David M. Email & Phone Number

Summerville, SC, US

Sausalito, California, United States

Practice management for modern accounting firms: Only Karbon provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work.You have the ability to better understand employee efficiency and client profitability, track email volume and response time, track repeating work and performance from previous.

2023: effective selling to C-Suite members through a well ran and organized sales process. Average deal size closed at $50,000Self sourcing new accounts through lead qualification and targeted outreach using email cadences, LinkedIn, loom videos, cold calls, and CRM resources such as Apollo and Hubspot.

2023: Closed enterprise deals with top brands.Exceeded 140% of quota just below a full calendar year and on pace to exceed this years quota by 124%. Attended multiple in person events including Shoptalk, ContentCon, & Grow NY gaining over 50+ referrals Built out sales process, BDR cadences, and served as a mentor for our GTM team

-2021 Q1 and Q2 Top BDR Performer. -177 SQOs, 4.5 Million in pipeline this year. -Promoted to Senior Business Development Representative after 6 months and Team lead at 9 months. -Generated 216 SQO’s and over 5.5 million in pipeline in 11 months. -Exceed monthly quotas by an average of 223% and have consistently ranked as the top selling BDR each month..

• Tasked with training new sales associates at corporate and potential franchise owners.
• Oversee billing coding, insurance claims, staffing, payroll, QuickBooks, inventory, expenses, and employee schedules.

Hockessin, Delaware, United States

• Increased profits by $50,000 per month and exceed monthly quota conversion rate by 20% consistently through effective salestactics of products and programs including vitamin injections and supplements.
• Manage and generate leads and sales through TV commercials, Google AdWords, Facebook, and patient referrals.
• Full cycle sales experiencing closing appointments booked in to becoming clients of the practice

Hockessin, Delaware, United States

• Exceeded quota 18/21 months since start date and consistently exceeded new membership quota by over 120%.
• Gained over 400 new member signups that exceeded quota expectation of 331 signups in 2019.
• Surpassed team of 4 other employees in sales/month of advertising and new membership signups.
• Establish and maintain relationships with over 15 clients that each pay $15,000/year to advertise their business.

• Awarded by management as the “All-Star” in 2018 for exceeding required performance objectives.
• Chosen by management to lead, train new hires, and mentor 20 employees.
• Maintained highest efficiency numbers on the team and as a result selected as a candidate for promotion.
• Ensured the highest level of integrity while preserving confidential information for all clients.