Daniel Montero work email
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Daniel Montero personal email
Finance graduate from California State University, Northridge, with a specialized focus on the FinTech industry. I possess a keen ability to leverage data and analytics to drive sales strategies and business decisions. My passion for technology and problem-solving fuels my pursuit of excellence in sales, account management, and strategic partnerships within the software sector. Excelling in fast-paced environments, I demonstrate adaptability and a commitment to results through effective relationship-building and strategic planning. With strong project management and data analysis skills, I'm eager to apply my expertise to identify growth opportunities, foster meaningful customer and partner relationships, and significantly contribute to your team's success.Let's connect and explore how I can add value to your organization.
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Sales, Mid-MarketAltruistLos Angeles, Ca, Us
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Sales Consultant, Custodial SolutionsAltruist May 2024 - PresentCulver City, California, Us• Altruist revolutionizes the wealth management industry with cutting-edge FinTech solutions. Our platform streamlines portfolio management, enhances client interactions, and optimizes operations, empowering firms to focus on delivering exceptional value to their clients. • Partnering with firms on the East Coast of the United States to close deals, manage accounts, as well as drive upselling and revenue retention strategies.
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Associate Account Manager, EnterpriseBlackline Jan 2024 - May 2024Woodland Hills, Ca, Us• FY 2024: 189% - Q2: 290% - Q1: 161%• Nurturing relationships with 200+ of Fortune 1000 clients while implementing strategies to generate new revenue opportunities.• Collaborating with partners and cross-functional teams on client projects, ensuring alignment with client objectives and timely delivery. -
Senior Business Development, EnterpriseBlackline Jan 2023 - Dec 2023Woodland Hills, Ca, Us• FY 2023: 114% - Q4: 130% - Q3: 106% - Q2: 120% - Q1: 100%• $4.0M ACV Pipeline Generated• Managing the NA Mid-Atlantic and LATAM regions. ($750M+ in revenue)• Cultivated and maintained relationships with clients and strategic partners in North America & LATAM such as Oracle, SAP, Deloitte, Accenture, EY, KPMG, and others to enable them on BlackLine offerings, resulting in 40% increased pipeline for Enterprise Sales Executives.• Developed, translated, and implemented marketing collateral and direct mail campaigns for an underdeveloped LATAM territory, resulting in increased market awareness and a 20% increase in lead generation.
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Business Development, EnterpriseBlackline Feb 2022 - Dec 2022Woodland Hills, Ca, Us• FY 2022: 133% - Q4 143%, North America MVP. - Q3 120%, North America MVP. - Q2 143%, North America MVP. - Q1 150%, North America MVP.• $5.0M ACV Pipeline Generated.• Managing the NA Mid-Atlantic and LATAM regions. ($750M+ in revenue)• Formally mentoring a team of new BDRs through internal program.
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Business Development, Mid-MarketAauxi Dec 2020 - Feb 2022• FY 2021: 125%• Identify and research potential clients to generate leads through cold calling, emailing, and networking.• Identify and pursue new business opportunities within target markets to meet or exceed sales targets.• Ensure a smooth onboarding process for new clients, setting the stage for long-term partnership.• Designed and implemented marketing campaigns to increase brand awareness. This strategy facilitated productive talks with five (5) potential investors and three (3) partners, significantly contributing to the platform's visibility. -
Intern, Financial ResearchCetera Financial Group Jun 2020 - Aug 2020San Diego , Ca, Us• Identified promising investment opportunities and refined sales strategies, establishing a solid foundation for advanced consultative selling and effective client account management.• Achieved expertise in organizing and managing client information, ensuring a smooth transition to efficiently maintaining well-structured client accounts in future roles.• Collaborated extensively with Financial Advisor teams to enhance client portfolio management, highlighting the importance of interdisciplinary teamwork in fulfilling client objectives.• Gained a thorough understanding of financial markets, investment products, and portfolio analysis, becoming essential in addressing and navigating client needs successfully.
Daniel Montero Skills
Daniel Montero Education Details
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California State University, NorthridgeFinance
Frequently Asked Questions about Daniel Montero
What company does Daniel Montero work for?
Daniel Montero works for Altruist
What is Daniel Montero's role at the current company?
Daniel Montero's current role is Sales, Mid-Market.
What is Daniel Montero's email address?
Daniel Montero's email address is da****@****ine.com
What schools did Daniel Montero attend?
Daniel Montero attended California State University, Northridge.
What skills is Daniel Montero known for?
Daniel Montero has skills like Leadership, Consulting, Amazon Web Services, Strategic Partnerships, Accounting, Salesforce.com, Economics, Corporate Finance, Sap Products, Oracle Enterprise Resource Planning Cloud, Account Management, Customer Interaction.
Who are Daniel Montero's colleagues?
Daniel Montero's colleagues are Murtaza Sultan, Saurabh Office, Art Krylov, Rupali Shendge, Nsikak E., Muskan Tiwari, Valery Yakovlev.
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