Accomplished sales executive, with an artful sales process, that built a workplace financial wellness business from scratch, closing business-to-business (B2B) deals that provided wealth literacy to over 100,000 hard working Americans, and adding significant valuation to their financial knowledge. Successful track record in a fast paced, highly competitive, high-tech, startup environment, with limited resources.
Promoted to build out a national sales team of six sales representatives
Staffed, trained and managed one inside sales representative
Worked with product and strategy teams to pivot, develop, and plan a relaunch of financial wellness products
Exceeded aggressive annual sales goals each year
Developed product market fit and go-to-market strategy for enterprise financial wellness solution
Staffed nationwide institutional sales team
If you are interested in more details of this candidate, please reach out to Ken Lubin @ email@example.com