Trey Poteet
Nashville,TN
Summary
Sales professional with proven track record in enterprise-level client management and revenue growth. Known for strong team collaboration and adaptability to changing market conditions. Expertise in strategic planning, customer relationship management, and delivering results-driven solutions.
Overview
7
7
years of professional experience
Work History
Enterprise Sales Representative
Healthcare Financing of America
02.2025 - Current
- Exceeded sales goals by cultivating a robust pipeline of qualified leads.
- Streamlined the sales process by utilizing CRM tools to track and analyze client data efficiently.
- Collaborated with marketing teams to create compelling campaigns that resonated with target audiences.
- Delivered engaging presentations to C-level executives showcasing product value propositions clearly and effectively.
- Expanded HFA's client base, strategically targeting new markets and industries.
Account Executive - Ads Specialist
X
07.2024 - 02.2025
- Established long-lasting relationships with key decision-makers within client organizations, solidifying X's reputation as a trusted partner in their respective industries.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Delivered informative presentations to potential clients, showcasing the unique value of products or services offered.
- Developed detailed reports analyzing account performance data, providing valuable insights for future strategy adjustments or improvements.
- Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
- Monitored industry trends and competition, adjusting sales strategies accordingly to maintain a competitive edge in the market.
- Facilitated resolution of client issues by acting as liaison between customer service and technical teams.
- Successfully managed portfolio of high-value accounts, maintaining focus on customer satisfaction and account growth.
- Guided clients through buying process, from initial contact to post-sale support, ensuring smooth and positive experience.
- Facilitated and provided value to an existing client that resulted in an upsell from an average yearly annual spend of $36,000 for an insertion order of $600,000
Business Development Representative
X
01.2024 - 07.2024
- Consistently met or exceeded sales targets, contributing significantly to the overall success of the team.
- Expanded business through effective network development, identifying new, and prospective clients.
- Conducted market research to identify new business opportunities and target areas for expansion.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Implemented CRM systems to streamline sales processes, enhancing team efficiency and productivity.
- Coordinated with internal teams such as finance, legal, and operations to streamline deal closure processes while prioritizing customer satisfaction throughout all stages of engagement.
- Trained and mentored junior sales representatives, fostering a supportive team environment and facilitating professional growth.
Professional Golf Caddie
PGA Tour
11.2023 - 01.2024
- Supported golfer mental preparedness by offering emotional support and encouragement during high-pressure situations.
- Assisted in tournament administration duties, including scorekeeping and event preparation, ensuring seamless event execution.
- Contributed to tournament successes by maintaining thorough knowledge of course layouts, hazards, and weather conditions.
Area Manager of Operations
Amazon
02.2021 - 10.2022
- Conducted regular audits of facility operations to ensure compliance with industry regulations and company policies.
- Facilitated communication between departments, resolving conflicts, and streamlining processes for better collaboration.
- Managed multiple projects simultaneously, ensuring timely completion and adherence to quality standards.
- Optimized operational costs by analyzing workload requirements, reducing labor allocation without sacrificing service quality or employee satisfaction.
- Empowered team members through professional development opportunities that fostered individual growth as well as team cohesion.
- Improved employee productivity through effective training programs and performance evaluations.
- Collaborated with upper management on strategic planning initiatives, aligning departmental objectives with overall company goals.
- Led a floor team of approximately 60 direct reports: Including 2 assistant managers, process assistants, trainers, and associates
Quotation Specialist
State Farm Insurance Inc
05.2020 - 09.2020
- Reduced errors in quoting process by implementing a thorough quality control system for all outgoing proposals.
- Assisted sales team in closing deals by providing comprehensive support throughout the quotation process.
- Adapted quickly to changing client needs, ensuring that quotes remained relevant and competitive in a dynamic market environment.
Uber Driver
Uber
04.2018 - 04.2018
- 11,000+ Career Trips
- Built and maintained positive relationships with passengers by providing friendly and professional service.
- Diamond Driver - 4.99* Rating
Education
Bachelor of Arts - Sociology
Louisiana Tech University
Ruston, LA02-2020
Associate of Science - General Studies
Calhoun Community College
Tanner, AL05-2018
Skills
- Strategic prospecting
- CRM proficiency
- Cold calling
- Team leadership
- Conflict resolution
- Risk management
- Pipeline management
- Problem-solving
- Salesforce
- Hubspot
- Microsoft Excel
- Coaching and mentoring
Timeline
Enterprise Sales Representative
Healthcare Financing of America
02.2025 - Current
Account Executive - Ads Specialist
X
07.2024 - 02.2025
Business Development Representative
X
01.2024 - 07.2024
Professional Golf Caddie
PGA Tour
11.2023 - 01.2024
Area Manager of Operations
Amazon
02.2021 - 10.2022
Quotation Specialist
State Farm Insurance Inc
05.2020 - 09.2020
Uber Driver
Uber
04.2018 - 04.2018
Bachelor of Arts - Sociology
Louisiana Tech University
Associate of Science - General Studies
Calhoun Community College
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