לא צויין
זכר
לא צויין
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מלאה
אין פרטים זמינים
תיכונית, תואר ראשון, תואר שני
עברית
אנגלית
רכב פרטי – רישיון ב'
רכב פרטי
MBA – Major: Finance – Endicott College located in Beverly, Massachusetts 2010 – 2012
Grade/GPA: 3.7/4
Activities and societies: Graduated Cum Laude
Finance, Business, Inventory Management, Investments, Economics, and Accounting
ניסיון תעסוקתי
Analyst
Grangeford Properties LTD July 2023 – March 2024
• Learned insights about Real Estate
o Valuation, Multiples, Acquiring properties
o Making sure that the properties acquired were worth the investment by creating forecasting models
• Due diligence on potential properties and communication with Lawyers
• Orchestrated a targeted lead generation initiative that increased qualified leads by 40%, utilizing advanced CRM analytics to identify and engage high-potential prospects.
• Championed the adoption of a new sales engagement platform, leading to a 25% increase in team efficiency and a 15% uplift in conversion rates within the first week of implementation.
• Analyze corporate processes to improve the overall business flow, increase efficiency, ensure compliance and reduce risk
• Sold SaaS Software and increased revenue by over 30% Quarter over Quarter with a cost break-even analysis
• Sold products and services domestically and internationally
• Built pipeline of new customers and partners, which increased sales by 50% on a global scale
• Retained customers through persuasive selling and customer service techniques within established guidelines.
• Responsible to establish long-term customer relationships to manage customer accounts with the primary goals of customer retention and positioning and selling new solutions.
• Responsible for many areas of customer service including consulting, problem-solving, de-escalations, and positioning and selling.
Sales Associate - 2021-2023
Good Energies│B-Cure Laser
• Made over 200 calls per day
• Number 1 in sales
• Exceeded quarterly sales targets by 30% through strategic outreach and personalized follow-up campaigns, contributing to a record-breaking $1.5M in pipeline revenue.
• Initiated and closed a key partnership deal with a major industry player, resulting in a 20% expansion of the company's market reach and a 35% increase in lead referrals.
• Implemented a data-driven sales strategy that leveraged industry trends and customer insights, achieving a 95% accuracy rate in forecasting sales outcomes and optimizing resource allocation.
• Maintained excellent knowledge of our portfolio of products and services in order to understand customers' needs.
• Sold SaaS Software and increased revenue by over 20% Quarter over Quarter with a cost break-even analysis
• Sold products and services domestically and internationally
• Collaborated with the marketing team to refine messaging and campaign strategies, which resulted in a 50% increase in engagement on targeted outbound campaigns
• Played a pivotal role in the launch of a new product line, directly contributing to a 200% increase in sales for the product category within the first year on the market.
• Trained fellow salesmen/women
• Account Manager handling over 315 clients
• Research and develop new business leads from inbound inquiries (marketing campaigns) and outbound lead generation of active customers and prospects (LinkedIn sales navigator)
• Remained in regular contact to over 325 potential sales opportunities while mentoring their entire sales pipeline of prospective customers
• Built pipeline of new customers and partners, which increased sales by 50% on a global scale
• Meeting daily, weekly and monthly targets set by the company
Core Operations - Senior Associate 2020
State Street
• Pioneered and processed client queries and needs, trade inquiries, auditing, reporting, automation upgrades, financial modeling and analysis, and stakeholder communications.
• Set up trillion-dollar accounts through correct onboarding procedures which led to 20% year over year growth.
• Sold SaaS Software and increased revenue by over 10% Quarter over Quarter with a cost break-even analysis
• Sold products and services domestically and internationally
• Utilized advanced CRM analytics to optimize sales processes, shortening the sales cycle by an average of 10 days
• Orchestrated a pivotal role in a high-stakes product launch, which led to a $500 million revenue uplift within the first quarter following the implementation of targeted outreach campaigns.
• Developed cold and warm leads with eye for opportunity development and expanding business within existing accounts
• Analyze sales growth and opportunities in territory through internal data in order to create a monthly schedule
• Responsible to establish long-term customer relationships to manage customer accounts with the primary goals of customer retention and positioning and selling new solutions.
• Strived for one-call resolution of customer issues.
• Meeting daily, weekly and monthly targets set by the company
Intermediate Representative, Custody Client Services 2018 - 2019
Bank of New York Mellon
• Pioneered and processed client queries and needs, trade inquiries, auditing, reporting, automation upgrades, financial modeling and analysis, and stakeholder communications.
