Summary
Overview
Work History
Education
Skills
Honors And Leadership
Accomplishments
Timeline
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Pedro Valencia

Orlando,FL

Summary

Dynamic, bilingual (English/Spanish) sales professional with over three years of experience driving revenue growth and client success in technology and financial services. Consistently surpassed sales quotas (105%+ attainment), secured upsell/cross-sell deals, and cultivated strong client relationships. Eager to leverage strategic prospecting, consultative selling, and leadership skills in a high-impact role to fuel organizational growth.

Overview

5
5
years of professional experience

Work History

Account Executive – Lending

Finastra (Vista Co.)
Orlando, USA
09.2024 - Current
  • Drive revenue growth for the world’s largest financial technology provider, targeting banks and financial institutions with Finastra’s industry-leading lending solutions, serving 90 of the top 100 global banks.
  • Manage full-cycle sales of end-to-end syndicated, commercial, consumer, and mortgage lending platforms, delivering tailored demos to C-suite stakeholders to address complex client needs.
  • Build strategic relationships with key decision-makers across approximately 120 financial institutions, leveraging Finastra’s open platform to connect clients with marketplaces, partners, and fintechs.
  • Collaborate with cross-functional teams to ensure seamless solution implementation, contributing to pipeline expansion, [$220K ARR].

Sales Consultant

PlanSource (Vista Co.)
Orlando, USA
12.2021 - 06.2024
  • Boosted account growth by analyzing client utilization and recommending tailored upsell/cross-sell solutions, closing deals for additional services and modules worth [$800K annually]
  • Prospected and secured new business through broker relationships, BDR support, and multi-channel outreach, achieving 105% of quota in 2023 (Pinnacle Award)
  • Guided clients through platform demos, assessing needs for benefits administration tools and driving adoption rates by [150%]

Business Development Representative

PlanSource (Vista Co.)
Orlando, USA
06.2021 - 12.2021
  • Generated and qualified high-value leads via cold calling, email campaigns, and social media, achieving 110% of quota and earning BDR of the Year 2021
  • Researched target markets to identify decision-makers, crafting compelling messaging to highlight PlanSource’s value proposition
  • Streamlined lead qualification process, improving sales team handoff efficiency by [150%]

Pharmaceutical Sales Intern

Eli Lilly
Orlando, USA
06.2020 - 08.2020
  • Engaged healthcare providers to understand patient needs, promoting diabetes solutions and completing disease state certification
  • Supported peer-to-peer events and virtual advisory engagements, enhancing product awareness among HCPs
  • Analyzed territory KPIs using Tableau, delivering business acumen projects that informed strategic outreach plans

Analytics Intern

Net Conversion
Orlando, USA
01.2020 - 06.2020
  • Analyzed client data to assess market trends and product performance, providing actionable insights to optimize spend strategies
  • Leveraged Google Tag Manager and BI tools to monitor client budgets, contributing to [20% cost efficiency]
  • Synthesized multi-source data to support marketing campaigns, enhancing client engagement metrics

Education

Bachelor of Science - Business Administration, Marketing

University of Central Florida
Orlando, FL
05.2021

Skills

  • Sales: Consultative Selling, Prospecting, CRM (Salesforce), Deal Closing
  • Analytics: Tableau, Google Tag Manager, KPI Analysis
  • Languages: Fluent in English and Spanish
  • Tools: Microsoft Office, Zoom, LinkedIn Sales Navigator

Honors And Leadership

  • Pinnacle Award (President’s Club), PlanSource, 105% FY Quota, 2023
  • Rising Star Award, PlanSource, 2023
  • Business Development Representative of the Year, PlanSource, 110% Quota, 2021

Accomplishments

  • Pinnacle Award (President’s Club), PlanSource: 105% FY Quota, 2023
  • Rising Star Award, PlanSource, 2023
  • Business Development Representative of the Year, PlanSource: 110% Quota, 2021

Timeline

Account Executive – Lending

Finastra (Vista Co.)
09.2024 - Current

Sales Consultant

PlanSource (Vista Co.)
12.2021 - 06.2024

Business Development Representative

PlanSource (Vista Co.)
06.2021 - 12.2021

Pharmaceutical Sales Intern

Eli Lilly
06.2020 - 08.2020

Analytics Intern

Net Conversion
01.2020 - 06.2020

Bachelor of Science - Business Administration, Marketing

University of Central Florida

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Pedro Valencia