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Work Background
Andres O'Neil & Lowe Insurance AgencyEmployee Benefits Consultant
Feb. 2024Toledo, Ohio Metropolitan Area
PaycorMajor Market Sales Executive
Sep. 2022 - Jan. 2024Toledo, Ohio Metropolitan AreaOutside Sales Consultant responsible for prospecting and nurturing relationships with over 900 labels within Ohio and Michigan. In my first three months, I achieved outstanding results by closing three deals, surpassing my quarterly quota by 275%. This role requires high activity, averaging over 125 dials every week. I have also placed a heavy emphasis on strategic partnerships with local professional organizations such as SHRM, NOHRA, and FAHRA to enhance my prospecting process and create more revenue for my sales pipeline. Achievements: - President’s Club in my first year with quota obtainment at 135%.
- Generated over $4 million in active pipeline.
- Closed 3 deals within my first month, surpassing my quarterly quota by 275%. Key Objectives:
Client Acquisition: Identify and prospect potential clients in need of HCM solutions, targeting organizations of 50+ employees. Needs Assessment: Collaborate with clients to understand their unique HR challenges and objectives, conducting in-depth needs assessments. Product Knowledge: Maintain a comprehensive understanding of our HCM software and services, as well as staying informed about industry trends and the competitive landscape. Solution Presentation: Deliver compelling presentations and product demonstrations to showcase how our HCM solutions align with clients' needs and offer value. Customized Solutions: Work closely with technical teams to design and propose tailored HCM solutions to address each client's requirements. Sales Pipeline Management: Maintain and expand a robust sales pipeline, using CRM tools to track and report progress. Negotiation and Closing: Lead contract negotiations, ensuring favorable terms for clients while achieving revenue targets. Post-Sale Support: Collaborate with customer success teams to ensure a smooth transition from sales to implementation, providing ongoing support as needed.
AnodotEnterprise Account Executive
Aug. 2021 - Aug. 2022Atlanta, Georgia, United StatesAs an Enterprise Account Executive, I was responsible for prospecting and closing business in a new market within the Data and Analytics space. I engaged in cross-border selling, covering the entire globe and multiple time zones. Achievements: - Generated a $4.5 million pipeline in my first quarter.
- Closed a $1.2 million deal with the largest FinTech firm globally. - Directly managed a global team of SDRs. Key Objectives:
Sales Pipeline Management: Maintain and grow a robust sales pipeline. Track and report progress using Salesforce. Sales Presentations: Deliver compelling presentations and product demonstrations to clients, showcasing the capabilities and advantages of our software. Client Relationship Management: Develop and maintain strong relationships with key decision-makers and influencers within enterprise technology companies. Needs Analysis: Conduct thorough needs assessments to understand each client's data analytics requirements, challenges, and objectives. Solution Sales: Articulate the value proposition of our data analytics software, demonstrating how it aligns with the client's specific needs and objectives. Product Expertise: Maintain a deep understanding of our data analytics solutions, their features, and benefits. Stay updated on industry trends and competitor offerings. Customized Solutions: Collaborate with our technical teams to design and propose customized data analytics solutions tailored to each client's requirements. Negotiation and Closing: Lead negotiation processes, addressing client concerns, and successfully closing deals that align with revenue targets. Post-Sale Support: Collaborate with our customer success team to ensure a smooth transition from sales to implementation, offering ongoing support as needed.
C.V. ConsultantsStrategic Business Consultant
Jan. 2021Notable Achievements:
- Identified and executed cost-saving measures that reduced operational expenses by over $100,000, leading to an increase in profit margins and overall revenue growth.
- Successfully managed projects that enhanced operational efficiency, achieving 25% improvement in project delivery times.
- Development and launch of a new service offering that generated an additional $250,000 in annual revenue. Data:
-Analyze the current data landscape, identifying opportunities for optimization and business intelligence.
-Develop strategies to harness data as a strategic asset, driving informed decision-making and uncovering actionable insights. Process Streamlining:
-Conduct comprehensive assessments of the current business processes, identifying bottlenecks and inefficiencies.
-Design and implement streamlined workflows and process improvements to enhance productivity, reduce costs, and increase employee satisfaction. Technology Automation:
-Evaluate existing technology infrastructure and systems to determine automation opportunities.
