NICK ROMAN
San Diego
Summary
Dynamic sales leader with a proven track record at Roofstock, driving $107M+ in transactions. Expert in strategic planning and client relationship management, I excel in revenue growth and lead generation. Recognized for enhancing team performance and achieving high customer satisfaction through innovative sales strategies and consultative selling techniques.
Overview
11
11
years of professional experience
Work History
Head of Investor Relations
Realbricks
Remote
12.2024 - Current
- Built a sales engine from inception to the current model
- $265k in investments in highest producing month
- Forged partnerships with top influencers in the space, leading to our #1 lead generation funnel, with over $50k in investments in just 3 months
- Yielded 80 5-star reviews on Google through meticulous attention to customer needs
Sales Executive
Pacaso
Irvine
04.2024 - 08.2024
- Enhanced the client experience by leading property tours for prospective buyers, providing expert guidance, and delivering high-value service.
- Drove engagement and fostered strong client relationships by managing pipeline of over 50 accounts.
- Closed a $120K deal with a new client by outperforming peers and leveraging impactful strategies.
Director of Sales & Client Advocacy
HAPPYNEST
Charlotte
01.2023 - 11.2023
- Built a successful pipeline and generated referrals by utilizing an extensive network and deploying innovative sales strategies.
- Engaged and supported investors through personalized communication via CRM, including calls, texts, emails, and custom handwritten letters.
- Maintained high levels of investor engagement despite remote work challenges along with ensuring accessibility and addressing quarterly fund redemption requests with minimal team collaboration.
Manager, Account Executive Team
ROOFSTOCK
Oakland
01.2016 - 01.2023
- Increased team performance and sales outcomes by coaching a team of 6 salespeople and implementing enhanced closure strategies and market-adaptive scripts.
- Improved investor pipeline management by maintaining over 1K active investors and meeting all customer needs.
- Enhanced cross-functional collaboration by working with VIP / Roofstock 360 / RS Select teams to drive website improvements and elevate the customer experience.
- Boosted overall sales effectiveness by organizing a sales summit focused on contract improvement and profit maximization with presentations on winning strategies.
- Transformed high-performing team member into a sales leader through focused coaching, as well as ongoing training for Account Executives to raise team success.
- Earned multiple promotions from senior leadership for demonstrating utmost commitment toward achieving organizational excellence.
- Drove $107M+ in transaction value by closing over 1,200 deals and employing effective tactics.
Senior Account Executive
ROOFSTOCK
Oakland
01.2020 - 01.2022
- Accelerated sales and guided market expansion efforts by analyzing market dynamics, including economic indicators, rental property prospects, local infrastructure, and employment factors.
- Optimized deal closures by advising teams on call-handling techniques, objection management, and best practices for successful sales strategies.
- Benchmarked company record by closing 44 transactions in a single month, driving over $5M in sales and achieving ~150% increase from the previous best.
- Exceeded sales targets consistently by continuously closing deals and sharing winning strategies with colleagues.
Account Executive
ROOFSTOCK
Oakland
01.2016 - 01.2020
- Closed high-value transactions for institutional clients by facilitating the acquisition of 10, 20, or 30 properties at the same time.
- Pioneered the outbound sales process by closing deals over phone and making immediate property purchase offers.
- Ranked as a top-performing salesperson for making over 50 daily calls to sell single-family homes across the US and engaging remotely with clients for property purchases, loans, and cash transactions.
- Played a key role as the inaugural salesperson by building sales structure from the ground up while ensuring compliance with regulatory mandates and setting the foundation for future growth.
- Increased customer satisfaction by 95% and reduced churn by 70% by overseeing pipeline of over 1K investors and delivering personalized experiences.
Solar Consultant & Technical Sales Associate
Sungevity
08.2014 - 03.2016
Education
Bachelor of Arts - Political Science
University of Colorado
BoulderSkills
- Strategic Planning & Execution
- Business Development
- Client Relationship Management
- Negotiation & Contract Management
- Revenue Growth Strategies
- Sales Performance Metrics
- Lead Generation
- B2B & B2C Sales Strategies
- Product Positioning & Launch
- Customer Retention & Loyalty Programs
- Competitive Market Intelligence
- Consultative Selling Techniques
- Revenue Forecasting & Budgeting
- Salesforce
- Amazon Webservices
- Mixpanel
- Jira
- Atlassian
- Tableau
Hobbies and Interests
Ultramarathon Runner
Personal Information
Title: Licensed Realtor in California, Georgia, and Alabama
Timeline
Head of Investor Relations
Realbricks
12.2024 - Current
Sales Executive
Pacaso
04.2024 - 08.2024
Director of Sales & Client Advocacy
HAPPYNEST
01.2023 - 11.2023
Senior Account Executive
ROOFSTOCK
01.2020 - 01.2022
Manager, Account Executive Team
ROOFSTOCK
01.2016 - 01.2023
Account Executive
ROOFSTOCK
01.2016 - 01.2020
Solar Consultant & Technical Sales Associate
Sungevity
08.2014 - 03.2016
Bachelor of Arts - Political Science
University of Colorado