Peter Nesi
Madison,NJ
Summary
Results-driven sales and partnership manager with a proven record of exceeding revenue targets, cultivating strong client relationships, and driving business growth. Expertise in complex account management, strategic partnership development, and successful sales initiatives. Proficient in CRM and sales software.
Overview
6
6
years of professional experience
Work History
Advisor Success Manager
Pontera
New York, NY
07.2024 - Current
- Facilitated strategic onboarding processes at Pontera to elevate client satisfaction and increase revenue nationwide.
- Managed comprehensive engagement pipeline through Salesforce, HubSpot, Outreach, and Gong for improved operations.
- Supported 240 accounts by achieving two touchpoints monthly using calls, emails, and meetings.
- Functioned as key liaison for mid-market and enterprise partners overseeing substantial AUM portfolios.
- Synthesized client feedback to assist product team with enhancements in service offerings.
- Successfully connected 278 new accounts with an $80 million total booking value in AUM within first year.
- Achieved or surpassed targets continuously over four quarters through dedicated account management efforts.
Senior Sales Representative
Design Source International
New York, NY
01.2023 - 06.2024
- Delivered 40% of total company sales revenue for 2023.
- Led West Coast initiative, increasing territory sales by 25% and adding clients like Williams Sonoma.
- Managed 100+ key accounts, surpassing $50k sales goals via effective meetings.
- Sold antique designs to prestigious brands including J.Crew and West Elm.
Senior Account Manager
SmartAsset
New York, NY
06.2022 - 01.2023
- Managed $500k+ monthly spend portfolio of 250+ financial advisors nationwide.
- Scaled partnerships with key enterprise accounts (e.g., Cetera Investors) via consultation and coaching, driving increased ROI, spend, and renewals.
- Achieved 130% of target for increased monthly client spend, maintaining
- Top Performer Q3 2022, generating $100k+ in new recurring monthly revenue.
Account Manager
SmartAsset
04.2021 - 06.2022
- Onboarded new financial advisory clients, collaborating with marketing, sales operations, and executives.
- Consistently achieved 110% of quota throughout my first year at the company.
- Earned monthly sales initiative bonuses for high client retention and book growth.
- Top Performer 2021, recognized for revenue generation and book retention.
Patient Care Manager
Complete Wellness NYC
New York, NY
10.2019 - 01.2021
- Acted as key liaison for prospects and patients at Complete Wellness.
- Surpassed lead conversion goals by 35%, efficiently managing both new and existing patient accounts.
- Directed sales and marketing events, facilitating client expansion through onsite demonstrations at Estee Lauder and Sephora.
- Implemented complex care plans to enhance revenue streams and formalized financial agreements for patients.
Education
B.A. - International Studies
Marymount Manhattan College
Skills
- Client onboarding
- Salesforce management
- Account management
- Data analysis
- Revenue growth
- Customer relationship management
- Cross-functional collaboration
- Presentation skills
Timeline
Advisor Success Manager
Pontera
07.2024 - Current
Senior Sales Representative
Design Source International
01.2023 - 06.2024
Senior Account Manager
SmartAsset
06.2022 - 01.2023
Account Manager
SmartAsset
04.2021 - 06.2022
Patient Care Manager
Complete Wellness NYC
10.2019 - 01.2021
B.A. - International Studies
Marymount Manhattan College
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