Billy

Conducted discovery calls with potential Pathrise Fellowship applicants using Zoom and Salesforce and referred applicants to admissions; converted 15+ leads into opportunities each month

Reviewed potential applicants’ information in Salesforce, scheduled calls, and documented notes and outcomes in Salesforce to track opportunity conversion

Used strong communication, relationship building, and time management to gather information, provide consultation, and promote the Pathrise Fellowship program to job seekers looking for career coaching.

Led CRM implementation for InsuredMine, optimized sales workflows by creating automation rules, introduced a deal desk process, designed outreach templates, and streamlined data entry processes - resulting in a measurable lift in agent productivity and improved customer retention

Led B2B prospecting efforts to grow a $100K book of business within the initial year through strategic planning and execution

Provided personalized consultations to customers, recommended relevant products/services, and built strong relationships using sales techniques.

Collaborated with Customer Success and Solutions Engineering to oversee retention and growth for 75 B2B mid-market to enterprise customers, fostering robust internal and external connections

Leveraged Salesforce for data analysis, providing insights and engaging in 10 to 15 data-driven discussions per week to cultivate new product pipeline and upsell opportunities

Document conversations and outcomes in Salesforce to track retention and growth.

Managed 100 SMB, Mid-Market, and Enterprise customers including Facebook, MachineZone, Impossible Foods, Dell Computers and Robinhood while also prospecting for net new business for assigned territory

Developed and implemented prospecting campaigns to build expansion pipeline and used Salesforce to track and document campaign performance

Negotiated renewals exceeding $1M through effective account management skills and initiative, earning recognition with top 10% quota achievement award.

Acquired 200+ new SMB customers within two years through end-to-end management of the sales cycle

Achieved recognition in the top 10% of quota attainment by researching and prospecting leads and meticulously recording outcomes in Salesforce.