Jordan Barta, MBA

Business Development Executive

Camas, Washington, United States15 yrs 11 mos experience
Most Likely To Switch

Key Highlights

  • Proven track record in driving revenue growth.
  • Expertise in consultative and customer-centric sales.
  • Strong personal brand in the HCM/HR/ERP industry.
Stackforce AI infers this person is a SaaS sales expert with a focus on B2B solutions.

Contact

Skills

Core Skills

Account ManagementCryptocurrencyCustomer Relationship Management (crm)Sales PlanningCustomer Satisfaction

Other Skills

Affiliate ManagementAffiliate MarketingAwesomenessBloggingBusinessBusiness-to-Business (B2B)Cloud ComputingCoachingContract NegotiationLead GenerationLearning ManagementManagementMarketingMarketing StrategyMicrosoft Word

About

I am a results-driven sales professional with a proven track record in the SaaS; Finance, Crypto, Payroll, HCM and ERP space. With experience working with and for both start-up companies and organizations with over 100K employees, I specialize in helping my clients expand their existing footprint and achieve their strategic goals. Throughout my career, I have been passionate about delivering exceptional value to my clients and building long-term, trusted relationships. I thrive in dynamic and fast-paced environments, where I can utilize my expertise to navigate complex sales cycles and drive revenue growth. Having begun my career at Cornerstone as BDR, my sales skills have only increased. Cold calling, email cadences, snail mail, Social Selling and any other approach taken to earn a conversation with a customer; I’ve done it all. I put myself on a 'hockey stick' growth path which has gotten me where I am today. Not only can I generate new business, but I have successfully helped numerous clients expand their existing footprints with the companies I have been a part of. Understanding their specific pain points, goals, and growth strategies, I have provided strategic guidance and delivered customized solutions that optimize their operations, enhance efficiency, and drive business outcomes. Working closely with my clients, I have gained a deep understanding of the challenges they face in managing their back office processes. I have consistently showcased my ability to identify opportunities for process improvement, cost optimization, and increased productivity, ensuring that their investments in our solutions yield maximum returns. What sets me apart is my consultative and customer-centric approach. I believe in building strong partnerships founded on trust, transparency, and open communication. By truly understanding the unique needs and objectives of my clients, I have been able to deliver tailored solutions that align with their strategic vision and create long-term value. In addition to my experience in sales, I possess a solid technical understanding of SaaS products. This knowledge allows me to effectively communicate with clients and provide insightful guidance on how our solutions can address their specific pain points and streamline their business processes. The HCM/HR/ERP ‘world’ is pretty small. Everybody knows each other and I often cross paths with decision markers as they move to different organizations. I have maintained a strong personal brand and leverage my network whenever I can.

Experience

Bitwave

Senior Enterprise Account Manager

Aug 2023Present · 2 yrs 7 mos · Remote

  • I will be working with enterprise customers and growing with them on this journey into digital assets, Web3 and beyond. Bitwave is taking the next step to further strengthen their brand name within the industry. Focusing more energy and resources into supporting our partnerships will set us further apart from the competition. A few key responsibilities I will help with are:
  • Establishing and maintaining constant customer feedback and business optimization meetings (QBRs).
  • Negotiating and executing formal yearly and multiyear agreements.
  • Educating existing business on what else Bitwave has to offer.
  • Formalizing a referral program to incentive customers to share the word on Bitwave!
  • Maintaining the sales partnership between NetSuite and Bitwave as the main POC.
  • My responsibilities don’t stop there! If you’re in the space, let’s connect, network, and win together.
  • Bitwave is the first software platform built specifically for businesses to bring digital assets (Crypto & NFT's) onto their balance sheet and into their business processes. Bitwave combines tax and accounting capabilities with workflow and process expertise, allowing enterprises to survive and thrive in the financial revolution made possible by cryptocurrency.
  • In the dynamic realm of cryptocurrency, where innovation is the heartbeat and ‘audit-ready’ is paramount, BitWave emerges as a guiding light, leading investors and enthusiasts towards a new era of seamless and accurate digital asset management. At the crossroads of cutting-edge technology and unwavering commitment to user empowerment, BitWave stands as the premier platform that empowers you to harness the full potential of your digital assets. Through a harmonious blend of advanced technology and user-centric design, BitWave brings clarity to the complexities, ensuring that managing your digital wealth is as effortless as it is rewarding.
CryptocurrencyAccount ManagementBusiness-to-Business (B2B)

