JUSTIN SAWYER
Account Executive
Charlotte
Summary
Proven Account Executive with expertise in revenue generation, pipeline management, and CRM software, delivering consistent results in client acquisition and retention. Skilled in driving performance goals and fostering long-term partnerships. Ready to leverage sales expertise to contribute to organizational growth and achieve success in the Account Executive role.
Overview
5
5
years of professional experience
Work History
Account Executive - Financial Services
SOCI
12.2024 - 09.2025
- Promoted from Inside Sales Representative to newly formed Financial Services vertical.
- 1st commercial EA hired in vertical - closed the first 5 net-new logos in vertical.
- 100% existing client retention
- Maintained an up-to-date knowledge of industry developments, regulations, and best practices.
Inside Sales Representative
SOCI
09.2024 - 12.2024
- Promoted from SDR to newly formed Inside Sales team
- 1st Inside Sales Rep hired, assisted with creation of SOCi's Sales Academy
- Q4 2024 - 200% to net-new ARR plan
- 13 multi-year renewals
Senior Sales Development Representative
SOCI
11.2023 - 09.2024
- Q1 2024 Rookie of the Quarter (222% to goal)
- $3.2 Million in pipeline sourced in Q1 2024
- 233% to goal in Q2 2024
- $3.9 Million in pipeline sources Q2 2024
Enterprise Sales Development Representative
LinkSquares
01.2023 - 11.2023
- 1 of the first 3 SDR hires at LinkSquares
- Q2 2023- 42 Opportunities Sourced, 116% of plan (#1 SDR)
- Q3 2023- 38 Opportunities Sourced, 106% of plan
- $5.7 Million qualified pipeline created calendar year 2023
Associate Financial Representative
Northwestern Mutual
07.2021 - 12.2022
- Assessed risks in a prospective clients' current financial strategy and create recommendations to individuals and families using an integrated approach
- Provided planning support throughout the sales cycle
- Generated leads to set appointments
- Surpassed sales goals by 90%
Financial Representative and Team Captain
Northwestern Mutual
06.2020 - 06.2021
- Built personalized financial plans for individuals and families
- Serviced existing clients and onboarded new clients
- Led and developed new interns
- Collaborated with the leadership team on growth strategies to increase productivity
Education
Bachelor of Science - Management, Sales & B2B Marketing
Siena College
05.2022
Skills
- Written and verbal communication
- Sales expertise
- Revenue generation
- Performance management
- Pipeline management
- CRM software proficiency
Awards Recognition
#1 SDR Opportunities Sourced - LinkSquares, Q2 2023, #2 SDR Opportunities Sourced -LinkSquares Q3 2023, #1 SDR Pipeline Created - LinkSquares 2023, Rookie of the Quarter - SOCi, Q1 2024
Timeline
Account Executive - Financial Services
SOCI
12.2024 - 09.2025
Inside Sales Representative
SOCI
09.2024 - 12.2024
Senior Sales Development Representative
SOCI
11.2023 - 09.2024
Enterprise Sales Development Representative
LinkSquares
01.2023 - 11.2023
Associate Financial Representative
Northwestern Mutual
07.2021 - 12.2022
Financial Representative and Team Captain
Northwestern Mutual
06.2020 - 06.2021
Bachelor of Science - Management, Sales & B2B Marketing
Siena College