Strategic Sales Lead Iii - Team Captain
Current-In charge of running weekly meetings to help coach and train Reps on current active deals-Responsible for my own quota while assisting in managing a team of 5-6
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@nerdwallet.com
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Matthew Bergman is listed as Strategic Sales Lead III at NerdWallet at NerdWallet, a with 201 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at nerdwallet.com and a matched LinkedIn profile for Matthew Bergman.
Matthew Bergman previously worked as Strategic Sales Lead III - Team Captain at Nerdwallet and Strategic Sales Lead III at Nerdwallet. Matthew Bergman holds Bachelor'S Degree, Resource Economics from Isenberg School Of Management, Umass Amherst.
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AeroLeads found 1 current-domain work email signal for Matthew Bergman. Compare company email patterns before reaching out.
Matthew Bergman is a Strategic Sales Lead III at NerdWallet at NerdWallet. He possess expertise in leadership, time management, microsoft word, powerpoint, telephone skills and 20 more skills.
Listed skills include Leadership, Time Management, Microsoft Word, Powerpoint, and 21 others.
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San Francisco, California, Us
-In charge of running weekly meetings to help coach and train Reps on current active deals-Responsible for my own quota while assisting in managing a team of 5-6
San Francisco, California, Us
-Expert in Upselling and retaining renewals customers in a variety of different loan products -Consistently crushed targets and still maintaining over a 170% average to goal on a monthly basis -Earned over 3.5 Million dollars In lifetime revenue so far (Second in the company all time)Achievements-3 time Renewals Rep of the Quarter-Presidents club attendee 2022,2023-Second all time in lifetime revenue- 3rd Most revenue in a year - 2022 (1.23M)- 8th Most revenue in a year - 2023 (1.18M)
Nashville, Tennessee, Us
• Manage a full sales cycle and partnerships for MyBaseGuide relocationplatform.• Leverage online advertising as an upsell to companies and provide value.• Exceed quotas of $12,000+ in sales each month to new customers aroundthe military community.• Utilize mass email campaigns and cold calling Through Salesforce to findand communicate with customers on a national scale.• Present SAAS features to decision makers in order to close new customeropportunities.• Designed a new ordering, purchasing, and marketing process to achieverevenue goals
Brockton, Ma, Us
Responsible for managing over 2.4 million dollars in business per year. Hit increasing Quotas in the first 24 months while maintaining an average of 25 new accounts per month.Able to cross sell 14 different product categories including complex furniture projects from start to finish.Manage and maintain over 300 active customers regionally and nationally by providing biannual reviews to clients who require adjustments to pricing and supplies.Manage a large number of media and startup customers working closely to understand business operations.Utilize the website and software to provide digital marketing materials to current and new customers.Use internal CRM to pinpoint potential C-suite level executives and provide them with the opportunity to join our platform.Cold-call new B2B sales in-person across Manhattan while monitoring the full life cycle sales ranging from one week to six months. Leverage strong presentation skills, problem-solving abilities and analytical skills in a fast-paced, constantly changing environment.Provide outstanding service to customers while developing and maintaining long lasting business relationships.
Saint-Martin, Qc, Ca
Served as primary coverage for all Account Managers handling up to 200 project at a time• Used creative and critical thinking to create complex pieces to match client’s needs• Facilitated between clients and vendors to establish working relationships, providing direct value add to the business’s bottom line• Performed data reconciliations, and updated cost spread sheets on daily basis for enhanced reporting• Engaged in weekly meetings to discuss market place strategy, and determine best practice to increase sales
New York, New York, Us
• Led the development of a mobile version of KKR’s quarterly private funds’ valuation and performance metric reporting package using the Capriza software. This mobile app empowered Finance and Investor Relations executives to efficient, mobile access to KKR fund’s performance data while engaging with existing clients and prospects.• Operated as KKR’s vendor and product manager with the software vendor Capriza, including the management of all communication, functionality requests and training arrangements.• Created and tested templates in Microsoft Excel for automated accounting reports • Developed and executed test cases for quarterly financial statement reporting packages utilized as part of the quarterly close process.• Identified data discrepancies, system performance issues and formatted related issues. Reported all testing feedback to management while managing all defects through completion.
Other employees you can reach at nerdwallet.com. View company contacts for 201 employees →
Dirk Digler
Colleague at NerdwalletBronx, New York, United States
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JR
Jason R.
Colleague at NerdwalletNew York, United States
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DR
Dalia Ramirez
Colleague at NerdwalletLos Angeles, California, United States
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BP
Briana Philippe
Colleague at NerdwalletUnited States
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KV
Konstantin V.
Colleague at NerdwalletMountain View, California, United States
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YL
Yair Loeza
Colleague at NerdwalletGilbert, Arizona, United States
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ZF
Zoya Falak
Colleague at NerdwalletLahore, Punjab, Pakistan
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CK
Chris Kuhl
Colleague at NerdwalletCalgary, Alberta, Canada
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MC
Meghan Coyle
Colleague at NerdwalletLos Angeles, California, United States
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MJ
Maitri Jani
Colleague at NerdwalletSan Francisco, California, United States
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Quick answers generated from the profile data available on this page.
Matthew Bergman works for NerdWallet.
Matthew Bergman is listed as Strategic Sales Lead III at NerdWallet at NerdWallet.
AeroLeads has found 1 work email signal at @nerdwallet.com for Matthew Bergman at NerdWallet.
Matthew Bergman is based in New York City Metropolitan Area, United States while working with NerdWallet.
Matthew Bergman has worked for Nerdwallet, Jumpcrew, W.B. Mason Company Inc., Altrum Honors, and Kkr.
Matthew Bergman's colleagues at NerdWallet include Dirk Digler, Jason R., Dalia Ramirez, Briana Philippe, and Konstantin V..
You can use AeroLeads to view verified contact signals for Matthew Bergman at NerdWallet, including work email, phone, and LinkedIn data when available.
Matthew Bergman holds Bachelor'S Degree, Resource Economics from Isenberg School Of Management, Umass Amherst.
Matthew Bergman is listed with skills including Leadership, Time Management, Microsoft Word, Powerpoint, Telephone Skills, Event Planning, Microsoft Excel, and Microsoft Office.
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