Trent Smith
Dunedin,FL
Summary
Business Development and Customer Success manager with 8 years of professional experience and 4 years of direct client success, account management, and business development experience. Adept at managing B2B enterprise sales cycles, developing client relationships, onboarding and expanding client engagement, cross/upselling, and ensuring client satisfaction and retention. Looking for a new Account Management and Customer Success role due to a relocation to the Tampa Bay Area.
Overview
7
7
years of professional experience
Work History
Business Development Manager
AgreeYa Solutions
06.2023 - Current
- Manage B2B enterprise sales cycle for 6 SAAS products focused on AI automation, financial management, and IT security management, 5 primary solution offerings, and staffing services
- Fully manage the onboarding of clients onto SAAS platforms, manage and develop new and existing client relationships, and identify and close cross sell and upsell opportunities
- Plan and execute cold outreach prospecting strategies, set and pitch initial meetings, and facilitate technical sales meetings, manage negotiation of pricing and terms, and close new business
- Managed the lead generation, qualifying, and development of prospects.
- Maintained and updated CRM system (Microsoft Dynamics) for prospects, opportunities, and current clients
Assistant Director - Account Management
Acuity Knowledge Partners
10.2021 - 05.2023
- Managed B2B enterprise sales cycle for financial consulting, staffing solutions and SAAS products
- Managed and developed a mix of enterprise, mid-sized, and small/startup client relationships to ensure client success, retention, and longevity. Identified and closed cross-selling opportunities for current engagements.
- Partnered with international delivery teams for implementation and management of product offerings
- Hunted, developed, and led relationships with senior and C-Suite prospects and clients in consulting, corporate, investment banking, and private equity
- Exceeded sales goals with deal sizes ranging between $50,000 to $400,000 through closing new business and expansion of existing clients
Client Analyst - Account Management
Marquette Associates
04.2019 - 10.2021
- Managed private wealth clients and portfolios to ensure client satisfaction, renewal, and retention
- Developed pitch decks and detailed analysis for use in prospecting calls, in person pitches, and quarterly client updates.
- Provided investment analysis, insight, research, and reporting for client portfolios on a monthly and quarterly basis
- Manager of compliance reporting, procedure development, and project management for the high-net-worth department
Analyst - Transaction Advisory
JPMorgan Chase
07.2017 - 04.2019
- Supported the deal process from origination to execution by creation of offering documents, tracking bids, performing due diligence, and assisting with deal settlement
- Provided analytics, financial modeling, and performance data used to set trade pools and pricing strategies
Education
BBA - Finance
Texas Christian University
Fort Worth, TX05.2015
Skills
- Dynamics/Salesforce Management
- Sales Presentations
- Relationship Building
- Strategic Partnerships
- Project Management
- Customer Account Management
- Business Development
- Prospecting
- Relationship Development
- Lead Generation
- Market Research
Timeline
Business Development Manager
AgreeYa Solutions
06.2023 - Current
Assistant Director - Account Management
Acuity Knowledge Partners
10.2021 - 05.2023
Client Analyst - Account Management
Marquette Associates
04.2019 - 10.2021
Analyst - Transaction Advisory
JPMorgan Chase
07.2017 - 04.2019
BBA - Finance
Texas Christian University
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