Enterprise Account Executive
· Generated over $3.5M in annual revenue for five consecutive years through consultative B2B sales and account management.
· Managed a national portfolio of 150+ independent financial advisors and law firms.
· Prospected and cold called to acquire new business, conducted demos, negotiated pricing, and fostered long-term client relationships.
· Executed more than 70 marketing campaigns per month while maintaining high client satisfaction and retention.
· Closed 46 new financial advisory firms and law offices within the first 18 months.
· Managed national Prudential and Equitable accounts, ensuring alignment with client needs and maximizing service delivery.
