Summary
Overview
Work History
Education
Timeline
Generic

Paul Gerber

Charlotte,NC

Summary

Highly organized and motivated Customer Expansion Representative with a track record of building relationships with Partners & Customers, along with developing successful sales campaigns. Experienced in coordinating activities with various departments to achieve strategic objectives.

Overview

10
10
years of professional experience

Work History

Customer Expansion Representative

Phocas Software
07.2023 - 02.2025
  • Continuously achieved over 100% of quota by having a consultative approach when meeting with my customers to find value within their business
  • Helped our organization with training new employees stepping into the Customer Growth Role
  • Worked closely with our largest Partner (Epicor) along with our Customer Success team to expand our business with current customers
  • Attended many different events where I conducted trainings and presentations to customers and prospects
  • I was able to effectively demonstrate of our Core Analytics, CRM, and Financial Planning & Analysis solutions
  • Worked with Economic Buyers from the C-Suite to Department Heads to Co-Author solutions for their organization
  • Attended many in-house sales training that included, SPIN Selling, MEDDIC, Discovery Calls, Demonstration Call, Closing Calls, and others

Business Development

Phocas Software
07.2018 - 07.2023
  • Consistently exceeded quota, generating pipeline and securing discovery calls
  • Developed and executed new sales strategies, including CAM & Roundtable Campaigns
  • Conducted discovery calls, identified key information, and effectively communicated value to prospects
  • Demonstrated Core BI and Financial Planning & Analysis solutions to C-suite executives
  • Partnered with Sales Consultants and Marketing to drive lead generation and campaign success
  • Attended industry events, engaging with prospects and customers to identify challenges and opportunities
  • Strong knowledge of Manufacturing/Wholesale Distribution and competitive BI landscape
  • Managed time and pipeline efficiently while working remotely

Account Executive

Worldwide Express
08.2017 - 07.2018
  • Managed and grew a personal book of business, consistently exceeding sales targets
  • Led C-Level meetings to accelerate deals through the pipeline
  • Prospected and qualified leads through field and phone outreach
  • Integrated shipping solutions across multiple software platforms and eCommerce sites
  • Delivered client-facing reports with key insights into supply chain optimization
  • Ranked in the top 5 of 38 trainees and exceeded margin growth benchmarks

Account Executive

Xerox Corporation
07.2015 - 08.2017

Education

Bachelor of Science - Sport Management

The College At Brockport, State University of New York

Timeline

Customer Expansion Representative

Phocas Software
07.2023 - 02.2025

Business Development

Phocas Software
07.2018 - 07.2023

Account Executive

Worldwide Express
08.2017 - 07.2018

Account Executive

Xerox Corporation
07.2015 - 08.2017

Bachelor of Science - Sport Management

The College At Brockport, State University of New York
Paul Gerber