Mount Saint Mary College

Helping firms navigate around inflation and volatile markets!

New Haven Angels

VP of Partnership Development 

- Developed and evolved multiple sales strategies and go-to-market approach for account-based territory, focused on new business acquisition.

- Targeted and sold to senior management (Director, VP, C-level) in R&D; Business Development; Corporate Venturing; and/or Strategy and M&A.

- Maintained an accurate sales pipeline of adequate size to ensure quarterly quota achievement via self-sourced opportunities. 

- Identified client’s business and technology issues and demonstrate Lux Research’s value. 

- Developed client strategies that position Lux Research as a strategic resource.

- Worked collaboratively with a team including Anthropologists, Customer Success Managers, Research Associates, Research Analysts, Consultants, and Business Development Reps.

- Successfully sold evolving product suite.

Lux Research

Enterprise Account Executive

- Set company milestones and achievements related to eBDR KPI's & Results.

- Selected to build and participate in new strategic initiatives focused on generating new avenues of revenue.

- Achieved 260%+ Quota attainment on meetings scheduled.

- Achieved 290%+ Quota attainment on meetings that we're qualified opportunities.

- Worked hand and hand with account executives and account managers to build new and existing business.

Enterprise BDR

- Built outbound Enterprise / API sales operation.

- Managed consistent pipeline of over $1.5MM+ ACR.

- Curated product demonstrations of RightCapital's platform to RIAs, Advisor Networks, and API Candidates.

- Conducted bi-weekly meetings with sales executives to discuss enterprise progress, initiatives, & provide tools to influence growth in enterprise sales processes and future opportunities.

- Oversaw Sales Executive Team's outreach to ensure that each deal was being worked with a white gloved approach.

- Built out custom, self owned, marketing strategies to drive growth and connect with C-Suite / Decision Makers.

- Collaborated with multiple internal teams such as Product, Customer Support, Onboarding, Legal, Operations, & Marketing.

- Sold an evolving product suite.

RightCapital

- Cooperatively created and launched entire outbound sales operation. 

- Increased the frequency of closed deals by more than 175%.

- Achieved 40% + close ratio. 

- Established top-of-funnel advisor engagement, which drove self-sourced leads to increase volume of 
   pipeline. 

- 110+ Daily Cold Calls

- Strategically prospected, developed and qualified leads.

Clearnomics

Sales Representative

- Assisted Financial Advisors in modeling complex financial scenarios in all forms of planning: Tax, Retirement, Estate, College, etc. 

- Support internal and external users by troubleshooting issues with Integrations, Aggregations, and general platform hiccups. 

- Analyze and report customer feedback to enhance the customer experience and push "hot topic" developments to the product / dev team.

Financial Product Support Specialist

- Consecutively led and exceeded 200%-250% of monthly quota for 12 months.

- Achieved a 41%-50% monthly close percentage.

- 120+ Cold calls a day.

- Set records for most demonstrations booked in a day(9), week, month(86), and year.  

- Enhanced outbound sales process with intuitive ways to enhance teams conversion rate. 

- Ensured efficiency of qualifying leads to optimize the sales cycle.

Steven T.