Patrick Lilley Email & Phone Number

Denver, Co, Us

Hanover, Md, Us

I help leading Financial Services organizations in the Denver area solve business problems such as increasing revenue, reducing costs, improving customer experience and loyalty, optimizing operations, mitigating risk, and automation.I help my clients address a series of trends that are creating tremendous new opportunities for companies to create value through Data Analytics, Cloud Services, and DevSecOps.

Hanover, Md, Us

I help IT consultants identify highly engaging opportunities which help customers solve a wide variety of business challenges; specifically in the Data Analytics & Insights space working with data engineering, data science, data analyst, and governance/compliance teams.

Redwood City, Ca, Us

- During my tenure, I generated $2M of qualified pipeline for multiple Account Executives.- I creatively utilized SFDC, LinkedIn/SalesNav, DiscoverOrg, and other SaaS tools to prospect into targets and research new projects for opportunities.- I followed a cross-functional ABM outbound process by acting on account signaling from Marketing and my own account research to effectively pursue targets, while also rapidly responding to inbound leads.- I quickly adapted to work-from-home life during the pandemic and heavily leveraged remote productivity tools such as Slack and Zoom to stay in close, daily contact with my team, AEs, and manager.

San Jose, Ca, Us

- In 5 months I generated over $1.1M of qualified pipeline for my field team.- Average deal size brought in was $65K, largest was $400K.- I creatively leveraged SFDC reports to find high-quality "lost leads" in my territory.- Member of our "Tools & Processes Committee", streamlined our training program to be more efficient and effective for jump-starting new reps.- I went beyond my scope of work to assist my field team by helping to buildrelationships with key partners in our territory and assisting with events.

Milwaukee, Wi, Us

- I began building my own financial planning practice while still in college andranked in the Top-100 of all College Financial Representatives in the nation.- Once full-time, I was consistently recognized in our weekly, firm-wideproduction report for Top-5 Reps in New Clients, Policies, and Net Revenue.- I effectively utilized tools such as Sales Navigator to find quality prospectsfor my clients to introduce me to.- I benefitted from an ongoing, world-class training and developmentprogram with weekly one-on-one and group coaching sessions.

St Louis, Missouri, Us

- Worked closely with the Director of Sales to provide feedback on converting SAAS free-trial users to paid users.- Performed marketing research calls.- Created Excel spreadsheets of customer interactions to determine trends.

- Pioneered the Southern California team for growing the company's distributor base.- Marketed and sold the company's line of health oriented products.

Bachelor Of Science (Bs), Finance

Education record