Sandy Zhen

Recruiting & Coaching by Zhen Inc

Founder & Sales Recruiter (US & Canada only)

MeazureUp

Sales hire #2 while joining company as employee #14
Sold to mid market & enterprise segment, large chain businesses across Canada & the U.S

Account Executive

Ritual.co

#1 AE ranking among a team of 9 account executives 
Broke company record of most closed won deals in month of October 2020, 420% above quota. 
Acting as a quasi-sales manager to other AEs
Major contributions in sales playbook & cold calling scripts 
Mentored and coached incoming sales hires 
Acted as the liaison between the sales function and product & marketing team

Jobillico | You'll be happier

Jobillico is a recruitment network partnered with Google Jobs and the Canadian Job Bank to create a better match between companies and job seekers. My role is to entice HR professionals to complement their existing hiring tools with the platform that is home to 10,000 hiring companies and 3 million job seekers. 

- Prospecting with inbound leads provided by marketing research team 
- Self initiated 30% of leads through research
- Average of 80-100 outbound calls / day to qualify leads  
- Book appointments for the Account Executive team 
- Average of 45-60 appointments booked per month

Sales Development Specialist

HomeStars

HomeStars is a network for homeowners to post reviews for contractors, separating the best businesses from the worst. I worked with service professionals in the home industry to build their reputation online with their past customer reviews. Happy to have served 120+ clients among small, medium and enterprise businesses to improve their SEO, advertise through word of mouth and generate more work projects! 

- Products; Brand Builder Program & Lead Driver Program 
- Prospecting; average of 100 outbound calls / day to find potential clients                      
- Educate clients on word of mouth advertising through reviews on HomeStars.com 
- full cycle sales from prospecting, closing & providing tips to succeed on platform
- Upsell subscription services with add-ons
- Negotiating subscription prices using least amount of discounting possible 
- Annual attainment of 122% above target

Virgin Mobile Canada

Acting Manager

Top Performers Award Winner (Presidents Club)

Worked for one of Canada's best cellular services provider, a Bell company. Every day my duties included helping members with their account inquiries, billing issues, technical errors and sold cellular devices, home internet and new rate plans. 

- Educate new customers on the Virgin Mobile LTE network 
- New activation monthly attainment 100-135% 
- Review existing customer accounts & discussed renewal options 
- Upgrade sales monthly attainment 150-200%
- Upsell & cross-sell to exceed multiple metrics of accessories and warranties 
- Resolve customer complaints & discovering sales opportunities in difficult situations 
- Member Experience follow up; Ensure customer satisfaction through callbacks while pitching additional products 
- Cold called customer database to generate in-store traffic & referrals 
- Mentored and trained new hires
- National recognition for best member experience through customer surveys
- Consistently remained in Canada's top 2% best sales rep

Retail Sales Consultant

Cash management
Sell bank accounts, credit cards & travel insurance 
Promote RBC Mortgages & refer to mortgage specialists
Provide preliminary advice on diverse investments & referred clients to financial advisors

Client Service Representative

WOW! mobile boutique

Sell mobile devices and monthly rate plans for Koodo, Fido, Rogers & Telus 
New activation & renewal sales 
Post-Sale Calls - checking in with customers regarding purchases and in-store experiences

Sales Representative

Wilfrid Laurier University

Research Assistance in departments of social and developmental psychology 

- Aided graduate students with literature reviews 
- Conducted social experiments & data analyses 
- Brainstormed methods to recruit participants 
- Coordinate schedules for research studies 
- Tutored students in social psychology & statistics 
- Proctored 2-3 exams/ semester

Research And Teaching Assistant

ACTV8 Marketing

Encourage customers to apply for the President's Choice Financial Mastercard 
Attach balance protection plans to sales

Contact: sandy@recruitingcoachingbyzhen.com

Recruiting - I recruit top sales talent for companies across Canada & the U.S. I have a successful track record of placing SDRs and AEs into companies within 30 days. DM me to inquire about having me assist with finding rock star talent. 


