Vena Solutions

Area Sales Manager - AE SMB

•	Promoted to SDR level 3 after 9 months of consistent 100% + quota attainment, $1,580,000 of pipeline development and $449,000 in closed ARR
•	Developed and implemented strategies with Regional Account Managers and Area Sales Managers to land new accounts
•	Working with and targeting Banks, Credit Unions, Property Management, REITS, Insurance, Financial Services and Private Equity Companies to show them the power of a CPM solution.

Senior Sales Development Representative Level 3

•	Regularly prospect C-Suite to discover active projects, find pain points, confirm decision makers and turn them into pipeline opportunities.
•	Leader for top activity in day-to-day metrics across the organization, 60+ calls daily and 20+ accounts scrubbed daily.
•	Source net new business and engage with potential clients through outbound activities (Cold Call, Email, Linked In)
•	Set up introductory calls for Regional Sales Managers by utilizing Salesforce Database, Crunchbase, ZoomInfo and Sales Navigator.

Sales Development Representative Level 2

Vince Ippolito Insurance & Financial Services

•	Promoted to Manager after consistently exceeding sales targets and growing division to add 7 licensed team members.
•	Delivered annual, semi-annual, and quarterly reviews with clients to demonstrate value and build relationships.
•	Partnered with existing clients and new onboarding clients to deliver exceptional customer experience and promote multiline business opportunities.
•	Supported Team initiatives and coached team members.
•	Received highest achievement through MDRT Qualifier 2020

Financial Services Manager

•	Tasked with Creating and Developing a Financial Service division of the agency.
•	Being Data-Driven: drove adoption and retention working with Net Promoter Score to influence a better customer experience to expand our clientele.
•	Maintained a high level of customer engagement and satisfaction to drive renewals and upsell targets.
•	Cultivated a pool of advocates to support sales targets and grow our referral business.

Financial Service Specialist

•	Seamlessly integrated and implemented new systems and procedures to support value-based relationships with clients. 
•	Team driven, with proven ability to bring people together in a professional and supportive atmosphere. 
•	Supported new company objectives and worked collaboratively with team members to uphold standards.

Officer Manager

•	Collected, tracked and maintained book of business to ensure all clients were satisfied and reduce churn.
•	Proactively reached out to clients upon renewals to confirm if any changes were needed and increase client retention.
•	Upsold current customers and brought in New business to the agency.

Account Manager

•	Exceeded expectations by constantly surpassing sales quotas
•	Helped clients through difficult claims situations in their time of need.
•	Responsible for cold calling, door knocking and pipeline generation.
•	Maintained details note of every transaction with clients.

Customer Service Specialist

Trusted by finance, Loved by business🌱

• Over 70% of organizations use Excel for mission-critical business processes
• 89% use Excel for Budgeting, Planning, & Forecasting
• 81% use Excel to augment existing ERP, CPM, or other financial solutions

Contact me: 
Email | Jcox@venacorp.com

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