Oracle

Senior Account Manager

Aug 2021Aug 2023 · 2 yrs · Remote · Remote

  • As a senior account manager at Oracle NetSuite, I am responsible for building and maintaining relationships with key clients in the tech sector. I work closely with my clients to understand their business needs and objectives, and provide strategic guidance on how NetSuite's ERP, CRM, and e-commerce solutions can help them achieve their goals.
  • Some of my key responsibilities include:
  • Developing and executing account plans to drive revenue growth and increase customer retention
  • Leading regular account reviews with clients to assess performance and identify areas for improvement
  • Collaborating with cross-functional teams to ensure customer success and satisfaction
  • Identifying and pursuing upsell and cross-sell opportunities with existing clients
  • Serving as the primary point of contact for my clients, and ensuring that all issues and inquiries are resolved in a timely and satisfactory manner
  • Working tirelessly to ensure customer satisfaction
  • Managing over $10M is customer accounts
  • Customer footprint growth.
  • I am passionate about helping my clients to succeed and thrive, and am committed to delivering the highest level of service and support. If you're looking for a strategic partner who can help you to transform your business with cutting-edge cloud technology, let me know!
Customer SatisfactionSalesSoftware as a Service (SaaS)Lead GenerationSales PlanningAccount Management+3

Sumtotal systems, llc

Customer Sales Director

Sep 2018Aug 2021 · 2 yrs 11 mos

  • In this role, I was responsible for driving revenue growth and building strong, long-term relationships with our valued customers.
  • Key Achievements:
  • Consistently exceeded annual sales targets, delivering an average of 102% of quota year over year.
  • Collaborated with a high-performing sales team of 15 professionals, fostering a collaborative and results-driven culture.
  • Developed and executed strategic sales plans to penetrate new markets and expand our customer base, resulting in net new logos within the first year.
  • Successfully negotiated and closed several multimillion-dollar deals with major enterprise clients, including Fortune 500 companies, driving significant revenue growth for the organization.
  • Implemented a customer-centric approach to sales, focusing on understanding customer needs and providing tailored solutions that align with their business objectives.
  • Conducted regular business reviews with key accounts, identifying upsell and cross-sell opportunities to maximize customer lifetime value.
  • Collaborated closely with the product development and marketing teams to gather customer feedback, shape product roadmaps, and launch targeted marketing campaigns that effectively communicated the value proposition of our solutions.
  • Played a pivotal role in driving customer success and satisfaction by ensuring seamless implementation and onboarding processes. Retained 100% of all of my customers.
  • Throughout my tenure at SumTotal, I had consistently demonstrated strong leadership skills, an in-depth understanding of the HCM industry, and a genuine passion for helping organizations optimize their talent management strategies. I take pride in the trust and partnerships I have built with our customers, and I am committed to driving their success through innovative solutions and exceptional service.
Customer SatisfactionSales PlanningSoftware SalesSalesforce.comBusiness-to-Business (B2B)Customer Relationship Management (CRM)+1

Stonegate

Customer Success Manager

Jan 2018Sep 2018 · 8 mos · Costa Mesa

  • Obtain 100% retention rate with enterprise and mid-market clients.
  • Align KPI’s within my client’s organization’s long-term strategic objectives around client success & retention, revenue growth and decreasing churn.
  • Identify up sell opportunities based on needs of the client.
  • Inform and report account status up to the CEO throughout onboarding, implementation and ongoing support.
  • Create and manage processes used by client facing support teams to achieve superior results.
  • Offer superior communication, presentation, and client management skills.
  • Deliver reports to clients earlier than expected.
Sales PlanningContract Negotiation

Paychex

2 roles

Senior Client Success Manager

Jul 2017Jan 2018 · 6 mos

  • Working with companies to identify, define, prioritize, and implement new system functionality.
  • Establish a trusted/strategic advisor partnership with clients and drive continued value and client satisfaction.
  • Expand the current partnership by selling additional modules.
  • Developed a knowledge base for the entire Paychex suite of products.
  • Working with all internal teams to create a cohesive partnership between sales, implementation, support and service. Establish new processes to improve internal operations.
  • Maintained and increased client retention by 10%.
  • Maintained a response rate of under 24 hours for all accounts.
  • Prospecting for new business while leveraging current partnerships to strengthen Paychex’s market share.
Sales PlanningContract Negotiation

Senior Sales Consultant - Majors Division

Dec 2015Jan 2018 · 2 yrs 1 mo

  • I help organizations through out the entire country strategize how to streamline their back office processes.
  • I analyze the customer needs and interests and help educate them on compliance changes.
  • I present our 100% SaaS solution (Paychex Flex) to C-level executive, HR professionals, CPA's, Bankers and Health Insurance Brokers.
  • I prospect for new clients via the telephone, LinkedIn, Twitter, direct mail, seminars, current client visits, or other local marketing programs.
Sales PlanningContract Negotiation

Sales hacker, inc.

