Stephen McPherson
Summary
Results-driven sales professional with a verified track record of exceeding quota in high-volume, performance-based environments. Experienced in full-cycle sales within regulated industries, leveraging consultative selling techniques to convert marketing-qualified leads into long-term client relationships.
Overview
12
12
years of professional experience
Work History
Account Manager
Barzo
Tampa
07.2024 - Current
- Developed and nurtured strong client connections to support ongoing satisfaction and loyalty.
- Formulated customized account strategies to align with client objectives and optimize service delivery.
- Analyzed client feedback to identify areas for improvement and implement effective solutions.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Sales Development Representative
Vector Solutions
Tampa, FL
01.2021 - 01.2023
- Executed comprehensive prospecting strategies to identify and cultivate business opportunities, enhancing overall sales pipeline.
- Facilitated provision of qualified lead information to field sales organization, enhancing account progression.
- Implemented strategic outreach initiatives, resulting in 45 qualified opportunities per quarter, significantly surpassing team average of 19.
- Identified and cultivated 15 qualified opportunities to achieve 151% of revenue quota for Q3 2023.
- Maintained a consistent volume of 40+ dials and 75 emails each day to drive communication effectiveness.
- Conducted assessments of new accounts to pinpoint key decision-making indicators.
- Oversaw tracking and reporting of all activities and results utilizing Salesforce and Outreach.
Board of Directors Member
National Association of Mortgage Field Services
01.2018 - 01.2021
- Provided timely information to members regarding changes in mortgage regulations and relevant legislative actions.
- Enhanced member performance through targeted training and development initiatives.
- Cultivated utilization and expansion of mortgage real estate field service system.
- Analyzed field service techniques and recommended strategic improvements.
Director of Operations
Coastal Mortgage Services
Lakeland, FL
01.2014 - 01.2021
- Analyzed property conditions through thorough inspections to determine necessary preservation actions.
- Assessed property conditions and established tailored preservation plans to meet specific client needs.
- Facilitated effective communication and partnership with subcontractors to enhance project outcomes.
- Maintained consistent client interactions to provide project updates and mitigate issues.
- Assisted mortgage banking firms, savings and loan institutions, and commercial banks with service needs. Supported teams in delivering effective solutions for financial operations. Collaborated with clients to enhance service delivery and customer satisfaction.
Education
Bachelor’s Degree - Hospitality Management
Florida State University
Tallahassee, FL01.2014
Skills
- Account Management
- Outreach
- Negotiations
- Contract Management
- CRM Software (Salesforce)
- Teamwork and collaboration
- Client relations
- Strategic planning
Timeline
Account Manager
Barzo
07.2024 - Current
Sales Development Representative
Vector Solutions
01.2021 - 01.2023
Board of Directors Member
National Association of Mortgage Field Services
01.2018 - 01.2021
Director of Operations
Coastal Mortgage Services
01.2014 - 01.2021
Bachelor’s Degree - Hospitality Management
Florida State University