My Super Powers: Mentoring & Connecting People
📌[MENTORSHIP/SALES ADVICE]  
Being in sales for 5+ years, I still have so much to learn but have a hand full of tips and tricks that keeps me employed in the sales tech space. Happy to mentor any emerging sales professionals or trade sales secrets with veterans 🙋🏻‍♀️ 🌟 
[INTRODUCTIONS TO PEOPLE IN MY NETWORK]
📌 I genuinely enjoy connecting people with each other to further their possible synergies. Happy to make someone’s day by introducing you to someone that could help your professional or personal goals 

🚀 [FUTURE GOALS] 🚀 
My ultimate goal is to be a founder of my own software company one day. In the past 4 years, I have been qualitatively designing a sales training software. I often day dream about the day it launches and the number of sales professionals it can help! With this goal, networking to build a large following on Linkedin is important. I help as many people as I can to curate relationships and connections that will aid my software launch in the future. Super open to connect and chat with anyone in various industries, roles or backgrounds. I am open minded to talk to anyone as I love creating opportunities. Firm believer in an equal give and take interaction to network. The best way to network is to help people. 🙏🏻

I love sales, entrepreneurship and all things that fall under hustles 💪🏻 much enjoy meeting new people and discovering their passions as well. what’s your passion? Let’s connect and chat (I accept all invites)

Sabbatical

Working on my doctoral dissertation and spending more time with my wife and kids

Sabbatical break to work on my doctoral dissertation

ShareBuilder 401k

•	Led Sales, Marketing, Customer Service, Product, Finance, HR, Accounting, IT Infrastructure, & Facilities

•	Crafted a $200M acquisition of a competitor that has generated more than $25 million in profit

•	Drove M&A event from Capital One with an on-time closing, final price 50% under budget, & $3M in year 1 profit

•	Achieved more than 4X EBITDA/Net Income goal for fiscal 2020, 2021, 2022 & 2023

•	Grew assets at a compounded annual growth rate (CAGR) of more than 35%

•	Piloted sales increases of more than 20% annually

•	Created a customer success organization that saw FinTech SaaS renewals at a 99% rate

•	Constructed handbooks, manuals, & plan documents in house saving over $2 million at startup

•	Vetted & contracted all vendors (Insurance, HRIS, Payroll, VPN, Security, Salesforce, Five9, Jira, Meraki, etc.)

•	Oversaw modernization of all technological systems savings of more than $3 million annually while leading to greater efficiency, risk mitigation, & business continuity

•	Distilled brand partnership efforts to concentrate on affinity, ISV, strategic, and influencer efforts to dive a 12% increase in partner leads and 12 new national partner agreements

Chief Operating Officer (COO)

Capital One

•	Collaborated with 8 Director teams across 6 sites to create the rhythm of the business (ROB), resulting in improved execution alignment for 850+ associate stakeholders including Sales, Presales, Sales Operations, Partners, Marketing, Services, & Customer Success, 52% Y/Y pipeline growth, & an 11% reduction in account whitespace within 9 months

•	Directed cross-functional teams, bringing together small & mid-size (SMB) business customer data, expanding whitespace customer interaction opportunities by 30%, & driving an increase in SMB product penetration by 23%

•	Public relations media spokesperson for radio, TV, & events (SXSW, GROWCO, Dreamforce, etc.)

•	Grew revenue by 32% compounded annual growth rates (CAGR) over 8 consecutive years

•	Increased assets under management (AUM) by 35% CAGR over 8 consecutive years

•	Boosted customer acquisition by 18% CAGR over 8 consecutive years

Vice President, Business Strategy, Acquisition & Retention

•	Saved over $100M in annual spending by moving Capital One from 26 instances of Salesforce to 2 (Business & Consumer) while also increasing whitespace business customer opportunities by 47%

•	Mentored startup founders on business fundamentals, financial discipline, & the FinTech landscape as an advisor in Capital One Lab’s startup accelerator. Three advised companies generated $300 million in profit for COF

•	Delivered on aggressive sales growth of $500M & $750M Y/Y

Senior Director, Business Development & Retention

•	Led a cross-functional cohort to craft Capital One's first diversity, inclusion, & belonging mission (later DE&I)

•	Expanded external sales team to 6 regions capturing $1.5B in mid-market and enterprise accounts over 3 years resulting in $10M in new recurring annual revenue

•	Initiated business banking referral program including crafting all messaging, training, & program details to increase customer whitespace opportunities by 78%

Director, Sales & Customer Services

•	Pushed external sales team to 3 regions & captured $180M in new SMB & enterprise sales in the first 12 months
 
•	Began managing call center customer service teams, quickly solving customer issues & driving an increase in Net Promoter Score (NPS) from +11 to +42 over 12 months

•	Created a Fee Fighters superhero campaign (piggybacking on the superhero movie craze) where employers & employees could receive social badges by uploading newly legislated fee disclosure documents increasing upmarket leads by 29

