pclub.io

Account Executive

Future Family

Team Lead, Client Sales

Anagram

Sales Team Lead

Senior Account Executive

• Anagram helps vision care providers and their patients maximize quality, convenience, and value from their vision insurance benefits. 

• We are empowering patients to understand their benefits and work with the doctor of their choice. We are empowering providers to better serve their patients by easily accessing their rightly owed benefits, regardless of their insurance carrier.

• Anagram is not just a software. We are a movement. Making healthcare more efficient, transparent and accessible, one eye exam at a time.

Solid Commerce

• Spearhead e-commerce software company's inbound and outbound sales initiatives from initial engagement through price negotiations, successfully closing businesses with $40K+ in monthly online sales
• Present six hour-long online demonstrations per day, tailoring each interactive presentation to address a business's needs and concerns while cultivating relationships that shorten sales cycle
• Demonstrate e-commerce marketplace mastery during presentations and client meetings as result of developing in-depth understanding of online stores like Amazon, eBay, Walmart, and Jet

Key Success: Leveraged athlete's mindset to accelerate training, resulting in delivering first customer demo three months ahead of schedule and reaching five-subscription minimum monthly goal that same month

Bouncepad

• Joined UK-based tablet enclosure start-up as fifth employee and quickly mastered product line and sales initiatives to exceed monthly and quarterly goals, earning and maintaining top 5% global sales ranking
• Entrusted to manage company's top 10 US accounts, such as Uber, New York Life, The Golden State Warriors, and HSBC bank, achieving 35% of company's $MM single-year revenue growth 
• Surpassed sales target every month with personal record of exceeding by it 180% as result of closing $300K in new sales

Key Client Successes:
• Clinique: Established and cultivated strong relationship, growing monthly revenue from $0 to $100K
• Navy Federal Credit Union: Set up small test pilot program that grew to 250+ branch implementation nationwide
• Hertz/National Rental Cars: Leveraged spontaneous trade show encounter to gain insight on challenges with competitor's platform, resulting in meeting with executive team and product installation at 50% of US international airport locations 
• Nordstrom: Fostered relationships with senior leadership at quarterly review and achieved customer commitment to implement two new products into retail stores

Winning Strategies:
• Traveled to client locations and engaged in open, honest discussions with customer during quarterly reviews, displaying commitment to resolve any issue while reinforcing product ROI 
• Cultivated team-centric culture by sharing successful sales tactics and motivating sales associates on challenging days 
• Set new hires up for success by delivering comprehensive product training and coaching them to drive sales by engaging with customers in an empathetic, positive, and authentic manner

HONOR: Awarded 2016 Employee of the Year as a result of leadership excellence

Account Executive + Senior Account Executive

BNY Mellon

• Managed and executed 15+ account investigations and disputes per day, thoroughly researching customer information to facilitate swift, and accurate resolutions
• Collaborated with IT and loan departments to resolve printing or database inconsistencies and achieve mandatory daily zero-balance discrepancy goals

Settlement Securities Processor

Visionworks of America

• Ensured fast-paced optical store ran smoothly by fulfilling all administrative needs like collecting detailed patient data so Optometrist could focus on delivering comprehensive eye exams 
• Delivered patient-centric service by helping customers select frames that aligned with their style and budget and liaising between patients and insurance companies to resolve issues

Optical Assistant

Bonza Bike Tours

Worked closely with accounting team at bike tour and rentals company to seamlessly upgrade and maintain accounting system

Key Success: Uncovered $500K in unaccounted for funds while assisting with financial data analysis and $100K accounts receivables clean-up

Finance Intern (Sydney, Australia)

I'm a results-driven and collaborative sales leader with a proven track record of quickly achieving sales success in the tech industry. I attribute this to my ability to leverage the goal-orientated mindset I developed after being cut from my college soccer team's active roster and pushing myself to hit the aggressive technical and mental targets set by my coach to not only earn a spot but ultimately the role of team captain. This standard of excellence drives my passion for developing solution-focused campaign strategies while motivating dynamic sales teams to succeed in fast-paced environments.

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