Ricardo Rivera
North Vancouver
Summary
Results-oriented Account Executive with 3+ years of B2B software sales experience, relationship management and customer success with a proven track record of achieving revenue goals and exceeding expectations.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Inbound Account Executive
Toptal
01.2024 - Current
- Convert a high volume of inbound leads and execute sales strategies to drive new business.
- Placed 3rd out of 26 reps in total new revenue in my first full quarter Q2 2024.
- Collaborated with engineering and design directors to equip companies with resources for software development.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
Account Executive
Brex
04.2022 - 12.2023
- First internal transfer ever from CX to GTM
- Average quota attainment 118%
- Part of the team that sold first contract in company´s history
- Full sales cycle, including prospecting, product demonstrations, onboarding, and contract negotiation
- Consultative selling to multiple stakeholders C-suite, VP and Director level
Customer Experience Specialist
Brex
05.2021 - 03.2022
- Led team in upsells and and CSAT scores 4+ months
- Strong cross-functional collaboration with the Product team that team that lead to the development and improvement of new features
- Specialized in customer retention and relationship building and management
- Obtained FINRA SIE and Series 7 licenses within 2 months to provide support to high value accounts
Service Associate
HSBC
01.2020 - 12.2020
- Boosted customer loyalty and improved implementation of solutions by personalizing interactions.
- Ability to identify customer needs and apply effective sales strategies to upsell premium features averaging 8% more than other associates MoM.
- Maintaining superior and courteous service to assigned accounts to ensure retention and satisfaction
Sales Representative
Steve Nash Fitness World and Sports Club
08.2019 - 12.2019
- Self sourced opportunities by leveraging cold calls and social media to drive traffic into the location and close membership sales.
- Exceeded individual sales targets, 15+ memberships a month 4 months in a row
- Provide friendly, professional and thoughtful customer service.
- Upsell product and services by creating rapport with current customer base as well as obtaining referrals
Finance and Accounting Analyst
Cinépolis
07.2015 - 06.2016
- Financial statement analysis Analysis and generation of preliminary expenses reports.
- Analysis and support on completion of required documentation for customers and new prospects.
- Proactively cultivate and maintain relationships with customers and partners.
- Assisted in general ledger updates to create data for monthly financial statements.
Finance and Accounting Analyst
Techint Engineering and Construction
05.2018 - 06.2019
- Reporting and analysis of monthly closing statements,
- Prepared quarterly balance sheet reconciliations to accurately determine organization's financial situation.
- Prepare monthly and quarterly management reports and performed KPI analysis.
- Analyzing project data and assisting in creating cost budgets
Education
Diploma in International Business Management -
Greystone College
Vancouver, BC07.2020
International Student Exchange Program -
UCSC
Concepcion Chile07.2017
Bachelor of Accounting -
Universidad Michoacana De San Nicolás De Hidalgo
Morelia MX07.2017
Skills
- Relationship building and management
- Full sales cycle
- Negotiation and Persuasion
- Pipeline management and forecasting
Certification
FINRA Series 7
FINRA Securities Industry Essentials (SIE)
Microsoft Office Specialist Certification (ID. 9189575)
Timeline
Inbound Account Executive
Toptal
01.2024 - Current
Account Executive
Brex
04.2022 - 12.2023
Customer Experience Specialist
Brex
05.2021 - 03.2022
Service Associate
HSBC
01.2020 - 12.2020
Sales Representative
Steve Nash Fitness World and Sports Club
08.2019 - 12.2019
Finance and Accounting Analyst
Techint Engineering and Construction
05.2018 - 06.2019
Finance and Accounting Analyst
Cinépolis
07.2015 - 06.2016
Diploma in International Business Management -
Greystone College
International Student Exchange Program -
UCSC
Bachelor of Accounting -
Universidad Michoacana De San Nicolás De Hidalgo
Similar Profiles
AUSTIN DONOHUEAUSTIN DONOHUE
ASSOCIATE DIRECTOR, STRATEGIC ACCOUNTS at TOPTALASSOCIATE DIRECTOR, STRATEGIC ACCOUNTS at TOPTAL
Darshan SachaniyaDarshan Sachaniya
Senior Fullstack Developer at ToptalSenior Fullstack Developer at Toptal
Juan SanchezJuan Sanchez
QA and Escalations Lead at ToptalQA and Escalations Lead at Toptal
Gustavo ValverdeGustavo Valverde
Cloud and Software Architect at ToptalCloud and Software Architect at Toptal
Fabienne KuhnFabienne Kuhn
Mental Health and Substance Use Counsellor at Peak HouseMental Health and Substance Use Counsellor at Peak House