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Yyyyyy x. yyyyyy



0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx


Profile of Qualifications


Portfolio Management | Business Development | Interpersonal Communication | Relationship Building | Cross-Functional Teamwork

Strategic Planning | B2B Sales | Management & Supervision | Customer Service Delivery | Revenue & Profit Growth

Cold Calling | Negotiations | Collaborative Problem Solving | Critical Thinking | Goal Achievement | Market Penetration

Closing | Account Management | Upselling | Salesforce Proficiency | MS Office Suite | Windows OS | CRM


Senior-level executive and mentor with exceptional skills in motivation, prioritization and public speaking. Possesses an immaculate track record of meeting or surpassing sales goals and adhering to client needs. Adept in educating customers on product offerings and making related suggestions for services to meet their short and long-term goals. Decisive team player with expert written and verbal communication skills. Self-motivated, assertive and equipped to thrive in a competitive environment. Works well with clients and colleagues at all levels. Presently seeking an outside B2B sales role that will allow for ongoing use of skills; targeting the Pharmaceutical, Software and Technology Sales sectors.


Professional Synopsis


Teq 2016 Present

Senior Account Executive (2016 Present)

  Direct sales within an assigned territory, including leadership across resource deployment and customer engagement efforts

  Coordinate and drive the development of holistic action plans that serve to penetrate new markets; includes the creation of a sales pipeline used to achieve the monthly sales target threefold

  Produce outbound calls and emails to bolster the amount of sales visits; update sales goals featured pipeline report during time spent in the office

  Upsell and cross-sell new products and services to the company s existing client base; also facilitate sales presentations with key decision makers, including review of revenue forecasts for senior personnel

  Consistently exceed monthly and quarterly sales targets using proven sales tactics; consistently update CRM as needed


Account Executive (2015)

  Developed an all-inclusive strategic business and sales plan market-wide that ensured the attainment of sales goals and profit levels; included completing outbound calls and emails to increase sales visits

  Crafted a sales pipeline to achieve 400% of the monthly sales target and convert a minimum of 20% of the active sales pipeline; updated all changes to goals in the pipeline report

  Collaborated with Outside Sales Representative to develop new client acquisition plan; also upsold and cross-sold to existing clients by effectively marketing and promoting new products and services

  Engaged in an ample amount of school visits to achieve pipeline and ensure adherence to the monthly sales plan; updated the CRM to include school visits, contact information, pipeline management and forecasting information

  Always exceeded all monthly, quarterly, and annual sales targets


Cablevision 2014 2015

Outbound Sales Representative

  Marketed and sold Cablevision services to non-subscribers by engaging the existing client segment to up-sell individual accounts in alignment with client needs

  Leveraged effective phone sales strategies that served to increase sales figures and generate profit; included organizing a cold-calling program to increase the departmental revenue base

  Led sales presentations; actively listened to audience feedback, handled objections with tact and built consensus with prospects

  Maintained administrative tasks including installation tasks and delivering leadership for customer satisfaction efforts


Capital One Bank, NA 2012 2013

Vice President/Small Business Relationship Manager

  Directed the sale and administration of all small business banking services, e.g. deposits, loans, merchant services, treasury management, etc. to Preferred Segment businesses within assigned trade area.

  Assessed clients financial needs and developed corresponding proposals for services that matched with their respective needs

  Maintained a regular prospect and client calling program within the Preferred Customer Segment

o    Adhered to the goal of generating high quality new deposit and loan business to exceed production goals

o    Engaged clients within the preferred customer segment, which ranged from $2M to $10M

  Secured over $2M in small business loans; included a mix of business credit lines, commercial mortgages, and equipment loans; also migrated over $1.5M in new funding via the founding of new relationships

Yyyyyy x. yyyyyy





Vice President/Small Business Relationship Manager, Continued

  Maintained a track record of success in generating fees via the sale of treasury and cash management products and merchant services; saw portfolio growth of 45% during tenure in role

  Skillfully expanding the prospect and COI base by consistently networking to foster positive relationships in the local community

  Represented the company in various civic and community functions to help enrich its image and attract potential business


Bank of America 2011 2012

Vice President/Small Business Banker

  Serviced small businesses financial operations in assigned territory; achieved annual revenues of up to $5M

  Founded new opportunities using prospecting, cold calling and networking within the small business banking community

  Analyzed the financial state of each individual client and led them to solutions that best met their business and personal needs; worked in conjunction with other product specialists to aid in needs assessment processes

  Productively migrated $3M in newly-acquired funds through the founding and nurturing of new DDA relationships; increased portfolio revenue by 30% and closed over $5M in small business loans over the course of the year


JP Morgan Chase Bank 2008 2011

Vice President/Small Business Banker

  Constructed and set into motion creative marketing and promotional strategies to target and developing new accountholders; generated new businesses and levels of greater economic support within the community

  Effectually stretched the customer base using varied operative sales techniques that were met with much success; included delivering persuasive sales presentations to the upper-level personnel for major prospective client companies

  Achieved ranking among the top 10% of the entire company with regard to the amount of small business loans closed, along with well the level of new money accumulation

  Increased branch revenue over 50% and business sales by 150%; also closed more than $1.5M in small business loans and garnered over $1M in new funds via the development of new DDA relationships


Earlier Experience


Personal Banker/Assistant Vice President, JP Morgan Chase Bank, 2007 2008

Account Executive, Enterprise Rent-A-Car, 2006 2007




Bachelor of Science, Stony Brook University (3.65 GPA)


Yyyyyy x. yyyyyy



0000 xxxxxx xxxx , xxxx , xxxxx 00000 xxx-xxx-xxxx



March 19, 2018



Hiring Agent Name


Company Name


City/State/Zip Code



Dear [Hiring Agent Name],


I am currently seeking a challenging career opportunity in a (INSERT TITLE OF TARGET POSITION) capacity and am submitting my resume for your review. In advance, thank you for your time and consideration. As demonstrated in the accompanying resume, my professional qualifications include the following accomplishments:


  I am a senior-level sale professional with proven expertise in account management, upselling, B2B relations and other areas of sales management. I bring to any position experience that translates well to sales roles across a variety of sectors.


  In any sales transaction I engage in, I work diligently to ensure both timeliness and accuracy. I am able to seamlessly assess the needs of prospects and current clients and match those needs with corresponding products and services.


  Among my strongest suits are negotiation, strategic planning, collaborative teamwork, closing and sales presentations, to name a few. I am a hard worker with an innate drive to fuel success.


  I am also highly skilled in representing my employers in the local community in order to promote positive relations, drive revenue and ultimately boost profit levels


  Along with my rich work history, I bring to the table a proven educational background. I earned a Bachelor of Science from Stony Brook University, for which I earned a final GPA of 3.65.


As an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance. I am confident that I could be a valuable asset to your organization, and look forward to interviewing with you in the near future.



Yyyyyy x. yyyyyy

Enc. Resume


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