Marla Perlman Email & Phone Number

Fort Washington, PA, US

Fort Washington, Pennsylvania, United States

• Manage B2B sales of SaaS Clinical Trial Payment Solutions to global sponsors, biotech firms, CROs, hospitals, universities, and research facilities, while maintaining existing client relationships.
• Manage all aspects of the sales process, negotiate prices, coordinate contracts with the legal team, and prepare clients for hand-off to implementation.
• Plan quarterly business reviews, and present PowerPoint to Chief Commercial Officer detailing territory growth, deal sizes, forecasting, top 10 accounts, therapeutic areas, expansion plans, and goals.
• Direct booth operations at industry tradeshows, including Outsourcing in Clinical Trials - East Coast 2024 and National Council of University Research Administrators 2023, to attract prospective clients.

• Earned 2023 Highest Quota Award by reaching 288% of sales target, generating $2,496,143 in revenue through cold calling and upselling in clinical trial sectors.
• Conduct system demonstrations via Zoom and Google Meet, and deliver PowerPoint presentations on capabilities and functionality, enhancing client engagement with company solutions.

Gilbertsville, Pennsylvania, United States

• Licensed in Pennsylvania for Property and Casualty and Life Insurance, overseeing the Property and Casualty division within a prominent financial institution.
• Managed departmental growth initiatives and ensured retention of valued customer base.
• Conducted staff training sessions and monitored sales growth and commission tracking to align with organizational objectives.
• Doubled appointments with Property and Casualty carriers, added high-value home and flood insurance providers, and included high-risk carriers to meet diverse client needs.

• Managed insurance sales for 7 PA Real Estate Offices selling to agents and their clients to achieve Market Share Growth.
• Earned top producer Award in December 2021 for outstanding performance in insurance policy sales, showcasing excellence in client engagement, negotiation, and sales strategies.
• Cultivated a successful referral network comprising of over 100 realtor partners and their direct clients.
• Appointed with over 25 insurance carriers for Property & Casualty and Life products, utilized PL Rating system to provide quotes and bundle products for clients.

• Sales position to secure new clients for agency growth through cold calling, networking and rapport-built client base.
• Demonstrated comprehensive product knowledge across various insurance categories, including Homeowners, Auto, Flood, Condo, Landlord, Renters, Motor Homes, Manufactured Homes, Personal Umbrella Policies, Motorcycle.
• Made 50+ daily cold calls and employed networking strategies to grow agency clientele and consistently exceed Property & Casualty and Life insurance sales targets.
• Reviewed monthly inspection reports with prospective homeowners to enable informed homeowner insurance decisions.
• Managed overflow of Endorsements and Claims for the Customer Service team, ensuring efficient and timely resolution for clients.
• Surpassed sales goals consistently, resulting in receipt of numerous awards and trips.