Matt D. Email & Phone Number

Chapel Hill, Nc, Us

• .Led the transition from HubSpot to Salesforce, ensuring a seamless migration of data and processes.• Collaborated with stakeholders to understand business requirements and designed customized Salesforce workflows for revenue teams.• Implemented automation processes to streamline lead management, opportunity tracking, and reporting.• Successfully transitioned the entire organization from HubSpot to Salesforce, resulting in a 20% increase in data accuracy and a 15% improvement in sales team efficiency.• Implemented automation processes that reduced manual data entry by 40%, allowing the sales team to focus more on revenue-generating activities.• Customized Salesforce to align with the sales strategy, optimizing lead scoring, and improving overall sales pipeline visibility for review with the CEO, CRO, and CFO.

Raleigh, North Carolina, United States

• .Partnered with segment leaders to develop thoughtful and innovative strategies to improve internal stakeholder experience, optimize performance and reduce operational costs.• Managed territories, QBRs, account reviews, and pipeline to ensure success of the segment.• Delivered data insights, reports and dashboards critical to understanding performance and to drive operational efficiency.• Worked with cross-functional partners to improve handoffs, align on policy and requirements and drive joint projects.• Lead Sales Operations projects, including territory realignment and the creation of an Accounts Playbook.

Durham, Nc

• Developed new automation and workflow rules to ensure Marketing CRM and Salesforce communicated effectively.• Created Campaigns in Salesforce for the BD team to call through based off of Marketing team needs.• Responsible for implementing an automation process for generation of SOW’s along with creation, execution, and proofing of SOWs and contracts.• Integrated HubSpot and Salesforce and built workflow rules around HubSpot lifecycle changes to allow sales team members to view content seen by Leads to help effectively engage with them• Managed a team of two Business Development Associates; implemented training sessions to increase the number of booked meetings and dials made to both inbound and outbound lead efforts• Implemented Account Based Marketing strategy to facilitate revenue growth on the new client team• Overhauled Sales Processes to align with current business functions and adjusted probabilities to meet updated TTC, Closed Won %, along with SaaS key metrics

Raleigh-Durham, North Carolina Area

• System Administrator for Salesforce• Created Opportunity workflow, inbound lead assignments, automation workflows, and developed repository for all customer focused documentation.• Create, edit, and send contracts and quotes to customers.• Act as a liaison between Business Development Managers and Leads (assigning leads, tasks, speaking with leads, and coordinating appointments and presentations).• Create, draft, and edit RFP responses for business development outbound efforts (Respond to government and private request for proposals that met our specific business deliverables)• Work with Pardot and Mixpanel to gain customer insights and pass these on to the Business Development team through Salesforce.• Work with remote Business Development team to coordinate meetings, contracts, and quotes.

Raleigh-Durham, North Carolina Area

-Prospecting into vast database of leads to find people to help; this includes cold calling, warm calling, and emailing-Schedule and set meetings to help educate our market on the benefits of our online advertising technology-Solve customer problems and identify best fit solutions to help them achieve their goals via phone, webinars, online meetings, or even face to face-Develop sales strategies and trainings to help teach colleagues how to sell into key marketsUse a CRM to track key business metrics that will inform future strategies

• Support the North American sales team with operational tasks • Create quotes for all commercial activity within North America• Fully manage SAP and other CRM’s• Business Intelligence reporting• Follow up with customers regarding product interest• Work with distributors and partners in the design registration process• Update, detail, approve, and execute contract requests

Cary, Nc

StrikeIron was acquired by Informatica in June of 2014.

Cary, Nc

• Managed 14 new accounts as well as 50+ long term business accounts that were handed tome upon hiring. While also supported small, medium, and enterprise organizations. Responsiblefor retaining current clients, growing accounts, and generating new prospects and cross-sellingcurrent customers.• Prospected new clients through outbound campaigns generated primarily through NetProspex,ZoomInfo, and Linkedin, along with client referrals.• Used SalesForce.com to organize leads, contacts, and companies both inbound andoutbound; as well as for reporting needs and daily task organization. Work closely with HubSpotlead management to move customers into SalesForce.• Worked closely with Marketing team for email outbounds to potential customers, providingproduct White Papers, product updates, and company news.• Made sure that contracts were executed fully, including making sure SLA’s were upheld.

Raleigh-Durham, North Carolina Area

•Worked hand in hand with Financial Advisors to ensure the smooth transition of client investment relationships from first meeting to account opening •Management of client investment relationships worth over 10MM •Corresponded with clients and outside vendors to create seminars and other client facing presentations•Worked to increase the flow of business and the penetration of the Wells Fargo Advisors brand throughout the United States and Latin America

Raleigh-Durham, North Carolina Area

•Promoted to Senior Account Manager after one year of dedicated sales and service •Increased the penetration of Wells Fargo Bank into local small businesses•Selected to be the Small Business Accounts Manager for my area by Regional VP •Partnered with the Private Bank to bring in assets of over 2MM•Consistently exceeded sales and service goals

Hickory/Lenoir, North Carolina Area

•I sat with clients and analyzed financial and legal records to help uncover what immediate needs the client had that I could match to our products and services•Helped clients realize future needs that would arise and helped facilitate a plan to meet their goals •On boarded other partners of the bank to help broaden and deepen a client’s relationship