Peter Ortiz

Account Manager / Enterprise Account Manager
Nov 2023 – Present

Nov 2023 – Sep 2024

• Entrusted with a primarily churn-heavy book of business totaling $1.2M ARR, with an annual quota of $850K.
• Successfully closed the full annual quota by September, finishing the year ahead of target despite account risk profile.
• Stabilized and expanded existing accounts through proactive engagement, retention strategies, and consultative selling.

Oct 2024 – Present

• Promoted to Enterprise Account Manager following strong quota performance and consistent overachievement.
• Managed direct enterprise and MME accounts including NVIDIA, Dallas Mavericks, and Lockheed Martin, along with high-value MSP partners.
• Grew total ARR in assigned book to $1.8M through expansion, renewals, and strategic account planning.

Feb 2025 – Present

• Transitioned to the Unitrends organization on a newly formed DMR (Demand Management Representative) team.
• Assigned a new book of business with a strong focus on SLED, K–12, and higher education, including institutions such as Texas A&M.
• Retained ownership of key direct accounts (e.g., Brooke & Whittle) and select MSP relationships built on long-term trust.
• Operate in a channel-first sales motion, working closely with CLIMB as a distributor and top national resellers including CDW, SHI, Carahsoft, Ingram Micro, TD SYNNEX, and PC Connection.
• Manage a $2.1M ARR book of business, supporting a heavier account load across direct and partner-led deals.
• Finished 2025 with $1.5M in total bookings against a $1.42M goal, exceeding annual quota.

● Led a team of 10 Sales representatives, consistently exceeding monthly and quarterly sales

quotas by an average of 20%.

● Developed and nurtured key client, carrier, and lead provider relationships resulting in a

25% increase in the client base.

● Implemented a comprehensive sales training program that improved the team closing rate

by 15%.

● Maintained a 95% client retention rate through exceptional service and upselling strategies.

● Developed and maintained a comprehensive job evaluation system for equitable compensation.

● Closing an average of 10 moves per week resulting in an average of $80,000 - $100,000

monthly revenue for the company.

● Maintaining a high level of customer satisfaction with positive reviews and referrals.

● Successfully upselling additional services such as packing, storage, or special handling.

● Proved successful working within tight deadlines and a fast-paced environment.

● Assisted clients with the selection of real estate agents, home inspectors, movers, insurance

providers, and other service providers necessary for their relocation.

● Developed and implemented relocation policies and procedures for a large organization.

• Led project teams in executing large-scale moves, coordinating schedules, resources, and communication effectively.

● Educated clients about health insurance coverage options, benefits and costs.

● Met & exceeded monthly sales quotas by 30%, resulting in $15,000 in additional revenue

for the company in the last fiscal year.

● Achieved a policy renewal rate of 95% by providing exceptional customer service and

tailored policy recommendations.

● Recognized as the “T op Sales Performer” for 5 months straight, achieved 125% of the annual

sales target.

● Generated leads through cold-calling, networking and other outreach methods.

● Developed and implemented marketing strategies to drive health insurance sales.