Twitter Chat Host

Jan 2016Dec 2017 · 1 yr 11 mos · Anywhere

  • The host of the weekly Twitter Chat where we do Q&A with sales experts. All guests are asked multiple questions where they give their opinion and engage with the other individuals in the chat. These chats can benefit any person wherever they're at in their professional sales career.
  • Join the conversation every Tuesday at 9AM PST at #SalesHackerChat on Twitter.
  • @SalesHacker - @Barat57

Cornerstone ondemand

Corporate Account Developer

Jul 2014Dec 2015 · 1 yr 5 mos · Santa Monica, CA

  • Organizations around the globe rely on Cornerstone OnDemand’s unified talent management solution to impact every aspect of the employee experience anytime, anywhere. From recruiting, training and development, and performance management, to succession, workforce collaboration and more, our cloud solution helps people to make their best work performance even better – which ultimately translates into greater business results. Learn how Cornerstone can help your organization get to know its talent better, increase employee engagement, and facilitate where and how work really gets done today at www.csod.com.
  • CAD/Corporate Account Developer = Business Development Representative
  • 2015 Q3: 133% of overall quota - Generated $5.2M in pipeline
  • 2015 Q2: 129% of overall quota
  • 2015 Q1: 120% of overall quota
  • 2014 Q4: CAD of the quarter
  • 2014 Q4: 125% of overall quota
  • 2014 Q3: 114% of overall quota
  • CAD of The Month: September & October
  • Achieved CAD of Q4 2014 by generating over $4.2 million in qualified sales pipeline.
  • Exceeded Q3, 2014 by 113% of quota; Q4, 2014 with 125% of quota exceeded and Q1, 2015 with 120% of quota exceeded.
  • Coached new CAD’s to obtain higher levels of productivity and demonstrated ‘best practices’.
  • Established partnership with four different regional sales managers and worked side by side in creating business.
  • Penetrated markets that had not been touched before and established the Cornerstone brand as a leader in the space.
  • Facilitated open lines of communication between direct and indirect mangers and myself to create best working environment.
  • Extensive knowledge of Salesforce & LinkedIn
  • Prospect into Enterprise accounts via cold calling, email, LinkedIn and Twitter.

T3leads

Business Development/Account Manager

Feb 2014Jul 2014 · 5 mos · Greater Los Angeles Area

  • T3Leads is the premier Internet destination for quality leads and marketing opportunities.
  • Managed over 100 accounts from all over the world via phone, email, Skype, LinkedIn and Facebook.
  • Identifed potential accounts and found the best way to reach the webmaster and/or company.
  • Analyzed and interpreted account data to identify fraud and unexpected account activity.
  • Continually manage accounts to verify that they meet compliance.
  • Evaluated current and past accounts and established a plan of action to drive more revenue.

Ingolstadt dukes

International American Football Player

Jan 2013Jan 2014 · 1 yr · Ingolstadt, Germany

  • Played and coached while being fully emerged in the German culture.
  • Demonstrated a positive attitude towards teammates, youth players, opponents and the game.
  • Collaborated with the coach and VP to ensure a successful season and future.
  • Taught English through Berlitz Language school

Elite fitness plus

Marketing & Sales, Internet Marketing

Jan 2011Jan 2012 · 1 yr · 2360 Townsgate Road Westlake Village, Ca 91361

  • Sold exclusive gym memberships to exclusive clientele.
  • Marketed the company in various ways including; internet, social media, events and referred calling.
  • Planned and attend weekly marketing events, setting up and tabling the events.
  • Worked directly with clientele to exceed their expectations with face to face and over the phone contact.
  • Trained new employees on day to day tasks and overlooked their selling techniques.

800 seniors

Director of Marketing

May 2010Sep 2011 · 1 yr 4 mos · Moorpark, California

  • Achieved multiple contracts with senior living facilities to join our network of facilities.
  • Answered questions over the phone and via email to customers and clients.
  • Used HTML to mass import URL’s for social bookmarking sites.
  • Perfected the use of Excel, Word, CuteRank and other programs used to optimize and maintain website ranking.
  • Achieved the ranking of #1 organically on Google, Yahoo and Bing for sites with strong keywords.

Spiffbox, inc

Director of Marketing

Oct 2009May 2010 · 7 mos

  • Collaborate with CEO to develop comprehensive marketing strategies.
  • Create social networking profiles and use them on an hourly basis for marketing.
  • Communicate with celebrity publicists, managers and agents about doing future business.
  • Track communication with users in Excel documents.
  • Respond quickly to customers and other employees.

Safeway

Customer Service Representative

Feb 2006Sep 2006 · 7 mos

  • Assisted managers in answering customer questions and organizing the store.
  • Self-starter in product clean ups and product placement.
  • Obtained great customer service experience and experience working with all types of customers.

Education

California Lutheran University

Bachelor's Degree

Western Governors University

Master of Business Administration - MBA — Business

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