Executive & Onboarding - Admissions
Wiley Education Services
08.2019 - 12.2021
Social Studies Teacher, Middle School
Orange County Public Schools
07.2018 - 07.2019
District Title I Tutor
Orange County Public Schools
02.2018 - 06.2018
Social Studies Teacher, High School
Orlando Science School
08.2016 - 11.2017
Bachelor of Science - Political Science
University of Florida
Work History
Customer Success Manager / Account Manager
CyberGuard Advantage, LLC
08.2024 - 09.2025
- Managed 56+ accounts across startup to enterprise segments, specializing in mortgage lending, fintech, and HR SaaS verticals
- 1 to 4 audit engagements per client per year
- Achieved 95% client retention rate while driving expansion revenue across existing accounts
- $100k+ in Year 1 New Logo Revenue
- Generated $1.1M in closed-won revenue (Q1-Q3 2025), meeting targets through consultative selling and strategic account planning
- Collaborated with clients to draft customized multi-year audit and compliance roadmaps
- Coordinated with service delivery & ops to scope, price, and schedule engagements appropriately
- Architected & launched company's first automated outbound marketing engine using Mailshake and SalesIntel
- Developed ICP-focused targeting strategy leveraging intent data and behavioral indicators
- Designed multichannel omnichannel campaigns (email, phone, LinkedIn, video) with A/B/C testing protocols
- Mapped all software for Hubspot integration with bidirectional data sync and automated workflow triggers
- Authored contract framework for new SOC 1 & SOC 2 audit approach, now adopted as company standard
- Pioneered first NIST CSF 2.0 assessment offering, creating custom SOW blending client requirements and M&A document consolidation from newly acquired entity
- Built cross-mapping compliance proof-of-concept for SOC practice lead with dynamic pricing engine which converted overlapping controls into audit time savings
- Redesigned entire client-facing collateral suite including quote presentations, co-branded materials, and kickoff and closing meeting templates
- Produced compliance intelligence reports for clients, covering emerging regulations in HIPAA, AI governance, and EU frameworks
- Served as trusted advisor on regulatory changes, helping clients navigate evolving compliance landscape & budget for future needs
- Analyzed client feedback to identify service gaps and implement strategic improvements.
- Led cross-functional teams to enhance client satisfaction and retention strategies.
- Developed and implemented tailored solutions to address client needs and drive engagement.
- Developed strategic account plans aligning with client objectives and company goals.
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Developed tailored marketing strategies to promote company offerings effectively.
- Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Assisted in the onboarding process for new clients, ensuring a smooth transition into the company''s roster of accounts.
- Drove successful product launches, coordinating with marketing and product development teams to ensure alignment with customer needs.
Head of Sales and Growth
AIHR Screen (Now Staffings.ai)
03.2024 - 06.2024
- SaaS start-up first hire; responsible for ground-up GTM systems & strategy for AI screening interview platform. This included managing, measuring and optimizing product development tailored to support sales efforts. I served as the full-cycle account executive, account manager for all accounts, and marketing arm.
- Established and integrated referral partnership program to add value to product offering including: - Applicant background checks - HR SaaS startup whitelisting - Talent network referrals
- Adapted cost structure based on market feedback.
- Launched company CRM system in Hubspot. - Integrated CRM with marketing platform.
- Executed cold outreach marketing strategy - Designed all of company’s tailored sequences. - Sequenced thousands of leads in cadences. - Achieved 27% overall average open rate.
- Provided a repeatable sales process strategy. -Cold outreach to decision-makers & champions.
- Provided software demos of the platform.
- Onboarded new clients.
- Launched first 5 product adopters.
- Coached founders on sales strategies.
- Launched company inbound marketing strategies & collaborated with CEO to adjust based on data from sources such as google AdSense, LinkedIn, website traffic, demo engagement, and G2.com.
- Constructed company walk-through demo using Storylane, Figma, & Canva
- Designed and edited company’s official contract including the new price points & billing structure
- Collaborated with product development teams for continuous improvement of offerings based on customer feedback and evolving market needs.
- Worked effectively in fast-paced environment.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Learned and adapted quickly to new technology and software applications.
Account Executive - New Business & Renewals
Entertainment Benefits Group (EBG)
06.2023 - 03.2024
- My objective at EBG was to create lasting partnerships with our clients, providing them our customized marketplace as an all-encompassing discounts, perks & rewards solution to an increasingly globalized workforce.
- Over 110% of FY24 Q1 quota attainment
- Closed won & Onboarded over 75 new logos
- Closed won FY 2023 top 0.06% account in my first 90 days (#18 out of 2,670)
- Provide demos for both employer-facing analytics platform and employee-facing savings marketplace
- Reached & presented to champions and decision-makers: HR Directors, C-Suite, School Boards, College Board of Governors, etc.
