Customer Support, Business Development, Sales Development

Dave Karson Sales and Finance

**********@*****.*** linkedin.com/in/davidkarson/ 408-***-**** Santa Clara, CA Results-driven professional with a solid, verifiable career track in both sales and finance. Thrive in fast-paced startup environments to deliver solutions requiring prospect discovery, nurturing and development. Excels at identifying opportunities and providing tactical and strategic business solutions.

Operations Management

Solution Based Selling

Strategic Planning & Analysis

Written/Oral Communication

Business Development

Financial Planning

Team Leadership

Modeling

Sales/Marketing

Forecasting

Relationship Management

Complex Problem Solving

Professional Experience

Scout • Santa Clara, CA • February 2023 to August 2024 SALES, SALES OPERATIONS, CUSTOMER SUPPORT

Created and managed Scout’s entrance into the B2B market for COVID diagnostic tests

● Researched and developed multiple marketing personas to target outbound sales

● Created lead lists through the use of Zoominfo, Amplemarket and Apollo.ai software

● Conducted multichannel outreach campaign sequences using, Zoominfo, Amplemarket and Apollo.ai

● Performed cold-calling outreach to prospective customers

● Effectively managed Salesforce CRM as both a user and System Administrator, including creating reporting dashboards for use by senior management

● Developed the Salesforce CRM Knowledge Base and FAQ section to assist Customer Support

● Developed the Salesforce Service Cloud module at Scout to track Customer Support Cases

● Did active market research on industry trends and competition

● Collaborated closely with marketing to ensure consistent on-target messaging Drishti Technologies • Mountain View, CA • June 2020 to January 2023 CORPORATE DEVELOPMENT MANAGER

Performed analysis and ran projections on the P/L, BS and CF Statements. Conduct Sales Pipeline Forecasting and Revenue modeling.

● Ran QuickBooks reports and analysis and assisted in the monthly closing of the books

● Produced NetSuite Financial Reports for Senior Management

● Performed training of the SDRs on the sales tech stack, significantly improving data integrity, relevance, and management useability

● Created and managed the first CRM Sales Pipeline to create a “source of truth” for the sales force

● Created the first Sales Operations dashboards for management, AEs and SDRs

● Administer Gong, HubSpot, ZoomInfo, and LinkedIn Sales Navigator

● Implemented extensive revenue and pipeline modeling for the sales force and company Dave Karson

Morgan Stanley, January 2019 to February 2020 • TD Ameritrade, May 2017 to September 2018 Merrill Lynch, October 2014 to Feb. 2017 • San Francisco Bay Area ACCOUNT EXECUTIVE

Used a multi-channel approach, including cold calling, email, social media, and in-person networking, and conducted daily outreach to prospects to set up Discovery Meetings for the Account Executive.

● Cold-called prospects to set up Discovery Meetings, setting up 4-6 meetings per week

● Performed Discovery Meetings to learn the needs, goals, and pain points of the prospects

● Collaborated with the Account Executive to conduct Demo meetings to go over the solutions to the prospect’s unique concerns and investment goals

● Overcame prospect objections and worked to successfully close the opportunity

● Implemented the client’s financial plan and followed up with the client to monitor and adjust it to ensure financial goals were being met

● Closed over $25 million in net assets

Whitman Capital, Technology Hedge Fund • Palo Alto, CA • August 2000 to August 2012 ASSISTANT PORTFOLIO MANAGER

Performed rigorous investment analysis and portfolio management for the Hedge Fund

● Developed periodic performance reports for clients on a quarterly basis

● Interviewed tech company senior management to fully understand investment potential

● Initiated portfolio recommendations

● In 2008, key contributor to outperforming peers by 35% and the S&P 500 by 25%

● In 2009, key contributor to outperforming the S&P 500 by 25%

● Attended trade shows, conducting research on portfolio companies, competitors, and industries Additional employment as Equity Research Analyst for Investment Banks, 1993-2000. Military Experience

U.S. Navy • New London, CT • September 1983 to August 1989 SUBMARINE OFFICER

As Officer-of-the-Deck (OOD), directed the operations of a nuclear ballistic missile submarine as the first in-command representative of the Commanding Officer (Ship’s Captain) during my daily six-hour watch period, controlling all movements, operations, and evolutions of the ship. Conducted six strategic nuclear deterrent patrols and was Awarded Two Navy Achievement Medals. Education

MBA in Finance, University of Texas, Austin, TX, 1993 Bachelor of Science (B.S.), Physical Science, United States Naval Academy, Annapolis, MD, 1983

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