SAMUEL SONG
New York,NY
Summary
A sales professional with proven ability to drive client satisfaction and revenue growth. Leveraged strategic account management and relationship-building to achieve significant business outcomes. Known for collaborative leadership, fierce work-ethic and adaptability in any environment, bringing skills in client communication and retention.
Overview
13
13
years of professional experience
Work History
Account Executive
K9 Bookkeeping
New York, NY
07.2024 - Current
- Utilized Hubspot & RingIO to reach out to prospects, providing details of our subscription-based bookkeeping service.
- Developed tailored solutions to meet diverse client needs such as: Past and ongoing bookkeeping, tax-planning, tax filings, business inception/dissolving.
- Ensured seamless integrating into bookkeeping processes, cultivated strong client relationships, enhancing customer satisfaction/retention.
- Mentored junior staff on best practices for client management and bookkeeping accuracy.
- Facilitated the onboarding of 180 new clients, generating over $190,000 in business revenue.
Lead System Representative
TradeAlgo
New York, NY
03.2022 - 10.2022
- Prospect 400+ daily calls to stocks and options traders using Zoho CRM and KIXIE auto-dialer to explain benefits of our A.I which tracks all 64 dark pools (private exchanges or alternate trading systems), gaining leverage over the stock market.
- Schedule and solidify appointments with prospects to view A.I demonstration via P.C screen-share while collecting qualifying information– length of time invested in the stock market, day/swing trader, stocks, options or both, above or under trading limit of $25,000.
- Analyzed market trends to inform strategic recommendations for product offerings and client engagement.
- Generated 110 new accounts, $500,000 in company revenue.
Life Insurance Agent
National Income Life (NILCO)
New York, NY
03.2021 - 05.2021
- Prospect labor union members using Hubspot to schedule and confirm appointments for life insurance options and child safety kit presentation via Zoom.
- Educated clients on policy benefits and coverage options during presentations.
- Analyzed client needs to recommend appropriate life insurance products.
- Opened 32 new accounts.
Senior Funding Advisor
ROC Funding Group
New York, NY
11.2016 - 02.2018
- Made over 400 daily outbound warm calls to merchants from the Uniform Commercial Code (UCC) list and gauged prospects current financial business needs.
- Streamlined application processes, reducing turnaround time for client funding requests.
- Negotiated favorable terms for clients during contract discussions with funders, ensuring mutually beneficial agreements.
- Only funding advisor to successfully facilitate a reverse consolidation loan for 3 outstanding loan positions of $66,000, stretching those current loan terms and having merchant net $15,000 as a result.
- Consistently lead sales team of 20 funding advisors for most number of deals and outbound calls for 2 years.
- Provided $900,000 in merchant funding.
Senior Funding Advisor
Broadway Advanced Funding
New York, NY
02.2015 - 11.2016
- Executed the only in-house $100,000 asset-based secured loan.
- Managed and lead sales team of 15 funding specialist in new accounts, and outbound calls.
- Established ISO relations with 5 other lenders to submit deals to and syndicate with.
- Collaborated with ISO managers and underwriters to expedite the funding process and disbursement of funds.
- Executed $600,000 in business funding.
Funding Specialist
Merchant Solutions Group
New York, NY
03.2013 - 12.2014
- Executed $420,000 in business funding
Education
Marketing
University of Tampa
FloridaSkills
- Account management
- Customer service/support
- CRM software expertise
- Strategic selling
Languages
Korean
Professional Working
Timeline
Account Executive
K9 Bookkeeping
07.2024 - Current
Lead System Representative
TradeAlgo
03.2022 - 10.2022
Life Insurance Agent
National Income Life (NILCO)
03.2021 - 05.2021
Senior Funding Advisor
ROC Funding Group
11.2016 - 02.2018
Senior Funding Advisor
Broadway Advanced Funding
02.2015 - 11.2016
Funding Specialist
Merchant Solutions Group
03.2013 - 12.2014
Marketing
University of Tampa