Summary
Overview
Work History
Education
Skills
Interests
Work Availability
Affiliations
Work Preference
Timeline
David L Greenlees (Trey)

David L Greenlees (Trey)

Fort Worth,TX

Summary

Experienced and dynamic sales professional with a track record of 8 years excelling in various client-facing roles. Proficient in leading teams and delivering customized solutions. Consistently surpassing targets, building strong client relationships, and driving revenue growth. Eager to bring my expertise and strategic mindset to a new opportunity.

Overview

9
9
years of professional experience

Work History

Manager, Client Growth and Development

Acceleration Partners
06.2022 - Current
  • Developed sales programs and service strategies that drive acquisition, growth, and retention within AP's client set.
  • Built relationships with 30 key stakeholders to understand current roadblocks and pain points leading to a 50% increase in qualified opportunities at $4M in annualized revenue.
  • Managed a rolling pipeline of 70+ programs ensuring all deliverables were on time and highest quality.
  • Conducted bi-weekly and monthly team meetings to reinforce goals and objectives and set clear expectations and foster an account growth mindset.
  • Coached a diverse group of stakeholders in successful selling methods and encouraged cross-selling to drive revenue.

Senior Account Manager

Acceleration Partners
09.2021 - 06.2022
  • Developed deep knowledge of customer products and services across 7 accounts.
  • Successfully launched 3 new client accounts by building initial strategy, planning out goals, and aligning on a 90-day roadmap for success and achieved 9/10 net promoter scores for all programs.
  • Met or exceeded monthly sales and new customer goals utilizing data insights to strategically recruit, activate, and optimize new relationships.
  • Supervised 2 lower-level associates to maintain excellent service for over 7 accounts with one being promoted to Senior level role during my time as their manager.

Associate Account Director

RetailMeNot
03.2021 - 09.2021
  • Built relationships with 20 - 25 key client stakeholders to identify, develop, and implement effective campaigns to achieve their goals.
  • Maintained a rolling pipeline of $800k-$1.5M in prospective and renewal customer goals resulting in 2 straight quarters of goal achievement.
  • Managed multiple strategic proposals with numerous sub-proposals across customer success, media planning, and merchandising.
  • Led a team that streamlined sales enablement and resources utilized by a 50+ person sales organization which improved the sell-through rate.

Customer Success Manager

RetailMeNot
06.2018 - 03.2021
  • Supported 2 Account Directors across 50 - 80 accounts in a wide range of verticals achieving 85-100% of quarterly sales goals.
  • Monitored account campaigns with cross-functional teams to add value, eliminate gaps, and make recommendations to exceed customer expectations.
  • Crafted 20 -30 campaign performance presentations per quarter to present to key client stakeholders
  • Developed and maintained 4 Excel dashboards to help streamline reporting for other Customer Success Managers and cross-functional teams during peak season.

Financial Analyst

Mindwireless
Austin, TX
11.2016 - 06.2018
  • Handled 7-9 clients including Coca-Cola, Tesla, and Danaher.
  • Saved clients 10-20% of their corporate monthly wireless bill through rate plan optimization andcost avoidance strategies.
  • Responsible for mindWireless expansion to Global Markets.
  • Developed forecasting tools and dashboards to analyze spend variance, cost savings, and industry trends.

Property Staff

Young Life's Sharptop Cove
Jasper, GA
08.2015 - 09.2016

Education

Bachelor of Science - Sports Administration

Samford University, Birmingham, AL
05.2015

Skills

  • Customer Experience
  • Client Relationship Development & Retention
  • Effective Time Management & Multitasking
  • Adept Learner
  • Excellent Under Pressure
  • Clear Communication and Presentation
  • People Management
  • Training And Development
  • Process Improvement
  • Data Analysis
  • Accomplished Manager
  • Operational Excellence
  • Salesforce
  • Tableau

Interests

Golf

Cycling

Fly Fishing

Hiking

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Affiliations

  • Young Life Ministries
  • Search Ministries

Work Preference

Work Type

Full Time

Work Location

RemoteHybridOn-Site

Important To Me

Work-life balanceCompany CultureWork from home option401k matchTeam Building / Company RetreatsPersonal development programsPaid time offStock Options / Equity / Profit SharingCareer advancementHealthcare benefitsFlexible work hours

Timeline

Manager, Client Growth and Development - Acceleration Partners
06.2022 - Current
Senior Account Manager - Acceleration Partners
09.2021 - 06.2022
Associate Account Director - RetailMeNot
03.2021 - 09.2021
Customer Success Manager - RetailMeNot
06.2018 - 03.2021
Financial Analyst - Mindwireless
11.2016 - 06.2018
Property Staff - Young Life's Sharptop Cove
08.2015 - 09.2016
Samford University - Bachelor of Science, Sports Administration
David L Greenlees (Trey)