Nick Kamali

*** ****.********* ****. #***

Foster City, CA 94404

acpcjd@r.postjobfree.com

408-***-****

Summary

An Innovative thinker, a team player, and a proven top sales performer with 8 years of experience in top

companies. My ability to learn quickly, hit the ground running and my strong tenacity for success will

prove to make a winning contribution on your team. Experienced in finance and technology.

Skills

Strong negotiation and persuasion skills. Experienced in selling comprehensive

SaaS solutions, Cloud Data, APIs, Web Applications, Financial Software, Money

movement Software, and Account Aggregation.

Ranked #1 in sales at Wells Fargo in 2008 in all SF Bay Area in the Retail

Banking.

8 years of Inside Sales/Account Executive experience.

SaaS Sales experience to Fortune 100 companies and to C-level Executives.

Have reached 800% over quota in SaaS sales environment.

Salesforce Administrator, Creating Excel Reports, Data Analysis for forecasting.

Initiating and Driving Sales Strategies, Pipeline building, qualifying and closing

deals. Experienced Skills to train 7-8 employees in sales and operations at Bank

of the West.

Experience

Yodlee – Redwood City, CA

Inside Sales Representative 5/2013-1/2015

In charge of Salesforce leads, webinar campaigns, inquiries, driving sales goals

and strategies. Daily tasks were cold calls, warm calls, emails, presentations, and

other methods in selling cloud SaaS to top Financial and Software companies.

W orked with Marketing, Sales, and Products Department to strategize business,

collaborate, and to reach company goals. Provided inputs on outreach and

marketing strategies. Process included providing company solutions, pricing, data

sheets and demos.

Brought in at least 50 major financial companies. Met and exceeded all sales

objectives every quarter of employment. $ 2 million dollar booked, $9-10 million

dollar in pipeline during tenure.

Solutions offered were Data, Aggregation API, Verification API, W ealth, Small

Business, Retail Web solutions and, other smaller web based solutions.

Reached at least over 200% quota in every quarter with the company. Two

quarters reached over 800 percent over quota. Average deal size $250,000. Quota

was 500k per quarter.

Bank of the West - San Jose, CA

Sales Manager 12/2011-5/2013

In charge of all financial sales goals and strategies for the branch and business . Managed a team

of 7-8 team members in sales.

In first quarter of employment achieved 130% exceeding sales goals in new business. In last

quarter of 2011 helped branch hit 160% over quota in major sales metrics. Exceeded all Sales

and operational quotas. Provided various solutions in the banking and financial services industry.

Wells Fargo - Palo Alto, CA

Premier Banker 07/2007-07/2011

Offered, sold and serviced financial products to high net worth clients and

businesses.

Given leadership roles as team leader to train new bankers on financial products,

how to provide great customer service, helping on phone skills, prospecting and

cross-selling, and utilizing variety of lead reports and maximizing CRM tools and

other bank’s resources.

Consistently exceeded quotas, exceeding quota for 14 consecutive qu arters.

Ranked number 1 in sales in all San Francisco Region in 2008 for Quarter 4 by

reaching 400 percent over quota and closing 40 Equity Lines of Credit.

Provided numerous awards for outstanding employee.

Bryco Funding - San Francisco, CA

Mortgage Consultant 10/2006-4/2007

Prospecting through cold calling for residential mortgage loans. Clients included various

professionals while partnering with variety of appraisers, underwriters, and escrow

officers to increase customer service and decreasing sales cycles.

Average 80 cold calls/day. Sales process entailed qualifying leads to closing

process. Pipeline average two weeks to two months. Exceeded all sales goals.

Alliance Bancorp - Brisbane, CA

Sales Coordinator/Account Executive 12/2005-8/2006

Account executive for three major territories for three Senior Account Executives as a

wholesale banker to provide variety of residential products to retail mortgage brokers and

businesses. High inbound and outbound initiatives. Managing many accounts.

Exceeded all sales expectations by helping close on average 10 loans/month.

Managed the 2nd biggest portfolio in the company. Helped senior account

executives reach top level in sales volume of 6 million in revenues in 7 months.

Provident Funding - Burlingame, CA.

Account Executive 4/2005-12/2005

Handled and managed over 200 mortgage accounts. Prospecting 80 calls/day to

businesses and mortgage brokers around the country, negotiating company pricing,

technical support, marketing of mortgage products, partnering with various team

members to make sure all clients got outstanding service.

- Exceeded all sales expectations and increased profitability by 15%. Closed multiple

loans per month.

Morgan Stanley - Sacramento, CA.

Marketer/Internship 9/2002-6/2003

W orked under two top advisors in the company. Cold calling high net-worth

clients.

Exceeded goals in converting calls into sales with a 15% conversation ratio.

University of California, Davis – Bachelor’s Degree 2003

Education

- Bachelor’s Degree in History and Economics

- Series 6, 63 investment licenses - Obtained and funded by Wells Fargo - 2010

- Recommendation from top professor for being outstand ing student at UC Davis

.

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