- First and foremost - my WHY - is my family Being that I work fully remote, we try to do everything and anything on the weekend to make the most out of it
- Camping
- Excessive outside decorating for holidays
- Self-development - personally and professionally - Mel Robbins, Jeremy Miner, Vinh Giang etc
Stephanie J. Heath
Ramona,CA
Summary
Passionate Senior Sales Manager with over 15 years of experience selling in the financial industry space, responsible now for a $7.6M budget and leading a remote team of sales professionals. Expert in sales coaching and strategic planning, I increase revenue through innovative sales training through existing clients and new bookings as well as building a strong work culture. Passionate about my team's success, I excel in mentoring and analytical problem-solving. I built and grew 2 sales divisions at FMG (SDR team & Upsell Team) and am now responsible for individuals who move up the ranks to the AE role to mentor, coach, and prepare them for their next journey as SAEs. I am also responsible for coaching and mentoring SAEs who have missing gaps in their sales routine/process when it comes to dialogue/ closing, pipeline management, organization etc.
Overview
16
16
years of professional experience
Work History
Senior Sales Manager
FMG Suite
05.2017 - Current
- Responsible for a budget of 7.6 million annually.
- Leads a fully remote cross-functional sales team of 24 individuals - a mix of Mid Market Reps, SAEs, and AEs, split between another manager and I. I directly manage 14 of them - 9 AEs and 4 SAEs
- Develop sales strategies to drive revenue growth across the 200 different Broker-Dealers we work with.
- Mentor and coach team members, as well as the entire team, through role-playing, call coaching, shadowing, joint calls, and weekly team training.
- Collaborate with marketing to design promotional campaigns, effectively aligning messaging with customer needs and Broker-Dealers, and drive qualified leads to the sales team.
- Established KPIs to monitor sales effectiveness, driving accountability within the team.
- Increased overall sales revenue by implementing effective sales strategies and building strong client relationships.
- Promote, recruit, and train new hires through comprehensive training and ongoing mentorship.
- Analyzed market trends and competitor activities to identify opportunities for business expansion and increased market share.
- Have been a manager at FMG for 5 years - prior to that a team lead and top producer selling digital marketing to Financial Professionals - Websites, Email and Social Media Content, SEO etc.
Team Lead
Broadridge
03.2010 - 05.2017
- Conducted market research to identify new business opportunities and customer needs.
- Developed and maintained strong customer relationships to drive sales growth.
- Trained and mentored teammates on best practices and strategies for success. Responsible for 7 individuals.
- Provided timely and effective resolutions to problems, securing clients and ensuring satisfaction.
- Gained customer trust and confidence by demonstrating compelling, persuasive, and composed professional demeanor.
- Worked with the sales team to collaboratively reach targets, consistently meeting or exceeding quotas.
- Achieved high levels of customer satisfaction by providing exceptional after-sales service, including issue resolution and future needs analysis.
- During my stay at Broadridge/Emerald Connect, I sold digital marketing to Financial Professionals - Websites, Email, and Social Media Content, SEO etc.
Education
No Degree -
Palomar College
San Marcos, California, CASkills
- Coaching & Mentoring
- Driven
- Forward Thinker
- Say Do Attitude
- Challenger / Relationship builder
- Pipeline management
- Cross Selling
- Strategic planner
- Analytical problem solver
- New Biz Dev - enjoys cold calling
- Passionate about others' success
- Verbal and written communication - descriptive selling
Accomplishments
- Hired, grew, and mentored a new sales division at FMG. 2020 - Upsell Team of 8 individuals who then went on to being SAEs and top performers.
- CEO's Outstanding Manager Award - Q1 2021.
- Hired, grew, and mentored a new sales division at FMG. 2022 - SDR team. Created the foundation of the role, processes and success.
Interests
Timeline
Senior Sales Manager
FMG Suite
05.2017 - Current
Team Lead
Broadridge
03.2010 - 05.2017
No Degree -
Palomar College