Duaa THANVI
Mississauga,ON
Summary
Highly motivated and results-driven professional with over five years of experience in prospecting and acquiring new business in the finance and fintech industry. Skilled in identifying opportunities, building strong client relationships, and developing effective marketing strategies. Proven track record of exceeding sales targets and driving revenue growth. Excellent communication, negotiation, and leadership skills, with proficiency in CRM tools like Salesforce, SalesLoft, HubSpot, and ZoomInfo. Experienced in lead generation, relationship development, and coaching teams to success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Account Executive
Diversio
Toronto, ON
01.2025 - Current
- Diversio is a leading DEI analytics and solutions platform that helps organizations measure, track, and improve diversity, equity, and inclusion through AI-driven insights and data-driven strategies.
- Signed three enterprise clients (GoodLife Fitness, Barrie Police, and Canadian Tire) within my first 90 days driving significant new business growth.
- Exceeded Q1 2025 sales quota by 100%, doubling expected revenue targets within my first quarter.
- Managed a weekly pipeline of $350K+ in potential deals, consistently closing high-value contracts.
- Conducted 250+ outbound activities per week using Apollo.io for targeted prospecting, including 100+ cold calls and 150+ emails** weekly.
- Booked and conducted 10+ discovery and demo meetings per week, leveraging a consultative sales approach to understand client pain points and tailor DEI solutions to their needs.
- Led full-cycle sales process from prospecting to closing, effectively handling objections, negotiating contracts, and ensuring a seamless handoff to customer success.
- Achieved a 35% close rate on qualified opportunities, demonstrating strong deal execution and value-based selling.
- Partnered with marketing to optimize outreach campaigns, increasing lead engagement by 20% and improving conversion rates.
- Provided regular sales insights and competitive analysis, contributing to go-to-market strategy and helping refine sales playbooks for future growth.
Manager of Business Development and Sales
FrontFundr
Toronto, ON
12.2023 - 12.2024
- Drove sales growth and revenue at FrontFundr, Canada’s leading equity crowdfunding platform.
- Led a team of 3 BDRs while managing a personal book of business.
- Generated 5–7 meetings per week through outbound prospecting.
- Consistently closed 6 or more clients every quarter, generating over $250,000 in fees per quarter.
- Led the "FunFundr" Sales Bootcamp, securing 9 sign-ons and 75 qualified meetings in a quarter.
- Built and maintained strategic partnerships with industry associations and accelerators.
- Led negotiations on terms, valuations, and investment agreements.
- Tracked and analyzed KPIs to optimize deal flow and fundraising success.
- Consistently exceeded sales and meeting targets.
- Targeted early-stage companies (Pre-Seed, Series A, and B) in key sectors: tech, fintech, healthcare, and consumer goods.
- Maintained detailed Salesforce CRM records, tracking deal progress with MEDDPICC analysis.
Business Development Manager Lead
Leyton
Toronto, Ontario
01.2022 - 12.2023
- Promoted to BDM Lead for delivering exceptional performance, achieving 200% of sales quota and demonstrating leadership excellence.
- Recruited, hired, and onboarded 5+ new BDRs, building a high-performing team with a focus on growth and results.
- Developed and implemented training sessions on advanced cold calling techniques, email drafting strategies, and email cadences, leading to boost in BDR productivity.
- Trained BDRs on lead scoring methodologies to enhance their ability to identify and prioritize high-value leads, increasing lead quality and conversion.
- Educated BDRs on effective handoff procedures to BDMs, ensuring smooth transitions and improved deal-closing efficiency.
- Conducted regular one-on-one meetings and strategic team sessions, providing actionable feedback and support to help BDRs exceed sales targets.
- Oversaw pipeline management ensuring accurate forecasting and efficient deal progression while maintaining a strong focus on lead and deal quality.
- Monitored and analyzed BDR performance on pipeline quality and KPIs, driving continuous improvement in team results.
- Launched a mentorship program pairing top-performing BDRs with new hires, which improved performance consistency and reduced turnover.
- Assigned and optimized territories for each BDR, enhancing lead distribution and coverage to maximize sales opportunities.
- Reduced new hire ramp-up time from 6 months to 3.5 months by implementing targeted coaching and streamlined training processes..
- Facilitated ongoing product knowledge training, increasing team expertise, and improving interactions with customers.
