Sales resume example

• Owned eight UK banking and insurance accounts at Salesforce; closed £1.38m in new and expansion bookings against a £1.20m FY2025 quota (115%), reconciled to signed orders and CRM records with renewals excluded.
• Built account planning around Salesforce Customer 360 adoption, separating Sales Cloud seat upsell from Service Cloud cross-sell; grew the same six-account cohort from £1.60m to £1.92m ACV over 12 months without counting implementation fees.
• Led customer discovery with lending operations, compliance and c-suite decision makers at three banks; tested value hypotheses against a 14-day onboarding baseline and won approval for a phased pilot before proposing a full rollout.
• Completed territory identification in the first 30 days using annual reports, CRM history and partner input; whitespace prospecting across 42 prioritized firms produced 11 discovery meetings and four accepted opportunities in the following quarter.
• Led the end-to-end sales process for a £420k insurer expansion, assigning a mutual action plan across Sales Engineers, Professional Services and a delivery partner; team selling resolved data-residency objections and secured signature before the renewal deadline.
• Reworked customer communication into a one-page value proposition, decision log and weekly sponsor update; procurement returned two final-order clarifications rather than nine in the previous comparable deal, keeping the agreed implementation date intact.
• Kept Salesforce opportunity stages tied to confirmed buyer actions, mapped decision-makers and procurement dates, and separated committed revenue from deals lacking a verified next step.
• Owned account-planning follow-ups using Salesforce opportunity notes, resolving gaps between customer discovery, the value proposition and the agreed buying process.
• Built a team-selling handoff using customer-confirmed success criteria, enabling the solution specialist to demonstrate the agreed use case without repeating discovery.

• Sold Dynamics 365 Sales and Customer Service to mid-market lenders, translating fragmented lead routing into an agreed solution scope; closed seven of 19 qualified opportunities in FY2022, with loss reasons used to narrow the next quarter’s segment focus.
• Developed strategic alliances with two Microsoft implementation partners, separating license commitments from delivery dependencies in joint account plans; signed responsibility matrices reduced unresolved handover items from 12 to four across two comparable launches.

• Qualified Oracle CX leads for financial-services account teams, capturing buying triggers, incumbent systems and next steps; 24 of 38 booked discovery meetings became accepted opportunities in FY2019, measured from the shared CRM handoff report.

• Built a customer satisfaction and renewal-risk workbook separating product adoption, sponsor changes and open service issues; assigned owners to 14 risks across eight accounts and closed nine actions before the next quarterly review, retaining the unresolved five for escalation.
• Added a forecast reconciliation tab linking opportunity stage to signed commercial evidence; removed three duplicate expansion entries from the quarterly review and documented the correction for sales operations.
• Owned the simulated account review using a structured discovery rubric, resolved contradictory buying assumptions and completed a proposal with explicit customer success criteria.

Relevant coursework: Financial accounting, statistics, operations management, organizational behavior

• Published an independent sales case note using fictional account evidence, explaining qualification decisions, unanswered objections and the difference between a forecast and a customer commitment.