Summary
Overview
Work History
Education
Skills
Timeline
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Tyler Lawrence

Los Angeles,CA

Summary

Sales professional with 10+ years of experience in pipeline generation and deal negotiation. Proven ability to forecast quarterly and annual sales accurately while building strong account relationships. Expertise in aligning client needs with company offerings and identifying upsell opportunities. Successful track record in customer-facing sales cycles and implementations.

Overview

8
8
years of professional experience

Work History

Specialty Account Executive

Ellucian
Los Angeles, CA
04.2024 - Current
  • Oversaw multiple AI SaaS solutions including financial aid, degree audit, recruitment, and continuing education CRMs.
  • Administered current client relationships alongside new client acquisition, supervising full sales cycle from cold outreach to successful contract signing and implementation
  • Formulated targeted account plans to meet revenue objectives and promote growth.
  • Utilized value-selling techniques grounded in thorough knowledge of departmental needs.
  • Cultivated relationships with C-level executives by effectively addressing customer demands.
  • Evaluated customer technology landscapes and competitive dynamics for strategic insights.
  • Monitored industry developments to remain informed on market trends.
  • Directed territory management involving account profiles and precise sales forecasting.
  • Implemented comprehensive business plans focused on customer challenges and priorities.

Inside Sales Representative

Ellucian
Los Angeles, CA
06.2022 - 03.2024
  • President's Club 2023
  • Responsible for developing over 20+ opportunities per quarter that include over 40+ products. Manage 300+ total accounts over 9+ states.
  • Orchestrate collaboration across Core Account Executives, Solutions Consulting, Marketing, Customer Success, Product and Professional Services
  • Engage client leadership and decision makers with proficient value selling sales process.
  • Research customer needs and preferences to identify opportunities aligning with Institutional and State strategic initiatives.
  • President's Club - 2023

Private Client Banker

JP MORGAN CHASE
07.2019 - 05.2022
  • Manage complete financial relationships with high net worth clients.
  • Preside over a total of $200M in assets for 150+ of area's top affluent clients.
  • Lead the entire sales process from discovering new clients and opportunities, creating solutions, and closing sales in investments, lending and business banking.
  • Reduce bank losses by setting successful risk management policies.
  • Brought in $12M in new deposits and investments over the past year.
  • Highest commission earner on team for Oct - Dec 2021
  • Trained new hires on best practices for policy, sales, and effective Salesforce application.

Financial Advisor

MERRIL LYNCH
09.2017 - 04.2019
  • Created complex financial plans for multi-million dollar net worth clients and prospects using a Goals Based Investment Strategy.
  • Managed entire sales pipeline from start to finish, including 150 cold calls per day and 10 client meetings and 2 networking events per week to prospect new leads.
  • Consulted with clients to assess and meet short and long-term financial goals.
  • Conducted daily market evaluations, finding opportunities and pitfalls in the market for clients and proficiently explaining the findings to prospects and clients.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Worked under top wealth management team for Merrill Lynch on the west coast, learning successful sales pipeline management, portfolio construction, and crafting creative solutions for complex situations.
  • Worked with Salesforce to keep pipeline and client information current and up to date.
  • Used Factset and Bloomberg Trading Porfolio system to analyze market data daily.

Education

Bachelor of Arts - Accounting, Economic Policy

University of Nevada - Reno
Reno, NV

Skills

  • Value Selling
  • Sales and Market Development
  • Financial Analysis
  • Marketing Analysis
  • Upselling Expertise
  • Lead Development
  • Business Development
  • Strategic Communication
  • Contract Negotiation
  • Territory Management
  • Revenue Generation
  • Sales Quota Achievement
  • Client Relationship Building
  • Sales forecasting
  • Cross-functional collaboration
  • Service coordination

Timeline

Specialty Account Executive

Ellucian
04.2024 - Current

Inside Sales Representative

Ellucian
06.2022 - 03.2024

Private Client Banker

JP MORGAN CHASE
07.2019 - 05.2022

Financial Advisor

MERRIL LYNCH
09.2017 - 04.2019

Bachelor of Arts - Accounting, Economic Policy

University of Nevada - Reno

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