-Design and implement automated solutions to enhance operational efficiency, reduce manual efforts, and ensure seamless data flow across platforms. Client Collaboration:
-Establish strong relationships with clients, serving as a trusted advisor and understanding their unique business challenges.
-Collaborate closely with client teams to develop tailored transformation strategies and execute actionable plans. Project Management:
-Lead end-to-end project management, including scope definition, resource allocation, timeline management, and risk mitigation.
-Ensure successful project delivery within set deadlines, budgets, and quality standards. Change Management:
-Facilitate change management initiatives, guiding clients through transformational processes and fostering a culture of continuous improvement.
-Provide training and support to ensure the successful adoption of new processes and technologies.
Bloomberg Industry GroupStrategic Account Manager
Jun. 2019 - Sep. 2021Greater Atlanta AreaAs an Outside Account Manager, I managed a $4 million book of business covering the entire Eastern region of the United States. I strategically partnered with Big 4 Tax and Accounting firms to negotiate their renewals and identify opportunities for additional revenue growth. Achievements:
- 2x President's Club qualifier
- Managed a strategic book of business of over $4 million.
- Surpassed annual quota by 115% two years in a row.
- Ranked 1st amongst all Account Managers on the East Coast in my first year. Key Objectives:
Client Relationship Management: Cultivate and maintain strong, lasting relationships with Tax and Accounting firm clients, serving as their main point of contact for all business-related matters. Needs Assessment: Conduct comprehensive assessments of each client's specific requirements, objectives, and challenges, to tailor solutions that align with their goals. Product Knowledge: Maintain a deep understanding of our financial solutions, features, and benefits, as well as staying informed about industry trends and competitors. Solution Delivery: Collaborate with cross-functional teams to design, customize, and implement solutions that meet the unique needs of each client. Account Growth: Identify opportunities for upselling and cross-selling, working closely with clients to expand their engagement and utilize additional services. Client Advocacy: Act as a client advocate within the company, ensuring that client feedback and concerns are addressed and resolved promptly. Contract Negotiation: Lead contract negotiation processes, ensuring favorable terms for clients and the company. Performance Metrics: Track and report on client performance and satisfaction, utilizing CRM tools and metrics to gauge success and identify areas for improvement.
Bloomberg BNAAccount Executive
May. 2019 - Jun. 2019Arlington, Virginia, United States
Bloomberg BNASTART Sales Representative
Jan. 2019 - May. 2019Washington D.C. Metro AreaCertified to sell HR and Tax Solutions for Bloomberg BNA. I have prospected for Fortune 1000 companies as well as small to mid-size companies.
Thomson ReutersSales Intern
May. 2018 - Aug. 2018Ann Arbor, Michigan Called on CPA’s, Tax Lawyers, and Corporations selling Tax, Accounting, Audit and Financial products. Maintained a very high cold-call number on a weekly basis. Created over $90,000 in open potential revenue. Hunting position making over 300 cold calls a week. Performed at over 150% for activity quota.
Farmers InsuranceMarketer
Oct. 2017 - Mar. 2018Called on existing and new customers for Insurance quotes. Responsible for making on average 225 cold calls a week.
EXPRESSSales Representative
Jan. 2016 - Mar. 2018Greater Grand Rapids, Michigan AreaFulfilling the sales process for all customers. In charge of helping maintain the stores inventory.
East Grand Rapids Middle SchoolBasketball Coach
Oct. 2015 - Mar. 2018Grand Rapids, Michigan
Aquinas College - Grand RapidsStudent Supervisor
Oct. 2015 - May. 2016Greater Grand Rapids, Michigan AreaIn charge of supervising student workers for all home Aquinas hockey games.
Aquinas College - Grand RapidsProfessor Assistant
Aug. 2015 - May. 2016Greater Grand Rapids, Michigan AreaIn charge of grading papers, helping set up and organize events, and various office tasks.
Vector MarketingSales Representative
May. 2015 - Sep. 2016Toledo, Ohio AreaPresenting and selling of kitchen cutlery. Also in charge of gaining my own leads for presentations.
BoDec Roofing and InsulatingRoofer
May. 2014 - Aug. 2017Archbold, OhioHelp repair and install commerical and residential roofs while working many 45+ hour work weeks.
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