Account Management Client Success

Professional Summary

Driven and consultative sales executive with 15+ years of experience in B2B technology sales, partnerships, account management and client success. Proven track record in closing high-value enterprise deals, scaling revenue through strategic initiatives, and building strong relationships with decision-makers across tech-enabled sectors. Adept at managing complex sales cycles, identifying client pain points, and delivering tailored solutions in SaaS, fintech, and clean technology markets. Ready to bring value as a revenue leader within a high-growth, mission- driven tech organization.

Core Competencies

• Full-Cycle B2B Sales (Prospecting to Close)

• SaaS / Tech-Enabled Solution Sales

• Enterprise & Mid-Market Account Management

• Strategic Partnerships & Channel Development

• Revenue Forecasting & Pipeline Management (Salesforce, HubSpot)

• Value-Based Selling & Customer Success

• Territory Planning & Market Expansion

• Cross-Functional Collaboration (Product, Legal, Marketing)

• Contract Negotiation & Deal Structuring

Professional Experience

Consultant

Edison Holdings Current

• Guided clients through complex property transactions, consistently achieving sales prices averaging 8% above market value.

• Conducted in-depth market research and property valuations, resulting in 15% higher returns on client investments.

• Negotiated lease agreements and purchase contracts with terms 10% more favorable than market averages.

• Advised clients on high-potential investment opportunities, leading to 20% growth in commercial property portfolios.

Daniel DeHart

Executive Sales Leader

916-***-**** • **********@*****.*** • linkedin.com/in/daniel-dehart

• Ensured full compliance with local, state, and federal regulations, mitigating legal risks and protecting client interests.

• Leveraged CRM tools and performance analytics to monitor sales pipelines and optimize closing strategies.

• Collaborated with marketing, legal, and finance teams to deliver seamless client experiences and drive deal success.

Director of Strategic Partnerships & Enterprise Sales LoanGlide Jul 2021 – Jun 2023

• Closed and expanded enterprise accounts in the home improvement and renewable energy finance sectors.

• Owned a $15M+ book of business, increasing net retention through consultative selling and partner enablement.

• Drove pipeline expansion from $4.5M to $10M, more than doubling qualified opportunities year-over-year.

• Launched two strategic GTM initiatives that exceeded revenue targets, driving $1M+ in new business in 5 months.

• Built scalable partner programs and aligned custom solutions with client needs across multiple verticals.

• Expanded market reach by 60% through new vertical identification and partner onboarding.

• Improved sales cycle velocity by 25%, optimizing onboarding and CRM systems.

• Achieved 38% win rate on enterprise accounts by aligning value propositions to client KPIs.

• Led pipeline forecasting and account planning, collaborating with product teams to deliver client-driven features.

Senior Business Development Manager

Sunlight Financial Jan 2020 – Jul 2021

• Drove 100% activation of a diversified partner portfolio in emerging markets, significantly expanding Sunlight's reach beyond core verticals.

• Developed and secured buy-in on a comprehensive go-to-market strategy, including operational frameworks and KPIs, within the first 90 days.

• Oversaw and nurtured relationships with 70+ national partners, generating consistent recurring revenue and improving client retention by 28% YoY.

• Spearheaded retention and growth initiatives with a potential business impact of $20M+, from ideation through execution.

• Identified and developed 100+ strategic business opportunities, aligning partner needs with cross-functional teams (Product, Sales, Operations).

• Championed a culture of performance and collaboration, mentoring team members to exceed KPIs and achieve a 35% increase in partner-driven revenue. Director of Business Development

Coldwell Solar Jan 2015 – Jan 2020

• Closed over $35M in commercial solar and storage projects, with deal sizes from $500K–

$2M+.

• Managed and mentored a team of 4 junior sales reps, increasing team pipeline revenue by 45% and improving average deal conversion rate by 20% over two years.

• Drove company revenue growth by 40% YOY by breaking into industrial and agricultural markets.

• Shortened sales cycle by 30% through stakeholder alignment and consultative presales engagement.

• Negotiated PPAs, leases, and structured energy finance agreements with corporate and municipal clients.

Business Development Manager

JLM Energy Jan 2014 – Jan 2015

• Launched a scalable partner channel program, increasing inbound deal flow by 45% in just 6 months.

• Managed a team of 8 inside sales reps, driving a 30% increase in national partner retention, a 50% boost in partner-generated revenue, and a 25% improvement in conversion rates within 12 months.

• Generated $1.8M in new revenue through enterprise accounts in energy storage and off- grid commercial solutions.

• Led cross-functional collaboration with engineering to ensure seamless integration of complex energy systems.

Business Development Manager

MicroBulk Consultants Jun 2012 – Jan 2014

• Built and managed a regional sales operation focused on energy consulting and efficiency solutions.

• Created sales processes from the ground up, increasing customer conversion and operational performance.

• Oversaw new Midwest Territory, grew sales by 60% in new markets throughout the lower Midwest and opened two new enterprise partnerships. License

Texas Real Estate License Holder

Education

B.S. in Political Science & Business

University of the Ozarks

• Scholar Athlete, Men’s Soccer Team

• Internship: Office of the Governor of California Tools & Tech

Salesforce HubSpot ZoomInfo Microsoft Office G Suite Slack LinkedIn Sales Navigator

Contact this candidate