Sean Hong
Retirement Concierge | Series 65 | Enterprise Account Manager & Business Development Leader | B2B SaaS Sales Specialist – President’s Club Winner | C-Suite Stakeholder Engagement Expert
- Role
- Retirement Concierge at Assuredpartners
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Sean Hong
ENTERPRISE ACCOUNT MANAGER, B2B SAAS SALES & BUSINESS DEVELOPMENT LEADER As an accomplished B2B SaaS Sales Leader, I apply innovative sales strategies and C-level stakeholder engagement to transform the sales landscape for businesses: Revenue Growth & Market Expansion: Propelled annual revenue to $10M+ and widened market share in the southeast Florida territory at Reynolds and Reynolds. Award-Winning Sales Excellence: Spurred 279% increase in sales quota attainment in 2020 with a new sales strategy. Recognized with President’s Club and 300 Club awards for exceptional sales performance and client management. Operational Efficiency: Reduced service appointment processing times by 60% and streamlined operational processes with a cloud-based CRM system upgrade.Key Expertise in solution-based sales strategies and digital technology integration: Strategic B2B Sales Management & Business Development Enterprise Account Management & Strategic Business Planning C-Suite Stakeholder Engagement & Client Relationship Management My approach to sales is rooted in building strong relationships, mentoring effective teams, and leveraging innovative solutions for sustainable business growth. I am committed to partnering with businesses seeking strategic guidance and transformative growth in the B2B SaaS space. Let\'s explore how we can achieve exceptional results together.Connect with me on LinkedIn or hongst1987@gmail[dot]com:B2B Sales Management | Solution & Consultative Sales | B2B SaaS | C-level Stakeholder Engagement | Sales Forecasting & Quota Fulfillment | Business Development | Account Management | Client Relationship Management | Business Planning & Strategy | Cross-Functional Leadership
Experience
Retirement Concierge
Sep 2024 — Present · Lake Worth, FL, US
Hired into a startup division of a large corporation to develop and implement scalable standard operating procedures (SOPs) using Salesforce CRM, while delivering personalized financial planning services to 401(k) plan participants. Developed and implemented automated data transformation processes using Power Query, Designed and deployed a Power Query automation script reducing Salesforce data import time by 90%, saving 170+ hours annually across 300+ imports and scaling database capacity from manual single-record entry to bulk file processing. Architected APIA\'s first-ever 401(k) participant database in Salesforce, transforming raw imported data into a fully functional CRM that gave the team the ability to look up, track, and engage any participant for the first time. Partnered cross-functionally with Marketing, Compliance, and Salesforce Administration to design and deploy a Power BI dashboard delivering real-time participant engagement analytics directly from the Salesforce database. Deployed the Power BI dashboard through Microsoft Teams to advisors nationwide, transforming it into a client-facing asset used in quarterly reviews to demonstrate participant engagement, prove program ROI, and reinforce APIA\'s commitment to measurable client success. Earned the Series 65 Investment Advisor Representative State license, to deliver comprehensive, personalized financial plans for 401(k) and private wealth clients using, and to provide general investment guidance to all plan participants.
Education
Miami University
Coursework towards BA in Business and Marketing
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