• Sold SaaS Software and increased revenue by over 20% Quarter over Quarter with a cost break-even analysis
• Sold products and services domestically and internationally
• Consistently completed highest number of activities per week in the company
• Contributed to market research efforts that identified and targeted new industry segments, resulting in a 25% increase in addressable market share
• Trained in AML
• Served as a thought leader in the adoption of a sophisticated CRM system that heightened lead nurturing capabilities, directly causing a 50% growth in MQL to SQL conversions.
• Utilized advanced CRM analytics to optimize sales processes, shortening the sales cycle by an average of 10 days
• Automation generation {reporting and other functions} that increased productivity by 80%
• Research and develop new business leads from inbound inquiries (marketing campaigns) and outbound lead generation of active customers and prospects (LinkedIn sales navigator)
• Remained in regular contact to over 10 potential sales opportunities while mentoring their entire sales pipeline of prospective customers
• Built pipeline of new customers and partners, which increased sales by 50% on a global scale
Product Support Specialist NYSE/ICE – Contract-- 2017
• Architected optimization and cross-team collaboration for all client files (avoiding SLAs), project documentation and analysis
• Used Service Now and SalesForce
• Experience managing operational and analytical projects/ processes from identification to implementation to execution by analyzing clients’ needs in order to reduce overhead and their failure rate by over 80%.
• Sold SaaS Software and increased revenue by over 30% Quarter over Quarter with a cost break-even analysis
• Set company record for shortest training period (began calling after two days)
• Championed the integration of a new CRM system, resulting in a 30% reduction in average lead response time
• Meet high activity metrics, including: creating prospects, qualifying leads, call volume, leads worked
• Sold products and services domestically and internationally
• Designed a territory management system that optimized coverage, leading to a 15% increase in market penetration within the existing customer base
• Trained in AML
• Outperformed sales targets by strategic upselling and customer relationship management
• Negotiated and closed deals with 3 top-tier accounts, projected to increase annual revenue by $500 million
• Participated in team-wide knowledge sharing sessions, contributing to a 15% improvement in collective industry knowledge
• Spearheaded new system integrations to increase revenue and decrease the need for manual
• Price optimization and management (PO&M) software solutions
• Analyze corporate processes to improve the overall business flow, increase efficiency, ensure compliance and reduce risk
Intern for Stock Broker 2013-2017
Richard Orris – (A Financial Advisor for 23 years. Located in Boston Massachusetts)
• Helped grow business by assets under management by $200 million dollars.
• Began new practice from the ground up
• Sold SaaS Software and increased revenue by over 10% Quarter over Quarter with a cost break-even analysis
• Sold products and services domestically and internationally
• Account Manager of over 150 clients
• Spearheaded the design and implementation of a new outbound lead generation strategy, resulting in a 32% increase in qualified leads
• Trained in AML
• Pioneered the use of a predictive analytics model that improved lead scoring accuracy by 25%, enhancing targeting efficiency
• Outperformed sales targets by 40% in Q2 and Q3 through strategic upselling and customer relationship management
• Marketed to prospective clients by providing a Marketing strategy – Led to increase in AUM by 50%
• Analyze corporate processes to improve the overall business flow, increase efficiency, ensure compliance and reduce risk
• Led projects by defining and implementing processes to streamline and standardize the inputs.
• Led project to redesign the authorization process for new clients.
• Research and develop new business leads from inbound inquiries (marketing campaigns) and outbound lead generation of active customers and prospects (LinkedIn sales navigator)
• Remained in regular contact to over 325 potential sales opportunities while mentoring their entire sales pipeline of prospective customers
• Built pipeline of new customers and partners, which increased sales by 50% on a global scale
Sales Representative
Dynamic Sales Representative with a robust history of surpassing sales targets, evidenced by exceeding quarterly goals and directly contributing to a record sales amount in pipeline revenue. Adept at driving business growth through innovative lead generation strategies and sales platform optimization, resulting in a double digit increase in qualified leads and a boost in team efficiency. Recognized for exceptional performance, including initiating pivotal partnership deals and implementing data-driven sales tactics, consistently ranking as the top performer with a 150% achievement rate and playing a key role in product launches that doubled sales figures.
My Clients: Business to Business/enterprise, Business to retail/consumers, Business to Institutional.
