Will Howard
Senior Account Executive
Dallas,TX
Summary
Cultivated strong client relationships and implemented a solutions-based consultative approach to consistently exceed sales targets and key performance indicators.
Overview
7
7
years of professional experience
Work History
Senior Account Executive
Pereview Software
06.2024 - Current
- Prospect, build, and manage a comprehensive sales pipeline to identify and engage net new companies, driving full sales cycle execution.
- Conducted in-depth discovery calls and delivered compelling product demonstrations of complex software solutions to potential clients.
- Successfully closed net new business opportunities, contributing significantly to revenue growth and consistently exceeding targets.
- Contributed to sales enablement by developing new sales processes and creating effective sales and marketing materials for the team, enhancing team collaboration.
- Managed the entire Western United States as a sales territory, consistently achieving and exceeding sales metrics.
Senior Business Development Representative
Appfolio
10.2023 - 05.2024
- Executed 35+ outbound calls daily with the intent to qualify leads, build relationships with investment managers, and develop new sales opportunities from SaaS cold accounts, demonstrating a hunter mentality.
- Partnered with Corporate Account Executives to qualify prospects and learn additional tech sales tactics to win deals together, fostering a collaborative sales environment.
- Updated and maintained Salesforce and SalesLoft database with new notes and intel gathered from conversations with prospects, enhancing CRM data for sales operations and accurate forecasting.
- Led team meetings and trainings for new reps, focusing on SaaS sales methodologies and professional development.
Business Development Representative
Appfolio
05.2022 - 10.2023
- Conducted Outbound and Inbound prospecting for technology solutions in a high-volume role, consistently performing against KPIs.
- Provided market research training to the team, leveraging previous industry experience in software sales to identify new business opportunities.
- Spearheaded targeted outreach campaigns in conjunction with executive leadership to develop innovative strategies for new markets, resulting in technology revenue growth and market expansion.
- Mentored and onboarded new team members, providing training and supervision on software product sales, exhibiting strong leadership and mentorship.
Investment Sales
The Kase Group
12.2020 - 04.2022
- Expanded client base by acquiring new customers and identifying investment needs.
- Utilized networking and marketing strategies to generate sales collateral and grow new business.
- Marketed real estate opportunities to diverse commercial clients to maximize revenue.
- Conducted cold calling activities to secure exclusive listings.
- Managed and maintained an accurate CRM database of prospective clients.
Operations Associate & Associate Vice President
Personal Capital
02.2019 - 09.2020
- Facilitated new client account establishment and transfers, managing cash flow functions including wire and ACH transfers.
- Collaborated with Financial Advisors on portfolio implementation and interacted with clients on account setup.
- Managed outbound/inbound phone prospecting, generating interest with high-net-worth individuals to schedule advisor meetings.
- Supported operational process documentation and achieved 100% Quota attainment in 2018.
Education
Bachelor of Science - Agriculture and Applied Economics
Texas Tech University
Lubbock, TXSkills
- Client relationship management
- Relationship building
- Sales quota achievement
- Pipeline management
- Strategic selling
- Prospecting and networking
- B2B sales
- CRM proficiency
Timeline
Senior Account Executive
Pereview Software
06.2024 - Current
Senior Business Development Representative
Appfolio
10.2023 - 05.2024
Business Development Representative
Appfolio
05.2022 - 10.2023
Investment Sales
The Kase Group
12.2020 - 04.2022
Operations Associate & Associate Vice President
Personal Capital
02.2019 - 09.2020
Bachelor of Science - Agriculture and Applied Economics
Texas Tech University