PROFESSIONAL SUMMARY
Overview
Work History
Education
Skills
Timeline

TANNER SEIDLER

Forma
Dallas,TX
5
years of professional experience

Sales Representative with nearly 5 years of experience driving revenue growth through innovative lead generation and sales strategies. Demonstrates expertise in data analysis, cross-functional collaboration, and relationship building, contributing to significant pipeline increases and earning recognition as one of the most valued members of the revenue department.

Work History

DIRECTOR OF CONSULTANT RELATIONS

1 Year 6 Months
InComm Benefits | 2025.04 - Current
  • Led outreach initiatives with half of country's largest insurance brokerages, enhancing brand visibility and engagement.
  • Generated leads through broker relationships and conferences, contributing to pipeline growth.
  • Built, from the ground up, InComm's Salesforce infrastructure; helped the company see leads through certain brokerages, closing ratios, win/loss reasons etc.
  • Identified new conferences and networking opportunities, expanding company's market presence and industry connections.

PARTNERSHIPS MANAGER

1 Year 9 Months
Forma | 2025.01 - Current
  • Promoted January 25 for exceptional performance, showcasing responsibility, and exceeding quotas.
  • Drove engagement with individual brokers at leading brokerage firms through targeted outreach, establishing initial contact and generating leads.
  • Analyze current broker landscapes to identify gaps and opportunities and implement strategies to address found gaps.
  • Built and maintained a robust network of brokers, fostering strong relationships that facilitated long-term partnerships.
  • Create promotional resources with the marketing team, organize and conduct educational meetings, and collaborate with Account Executives to deliver content.
  • Stay informed about industry trends, market conditions, and competitor activities to effectively position our solution and identify new opportunities.
  • Delivered informative presentations that highlighted unique value of Forma to enhance broker understanding and engagement.

SALES REPRESENTATIVE

1 Year 1 Month
Forma | 2023.12 - 2025.01
  • Identified new ways for our revenue team to contact our prospective buyers. Worked with our marketing team to help lead outward-facing webinars. Worked with revenue department leadership to help onboard and train new BDRs and AEs.
  • Lead SMB sales conversations as an account executive.
  • Drove significant pipeline growth and secured BDR of the Year award. Spearheaded innovative buyer contact strategies and led impactful webinars, enhancing team performance.
  • Partnered with other teams within the revenue department to help improve cohesion.
  • Worked closely with revenue operations during 2024 to learn more about how the revenue team can improve from a technical standpoint.

BUSINESS DEVELOPMENT REP

1 Year 11 Months
Forma | 2022.01 - 2023.12
  • Named BDR of the year in 2022; generated 1.5 million in pipeline.
  • Enhanced lead generation efficiency. Implemented data-driven strategies to identify high-potential opportunities.
  • Leveraged CRM data to refine targeting strategies, optimizing outreach efforts. Conducted in-depth market analyses to uncover emerging trends and opportunities.
  • Built relationships with prospective customers and consultants to help facilitate the RFP process.
  • Helped onboard new sales technology onto our tech stack and communicated the value and operations of said tech.
  • Established relationships with consultants to help drive pipeline results; managed outreach to several major enterprise-focused brokerage companies.

Education

BACHELOR OF ARTS - COMMUNICATION

University of Oklahoma | Norman | 2021-12

Skills

Lead Generation
Sales Strategy
Data Analysis
Team Collaboration
Sales Forecasting
Cross-Functional Leadership
Sales Enablement
Relationship Building
Market Penetration
Competitive Analysis
Salesforce
Apollo
ZoomInfo
Salesloft
6Sense
Propensity
ChiliPiper.

Timeline

DIRECTOR OF CONSULTANT RELATIONS

InComm Benefits
2025.04 - CurrentRead More

PARTNERSHIPS MANAGER

Forma
2025.01 - CurrentRead More

SALES REPRESENTATIVE

Forma
2023.12 - 2025.01Read More

BUSINESS DEVELOPMENT REP

Forma
2022.01 - 2023.12Read More

University of Oklahoma

BACHELOR OF ARTS from COMMUNICATION
Read More
TANNER SEIDLER