Senior Manager, Sales & Customer Service

•	Initiated & led a multi-year partnership with Costco resulting in a 57% annual increase in sales

•	Established external sales role to push "upmarket” resulting in the company's first $1M, $2M, $5M, & $10M sales

•	Segmented sales roles by customer type & associate experience creating 5 sales roles & 8 customer archetypes resulting in sales gains of 13% Y/Y & increased revenue of 26%

•	Led partnership acquisition strategy (affiliate, affinity, cross-marketing, distribution, influencer, ISV, strategic, referral, & white label) resulting in 47 agreements in the first 12 months and a 27% increase in qualified leads

•	Launched a reseller program, collaborating with external firms as authorized resellers to increase product reach resulting in a sales boost of 19%

Senior Manager, Sales & Marketing

•	Refined sales process & technique to increase sales by 234% in 12 months

•	Crafted dynamic customer journeys resulting in a 94% conversion increase & a 56% gain in sales Y/Y

•	Reformed product marketing messaging & voice driving a 187% increase in leads, 119% increase in opportunity creation, & a 62% increase in sales Y/Y

Manager, Sales & Marketing

AutoNation

•	Built, optimized, & refined sales processes & engagement framework for internet sales departments across multiple regions & then nationwide, reducing engagement time from days to minutes, resulting in sales increases of 387%

•	Designed & deployed Microsoft Dynamics, Customer Relationship Management (CRM), increasing revenue by 7% & earnings by 15%

•	Led product team that evaluated paper processes for digitization, eliminated $30M in annual spending, & increased on-time financial EOM close by 26%

•	Developed positioning, messaging, & campaign materials to propel AutoNation's $21 billion revenue, including messaging, pitch decks, creative, & datasheets.

Director, Sales Process & Operations

Younger Kitchens

Founder/Owner

People Leader | COO | CRO | CEO | Creating Efficiency | Accelerating Growth & Revenue | Satisfying Customers | Change Management | GTM Strategy | Fintech | Capital One | ING | AutoNation | Founder

An inclusive hands-on executive focused on finding talented people, optimizing processes, and disrupting markets with winning strategies. This is an approach that has equaled 20 years of explosive sales growth, brand-loving customers, and huge increases in revenue and earnings. Always examining challenges with a creative entrepreneurial approach while also applying business fundamentals through a rigorous financial lens. Utilizing Organizational Change and Leadership expertise acquired through doctoral studies at the University of Southern California to achieve impactful and lasting change!

Known for:

✓ Ability to Get Things Done
    • Always Meeting Deadlines & Quota
    • Providing Targeted Problem-Solving
    • Influencing Cross-Functionally Throughout Organizations

✓ Leading Initiatives that Spark Significant Gains in: 
    • Efficiency
    • Productivity
    • Operational Effectiveness

✓ Leveraging Interpersonal Acumen & Superior Communications Skills to Establish Relationships of Trust that Drive Growth & Exceed Objectives

✓ Bringing Extensive Enterprise SaaS sales, Go-To-Market, Product Marketing, Business Development, Customer Success, Finance, Accounting, & Partnering Expertise to Ignite Transformational Growth

✓ Being an Intellectually Curious Problem-Solver who is Successful in Identifying & Overcoming Business Obstacles

✓ Creating Diverse & Inclusive Cross-Functional Cultures that Empower and Instill a Shared Vision – Aligned with Aggressive Business Objectives & Goals

✓ Managing by the Numbers by Directing the Creation of Ambitions, Concrete, & Aligned OKRs/KPIs to Create Action-Oriented Achievement

✓ Being an Excited Father, Dedicated Husband, Early Adopting Technology Enthusiast, Sports Junkie, Whiskey Connoisseur, Indulgent Epicurean, & Flawed, but Ever-Evolving Man

Specialties: Revenue Growth | Strategy | Profit Optimization | Go-To-Market Leadership | Technology Solution Innovation | Account Management | Growth Strategy | Major Project Management | Sales and Marketing | B2B | B2C | Multichannel | Executive Vision | Organizational Development | Business Turnaround | Customer Acquisition | Customer Retention | Operations | Operational Excellence | P&L | Strategic Planning | Tactical Execution | Digital Transformation | Global Go-to-Market Planning | GTM Leadership | Continuous Improvement | Customer Success Management | Process Engineering | Digital Channels | Brand Strategy | Team Building | Analytics | Business Development | Client Relations

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The Battle

Sandy Zhen

Robert Younger

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