Shane Shorter Email and Phone Number

3x Presidents Club 2x CEO Club 2x Chairmans Club2022 Accomplishments: $723k bookings/ 650 referrals 165% Quota - Referral Obtained172% Quota - Bookings Obtained20% referral to closed/won40% referral to opputunity

• B2B SaaS in small-medium business market (Infield = Baltimore area / Virtually = Nationwide)• Manages relationships with banking partners, CPA firms, clients, finical advisors, insurance agents, as well as internal referral partners• Gains business through cold call prospecting and referral channels (70%/30% split)• Mentors new sales reps (member of Leadership Exploration/Brand team)• Member of COVID-19 response team whom worked with businesses significantly affected by the pandemic to reduce impact on their bottom line and walk through PPP loan application and tracking process• Reviews, completes, and submits accurate new business paperwork as required to onboard clients within specified National Accounts.• Builds strong relationships with specified National Accounts Partnerships and providing quality service to retain and grow client base, seeking creative ways to refocus clients to prioritize client retention.• Provides educational marketing and training to National Accounts Partners and sales representatives, to ensure National Account clients obtain full, consistent value from Paychex.

• Manage the Ohio-Michigan, New York, and the Gulf Coast territories, meeting quota for revenue generated • Generate $250,000+ of revenue consistently in bimonthly periods • Effectively use Salesforce to quote, follow up, and close deals • Structure deals to maximize margins and revenue • Consultatively sell, negotiate, and close contracts with new and existing customers • Retain product knowledge of all unit sizes and essentials to effectively sell and meet customer needs

• Network and create relationships with other businesses • Market to corporate accounts to maintain and gain business• Effectively sell protection products to customer• Organize reservations daily for fluent operation• Negotiate and close corporate deals through critical decisions making • Builds an influential sales culture through positive team building exercises • Manages callback service for customer satisfaction and above average service