Todd Zuerlein Email and Phone Number
Todd Zuerlein work email
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Todd Zuerlein personal email
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• What I Do:I am a transformational leader with 20+ years experience in technology/software enterprise sales. I assist companies who are challenged with new business development including named accounts, sales process improvement, and delivering a consistent corporate message to their target market. I prospect net new business, foster new C-level relationships, and implement a sales process that is successful and repeatable. These yield improved sales process, stronger client relationships/client retention, and growth with profitability for the organization. My greatest successes are in Business Process Improvement (BPI), Straight Through Processing (STP), and Automation/ Workflow Design. I help organizations with Improving efficiency, accuracy, accountability, and compliance. I relish the chance to work with an organization to use technology and human resources to create a leaner, stronger, better experience for all stake holders of the organization as well as their client base.• What makes me different: I am a voracious prospector. I know how to open doors and get in front of key stakeholders. I am gritty, tenacious, and persistent. I am a TRUE hunter for new logo business. I employ a process that has produced immense success with logos such as: Emirates Air, Principal Financial Group, MetLife, Valspar Paint, Screen Actors Guild, Quicken Loans, US Bank, and Bank of America.• My Expertise Includes:Saas and software technology sales, CRM-Salesforce, InsureTech, LegalTech, FinTech. Automating the sales, service, or support channels for clients leveraging both desktop and mobile devices, customer experience journey mapping, knowledge management, Solution Selling, ROI based selling, business development, contract negotiation, strategic account management, middle and back office operations, channel partner development, business strategy, project management, BPI, STP, Strategic Planning, Sales Forecasting, Enterprise Software Sales, Account Management/Retention, Proposal Preparation, Territory Development, Consultative/Solution Sales, Marketing, Contract Negotiations, Cold Calling, Sales Cycle Management, annual quota achievement.“Success is not final, failure is not fatal: it is the courage to continue that counts.” -Winston Churchill
Smart Agent Crm
View- Website:
- smartagentcrm.com
- Employees:
- 6
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Smart Agent CrmWoodbury, Minnesota, United States
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Vice President Of SalesRiver Bluff Technologies Mar 2023 - PresentRed Wing, Minnesota, UsSaas sales of insurance technology -
Sr. Client ExecutiveKnowledgelake Aug 2022 - Mar 2023Town And Country, Missouri, Us -
Business Development Manager/Account Executive-Legal & Law Channel (Saas Sales)Traliant Jan 2020 - Dec 2021• Created sales plan to expand market via channel sales to large law firms• Implemented channel sales referral program with 4 major law firms resulting in $300,000 net new revenue• responsible for direct sales to corporate accountsStrategic accounts:Jackson Lewis, Bryan Cave, Troutman Pepper, Fox Rothschild, Sidley Austin.
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Vice President Of Business DevelopmentNam (National Arbitration And Mediation) Dec 2018 - Dec 2019New York, Ny, Us• Implemented sales plan to expand market Nationally for NAM, a regional firm.• Source, solicit, sell Sr. Executives within insurance carrier claims and legal teams.• Sold 4 National carrier proof of concept programsStrategic Accounts: USAA, Liberty Mutual, Federal Insurance, Cincinnati Insurance -
Account Executive (Saas Sales)Wolters Kluwer Law & Business Sep 2015 - Dec 2018* 118% quota 2017-Achievers Club Winner* Top revenue sales executive on the team* Appointed to Sales Technology Advisory Team (STAT)-select group of high performers tasked with technology and process improvement for the global sales team.* Mentor new hire sales team members.Strategic Accounts:Screen Actors Guild, Nebraska Furniture Mart
