

Results-driven SaaS Account Executive with 10+ years of experience in B2B sales, financial services, and entrepreneurship. Proven track record of exceeding sales targets, managing full-cycle sales processes, and driving revenue across SMB and mid-market accounts. Experienced in consultative discovery, pipeline generation, negotiation, and closing, with a history of rapid promotion and top-quartile performance at leading SaaS companies including BILL, Houzz, and DocuSign.
• Managed client relationships by creating tailored financial and estate plans to meet individual needs.
• Recommended stocks and investment strategies to help clients grow their wealth effectively.
• Consistently exceeded quotas, demonstrating a strong commitment to client success and satisfaction.
SaaS Sales
B2B Sales
SMB & Mid-Market
Consultative Selling
Prospecting
Pipeline Generation
Discovery
Negotiation
Closing
Account Management
Sales Strategy
CRM Proficiency
Cross-Functional Collaboration
Team Leadership
Business Development