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Work Background
CurinosBusiness Development Executive
Oct. 2022New York, New York, United States● Source and qualify new sales opportunities through inbound lead follow-up and outbound cold
calls and emails
● Cement relationships with key decision makers within existing customers, identifying cross sell
opportunities with individuals or other parts of client’s organization
● Actively maintain sales pipeline opportunity stages so that your pipeline is a true and accurate
indicator of prospects' statuses; utilize pipeline reports to provide sales forecasts to
management
● Work collaboratively with Client Managers, Marketing, and other teams to achieve overall
company objectives / revenue targets
PubNubSales Development Representative
May. 2022 - Oct. 2022●Met and exceeded quotas consecutively for creating a new pipeline by converting and creating new inbound
opportunities at Target Accounts
● Qualified and led discovery with Inbound leads to drive qualified opportunities.
● Made calls and drive prospect outreaches at Target Accounts to generate qualified interest
using Outreach, Drift, ZoomInfo, and Salesforce.
● Pinpointed key decision-makers and actively reach out to understand project details and
company initiatives.
Envestnet, IncData Aggregation Specialist
Apr. 2018 - Nov. 2021• Cold-called clients and manage internal ticket escalations when additional information is
determined necessary.
• Held responsible for maintaining 10+ accounts grossing approximately $2.1 million in
revenue to fulfill the client’s needs.
• Worked on projects to upsell and pitch the Yodlee platform to the existing client base and
manage the relationship by emphasizing the value and service of the company’s financial
Platforms.
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