Sean O'Brien CPA (inactive)

Enterprise Account Executive | Harvey

• Exceeded H1 ramp quota at 119% ($450K), closing 4 new logos and 1 upsell within first six months.
• Ranked 10th of 40 in first full post-ramp quarter and 2nd of 18 within Q3/Q4 cohort.
• Drove $185K in new ARR in July,
• Prospected and opened opportunities in 28 of 50 named enterprise accounts, expanding Harvey’s footprint across key targets.
• Collaborated with AmLaw 200, Fortune 500, and global law firms to introduce AI-driven solutions that improved operational efficiency and client service.

• Responsible for a blended quarterly quota of $150K closed revenue + 1 strategic partnership signed. 83% Revenue Attainment 120% Logo Attainment
• Opened opportunities in 30 of 70 named target accounts, driving pipeline development with top-tier private equity firms.
• Closed Carlyle Group, now one of Diligent’s largest PE clients.
• Worked with key industry leaders including Carlyle, TA Associates, Bain Capital Finance, and Hamilton Lane.

• Jan 2022 - May 2023 (1 year 5 months)
• 2022 Attainment - 134% of Ramped Number + 255% of Q1 Ramp Quarter - Self sourced 43% of my opportunities
• No 1 rep out of 7 in ARR (2nd inclusive of implementation)
• 2023 - 81% attainment
• Found and implemented Chris Orlob’s Discovery + Demo training within Mosaic.

• Jan 2021-Nov 2021 - Enterprise AE (Investor Services) - ACV 200k - 1.6 M Quota
• 82% Q1 195% Q2 147% Q3
• #2/8 reps in enterprise despite coming into the year with 0 pipeline
• MM AE Apr 2019- December 2020- ACV 35k - 800k Quota
• #1 rep in sales out of 50 Private markets reps from Jul 2018- Dec 2020
• 143% average attainment in MM
• ACV 35k, Company Size
• SMB AE July 2018- Mar 2019 - ACV 10k - 400k Quota
• Number one Rep out of 14 Reps, 156% average attainment.
• Historically self-sourced ~40% of my CW revenue

• Underwent a rotational program, doing Tax, Audit, Business Valuations and fund audit work - Passed CPA