Nick Heffner

Growing Legal Practices | Delivering B2B SaaS and LeadDirect Opportunities | Former Financial Analyst

Role
Account Executive at Ngage Live Chat
Location
Carlsbad, CA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

Experience

  1. Account Executive

    Ngage Live Chat

    Sep 2024 — Present · Austin, TX, US

    Manages the complete sales cycle from initial client pitch and negotiation to contract signing and implementation. Serves as the main point of contact for all onboarded accounts, collaborating with internal teams to ensure client success in the program.• Generated a robust client portfolio by initiating 80-120 outbound calls and booking 1-2 appointments per day, resulting in 4 closed deals from 18 attended meetings in my first month on the phones.• Consistently exceeds monthly and quarterly revenue targets, maintaining a minimum of 60 outbound calls and 30 new prospects added daily to drive pipeline growth.• Efficiently utilized generative AI and advanced search techniques (Boolean operator strings) to find and research untapped, ideal prospects.• Rapidly developed deep sales and product knowledge, leveraging a consultative and active-listening approach to identify business needs and direct the call.• Contributes to team success by proactively sharing custom email templates, presentations, research findings/analysis, and effective talk tracks.

Education

  • Occidental College

    Bachelor of Arts (B.A.), Economics

    2011 — 2015

  • Occidental College

    Bachelor's degree, Economics and Mathematics

    2011 — 2015

Skills

  • Financial Modeling
  • Microsoft Word
  • Written Communication
  • Data Analysis
  • Economic Data Analysis
  • Customer Service
  • Business Strategy
  • Powerpoint
  • Microsoft Excel
  • Stata
  • Public Speaking
  • Teamwork
  • Risk Management
  • Microsoft Office
  • Event Planning
  • Big Data Analytics
  • Social Media
  • Microsoft Powerpoint
  • Research

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Nick Heffner — Account Executive at Ngage Live Chat in Carlsbad, CA, US | Unifers