Rick Lopes Email and Phone Number
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As a Senior Account Executive at Carta, I look to help companies and VC funds of all sizes and stages unlock the power of equity ownership and fund administration. With over 15 years of experience in sales, product management, and financial analysis, I have a deep understanding of the equity management challenges and opportunities that our customers face. Our customers are why we exist. Treat them with value, give them the best service, and they will come to you as a partner and not a vendor.My mission is to empower more people in more places to access, manage, and benefit from equity, whether they are founders, employees, investors, or partners. I leverage my product and finance skills to deliver solutions that meet the needs and goals of our diverse and growing customer base. I also partner with cross-functional teams to provide feedback and insights that drive product innovation and customer satisfaction. At Carta, I am proud to be part of a company that is transforming the way equity is valued, distributed, and utilized.
Dsd Business Systems
View- Website:
- dsdinc.com
- Employees:
- 229
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Sr. Business Development Manager, Sage IntacctDsd Business SystemsRoseville, Ca, Us -
Senior Account ExecutiveCarta Sep 2024 - PresentSan Francisco, California, Us -
Director, Client Relationship ExecutiveCrosscountry Consulting May 2023 - Oct 2024Mclean, Virginia, Us -
Sr. Account ExecutiveMntn Mar 2022 - May 2023Austin (Remote) , Texas, UsMNTN is the pioneer in performance-driven, Connected TV. The MNTN Advertising Suite provides marketers with everything they need to build their own ads, launch retargeting/prospecting campaigns, and to execute performance television initiatives with the most targeted audiences with best in class attribution, reporting in GA and performance.MNTN give advertisers total transparency and complete control over their campaigns – all with the fastest go-live time in the industry. Thousands of top brands have partnered with MNTN including Virgin America, TUMI, Staples, Beachbody, and more. -
Senior Account ExecutiveSage Jul 2015 - Mar 2022Newcastle Upon Tyne, Gb• 196% of FY21 sales quota - #3 out of 43 overall sales• 231% of FY19 sales quota - Account Executive of the Year, #1 out of 35 overall sales • 113% of FY18 sales quota - #4 out of 29 overall sales• 120% of FY17 sales quota - #4 out of 24 overall sales• 100% of FY16 quota • President’s Club Recipient – 2021, 2019, 2018, 2017, 2016• Top Performer for highest monthly recurring revenue – AE of the Month Award Recipiento September 2021, August 2021, October 2020, September 2019, December 2018, April 2017, September 2016, January 2016, December 2015• 559% of monthly sales quota, September 2019 – Achieved $367,356 ARR sold in one month, 13 new logos – all company record• Promotion from Emerging to SMB to MM through continued success across market segments• Pioneered Financial Services vertical with cross-functional collaboration with marketing, product development, sales engineering, sales development, and customer success• Strong co-selling experience with both 3rd party applications like Salesforce.com, Bill.com, FloQast, ADP, Expensify and Knowledger as well as implementation partners like Armanino, Baker Tilly, RKL Solutions, Cargas and BKD• Led and managed sales motion; Discovery, functional fit, technical fit, demonstration, services implementation, 3rd party integrations, proposal, negotiation, legal review and signature -
Sales Development RepresentativeSage Sep 2014 - Jun 2015Newcastle Upon Tyne, Gb• Exceeded 146% of ramp quota during a 3-month period• Led team in overall opportunity creation leading to promotion to Account Executive in under 12-months• Developed Hospitality prospecting program and templates for accelerated vertical growth -
Account ManagerRestaurant Technologies, Inc. Jul 2012 - Sep 2014Mendota Heights, Mn, UsAccount Manager – Outside sales representative responsible for building new business for RTI’s automated oil solution to national, regional and local restaurants throughout the Northern California region• Currently 114% of 2014 calendar year sales quota• Ranked as high as 7 out of 35 Account Managers in overall performance; currently I am ranked 8th• Achieved Strategic Account Selling certification with a perfect score of 5 out of 5• Selected to be part of the beta test group to enhance and develop CRM efficiencies through dashboard reporting• Primary resource for all Burger King franchisees in Northern California -
Direct SellerEmpire Today Apr 2010 - Jul 2012Northlake, Il, Us• Successive 14 months of achieving “Circle of Excellence,” the company’s highest monthly recognition. • Awarded as the “Best of the Best” regional sales representative for August and November of 2011 among 18 representatives. • Completed 117% of Self-Generated quota in the calendar year of 2011.• Signed and completed 30 installations per month compared to company expectations of 22.• Developed the first digital integration of pricing sheets for faster and more expansive bidding options for the northern California region.• Installed residential, commercial and business to business contracts -
Wholesale Account ManagerRiver Oak Capital Oct 2007 - Mar 2010Sales Associate responsible for contacting, proposing and account oversight through the entire process of the loan transaction for the individual customer. Excelled to "ROC Star," highest company revenue through funded loans, within my first two months of employment.Recognized for most cold leads contacted and applications taken among active loan officers.Helped develop a business plan and proposal for an investment refinance program developed across the nation.Worked with loans in the purchasing, refinance and investment divisions.
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Regional Account ManagerAutomatic Gate Systems Nov 2005 - Oct 2007• Solely responsible for locating and presenting to new clients and the continuing customer relations as well as business to business relationships.• Worked with customers to complete projects to their satisfaction and demonstrate the quality of Automatic Gate Systems.• Exceeded expectations in first year by procuring a combined 550 homes totaling over $500,000 in sales• Active team player handling multiple projects simultaneously and daily achieving customer commitments
Rick Lopes Skills
Rick Lopes Education Details
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University Of California, DavisSociology; Organizational Studies -
Bret Harte High School
Frequently Asked Questions about Rick Lopes
What company does Rick Lopes work for?
Rick Lopes works for Dsd Business Systems
What is Rick Lopes's role at the current company?
Rick Lopes's current role is Sr. Business Development Manager, Sage Intacct.
What is Rick Lopes's email address?
Rick Lopes's email address is rl****@****cct.com
What is Rick Lopes's direct phone number?
Rick Lopes's direct phone number is +140887*****
What schools did Rick Lopes attend?
Rick Lopes attended University Of California, Davis, Bret Harte High School.
What are some of Rick Lopes's interests?
Rick Lopes has interest in Video Production And Music, Children, Â Crossfit, Motocross, Outdoor Sports Including Snowboarding, Wake Boarding, Scuba Diving, Supercross, Auto Racing, Crossfit.
What skills is Rick Lopes known for?
Rick Lopes has skills like Sales, Leadership, Management, Customer Service, B2b, Crm, Account Management, Sales Management, Cold Calling, Customer Satisfaction, Salesforce.com, Team Building.
Who are Rick Lopes's colleagues?
Rick Lopes's colleagues are Dikeledi Eunice, Jennifer Ledbetter, Chauncey Peppertooth, Luyanda Nkosi, Martin Gadsden, Antonio Sanches Santos, Tico Teixeira.
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