Ian Poole Email and Phone Number
Ian Poole work email
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Ian Poole personal email
Music enthusiast with extensive and accomplished client success, project management, sales, and Revenue Operations in retail & mortgage banking, tech hardware and SaaS industries. Skilled at professional development, team motivation and revenue growth. Significant sales training and coaching experience, with an in-depth knowledge of internal operations and client success KPI's. Have a passion for building meaningful connections with people and organizations that make a difference in the world.
Patientnow
View- Website:
- patientnow.com
- Employees:
- 39
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Revenue Operations ManagerPatientnow Sep 2023 - Present -
Lead Enablement & Revenue OperationsThryv Oct 2021 - Sep 2023Hendersonville, North Carolina, United States -
Client Success PartnerThryv Jun 2021 - Oct 2021 -
Client Success ManagerPema Oct 2020 - Mar 2021 -
Head Of Channel Sales & Principal Account ExecutiveScw May 2019 - Jan 2020Asheville, North CarolinaI oversaw the SCW Installer/Integrator Partner Program to help drive channel revenue and market growth while supporting our partner's businesses.-Manage relationships with our high volume, enterprise-level Installer and Integrator partner base-Oversee the growth of our new Integrator Partnership revenue stream-Manage the effort for regional office growth into new, emerging markets around the US-Coach and train sales team members on conversation tactics to secure new business-Ensure sales team members are acquiring new installer & integrator leads to grow that lucrative revenue branch -
Business Development & Account Retention ManagerGalaxy Digital Jul 2017 - Apr 2019Asheville, North Carolina"Connecting communities, building engagement." The Galaxy team is very similar to our customers in that we are passionate about making positive, lasting change in the communities in which we serve. Creating simple, community engagement software and supporting our customers to the absolute best of our ability is how we make that happen. -Managed our client retention portfolio, conducting demos and negotiating new contracts for clients who had recently changed software managers or executive directors-Regularly conducted a thorough internal audit of multiple company departments-Generated detailed reports on audit findings, emphasizing procedural efficiency to improve client relations & user experience.-Improved subscription renewal rates from 89% to 94% from year 1 to year 2 by analyzing, revamping and enhancing customer support and sales department practices & procedures.-Created relationships with various nonprofit, educational, and corporate verticals to sell and implement our software platforms-Conducted market research to determine best sales and marketing practices for focused sales campaigns-Data analysis for sales executive activity, product closing rates, and pipeline building for quarterly projections, team performance reviews, and sales coaching-Held scheduled calls to asses software needs, schedule software demonstrations, and report findings to our development team for future development-Demonstrated our software platform for nonprofits via screen-sharing webinars, presentations, and web conferences-Grew specific Habitat for Humanity revenue stream from scratch with list building, prospecting, demos, contract negotiations, and closing, overseeing a complete development and sales cycle effort for an entire new revenue branch -
Mortgage Loan ProcessorWells Fargo Home Mortgage Oct 2016 - Jul 2017Greenville, South Carolina-Processed and analyzed various types of home mortgage loans-Analyzed financial records, tax documents, portfolios, and insurance policies to recommend approval or declination status-Worked closely with legal teams, closing agents, and mortgage consultants to coordinate mortgage processing and closings -
Digital Marketing ManagerReal Estate Support Technology Jan 2014 - Jul 2017Flat Rock, North Carolina-Managed social media accounts for a large property management firm across the southeast-Oversaw Facebook, Twitter, and Instagram targeted campaigns to promote 26 different apartment complexes and drive occupancy rates-Coordinated social media campaigns promoting various "Live, Work, Play" and multi-family complexes during construction and grand opening of the properties-Managed team of head property managers to coach them on social media marketing and general property marketing to drive lease rates and company revenue-During acquisition of new properties, conducted market analysis to determine competitors rates per square foot. and made lease rate recommendations based on data findings & previous management's pricing roll
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Workplace Banking ManagerPnc Bank May 2015 - Apr 2016Arden, North Carolina-Sold Home Equity Lines of Credit, Auto Loans, Credit Cards, & Personal Lines of Credit to our large commercial clients' workforce-Managed the Workplace Banking program, where I would hold tabling events and corporate conference to sell incentive-based banking products to employees of companies that held large corporate accounts in the Western North Carolina market-Managed area branch and office sales people to promote our Wokplace Banking Program. Coached and trained them on the program and sales activities to grow market share and program revenue-Coordinated efforts with our business banking manager to grow corporate/commercial relationship market share in North Carolina-Coordinated with state lead office in Raleigh, NC to help add new commercial accounts by attending frequent management training and conferences
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Financial Services RepresentativeFirst Citizens Bank May 2014 - May 2015Hendersonville, North Carolina-Inside Sales to prospective clients & Outside Sales to current clients for retail banking products and loan products-Coordinated specified referrals to wealth management and business banking departments through training and subsequent qualification of prospect or client
Ian Poole Skills
Ian Poole Education Details
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Music Performance, General
Frequently Asked Questions about Ian Poole
What company does Ian Poole work for?
Ian Poole works for Patientnow
What is Ian Poole's role at the current company?
Ian Poole's current role is Revenue Operations Manager at PatientNow.
What is Ian Poole's email address?
Ian Poole's email address is ia****@****use.com
What schools did Ian Poole attend?
Ian Poole attended The University Of Georgia.
What skills is Ian Poole known for?
Ian Poole has skills like Team Management, Sales And Marketing, Team Building, Sales, Market Research, Retail Banking, Business Development, Direct Sales, Account Management, Consultative Selling, Marketing, Digital Marketing.
Who are Ian Poole's colleagues?
Ian Poole's colleagues are Gregg Bessette, Sean Merriweather, Matthew Klein, Jorge Gamboa, Emily Fisher, William L., Erica Flores.
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