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
Experience
Account Executive
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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