Thomas Wheeler
Delray Beach,FL
Summary
Results-driven Sales Professional with 5 years of experience in exceeding sales goals and fostering strong customer relationships. Skilled in sales strategy, negotiation, and exceptional customer service. Adept at managing high volumes of leads, cultivating donor networks, and driving organizational growth.
Overview
4
4
years of professional experience
Work History
Account Executive
Finally.com
12.2023 - Current
- Managed portfolio of client accounts, driving growth and ensuring high levels of customer satisfaction
- Conduct product demos and presentations to showcase SaaS solutions, effectively communicating value propositions
- Develop and implement strategic account plans to meet and exceed sales targets
- Identify and qualify new business opportunities through cold calling, networking, and inbound leads
- Negotiate and close contracts, handling all aspects of sales cycle from initial contact to final agreement
- Collaborate with cross-functional teams including marketing, product, and customer success to align on client needs and product enhancements
- Provide ongoing support to clients, addressing any issues or concerns and ensuring optimal use of software
- Track and report on sales performance metrics, preparing regular updates and forecasts for senior management
- Maintain up-to-date knowledge of industry trends, market conditions, and competitive landscape.
Non-Profit Fund Raiser
NFIB
08.2023 - 12.2023
- Conducted outreach to current members, promoting the organization's mission to secure funding
- Managed inventory of 200+ leads per week using Salesforce
- Enhanced awareness of organization's work and mission
- Cultivated network of committed donors and volunteers
- Identified and acted on new fundraising opportunities
- Planned and executed fundraising initiatives to meet financial goals
- Maintained strong relationships with major donors, ensuring their satisfaction and engagement.
Sales Agent
The Rx Advocates, LLC
11.2020 - 03.2023
- Addressed customer inquiries and provided detailed information on services and policies
- Qualified candidates for programs and ensured complete and accurate applications
- Updated and reviewed data and records, ensuring accuracy and completeness
- Offered guidance and recommendations to prospective candidates
- Managed billing, payment processing, and conducted informational sessions.
- Stayed updated on insurance changes to provide accurate information
- Handled inbound calls to assist customers with purchasing insurance and addressing inquiries
- Leveraged extensive call center experience to implement new health insurance plans over phone
- Demonstrated high proficiency in Salesforce, Convoso, and Chase software
- Achieved high closing rate for insurance sales through effective communication and customer service.
Education
High School Diploma -
Thomas Dale High School
Chester, VA06.2013
Skills
- Cold Calling
- Sales Strategy
- Negotiation
- Customer Service
- SaaS Sales
- Account Management
- Salesforce/CRM Proficiency
- Outbound Sales/Inbound Sales
- B2B Sales, B2C Sales
- Phone Etiquette
- Pipeline Management
- Business Development
- Revenue Generation
- Contract Negotiation
Timeline
Account Executive
Finally.com
12.2023 - Current
Non-Profit Fund Raiser
NFIB
08.2023 - 12.2023
Sales Agent
The Rx Advocates, LLC
11.2020 - 03.2023
High School Diploma -
Thomas Dale High School
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