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.