Account Executive Data Analytics
Resume:
ABOUT ME
Dynamic Sr. Account Executive
with over 15 years of enterprise
sales and account management
expertise, consistently surpassing
quotas including a $500K
quarterly target. Adept at
leveraging data analytics, driving
client retention, mentoring teams,
and building C-level relationships.
Eager to bring strategic insights
and a collaborative approach to
contribute to your team's success.
EDUCATION
Oklahoma University (OU) /
Oklahoma City /
1998
SKILLS
ACC INTEGRITY SELLING CERTIFIED
SANDLER SELLING CERTIFIED
CONSULTIVE SELLING
SOLUTION SELLING
SPIN SELLING
MANAGEMENT
PROBLEM SOLVING
COMMUNICATION
LEADERSHIP
COURSES
APR 2018 - JUN 2018
JUL 2018 - SEP 2018
APR 2018 - JUN 2018
JAN 2017 - DEC 2017
MAR 2012 - FEB 2017
WORK EXPERIENCE
Austin
Oct 2023 - Feb 2025 • Managed high-net-worth retirement accounts for elite investors, ensuring optimal asset allocation and financial security.
• Developed investment strategies with a focus on precious metals, including gold and silver, to diversify client portfolios.
• Collaborated extensively with cross-functional departments, including 401k, IRA, and third-party money market and stock portfolio managers, to offer comprehensive investment solutions.
• Spearheaded the modernization of investment products, contributing to sustained revenue growth over a decade-long period.
• Executed full-cycle sales processes, consistently meeting and surpassing a monthly quota of $300,000, resulting in annual revenue of approximately $3.6 million.
• Achieved over 110% of sales targets monthly, quarterly, and annually through dedicated performance and strategic planning.
• Specialized in cold calling techniques, successfully nurturing existing client relationships while also establishing new ones.
• Implemented effective email marketing campaigns and managed inbound calls as key strategies for business development and client acquisition.
• Developed and executed investment strategies to maximize portfolio performance and align with client objectives.
• Managed risk through strategic asset allocation, diversification, and continuous portfolio rebalancing.
• Led a team of investment professionals, fostering a culture of excellence and continuous improvement.
Remote
Nov 2021 - Sep 2023 • Managed multiple client accounts, fostering strong relationships with all customer and partner touch points to enhance client retention and satisfaction.
• Collaborated with Associate Account Managers and Ad Operations to streamline operational processes, including campaign setup, creative/tag receipt, trafficking, optimization, troubleshooting, and quality assurance.
• Partnered with Analytics and Ad Operations teams to analyze customer success or failure, driving product or process improvements based on identified root causes.
• Worked with internal cross-functional teams to comprehend customer objectives and key performance indicators, striving to surpass those targets throughout the campaign lifecycle.
• Utilized technical tools and quantitative data to manage campaigns effectively, ensuring high levels of customer satisfaction and renewal rates.
• Prepared insightful campaign reporting, conducting analysis and research to inform client reviews and strategy adjustments.
• Maintained weekly campaign status documentation for internal review, ensuring transparency and progress tracking.
• Coordinated with Finance department to manage billing setup and invoicing, ensuring accuracy and timely financial operations.
• Managed customer interactions and follow-ups with CRM tools, optimizing efficiency and visibility, while ensuring resolution of open issues.
• Adhered to established processes and workflows for campaign setup, pixel strategy, creative execution, ad trafficking, and campaign management, contributing to superior customer service and operational excellence.
• Delivered strategic insights and recommendations to support campaign success and foster long-term client relationships. Austin
Jul 2019 - Aug 2021 • Managed and enhanced business relationships with customers, fostering growth and opening avenues for new business opportunities.
• Consistently ranked in the top 5% for sales performance, demonstrating sustained excellence and competitiveness on the sales floor.
• Engaged with IT professionals and developers to assess their needs, determining whether a Certified Database
Administrator or a Fully Managed Database Hosting Service would better address their database management
requirements.
• Drove increased revenues for both the company and assigned territory through strategic customer acquisition, exceptional service delivery, and the effective application of upselling techniques.
• Developed and implemented complex solutions tailored to client needs and specifications.
• Conducted in-depth technical presentations and
demonstrations for clients and stakeholders.
• Managed client relationships, ensuring high levels of satisfaction and repeat business.
• Stayed current with industry trends and emerging technologies to advise clients effectively.
Austin
Mar 2017 - Jul 2019 • Re-licensing and new business licensing for Enterprise Cloud Data Management
• Increased Sales Revenue in the Territory by 53% since being in role and keeping a consistent 110% above Sales Quota of 500k per Quarter
• Work exclusively with C-Level Executives to develop a solution that results in a lower TCO and a faster ROI
• Saving companies 20-50% in losses over the course of 1 to 2 years
• Mentoring team members below quota and helping them to succeed hitting quota or above, to keep sales at 70-90% above expectations
• Business and Marketing Development Manager- Identifying business needs while also conducting information gathering discovery calls to pre-qualify sales opportunities
• Managing the Northeast Strategic region, consisting of 10 field reps
• Utilizing tools Salesforce, SalesLoft, Tech Target, Bombora, and Tableau daily• Training field reps and other Business Development Managers in these tools
• Hitting quarterly goals reaching above 100%
Austin
Mar 2012 - Feb 2017 • Managed full sales cycle, from prospecting through cold calling to solution presentation, negotiation, closing, and fulfillment
• Cultivated and maintained relationships with C-Level and Director-Level decision makers within managed accounts in the New York Metro area
• Achieved a 50% increase in sales within the first two months by developing a targeted strategy and conducting in-depth research into clients' volume licensing and organizational needs
• Fostered partnerships with large account resellers and channel partners to convert visions into tangible solutions
• Independently handled 100% of the sales cycle, directly contributing to $2.6M in revenue
• Consistently ranked in the top 5% of the sales team in performance
• Specialized in high-growth, cloud-first managed service provider (MSP) solutions, including cloud hosting, Disaster Recovery as a Service (DRaaS), backup, Managed IT, and cybersecurity
• Managed and grew a portfolio of client accounts to meet quarterly sales targets.
• Crafted and delivered tailored presentations and proposals to prospective clients.
• Collaborated with cross-functional teams to ensure client needs are met with high-quality solutions.
• Attended industry events and conferences to network and stay current with market trends.
• Provided clients with regular updates on product offerings and industry developments.
• Resolved client concerns and queries promptly to maintain high levels of customer satisfaction.
BACHELOR OF SCIENCE IN
BUSINESS
ADMINISTRATION &
BUSINESS MANAGEMENT
TOP PIPELINE PRODUCER
AWARD
INFORMATICA
TOP PRODUCER
INFORMATICA
TOP PRODUCER
INFORMATICA
BDM OF THE YEAR
INFORMATICA
#1 ACROSS ALL SEGMENTS
MICROSOFT
US MONEY RESERVE Sr. Portfolio Manager
LEARNQUEST Sr. Account Executive
RACKSPACE Sr. Solutions Specialist II
INFORMATICA ISR
MICROSOFT Account Executive
JOSEPH
FLYNN
SR. ACCOUNT EXECUTIVE
Austin, TX, Austin, 78660, United
States
**************@*****.***
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