Jim Whelan Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Led business development function at SaaS-based AI-powered predictive analytics startup.• As part of leadership team, initiated and managed sales infrastructure processes including strategic planning, GTM initiatives, outbound programs, CRM tools, and sales forecasting.• Responsible for full sales cycle from outbound to closing new revenue.• Delivered 4x growth in new logos from marquee brands across top industry categories.

Santa Clara, Ca, Us

Global account lead on two largest ad agency holding companies. Goals: Achieved significant growth with one and turn around at risk relationship with other and win competitive, global RFP.Accomplishments:• Delivered 124% of quota and surpassed growth goal with one holding company.• On at risk holdco account, worked directly with client stakeholders & COE, and led multiple internal teams (AM, CS and CX) to ensure 1,600+ global user base was equipped to use software to effectively serve clients & win new business.• Led strategy, configuration, execution, C-Suite negotiations, and won 8-figure RFP• Leader, new revenue growth.

Santa Clara, Ca, Us

Post-merger role change to lead existing strategic agency account management team of four. • Owned $7.0MM budget from top holding companies; Player-coach role, trained, & mentored team.• Surpassed quota; Top NRR + GRR rates; Earned MVP Top Performer Award 2021.

Santa Clara, Ca, Us

Recruited to join SaaS NLP-focused startup, restructured agency sales team function. Managed vertical team of four and took ownership of key accounts:• 2019 results: Crushed goal and delivered 112% of annual quota in last 5 months of FY 2019.• 2020 results: Achieved 131% of quota during pandemic; Named 2020 MVP Top Performer.

Cambridge, Ma, Us

Forrester is one of the most influential research and advisory firms in the world. We work with business and technology leaders to develop customer-obsessed strategies that drive growth. Through proprietary research, data, custom consulting, executive peer groups, and events, Forrester challenges clients to help them lead change in their organizations.• Led global account relationship with Interpublic Group (IPG) holding company. Stabilized SaaS relationship, expanded and diversified revenue streams via Forrester solutions.• 2017: 92% renewal rate; built trusted relationships with agencies leaders and in corporate c-suite.• 2018: Delivered 146% revenue growth + added 7 new logos. • 2019: Achieved 133% of H1 growth quota; sold first ever agency consulting project.

Lehi, Utah, Us

I joined SMB resource to increase digital B2B brand revenue. Successfully executed turnaround plan to nurture existing clients and develop new business. Accomplishments:• 2015: 220% growth in new business; #1 revenue contributor to sales organization.• 2016: 60% increase in retention; doubled revenue; key client wins: Citi, Fidelity, USPS, Paychex, & Verizon.

New York, Ny, Us

Newly created role designed to develop C-suite relationships and create new digital solutions for:• Ad agencies - creative, media, digital, trading desks, B2B, CRM, PR, experiential & shopper marketing + Strategic media, digital & technology accounts• Launched integrated programs that generated $840k+ in incremental revenue• Executed first-ever integrated research brief series• Manage internal comms between edit, digital, marketing, audience & production leadership to ensure successful execution of new revenue-generating programs • Serve as the client-facing brand ambassador at industry conferences and events

New York, Ny, Us

Promoted to lead 7-person national sales team and deliver $20M in annual revenue from media and entertainment categories across suite of digital, print, experiential, thought leadership , and research platforms. Exceeded goal and delivered 21% growth.• Led day-to-day strategy, budgeting, and forecasting for 270 active accounts • Restructured team to align talent to best serve clients & accelerate transition from print to digital.• "Programmatic" & "Data & Analytics" content categories generated $1.8MM in incremental year-one revenue

New York, Ny, Us

Promoted to oversee 3-person digital account sales team. Strategic focus on new logo acquisition and driving digital revenue in technology, programmatic, and social categories; • Delivered $8.5MM & exceeded quota by 29%• Team broke 64 new accounts, totaling $2.9M in new revenue, and grew sponsorship revenue 65%

New York, Ny, Us

Promoted to develop the Agency business category• Launched print, digital, content & research initiatives to serve the agency community• Grew revenue 225% to $1.3M annually & cultivated strong agency relationships• Successes include: “Mad Men" retro issue & first-ever agency research study revealed @ Cannes

New York, Ny, Us

Hired to manage & build sales territory • Exceeded revenue goals each year and doubled annual territory revenue from $2M to $4M from media and entertainment focused client base. • Recognized as the new business & market share leader and exceeded goals annually.