Business Development Manager
Leyton
Toronto, ON
03.2020 - 12.2021
- Responsible for offering consulting and tax services to Canadian and US businesses eligible for R&D credits, grants, SRED credits and other available tax/grant opportunities.
- Conducted targeted outreach via cold calling and prospecting through various channels like Zoominfo, Apollo etc.
- Managed the end-to-end sales process. This includes, but is not limited to identifying, qualifying, capturing, and closing complex sales within companies that have fewer than 1500 employees
- Maintained a personal book of business of 30+ enterprise clients for recurring services.
- Maintained a quarterly ratio of 15-18 new sales, exceeding an annual target of 50 signings and $900,000 in Self - generated fees.
- Closed and generated $450,000 in fees from the leads produced by Leytons Inside sales team
- Signed an average of 5-10 contracts per month, ranging from $10,000- $1M in file sizes.
- Recognized as "top Performer" for consistent sales performance.
- Attended networking events to build relationships with potential customers.
- Presented company-wide presentations on effective CRM usage to fellow Business Development Managers.
- Utilized CRM tools like Salesforce, SalesLoft, HubSpot, Sales Nav and ZoomInfo to manage sales and marketing campaigns, track performance metrics, and generate leads.
- Collaborated with marketing and development departments for effective sales.
- Identified key decision makers, developed relationships with them, and secured new business opportunities.
- Negotiated contracts with customers for the sale of services and products ensuring profitability targets were achieved.
- Maintained accurate records of all sales activities including cold calls, presentations, closed sales, follow-up activities.
- Prepared and delivered compelling proposals and presentations to prospective clients.
- Prepared reports on sales performance metrics such as revenue growth rate, conversion rates and lead-to-customer ratios.
- Managed the end to end sales process through engagement of appropriate resources such as Account Management, Finance, Marketing, Legal, Executives, etc.
Business Development Manager
Optiom
Toronto, ON
12.2018 - 02.2020
- Responsible for acquiring new business within assigned territory.
- Responsible for partnering with insurance brokerages and dealerships to include Optiom's insurance products in their suite of offerings for end consumers.
- Responsible for prospecting and performing cold out-reaches to maintain a ratio of 10 meetings per week.
- Developed and executed outreach strategies, including cold calling to schedule in-person visits, email campaigns, strategic territory planning and relationship-building through networking and attending conferences and trade shows.
- Managed the entire sales cycle, including prospecting, booking meetings, sending proposals, and training brokerage teams on Optiom’s products.
- Conducted weekly visits to signed dealerships and brokerages to ensure satisfactory with Optiom’s product.
- Created proposals and quotations for qualified prospects and led RFP process for prospects
- Developed and implemented an outreach email campaign that helped successfully close a $675k contract with a dealership group in Ontario.
- Developed and significantly grew assigned territory 30% within first year.
- Presented and demonstrated the Optiom’s Insurance solutions to potential prospects by traveling to the customer site or via online demo’s.
- Analyzed sales data and market trends to identify opportunities for growth and optimization along with prospecting for new leads with a strategy.
- Planned and led training programs on staff development to enhance employee knowledge, engagement, satisfaction and performance.
Education
Bachelor of Science - Psychology, Neuroscience And Behaviour
University of Guelph
Guelph, ON05.2019
Skills
- Business Development
- Market research and Analysis
- Contract Negotiation Etiquette
- Data analysis and Reporting
- Prospecting
- Networking
- Cold Calling
- Lead Qualification
- Lead Generation
- Consultative Selling
- Presentation Skills
- Negotiation Skills
- Closing Contracts
- Relationship Management
- Problem-solving
- Time Management
- Resilience
- Product Knowledge
- Industry Knowledge
- Adaptability
- Team Collaboration
- Analytical Skills
- Customer Focus
- Self-motivation
- Pipeline Management
- Territory management
- Analytical
- People skills
- CRM management
- Relationship Management
Certification
- OTL General Insurance License
Timeline
Account Executive
Diversio
01.2025 - Current
Manager of Business Development and Sales
FrontFundr
12.2023 - 12.2024
Business Development Manager Lead
Leyton
01.2022 - 12.2023
Business Development Manager
Leyton
03.2020 - 12.2021
Business Development Manager
Optiom
12.2018 - 02.2020
Bachelor of Science - Psychology, Neuroscience And Behaviour
University of Guelph