Brian Bert
Accomplished sales leader with a strong background driving customer success.
- Role
- Senior Sales Account Executive at Crunchafi
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Brian Bert
Hello, my name is Brian, and I am an accomplished sales leader with a background driving customer success in the financial services industry. I produce flexible strategies that drive new business development, market growth, and high-performance team cultures. As a tenacious prospector and patient mentor, I am known for achieving aggressive quotas in highly competitive environments. I also am acknowledged by peers for my strong problem-solving and communication skills and ability to close the deal. Ever since my college days as a NCAA Academic All-American nominee and full athletic scholarship recipient, I have loved competitive environments. Whether it was competing against myself to achieve my goals, friendly competition with teammates or winning new market share for my company – I have always excelled. However, I wouldn’t say that my success was just because I worked harder – it was because I focused on not just acquiring new customers, but because I focused on my customers’ desired outcome. This helped improve overall adoption rates as well as retention metrics. A snapshot of career wins includes- Surpassed quotas 146%, ranking #4 out of 77 reps at Chase Paymentech - Generated in total contract value in single year at FIS- Closed large 3-year deal with a Wisconsin Manufacturing Company- For over 6 years, sold to and became a Relationship Manager for a very important Chase client that supported 625+ active business locations. “Connect” with me today – I’m confident that my leadership skills and vast experience can assist you and your organization achieve ALL your business goals.
Experience
Senior Sales Account Executive
Nov 2021 — Present · WI, US
Crunchafi develops intuitive SaaS based solutions built to improve the lives of CPA firms and their clients. From lease accounting to data extraction, Crunchafi eliminates tedious manual tasks so firms can focus on growth and getting back to more meaningful work.
Education
Jackson State University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
1993 — 1996
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