Aug 2023 – Present · 2 yrs 9 mos

Feb 2023 – Present · 3 yrs 3 mos

• 173% to 1H quota

Oct 2022 – Feb 2023 · 4 mos

• Outreach, the leading Enterprise ready Sales Engagement Platform, accelerates revenue growth by optimizing every interaction throughout the customer lifecycle. The platform manages all customer interactions across email, voice and social, and leverages machine learning to guide reps to take the right actions.
• Thousands of customers, including Cloudera, Glassdoor, Pandora, and Zillow, rely on Outreach to drive predictable and measurable growth, increase efficiency and effectiveness of customer-facing teams, and improve visibility into sales activity and performance.

May 2022 – Present · 4 yrs · New York, United States

• BDR Insider is a newsletter and social media account I've started to help BDR's and sales professionals book more meetings. These accounts have a goal of building a community of like minded individuals all looking to improve.
• Bdrinsider.com

Sep 2021 – Oct 2022 · 1 yr 1 mo · New York, New York, United States

• First US employee for the company. Managed and planned with leadership to create the GTM strategy for the US market.
• Make every interview count!
• Screenloop is an Interview Intelligence platform that helps businesses create great interviews at scale. The platform removes unconscious bias, provides you with data and facts to make hiring decisions and helps coach up your team to become interviewing experts.

Apr 2020 – Aug 2021 · 1 yr 4 mos

• The global leader in opportunities and closed revenue for 14 straight months. 200% to target in February, and 310% to target in March.
• Coached and mentored 2 BDR's and became the highest performing team within the BD function at the company for 9 consecutive months.

Aug 2019 – Apr 2020 · 8 mos

• Yieldify is a global company with offices in New York, London, Sydney and Singapore. We currently help over 1,000 clients globally including brands like Adidas, L’Oreal, Dominos, and Philips.
• We use our Google funded personalization platform to enable marketers to enhance their websites customer journey, using predictive analytics making sure their visitors convert to customers.
• Our technology and services help companies increase revenue, capture higher quality leads, and make significant improvements to life time value.
• See where you stand against your competitors and take my conversion rate benchmarking quiz here: http://tiny.cc/ConversionRateBenchmark

May 2018 – May 2019 · 1 yr

• Prospected new leads on a daily basis by going to networking events, cold canvassing, and cold calling
• Joined the largest BNI group on Long Island and met with all 80 members within 1 month to build relationships
• Cold called prospects and set 8-10 meetings per week
• Tailored holistic financial plans to meet the needs of clients
• Learned extensively about life, disability, health, and long term care insurance
• Designed and implemented strategies for individuals to best utilize and/or increase a fixed retirement income stream
• Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. NRL Wealth Creation Strategies, LLC is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

Jun 2017 – Aug 2017 · 2 mos · New York City Metropolitan Area

• Constructed excel spreadsheets to track budget spending for six different departments
• Worked with senior-level department heads to keep budget on track
• Established rapport with senior-level management and was delegated more complex assignments
• Examined excel spreadsheets to find out how to best utilize the distribution of company funds

Aug 2016 – Jan 2018 · 1 yr 5 mos · Springfield, Massachusetts Metropolitan Area

• Cultivated analytical experience by analyzing stocks and derivative instruments such as options
• Promoted to Junior Analyst from Fund Administrator within six weeks by consistently meeting with the more experienced members of the options team
• Monitored and recorded trades in Microsoft Excel spreadsheets to create strategies in the hedge fund that would allow us to outperform our benchmark
• Sourced new investment and trade ideas and pitched them to portfolio managers
• Relayed and organized analysts’ reports for portfolio managers and traders to make our operation and communication more efficient

May 2016 – Aug 2016 · 3 mos · 575 Lexington ave

• Analyzed potential investment opportunities in restaurant and retail stocks by reviewing historical trends in income statements and balance sheets
• Crafted research reports to forecast revenue growth and predict future earnings for the fund manager and the subscribers to his website
• Studied day to day movement of precious metals against the dollar
• Researched restaurant and retail stocks and created public reports that were published for investors to read on www.rogerlipton.com