I build strategies and tools to empower 200+ sales reps to effectively sell to Hedge Funds, Private Equity, and Investment Banking clients. This includes strategic planning and execution of sales programs to meet or exceed sales quota expectations across the field. Onboarding, Ramp and Ongoing Effectiveness processes are created and implemented to maximize revenue growth.

As a founder of DiscoveryCoach.io, I sell a Discovery Guide and lead Discovery workshops that have helped over 3,500 sales professionals master the art and science of discovery.

🤟Charles Muhlbauer

Paylocity

Responsibilities:

-Develop and nurture business relationships with C-Level Executives to generate additional revenue through the client base.

-Identify client objectives and align Paylocity solutions to meet their business needs.

-Execute lead generation initiatives and conduct compelling product demonstrations to showcase Paylocity's offerings.

-Prepare persuasive proposals, handle objections, and close sales to meet or exceed monthly quotas.

-Maintain CRM databases to track client interactions and sales progress.

-Utilize strong sales acumen, negotiation skills, and an in-depth understanding of Paylocity's services, products, and internal processes.

Current Client Consultant

FormAssembly

- 100% quota attainment during ramp up period Jan- April

- Brought in 5 new customers resulting in over $50k ARR of new business

- Created prospecting plan for my book of business with over 250 accounts ranging from SMB to Enterprise

- Managed new closed won accounts to help upsell and expand to new areas of business. 

- Conducted daily demos and discovery calls which resulted in reducing average time to close by 30%.

Account Executive

Crossbeam

- Promoted in April 2022
- Ran full-cycle sales process.
- Negotiated terms and pricing to provide best options for both Crossbeam and the customer.  
- Conducted 25 demos and discovery calls a month to keep my pipeline full of qualified opportunities.  
- Worked with cross-functional teammates in Customer Success, Product, Sales Engineering, and Marketing. 
- Contributed to the growth of Crossbeam by helping the sales team close over $4 million in yearly ARR.
- Helped mentor new SDRs joining the team.

•Part of the first SDR hiring class and helping to build out the GTM Strategy for driving new business revenue.
•Helped 100 new organizations adopt Crossbeam by utilizing outbound sales tactics and tools (LinkedIn, Video, Outreach, ZoomInfo).
•100% quota attainment FY21 
•Delivered over $300k in new ARR (SMB/Mid-Market)

Sales Development Representative

Collective[i]

Collective[i] has amassed one of the world’s largest networks capturing data around B2B sales activities.

Using artificial intelligence and predictive analytics, Collective[i] merges client CRM and other relevant sources of data into our network converting raw inputs into intelligence used by the world’s leading sales organizations to generate revenue, streamline/automate non-revenue producing activities, and enable enterprises to be customer centric and data driven.

Our patent-pending technology and applications designed for sales managers, operators and professionals are essential to the modern sales force.

Client Development Representative

InVision

•Worked with Account Executives to come up with go to market strategy for books of business and generated over $1.5mm in ARR.  
•Managed an average of 75 daily activities to targeted accounts and followed up on inbound leads to achieve qualified meetings quota. 
•Achieved 100% quota attainment for all of FY20 and FY21. Communicated with C-Suite prospects via cold calling, emailing, and social to develop interest in InVision. 
•Helped APAC Team attain 100% of new business ARR goal by conducting daily discovery calls with leaders to uncover real business challenges that InVision could solve.
•Collaborated cross-functionally with internal Marketing, Customer Success, and Product teams to ensure successful account management.

Enterpirse Business Development Representative

Inbound Business Development Representative

JobScore

• Help employers find and hire great people. 
• Understand how companies currently recruit.  Identify opportunities to eliminate busy work and improve results. 
• Show how technology can be applied to source more candidates and make recruiting more collaborative and efficient.
• Share real-world feedback with the product team to help improve JobScore.

Inside Sales Development Representative 

• Generate high-value leads by identifying key decision makers and collecting business intelligence. 
• Promoted to Senior Business Development Representative within 6 months, by exceeding yearly quota by 125%.  
• Handle objections and apply sales techniques to match an organization’s needs with Paylocity products.
• Effectively managed time spent on activities by keeping Microsoft Dynamics up to date and recording each interaction.

Senior Business Development Representative

• Lead sales class by hitting 150% yearly quota in 6 months

Business Development Representative

Dennis Dillon Co.

•	Achieved over one million dollars in product sales.
•	Solved customers problems by paying attention to detail and recognizing their problems. 
•	Conducted prospecting through marketing and social media to get new customers.
•	Used daily sales reports to maintain daily sales goals. 
•	Exceeded monthly sales quota by 105% while employed.

Inside Sales Specialist

As a SaaS Account Executive, I excel at breaking into new markets and acquiring new clients. Learning is my mantra, empowering me to be a top performer. I am passionate about solving problems through technology and take pride in delivering exceptional service for outstanding products. 

During my downtime, I enjoy exploring tech trends, sharpening my sales skills, and bonding with my son over video games. 

I am ready for my next opportunity to shine in the SaaS world!!!

taplio

The Battle

🤟Charles Muhlbauer

Jasen Ward

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