Dan True Email & Phone Number

Los Angeles, California, Us

New York, Ny, Us

As Head of Sales, I lead and supervise a team of four individuals, reporting directly to the CEO. My responsibilities include managing all operations within the sales department, such as utilizing CRM systems effectively, generating leads, prospecting, developing and presenting proposals, and managing accounts. I acquire and maintain ownership of sales territories and seller responsibilities. Engaging with clients through various channels, including email, phone, and Zoom, is an integral part of my role. Additionally, I represent the company at industry conferences and conduct travel for client and prospect engagements.Key Contributions: Steered go-to-market strategy development by crafting persuasive narratives, devising presentation materials, and initiating cold outreach to agencies and brands.  Attained $450K in new business and retained $375K in renewals within an 8-month period with the company.  Closed the largest deal in company history totaling $1.2M, improving a 2-year Title Sponsor agreement with an upsell from the original $400K offer.

Actively engaged in up to 100 cold calls daily to advocate for physical gold and silver as valuable investment options or hedges against current holdings, such as stocks, bonds, and crypto. Utilizing essential skills and adaptability, I played a key role in supporting the successful launch of this startup, joining the company just four months after its inception with only 12 employees. I initiated training sessions for new recruits, providing tailored guidance and fostering collaborative idea exchanges. Additionally, I prioritized the cultivation and maintenance of strong client relationships through consultative sales techniques and a personable approach.Key Achievements: Headed sales and client acquisition strategies for a dynamic finance startup, leveraging extensive expertise in B2C and B2B finance settings. Demonstrated a strong dedication to professional development, exemplified by transitioning successfully from a publicly traded asset management position to a startup environment.  Innovated a tailored consulting approach, diverging from traditional practices focused on basic transactions. Secured seven-figure deal for the company within first few months through strategic networking and personalized sales methods, leading to $2M+ of new revenue in my first year.

San Mateo, California, Us

Supported the sales force internally and externally, by providing comprehensive product information on flagship managed accounts to acquire new clients and uphold existing relationships. Within Legg Mason's financial advisory network, I cultivated and sustained relationships, acting as a representative for portfolio managers and offering extensive insights on investment decisions.Notable Achievements: Strengthened business connections and boosted sales by implementing quarterly inter-branch travel programs. Additional Experience:Internal Wholesaler, Legg Mason Global Asset Management - New York

San Mateo, California, Us