Gautam Dillon Johnson
Burlington
Summary
Results-Driven Sales Consultant with Startup Growth Experience | Strong in Relationship Management, Strategy & Mindset Coaching
A sales professional with proven ability to drive client satisfaction and revenue growth. Leveraged strategic account management and relationship-building to achieve significant business outcomes. Known for collaborative leadership and adaptability in dynamic markets, bringing skills in client communication and sales strategy to team.
Overview
7
7
years of professional experience
Work History
Account Executive
Refinex Media
09.2024 - Current
- Making 80-100 outbound calls to business owners within various industries.
- Utilizing Hubspot for implementing tasks and going through the Hubspot Academy
- Consultative Selling Approach focused on strong relationship building and
- Primarily focused on B2B Marketing, reaching out to CEO’s and CMO’s in order to book a demo and build pipeline.
- Taking control of the full sale cycle (lead generation, appointment setting, demo holding and closing)
- Assisting businesses with programmatic ads and full suite digital marketing.
- Selling retainers of 1500/month USD for 3,6,12 month contracts.
- Till date brought in 100K+ CAD in revenue to the company.
Business Development Representative
Pitch Perfect Solution
01.2024 - 07.2024
- Inbound and Outbound Calls regarding Benefit Reviews for Seniors with Medicare A & B
- Ensuring quality service with clients ad the are qualified and transferred over to a licensed agent
- Reaching a total call volume of 300-500 per day, with conversion of 20-30%.
Energy Advisor
EnergyPal
01.2023 - 12.2023
- Responsibilities include cold calling and prospecting residential properties in order to create awareness and increase pipeline volume.
- Assisting Residential Homeowner across the United States design, understand and implement the installation of Solar Panels
- Maintaining client relationships longterm in order to ensure clients receive full expectation of what company strives for.
- Managing personal CRM (Optimus) to relay possible prospects, project management, manage sales funnel and maintain consistent communication with Clients
Accounting Clerk/Shipment/Business Coordinator
Gego Transport
01.2022 - 12.2022
- Stocking and Pricing for various produce for various Caribbean stores, assisting planning proper routes for delivery of produce, bringing in shipping from Air Canada Commercial and keeping track of inventory
- Taking extra inventory unused and stocking it carefully within warehouse storage
- Calculations performed for sales taxes on expenses and cost of goods and all other transactions
- Reviewing Bank statements and all outgoing or incoming expenses/transactions
- Business plan’s/ summary’s/ write ups
- Demographic and strategic planning and research performed for all business plans/write ups
- Pay stub recordings for certain employees throughout various companies
- Financial statement and assessments
Financial Advisor
TD Canada Trust
11.2020 - 04.2021
- Responsibilities include securing funds for Money-In investments (GIC’s, Mutual Funds, Direct Investing) and Money-Out opportunities (Real Estate Secured Lending, Credit Protection)
- Locate and screen possible opportunities using the inbound lead generation system, conducting cold calls and utilizing data reports and previous account history to locate new opportunities or previous ones.
- Actively managed multiple client accounts and applications, and provided additional value by recommending investment opportunities that yielded higher returns
- Educated clients on measures for increasing financial health, and developing strategies to assist them in achieving short-term and long-term financial goals
- Engaged in cold-calling, and building strong relationships with clients to position the bank as a trustworthy partner that can help them meet their financial needs
- Regularly coached frontline staff members on methods to book meetings for customers with Financial Advisors, creating more opportunities for Money-In and Money-Out investments
Personal Banking Associate
TD Canada Trust
12.2019 - 11.2020
- Spearhead customer needs by acting as the branch liaison for personal bank accounts, credit cards, estates, unsecured credit applications, and customer complaints, resulting in exemplary customer experiences and client retention, as reported by branch surveys and client feedback
- Targeted high net worth clients ($200,000+ accounts) through cold calling to sell bank-recommended investments, and transitioned clients with $150,000+ portfolios to TD Wealth
- Leveraged existing client base to create more opportunities for branch targets, wealth partners, and other functional departments
Customer Experience Representative
TD Canada Trust
07.2018 - 12.2019
- Tailored client interactions based on financial needs and investment goals, leading to more opportunities for Financial Advisors and increased client satisfaction
- Embraced team leader role and assisted the management team by taking on the responsibility of training new Client Experience Representatives on product knowledge and compliance
- Consistently provided exceptional service to clients, resulting in an increase in positive feedback surveys, and word of mouth referrals to new customers
Education
Honour’s Bachelor of Science - Biotechnology, Business Management/Strategies
University of Toronto Mississauga
Mississauga, ON04.2019
Skills
- B2B Sales and Consultative Selling
- Experienced in utilizing different CRM systems and pipeline Management (Salesforce, Hubspot, Optimus)
- Customer Relationship Development
- Data-Driven Decision Making and KPI Tracking
- Communication, Negotiation and Presentation Skills
- Self-Starter with Adaptability in Startup and Growth Environments
- Team Collaboration, Strategic Thinking and Leadership
- Proficient in the utilization of all types of Excel, Word, Powerpoint (able to create an organized list for data entry, create appropriate and easily legible charts as well as providing easy to read workflow for presentations or evaluations
- Efficiently able to create, deliver and assist in implicating a wider variety of strategies in order to accelerate and/or improve business
- Skilled and confident in selling, confident in building relationships and executing strategies to resolve immediate client issues
- Able to read and Analyze Financial Statements
- Excellent Public Speaking Skills with the ability to optimize tools and resources in effort to bring further understanding as well as clarity for prospects
- Ability to illustrate, quantify and interpret how decision makers are influenced by economic incentives
- Ability to deduce, create and implement new strategies to help support fellow colleagues in pursuit of client engagement
- Client relationship building
- Account management
- Relationship building and management
- Pipeline management
Languages
English
Native or Bilingual
Timeline
Account Executive
Refinex Media
09.2024 - Current
Business Development Representative
Pitch Perfect Solution
01.2024 - 07.2024
Energy Advisor
EnergyPal
01.2023 - 12.2023
Accounting Clerk/Shipment/Business Coordinator
Gego Transport
01.2022 - 12.2022
Financial Advisor
TD Canada Trust
11.2020 - 04.2021
Personal Banking Associate
TD Canada Trust
12.2019 - 11.2020
Customer Experience Representative
TD Canada Trust
07.2018 - 12.2019
Honour’s Bachelor of Science - Biotechnology, Business Management/Strategies
University of Toronto Mississauga
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