Summary
Overview
Work History
Education
Skills
Timeline
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Morgan Wilkie

Golden,,CO

Summary

Results-driven Sales Representative seeking the position of an Account Executive at ProductPlan. Proven track record of success in prospecting and nurturing client relationships while effectively targeting key decision makers. Willingness to take on added responsibilities to meet team goals. Extremely detail oriented and thrives in complex and fast-paced environments that require constant learning and development.

Overview

5
5
years of professional experience

Work History

Business Development Representative

Salesforce
11.2023 - Current
  • 100% to activity metrics through ramp period
  • Average activity of 100 calls per day
  • Full outbound hunting role supporting 3 Enterprise AEs
  • Identified new business opportunities through cold calling, marketing and prospective database leads

Senior Sales Development Representative

AgentSync
02.2023 - 07.2023
    • Generated over $15M in pipeline and 2.5M C/W sourced deals for Enterprise and Strategic accounts
    • Exceeded monthly performance metrics and KPIs to 118% attainment annually
    • Sourced largest closed/won deal in company history for $1.6M ARR
    • Uncovered customer needs and pain points through curiosity based discovery, identifying the value AgentSync could provide business impact and ROI justifying business case and positive outcomes for accounts
    • Collaborated on entirety of sales cycles from cold outsource to top-of-funnel to close and customer success handoff

Sales Development Representative

AgentSync
05.2022 - 01.2023
  • Through research and prospecting activities targeted at AgentSync's ideal customer profile, successfully qualified and converted new business into meaningful pipeline for Enterprise and Strategic accounts
  • Attended industry events and conferences to build brand awareness and source net new opportunities through in person engagement
  • Built and maintained positive relationships with key decision makers and influencers within targeted accounts
  • Developed SDR training program to standardize processes, lead quality, and messaging best practices

5th Grade Teacher

Belgrade Middle School
08.2018 - 01.2022
  • Head of 5th grade teachers creating agendas for weekly meetings to ensure student fluidity of schedules and development.
  • Prepared materials for lessons, assignments, and assessments to track student performance to identify gaps in skills or knowledge and set realistic goals.

Education

Bachelor of Science - Education

Montana State University
Bozeman, MT
12.2017

Skills

  • Sales Pipeline Hygiene
  • Data Analysis
  • Territory Management
  • Prospecting / Cold Calling
  • Account Development
  • Time Management
  • Customer Rapport
  • Selling Through Curiosity
  • Salesforce
  • Outreach

Timeline

Business Development Representative

Salesforce
11.2023 - Current

Senior Sales Development Representative

AgentSync
02.2023 - 07.2023

Sales Development Representative

AgentSync
05.2022 - 01.2023

5th Grade Teacher

Belgrade Middle School
08.2018 - 01.2022

Bachelor of Science - Education

Montana State University

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Morgan Wilkie