CRM Account Manager, Banks & Credit Unions – Pasadena, CA 2004 – 2005Identified & pursued new market for EZ Data resulting in an extensive business plan and a new sales position. He helped clients define specifications and requirements through the RFP/RFI process. David was responsible for the creation and execution of numerous marketing campaigns introducing EZ Data’s services into the banking and credit union market. He built & presented customized online demos for technical & management level audiences. He facilitated feedback to the executive and product management team to guide future product direction.
Inside Sales Executive, Midwest Region – Pasadena, CA 2002 – 2004Responsible for managing 500+ accounts (ranging in size from 1-42 user implementations). While maintaining the same territory, David doubled sales production from $200K in 2003 to $400K in 2004 – becoming the top sales rep for the company. He assisted with sales management/training, compensation, territory re-alignment, administration guidelines, order processing, and recruiting. He coordinated all aspects of the sales cycle including: cold/warm prospecting, account planning, conducting online product demos, creating proposals, negotiation and customer service/training/upselling.