Summary
Overview
Work History
Education
Skills
Websites
Tools And Certifications
Timeline
Generic

TREBREH STORY

SAAS ACCOUNT EXECUTIVE
Dallas

Summary

Experienced Account Executive with a strong background in SaaS, financial automation, and B2B sales. Adept at engaging CFOs and finance leaders to deliver solutions that streamline the financial close, improve compliance, and integrate seamlessly with ERP systems. Known for exceeding quotas, driving new revenue, and accelerating pipeline growth through targeted ABM strategies. Brings a consultative approach to sales, with a deep understanding of accounting workflows, client pain points, and the value of automation in modern finance teams.

Overview

12
12
years of professional experience
1
1
year of post-secondary education

Work History

Digital Services Specialist

Ricoh USA
Dallas, TX
03.2024 - 04.2025

Delivered digital workflow and automation solutions for SMB and enterprise clients.
Conducted over high level executive-level demos, translating business needs into tailored solutions.
Collaborated with cross-functional teams to drive digital transformation initiatives.
Resolved complex technical issues, improving client retention through ongoing support.

Account Executive

Yooz AP Automation
04.2021 - 02.2024
  • Engage CFOs, VPs of Finance, and Controllers to drive adoption of cloud-based AP automation (SaaS) and machine learning solutions.
    Exceed 105%+ quota YoY
    Closed $100K ARR deals and assisted on 600K ARR deals, improving client retention by 40%.
    Expand pipeline by 30% YoY through targeted ABM strategies.
    Build strong relationships with C-suite and key stakeholders to maximize ROI and long-term satisfaction

Account Executive

United Wholesale Mortgage
Pontiac , MI
07.2019 - 03.2021

Built and managed relationships with mortgage brokers nationwide, driving a 35% increase in client base.
Exceeded 130%+ quota YoY, generating $3M+ in annual mortgage revenue.
Trained brokers on UWM’s EASE platform, streamlining loan processes and boosting efficiency.
Optimized Salesforce CRM, reducing sales cycle time by 20%.
Kept clients competitive with timely updates on products, resources, and industry trends.

Sales & Digital Marketing

Google (Infinity Contact)
07.2013 - 01.2017
  • Company Overview: Managed Google AdWords campaigns, optimizing digital marketing strategies for SMB and enterprise clients
  • Increased client ad spend by 30%, generating $2M+ in new ad revenue
  • Exceeded KPI targets by 20%+, improving campaign performance within budget
  • Managed Google AdWords campaigns, optimizing digital marketing strategies for SMB and enterprise clients
  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.

Education

Associate of Science - Automotive Marketing And Management

Northwood University
Midland, MI
03.2005 - 01.2006

Skills

SaaS & Enterprise Sales (Mid-Market & SMB)

Tools And Certifications

Salesforce, HubSpot, Salesloft, ZoomInfo, LinkedIn Sales Navigator, Outreach.io, Google AdWords Certified, IOFM P2P Certified

Timeline

Digital Services Specialist

Ricoh USA
03.2024 - 04.2025

Account Executive

Yooz AP Automation
04.2021 - 02.2024

Account Executive

United Wholesale Mortgage
07.2019 - 03.2021

Sales & Digital Marketing

Google (Infinity Contact)
07.2013 - 01.2017

Associate of Science - Automotive Marketing And Management

Northwood University
03.2005 - 01.2006
TREBREH STORYSAAS ACCOUNT EXECUTIVE