Leo Lu

• Spent the first month doing a rigorous testing and training process. This developed a wide knowledge of IT vendors, Hardware, SaaS, and Managed services.
• Exceeded sales quota:

113% of Target Feb 2025

136% of Target March 2025

127% of Target April 2025

• - Supported corporate sales desk in closing a $115K+ infrastructure deal while covering for a teammates absence.
• - Created customized proposals and BOMs using Salesforce, Rubi, and vendor tools; drove upsells through business reviews.
• Brought 6 Net Net Businesses to CDW
• Maintaining high client retention by providing exception customer service and anticipating client needs.
• Managing a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.

• - Generated $2.1M+ in net new revenue over tenure by converting inbound leads and outbound outreach into closed business.
• - Averaged $15K/month in new MRR across internet, mobility, and VoIP product lines; consistently exceeded KPI targets.
• - Mentored new reps, optimized call flows, and implemented process changes to reduce onboarding time.
• - Leveraged CRM tools to manage pipeline and create personalized offers for business clients.

• - Closed high-ticket B2C and small business contracts with a focus on mobile, accessories, and data plans.
• - Managed inventory, led daily operations as keyholder, and handled local B2B account follow-ups.

• - Promoted in under 3 months after ranking top 5 in company-wide sales results.
• - Led team into new territory, managing D2C and small business outreach across Greater Vancouver.

• - Exceeded monthly sales targets in consultative retail sales of prescriptions, lenses, and warranties.