Thomas Sanz

• 180%+ of annual quota achieved
• Closed six-figure annualized PEO deals

Key Responsibilities:

• Consultative sales professional delivering PEO solutions across HR, payroll, benefits, workers compensation, and compliance for businesses
• Managed full sales cycle from prospecting through close, partnering with owners, CFO's and HR leaders
• Built referral relationships with CPA's brokers, and financial advisors to drive pipeline growth

FY 23 Presidents Club | FY 23 Superstars Qualifier

• Achieved Top 10 ranking nationwide among all Associate District Managers in FY 23.
• Licensed and managed group health insurance sales for the team.

Key Responsibilities:

• Provided tailored solutions to small businesses, enhancing productivity and reducing administrative tasks through Human Capital Management tools.
• Analyzed clients' business needs to offer customized recommendations aligned with their timelines and budgets.
• Cultivated and maintained strategic partnerships with CPAs, FAs, banks, brokers, and clients, driving referrals and business growth.
• Led a team in sourcing leads, qualifying prospects, and closing sales for Group Health-related products.

• Managed existing accounts, building strong relationships with General Managers, Sales Managers, and BDC departments for car dealerships.
• Conducted cold calls to dealerships, promoting Business Development Center services and a Lead Generation Website Tool.
• Utilized Google Sheets to track dealer calls and monitor lead progression.
• Delivered exceptional customer service through CRM management and inbound/outbound calls, addressing any Internet Lead inquiries.
• Executed CRM mining to identify and engage with untouched “warm” Internet leads.