Matt Barnett work email
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Matt Barnett personal email
With over 9 years of experience spanning both the Tech (SaaS) and Financial Services industries, I bring a robust blend of skills in account management, customer success, and sales to the table.My professional journey is marked by a diverse array of experiences:• Successfully selling in Big Tech and at dynamic startups, ranging from Series A to Series D, where critical thinking, agility, and the ability to quickly change directions is key.• Navigating the complexities of BFSI and Healthcare, ensuring client satisfaction and growth in a heavily regulated ecosystem.• Managing C-Suite relationships across multiple industries, where I consistently provide solutions and think outside the box to address client needs.My unique background enables me to understand and anticipate the needs of clients from various industries, making me a valuable asset on any sales, account management, or customer success team.
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Senior Account ManagerPorch GroupWest Palm Beach, Fl, Us -
Account Executive - Growth BusinessSalesforce May 2023 - PresentSan Francisco, California, Us• FY24 – 105% Quota Attainment -
Account Executive - Small BusinessSalesforce May 2022 - May 2023San Francisco, California, Us• Core Account Executive selling the entire Customer 360 Platform across an existing customer territory and prospect territory• Manage sales pipeline and develop strategies (QBR) to meet and exceed revenue targets and sales quota • Developing key customer stakeholder relationships and driving customer satisfaction at assigned accounts • Developing and driving growth as well as the overall long-term strategy for accounts, aligned to customer business objectives • Coordinating internal Salesforce resources to meet customer business needs • Performing account planning at assigned accounts, coordinating with Prime and Cloud sales resources to ensure strategic alignment • Sharing Salesforce value proposition for existing and/or new customers• Customer Success Manager (CSM/CSR) for my territory• FY23 – 112% Quota Attainment
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Business DevelopmentClassy Apr 2021 - Mar 2022San Diego, Ca, Us• Managed a territory of accounts, ensuring development, nurturing, and successful closure of deals, contributing to sustained customer satisfaction and retention. • Conducted in-depth prospecting and research on accounts, identifying key targets and generating interest through personalized and customer-centric outreach strategies, leading to enhanced customer engagement. • Efficiently managed the discovery and qualification of leads, facilitating their smooth progression through the sales funnel, and ensuring a seamless transition to customer success teams. • Designed and delivered comprehensive training sessions focused on rapport building and establishing genuine, long-term connections with customers, promoting a customer-first culture across the team. • FY22 – 145% Quota Attainment• Q4 FY22 Top Performer• Q3 FY22 Top Performer -
Account ExecutiveAnchor Loans Lp Jun 2017 - Jan 2021Thousand Oaks, Ca, Us• Full-cycle Account Executive dedicated to acquiring new business and nurturing existing client relationships.• Specialized in providing tailored financial solutions, including short-term loans for property fix-and-flips and long-term rental property loans.• Successfully managed a pipeline of 40+ opportunities• Acted as Customer Success Manager and Account Manager, ensuring comprehensive support and satisfaction throughout the client relationship.• Oversaw the complete sales cycle of loans, from origination to closing, ensuring a seamless process for clients.• Guided clients through the entire post-sale journey, addressing concerns and fostering long-term partnerships.• Designed customized real estate financing solutions to meet clients' specific needs while adhering to the company's loan guidelines.• Conducted thorough underwriting of clients' financials and properties to ensure sound investment decisions.• FY20 – 132% Quota Attainment• FY19 – 156% Quota Attainment -
Senior Financial AnalystAxos Bank May 2015 - May 2017San Diego, California, Us -
Financial AnalystAxos Bank Jun 2014 - May 2015San Diego, California, Us• Analyst in the Specialty Finance department.• Commercial Analysis/Underwriting: Our group originated commercial real estate bridge loans ($20MM and up), participation agreements ($100MM and up), AB bridge loans, and revolving lines of credit.• Managed a high-value client portfolio ($500MM+), ensuring satisfaction, retention, and personalized support.• Conducted financial modeling, risk assessments, and data analysis to optimize customer success strategies.• Provided clients with industry insights and tailored recommendations, enhancing decision-making.• Ensured compliance with contractual obligations and maintained accurate financial reporting.• Streamlined processes for borrowing bases and loan advance rates, improving operational efficiency.• Delivered comprehensive training, proactive support, and solutions, fostering long-term client partnerships.
Matt Barnett Skills
Matt Barnett Education Details
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California Polytechnic State University-San Luis ObispoBusiness Administration- Finance
Frequently Asked Questions about Matt Barnett
What company does Matt Barnett work for?
Matt Barnett works for Porch Group
What is Matt Barnett's role at the current company?
Matt Barnett's current role is Senior Account Manager.
What is Matt Barnett's email address?
Matt Barnett's email address is mb****@****tal.com
What schools did Matt Barnett attend?
Matt Barnett attended California Polytechnic State University-San Luis Obispo.
What are some of Matt Barnett's interests?
Matt Barnett has interest in Poverty Alleviation, Animal Welfare, Children, Health.
What skills is Matt Barnett known for?
Matt Barnett has skills like Microsoft Excel, Microsoft Office, Teamwork, Powerpoint, Microsoft Word, Real Estate Financing, Commercial Real Estate, Investments, Research, Financial Analysis, Event Planning, Analysis.
Who are Matt Barnett's colleagues?
Matt Barnett's colleagues are Samantha Davila, Saeed Esparham, Eligzer Martinez, Jessica Pantoja, Jose Antonio Lopez Hidalgo, Alex Bliss, Cesar Martinez A..
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