Account Executive Sales

JAMIE BRODY

**** ****** ******, ******* *****, FL 33426 • 561-***-**** • **********@*****.***

summary

Experienced account executive and sales professional with 8 years of experience in Start-Ups, B2B and B2C software sales, business development, and customer relationship management. Demonstrated history of identifying opportunities for growth, developing revenue impacting relationships and business strategies, exceeding sales quotas, and collaborating across technical and functional teams. Flexible, optimistic and forward-thinking professional with an ability to translate products added value to drive adoption and growth. Proficient in Salesforce, Oracle CRM, Linkedin Sales Navigator, Slack and DropBox.

experience

2018 – 2020 Old Republic West Palm Beach, FL / Remote

Mid-Market Account Executive, Attorney’s Title Fund Service

Oversaw full sales cycle management for B2B SaaS products for SMB real estate attorneys’ and licensed title agencies, providing (contract-close) title production workflow management software and collaboration platform solutions

Business Planning: quickly identified customer priorities and quantified prospects and their pain points resulting in growing book of business by 35% in one year.

Regularly used Dropbox, Slack and Salesforce for storing complex client files and organizing high level collaborative team presentations.

Managed both new high volume accounts and prospects including renewal business, generating over $3.8M in sales and $1.5M in annual recurring revenue

Exceeded sales quota by 21% in 2019, totaling more than $4.5M, and closed the largest regional account for $1.8M

Met with all level of executive management and leadership both onsite or remotely through use of WebEx, Zoom, Google Hangout or Skype to keep a pulse on overall satisfaction and changing business needs to create strategies to support adoption or expansion and ensure customer success

Led sales presentations with technical demonstrations, and worked closely with sales engineers, customer success teams and onboarding on custom requests and client-specific automation needs; oversaw onboarding and provided onsite software training for client staff

2011 – 2017 RFG, Inc. Boynton Beach, FL

Account Executive 2013 – 2017

Led strategic business development for start-up transformation and launch of the company’s cloud-based B2B and B2C financial planning software solutions, through a combination of cold-calling and transformation/retention of previous customer base

Developed procedures for lead generation, qualification, and sales operations for two distinct software products, one geared toward independent investors and another for targeting wealth managers and small to midsized agencies

Managed 176 accounts, driving $2M in revenue and boosted pipeline by an additional 18% through aggressive prospecting and direct mail campaigns

Educated prospects on software value, provided demos and supported onboarding onto the platform

Financial Consultant 2011 – 2013

Provided comprehensive financial planning across retirement income planning, wealth management, and insurance products for high-net-worth individuals

Increased one client’s wealth by $10M through strategically reinvesting money for heirs

Acted as business manager, supporting RFG owners in the sale of the wealth management company by identifying opportunities for the acquisition and serving as a liaison between sellers and buyers

Offloaded an investment portfolio of 600 clients of which 400 were transitioned to cloud service customers

2006 – 2011 LexisNexis Boca Raton, FL

Account Manager

Developed sales opportunities for LexID, a comprehensive customer linking solution built around patented technology, providing linked data and data matching capabilities to clients

Supported a portfolio of existing clients, while identifying opportunities to grow pipeline by leveraging Salesforce and Oracle CRM platforms

Secured 46 new client accounts, achieving 103% to quota and adding $1.6M in revenues

education

Florida Atlantic University Boca Raton, FL

Master of Business Administration (2016)

Bellevue University Bellevue, NE

Bachelor of Science, Marketing & Management (2010)

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