- Created my own marketing materials for a professional program overview.
- Demo to Close Won rate >85%
- Average fluid pipeline of >200 prospects
- Average Sales Cycle< 30 days
- Participated in regular sales meetings to discuss progress, challenges, and best practices within the renewals team.
- Developed strategies to enhance customer retention through personalized communication and support.
- Managed renewal contracts, ensuring compliance with company policies and client expectations.
- Managed contract negotiations, ensuring compliance with governmental policies and regulations.
- Developed strategic account plans to enhance government relationships and drive engagement.
- Managed high-volume outbound calls to engage potential clients and promote services.
- Conducted product demonstrations to showcase features and benefits, enhancing customer understanding.
- Notable logos include: Tiptree Inc. | YouFit Gyms | Atlantic Coca Cola Bottling Co | ADORE ME | Pluralsight | MAHLE | Stater Bros. Markets | Indiana State University | LATICRETE International | Magic City Casino | Logicom USA | ECL GAMING | Loyola University New Orleans
Account Executive
A-LIGN Compliance & Security
12.2021 - 04.2023
- Sold 3.3 million dollars in Total Contract Value over goal of 2.9.
- ATCV of over $84,000.
- 111% of YTD quota for 2023
- Managed $400k to $1.2 million in fluid pipeline
- Closed won & onboarded 39 new logos.
- Created and presented multi-year audit plans for decision-makers.
- Provided Software Demos of A-LIGN’s proprietary SaaS audit & GRC platform.
- Advised and consulted on 15+ compliance standards across 5+ accreditation bodies in private and public sectors.
- Coordinated with C-Suite, consultants, and other stakeholders.
- Utilized Salesforce Lightning CRM including personally making reports, list views, dashboards, legal documents.
- Notable logos include: Vagaro | G2.com | Clarivate Analytics | EVERYWHERE Communications | Crypton | Inbox Monster | Flywheel Exchange | Autorab
Account Executive & Onboarding - Admissions
Wiley Education Services
08.2019 - 12.2021
- 2.2 million dollars in Gross Revenue over goal of 1.75 million
- 163 students successfully matriculated, quota of 130
- Advised total of 60+ graduate programs across 3 partner schools
- Qualify, Evaluate, and communicate with prospective students regarding their fit for graduate programs
- Utilize Salesforce Lightning CRM including personally making reports, list views, dashboards, and our integrated Student Relationship Platform
- Provide customer service consistent with elite graduate degree programs
- Retain registered students by closing competitive deals resulting in matriculation
- Coordinated admissions processes, ensuring compliance with institutional policies and procedures.
- Facilitated communication between prospective students and academic departments to streamline enrollment inquiries.
Social Studies Teacher, Middle School
Orange County Public Schools
07.2018 - 07.2019
- Constructed unique lessons tailored to Title I school with 99% of population at/below poverty line
- District/state pilot program at Carver Middle School. Courses Taught: Civics, World History
- Developed engaging lesson plans aligned with curriculum standards to enhance student understanding of social studies concepts.
- Facilitated collaborative group projects, promoting critical thinking and communication skills among students.
- Implemented diverse instructional strategies to accommodate different learning styles and improve student participation.
- Improved student comprehension by utilizing diverse teaching methods and materials tailored to individual learning styles.
District Title I Tutor
Orange County Public Schools
02.2018 - 06.2018
- Inaugural School Improvement Plan and District Turnaround Plan.
- School grade improved to "C", up from two consecutive "D" grades in years prior.
- Created Significant learning gains in bottom 25% of students.
- Conducted small group settings for total of 25 students across 4th and 5th grades.
- Designed individualized education plans aligning with student needs and state standards.
- Modified general education curriculum for special-needs students using various instructional techniques and technologies.
Social Studies Teacher, High School
Orlando Science School
08.2016 - 11.2017
- 2017 pass rate 3rd in Orange County for U.S. History
- Planned and implemented Legal & Business Studies Magnet Program during inaugural year.
- Expanded Model United Nations competition team into an award-winning team at multiple statewide conferences.
- Courses taught: U.S. History Debate, Model UN, Legal Systems and Concepts, World History
- Utilized technology tools to create dynamic presentations and resources, improving student engagement in lessons.
- Analyzed student performance data to identify trends, adjust teaching methods, and improve overall academic outcomes for the class.
Education
Bachelor of Science - Political Science
University of Florida
Gainesville, FL, United States12.2014
Software
Hubspot
Salesloft
Amplemarket
Mailshake
SalesIntel
ZoomInfo
Clari
Outreachio
Five9
Smartsheet
Zoom
RingCentral
Chili Piper
Zapier
Storylane
Claude (Anthropic)
Chat GPT
Interests
Cars
Hiking
DIY Projects
Languages
English
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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