Miles Phillips
La Jolla,CA
Summary
Motivated and results-driven sales and customer service professional with experience in technology, hospitality, and financial services. Skilled in prospecting, cold calling, and achieving quotas, with strong communication, multitasking, and account management abilities. Adept in managing pipelines, resolving customer issues, and using modern SaaS/CRM platforms for high-efficiency workflows.
Overview
9
9
years of professional experience
Work History
Account Executive/Manager
PivIT Global Inc.
06.2023 - Current
- Built and managed a book of 40+ accounts from scratch within the first year.
- Maintained and grew client relationships while managing customer orders and resolving internal service issues.
- Balanced outbound prospecting and lead generation alongside account management duties.
- Utilized tools including ZoomInfo, HubSpot, and LinkedIn Sales Navigator, IQR to support pipeline growth and client engagement.
- Regularly exceeded outbound activity goals through cold calling and strategic outreach efforts.
- Ran daily meetings with prospects and exisitng customers.
Sales Representative
Best Western Premier Hotel Del Mar
09.2018 - 04.2023
- Identify and pursue upselling and cross-selling opportunities to increase revenue.
- Coordinate with hotel departments to ensure seamless guest experiences.
- Operate hotel management systems using Opera Cloud Software.
Financial Advisor
Northwestern Mutual
09.2021 - 01.2022
- Conducted up to 80 cold calls daily, setting 6+ client meetings per day.
- Generated 3–5 new leads per meeting and closed one new client monthly.
- Developed personalized financial plans based on client goals.
- Sold life and health insurance policies tailored to individual client needs.
Valet
Montecito Inn
07.2016 - 08.2018
- Parked and retrieved 50–100 vehicles daily for high-end clientele.
- Served as the first point of contact, delivering top-tier customer service.
- Maintained professionalism and attention to detail under pressure.
Education
Bachelor of Arts - Communication
California State University, San Marcos – San Marcos, CA
San Marcos, CASkills
- Prospecting & Lead Generation
- Cold Calling & Outreach
- Quota Achievement & Account Growth
- Upselling & Cross-Selling
- Pipeline Management
- Time Management & Organization
- Customer Service & Communication
- SaaS/CRM: HubSpot, ZoomInfo, Sales Navigator, Slack, Opera Cloud, Oracle, Microsoft Office
Timeline
Account Executive/Manager
PivIT Global Inc.
06.2023 - Current
Financial Advisor
Northwestern Mutual
09.2021 - 01.2022
Sales Representative
Best Western Premier Hotel Del Mar
09.2018 - 04.2023
Valet
Montecito Inn
07.2016 - 08.2018
Bachelor of Arts - Communication
California State University, San Marcos – San Marcos, CA