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Regional Sales Director-Client Engagement (Saas Sales)Actifi Jan 2015 - Aug 2015Minneapolis, Minnesota, Us• Generated $1.8MM sales pipeline in the first 3 months of employment.• Doubled revenue within 6 months of employment generating $355K verses $300K entire previous year.• Created and trained new sales methodology resulting in 118% increased sales. Strategic Accounts: AssetMark, AdvisorNet, TD Wealth, Securities America, Wayne Hummer, Envestnet, United Capital, Private Advisor Group, United financial Group -
Director Of Enterprise Sales - Crm Software (Saas Sales)Ebix Sep 2012 - Mar 2014Johns Creek, Ga, Us• Generated $50.000 in new license revenue with high touch client. Facilitated their migration from a hosted solution to a Cloud based solution. Improved client satisfaction/service via weekly touch points and quarterly audit conference calls.• Proposed, provided demo, worked through cost/function benefit for client migration from hosted solution to Cloud Based solution ($15,000 sale). I assisted in the integration development with E-Money financial planning platform ($50,000 sale). Attended client top producer seminar and presented SmartOffice solutions/capabilities to their top producers.• Generated $6M in pipeline ($4.5M at proposal/decision stage). • Lead the sales process with multiple prospects from discovery and presentation/demonstration through to proposal delivery • Average sale size >$300,000• Quota $1.2M • Pipeline > $6.5MStrategic Accounts: Western & Southern Financial Group, Thrivent Financial , M-Financial, Securian, John Hancock Financial, Principal Financial Group, OneAmerica -
Enterprise Sales Account Executive - Ecm Software (Saas Sales)Naviant, Inc. Mar 2011 - Jul 2012Madison, Wi, Us• Educated client prospects in Midwest Region on workflow automation/ECM/BPM solutions• Assigned Account Management with 2 existing clients closing new license agreements generating additional revenue.• Charged with leading & guiding sales team through sales cycle to decision stage with enterprise client prospects.• Lead sales process improvement throughout Naviant organization ensuring success.• Developed net new C-suite relationships in Insurance, Financial Services, Retail, and Manufacturing verticals.• Multiple new prospects taken to decision stage. • Quota $1 million/year• Average Sale size $125,000• Pipeline of >$4.5MStrategic accounts: Make-A-Wish MN, G&K Services, Cottingham & Butler, American Medical Systems, Wright Hennepin Electrical Co-op, Red Wing Shoe, Andersen Windows, Valspar Paint, Davisco Foods Inc. -
Software Sales Consultant - Crm & Agency Management Software (Saas Sales)Applied Systems Mar 2008 - Oct 2010200 Applied Parkway, University Park, Il, Us• Ranked #1 sales in Midwest Territory and #4 Nationally for net growth – 2009• Achieved 116% Quota Sales volume $1.5M• Doubled sales volume in underperforming sales territory ($250,000-2010 vs. $90,000-2009)• Recognized as Top prospecting consultant in organization and asked to present my prospecting plan at National Sales Meeting• ASI Sales Representative to ASCNet User Group of the Year – 2009 S. Dakota (Approx. 70 groups nationwide).Strategic accounts: Associated Bank, Dakotah Bank, Leavitt Group, CO Brown, RJF Insurance
Todd Zuerlein Skills
Todd Zuerlein Education Details
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University Of Wisconsin-StoutPsychology
Frequently Asked Questions about Todd Zuerlein
What company does Todd Zuerlein work for?
Todd Zuerlein works for Smart Agent Crm
What is Todd Zuerlein's role at the current company?
Todd Zuerlein's current role is VP Sales at River Bluff Technologies/Smart Agent-Business Development Mgr/Senior AE at Saas and Software Technology/Sales and Marketing Leader | Driving revenue growth through transformational leadership.
What is Todd Zuerlein's email address?
Todd Zuerlein's email address is to****@****ant.com
What schools did Todd Zuerlein attend?
Todd Zuerlein attended University Of Wisconsin-Stout.
What are some of Todd Zuerlein's interests?
Todd Zuerlein has interest in Professional Networking, Children, Human Rights, Economic Empowerment, Civil Rights And Social Action, Environment, Education, Science And Technology, Health And Wellness Lifestyle, Non Smoker.
What skills is Todd Zuerlein known for?
Todd Zuerlein has skills like Crm, Saas, Solution Selling, Cold Calling, Enterprise Software, Account Management, Business Development, Sales Presentations, Sales, Selling, Quota Achievement, New Business Development.
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