Robert Mix
San Francisco,CA
Summary
Results-driven Senior Account Executive with 4+ years of SaaS and B2B sales experience, consistently exceeding quotas and closing complex deals. Skilled in consultative selling, pipeline management, and engaging senior stakeholders to drive business growth. Experienced in leveraging AI-driven solutions to optimize efficiency and fuel innovation. Thrives in high-growth environments, contributing to transformative, AI-powered initiatives.
Why Me?
- Quota-Crushing Track Record: Consistently exceeded targets with a history of top performance.
- Consultative & AI-Savvy: Strong ability to engage senior leaders, articulate business value, and position AI solutions.
- Fast-Paced Startup Experience: Thrives in dynamic environments and adapts quickly to evolving markets.
Overview
19
19
years of professional experience
Work History
Senior Account Executive - SMB
Lattice
02.2024 - Current
- Consistently exceeded sales targets, ranking in the top 5% for pipeline generation ($2.4M in 2024).
- Awarded 2024 President's Club for outstanding performance, setting a company record with the largest SMB deal to date: $80K ACV, $260k TCV.
- Managed complex sales cycles by engaging senior leaders early, identifying pain points, and positioning AI-driven solutions to accelerate decision-making.
- Executed both outbound and inbound strategies, contributing to a consistent pipeline and predictable revenue.
- Partnered with cross-functional teams to address customer challenges, implemented repeatable processes to streamline sales cycles, and adapted to evolving market conditions to drive business growth.
Account Executive - SMB
Lattice
01.2022 - 02.2024
- Consistently exceeded sales targets, earning a promotion from Junior Account Executive to Account Executive four months ahead of the standard trajectory while ranking in the top 5% of performers.
Senior Business Development - Strategic Accounts
Lattice
08.2021 - 01.2022
- Sourced and qualified high-value leads through targeted cold calling, networking, and referral strategies to drive pipeline growth.
- Developed and nurtured strong customer relationships, providing consultative support and proactively addressing inquiries to enhance engagement.
- Conducted in-depth market research and competitor analysis to identify opportunities, refine sales strategies, and stay ahead of industry trends.
- Analyzed market trends and competitive insights to optimize outreach strategies and maximize conversion rates.
Business Development - Strategic Accounts
Lattice
12.2020 - 08.2021
- Consistently exceeded pipeline targets by proactively sourcing and qualifying leads, executing targeted outreach strategies, and collaborating with cross-functional teams—resulting in a fast-track promotion to Senior Business Development Representative.
Lead Server, Supervisor & Sommelier
Palisade Restaurant & Ray's Boathouse
05.2006 - 03.2020
- Delivered exceptional customer service with meticulous attention to detail, ensuring a premium guest experience and fostering strong customer relationships.
- Excelled in high-pressure environments, seamlessly managing multiple responsibilities with precision, efficiency, and adaptability.
Education
Bachelor of Arts (BA) - Broadcast Journalism & Political Science
Gonzaga University
Spokane, WA05.2005
Skills
- Sales Cycle Management (Consultative & Solution-Based Selling)
- Outbound & Inbound Sales Strategy
- Strategic Prospecting & Lead Generation
- SaaS & B2B Sales (SMB & Mid-Market)
- Complex Deal Management & Negotiation
- Revenue Forecasting & Pipeline Management
- Customer Relationship Management (CRM) – Salesforce & Outreach
- Communication & Executive Stakeholder Engagement
Sales & Business Development:
Customer & Stakeholder Engagement:
- Relationship Building & Account Growth
- AI & Automation Solutions
- Market Research & Competitive Analysis
- Strategic Thinking & Problem Solving
- Adaptability, Resilience & Time Management
- Sales Methodologies: Sandler & MEDPICC
- Leadership, Coaching & Team Collaboration
- Storytelling, Influence & Sense of Humor
Strategy & Execution:
Leadership & Training:
Websites
Timeline
Senior Account Executive - SMB
Lattice
02.2024 - Current
Account Executive - SMB
Lattice
01.2022 - 02.2024
Senior Business Development - Strategic Accounts
Lattice
08.2021 - 01.2022
Business Development - Strategic Accounts
Lattice
12.2020 - 08.2021
Lead Server, Supervisor & Sommelier
Palisade Restaurant & Ray's Boathouse
05.2006 - 03.2020
Bachelor of Arts (BA) - Broadcast Journalism & Political Science
Gonzaga University
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