Patrick Ferlaino
Sales Professional
Windsor,ON
Summary
Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care.
Overview
7
7
years of professional experience
Work History
Associate, Investor Relations
OurCrowd
Toronto, ON
03.2021 - 08.2022
- Research and understand 15-20 different equity finance rounds on a monthly basis
- Collaborated with investors to provide relevant information on investment opportunities and help them through investment onboarding process
- Managed relationship with third-party appointment booking partner
- Managed a territory of investors covering the US west coast and acquiring $100-$300K of new investor capital on a monthly basis.
- Worked varied hours to meet seasonal and business needs.
- Coached other team members on selling techniques and customer service tactics to meet daily sales goals.
- Maintained confidentiality on projects, with clients and regarding corporate data to alleviate data breaches.
Business Development Specialist
HRdownloads
05.2019 - 10.2020
- Prospect and call into thousands of business across Canada
- Managing a growing book of business with my daily dial requirements
- Provide virtual presentations about HRdownloads service, and answer any questions
Account Manager
HRdownloads
02.2018 - 05.2019
- Managed approximately $2,000,000 of business, working closely with C-Suite HR leaders
- Communicated with existing clients to understand their environment and unique industry needs
- Developed territory growth strategy through researching industry trends and leveraging referrals
- Facilitated training and development for new Account Managers
- Identified & aligned client requests with solutions and coordinated with analysts to ensure service delivery
- Managed sales workflow & pipeline through Salesforce Service Cloud CRM.
Commercial Director
Info-Tech Research Group
08.2016 - 02.2018
- Manage a sales territory and execute sales appointments from initial contact to close
- Train and mentor Associate Commercial Directors new to the role and company
- Constantly improving product knowledge and industry insight through my own research and learning initiatives
- Closed over $300,000 in business with enterprise companies across the world
- Assess IT and PMO strategy with clients, and developed strong understanding of technologies integration within projects and overall business
Associate Commercial Director
Info-Tech Research Group
09.2015 - 08.2016
- Worked with a Senior Sales Director to influence revenue in USD
- Engaged prospective clients to align products, services and Value Proposition with their needs
- Measured on performance metrics and consistently exceeded requirements
- Communicate with prospective clients in a professional and knowledgeable manner
- Responsible for written communication and transferring information to the prospective client on the Value Proposition and plan moving forward throughout the entire sales cycle
Education
Bachelor of History and Sociology (Honors) -
University of Windsor
Skills
Strong customer service skillsundefined
Timeline
Associate, Investor Relations
OurCrowd
03.2021 - 08.2022
Business Development Specialist
HRdownloads
05.2019 - 10.2020
Account Manager
HRdownloads
02.2018 - 05.2019
Commercial Director
Info-Tech Research Group
08.2016 - 02.2018
Associate Commercial Director
Info-Tech Research Group
09.2015 - 08.2016
Bachelor of History and Sociology (Honors) -
University of Windsor
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