Achieve revenue targets, identify and close new LMS and IT Solutions opportunities.

140% to quotaManaged mid-sized accounts in North America, sold full solution of SaaS API ERP integration, fintechprocure-to-pay, T&E card, expense management, and AP automation software to Finance departments; owned full-cycle sales process.

Created new business opportunities targeted at Alternative Asset Management prospects and helped develop client opportunities to build customer relationships.QC'd checks and deposited into accounts (529, IRA...), resolved complex financial inquiries and concerns, ensuring prompt and satisfactory resolution for over 100 clients per month.Met agreed monthly performance in both client activity and quota achievement.

Door-to-door throughout assigned territory to identify prospects and discuss how their needs could be met, providing each lead with the best plan of action for their individual challenges.Mapped out important details about new prospects and existing customers, including their decision-making process, our competitors, and the overall strategy to win them over and retain them as a customer.Contacted insurance providers on behalf of customers to file claims and make the process easy and efficient in order to increase client satisfaction and business growth.Managed process from initial contact, keeping client informed with every step throughout the project to develop relationships resulting in customer loyalty.