Mitchell Reid Email & Phone Number

Cincinnati, OH, US

Cincinnati, OH, US

Austin, TX, US

• Closed 4 deals in first 6 months in seat, preforming at 175% of 1H FY22 quota.
• 152% FY22 quota attainment. President’s Club qualifier. Top 5% of all emerging products representatives.
• Actively participated in sales mentorship program, training and mentoring new representatives as they ramped.
• Routinely strategized with the solution consulting team and led technical demonstrations for prospective customers.

• Owned all aspect of the sales cycle from lead generation & qualification to close.
• Closed over $500k in net new revenue in 1H of FY21, setting a company sales record.
• Performed detailed technical demonstrations of platform to prospective clients & partners.
• Managed implementation of company CRM. Owning data migration, dashboard/KPI creation, and sales operations.
• Oversaw day to day marketing, managed digital ad campaigns, created marketing materials, and optimized SEO.

Los Angeles, CA, US

• Consistently top 1-2 performing SDRs at company in terms of meetings booked & pipeline added each month.
• Added $4.8 million to company pipeline Q3 2019, most in a quarter in company history at the time.
• Led team in activity metrics, averaging 100-120 calls a day (70% outbound, 30% inbound qualification).
• Assisted AEs with product demonstrations, ROI analyses, and at various other stages of their pipelines as needed.

Santa Monica, California, US

• Performed regular and ad hoc data analysis to support decision making and report KPIs to C-Suite and investors.
• Owned all inventory management, regularly reconciling between eCommerce, QuickBooks, Fishbowl, and physical counts.
• Launched Amazon sales channel, managing advertising and operations, growing it to 1/3 of total company revenue.
• Managed event logistics, allocated inventory, arranged freight, and oversaw on-site operations at 20+ events across the US.

Los Angeles, CA, US

• Performed fundamental analysis on various equities and real estate investments.
• Assisted advisors in doing asset allocations and portfolio analysis for new and existing clients.
• Constructed performance reports and multiple charts in Excel tracking client portfolios on various metrics.
• Built statistical models analyzing Mutual Funds, ETFs, and other investments being considered by the firm.
• Created blended benchmarks allowing for richer analysis of client portfolio performance.

Los Angeles, CA, US

• Provided client support services to advisors, senior partners, and executives.
• Processed all new accounts and assisted clients through each step of the onboarding process.
• Constantly worked with custodians such as Fidelity, Charles Schwab, and TD to service client accounts.
• Led firm-wide back office projects such as the migration of hundreds of accounts between custodians.
• Onboarded and maintained data in Advent and Addepar portfolio management software.