THOMAS WHEELER
Delray Beach,FL
Summary
Sales professional with 6+ years of experience in driving revenue through strategic account management and solution selling. Recognized for achieving 100% Annual Contract Value in record time and enhancing customer engagement. Expertise in managing lead pipelines, negotiating contracts, and delivering tailored solutions that align with client objectives.
Overview
6
6
years of professional experience
Work History
Regional Account Manager
LexisNexis
Boca Raton, Florida
01.2026 - Current
- Managed and expanded a regional portfolio of enterprise and mid-market financial institution accounts, achieving 100% Annual Contract Value (ACV) attainment within the first six months while driving revenue growth through strategic account management and consultative solution selling.
- Led full sales cycle from prospecting and discovery through proposal development, contract negotiation, and closing, resulting in increased market share.
- Collaborated with product, implementation, and customer success teams to drive successful deployments and enhance customer satisfaction, leading to renewals and expansion opportunities.
Senior Account Executive
Finally.com
Boca Raton, FL
11.2023 - 01.2026
- Drove revenue growth by identifying and securing new business opportunities, expanding client portfolio and achieving sales targets.
- Solution Selling: Understand client needs and tailor solutions that align with their business objectives, leveraging deep product knowledge. Developed and executed strategic sales plans that met and exceeded revenue goals.
- Negotiation & Closing: Lead negotiations and close deals effectively, ensuring mutually beneficial outcomes.
- Pipeline Management: Manage and maintain a robust sales pipeline, ensuring timely follow-ups and accurate forecasting.
- Collaborated with internal teams (e.g., marketing, product, customer success) to align strategies and deliver comprehensive client solutions.
- Reporting & Documentation: Maintain accurate records of all sales activities, client interactions, and outcomes in CRM systems.
- Engaged in professional development activities to refine sales techniques.: Seek feedback and invest in ongoing professional development to enhance sales skills and industry knowledge.
Salesman
NFIB
Boca Raton, FL
03.2023 - 10.2023
- Manage a pipeline of 200+ leads per week using Salesforce CRM, maintaining accurate records and tracking sales activities.
- Identified new sales opportunities through targeted prospecting, referrals, and lead generation efforts, contributing to pipeline growth.
- Conducted outbound calls to current and prospective members, articulating organization's mission and membership value to drive renewals and acquire new members.
- Build and maintain strong relationships with members by identifying their business needs and providing tailored membership solutions.
- Consistently meet or exceed performance metrics, including call volume, conversion rates, and membership growth objectives.
- Collaborate with team members and leadership to improve sales strategies and enhance the overall member experience.
Salesman
Rx Advocates
Boca Raton
11.2020 - 06.2023
- Maintained an organized lead pipeline, closing a high percentage of qualified prospects.
- Managed high-volume inbound and outbound calls to guide clients through insurance options.
- Provided detailed service explanations, ensuring customers fully understood their options.
- Processed billing, payments, and account verifications to enhance customer satisfaction.
- Utilized Salesforce, Convoso, and Chase software to optimize sales operations.
Education
Highschool Diploma -
Thomas Dale
Chester06-2012
Skills
- Strategic account management
- Solution selling
- Consultative selling
- Contract negotiation
- Sales achievement
- Account growth
- Revenue growth
- Sales forecasting
- Lead generation
- Negotiation tactics
- Effective communication
- Professional development
Personal Information
Regional Account Executive
Affiliations
- Volunteer CWC Wellness Center
- Volunteer Tri County Animal Rescue
Timeline
Regional Account Manager
LexisNexis
01.2026 - Current
Senior Account Executive
Finally.com
11.2023 - 01.2026
Salesman
NFIB
03.2023 - 10.2023
Salesman
Rx Advocates
11.2020 - 06.2023
Highschool Diploma -
Thomas Dale