Summary
Overview
Work History
Education
Skills
Presidents Club Awards at Ooma
Timeline
Generic
William Helfer

William Helfer

Union City

Summary

Dynamic sales professional with 12+ years of SaaS, business development, and team leadership expertise. Proven ability to exceed quotas, achieve 150%+ sales targets, and develop high-performing teams. Excited to bring consultative selling and strategic growth leadership to an innovative organization.

Overview

14
14
years of professional experience

Work History

Account Executive

Ooma, Inc
02.2019 - Current
  • Ranked #1 or #2 on the sales team consistently, closing deals that achieved 130%+ of annual sales quotas for the past 5 years.
  • Conducted over 300 cold calls daily and expanded sales via inbound calls and web leads, converting prospects into high-value accounts.
  • Spearheaded sales of cloud-based SaaS solutions, including desktop and mobile app integrations for businesses.
  • Developed and implemented a streamlined prospecting process, leveraging Salesforce to maintain a top-performing territory.
  • Partnered with business owners and C-level executives, utilizing a consultative approach to assess needs and tailor solutions.
  • Consistently overcame objections and managed pipelines from initial contact through deal closure, ensuring client satisfaction and loyalty.

BDC Manager

Lithia Motors, Inc
10.2017 - 02.2019
  • Transformed an unused space into a thriving Business Development Center, driving an additional 200+ car sales in the first year.
  • Led a team of 12, overseeing recruitment, training, and performance management to foster a productive and motivated environment.
  • Increased lead generation by 40% through cold-calling campaigns, averaging 18+ new leads daily.
  • Designed and implemented call scripts and training programs still in use by the dealership.
  • Championed CRM best practices, ensuring data accuracy and accessibility for the sales team.

Loan Manager

Home Run Capital
03.2017 - 10.2017
  • Closed a $700,000 loan deal for a small business, demonstrating expertise in high-value transactions.
  • Conducted 300-400 cold calls daily, identifying and qualifying potential clients for small business loans.
  • Introduced innovative training methods that streamlined onboarding for new hires, improving overall team efficiency.

Sales Manager/TakeOver Manager

Vacation Tour & Travel
09.2011 - 02.2017
  • Managed a team of 30 telemarketing agents, generating over $1 million in sales revenue over three years.
  • Maintained top-closer status for three consecutive years while coaching and mentoring team members to achieve their quotas.
  • Conducted weekly performance reviews and quality assurance monitoring to uphold service excellence.
  • Collaborated with training departments to develop scripts and programs tailored to industry trends and client needs.

Education

High School Diploma -

Butler High School
01.2009

Skills

  • Sales
  • Consultative Selling
  • Communication Skills
  • Cold Calling Sales
  • SalesforceCom
  • Software as a Service
  • VoIP
  • Telemarketing
  • Sales Training
  • SaaS
  • Sales presentation

Presidents Club Awards at Ooma

2020 - 120% of annual Quota During Covid

2021  - 142% of Annual Quota

2022 - 140% of annual quota earning a trip to San Juan Puerto Rico

2023- 150 % of annual Quota earning a trip to San Antonio Tx

2024 -130% of annual quota earning a trip to San Juan Puerto Rico

Timeline

Account Executive

Ooma, Inc
02.2019 - Current

BDC Manager

Lithia Motors, Inc
10.2017 - 02.2019

Loan Manager

Home Run Capital
03.2017 - 10.2017

Sales Manager/TakeOver Manager

Vacation Tour & Travel
09.2011 - 02.2017

High School Diploma -

Butler High School

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