Simone Solivan
Santa Monica,CA
Summary
Results-oriented business development and SaaS sales professional with over 18 years of experience driving revenue growth and ensuring client success in dynamic SaaS software and technology environments. Expertise spans the entire sales cycle, from prospecting to contract negotiation, consistently exceeding sales targets and fostering long-term client relationships. Seeking to leverage strategic vision and hands-on experience to contribute to a forward-thinking company in a mid-senior level role, enhancing overall business performance and market presence. Committed to delivering innovative solutions that align with organizational goals and client needs.
Overview
22
22
years of professional experience
Work History
Senior Director, Los Angeles Corporate and Private Equity Team
Datasite LLC
Los Angeles, CA
01.2011 - Current
- Closed 3+ million dollars in net new revenue since 2021.
- Currently surpassing annual FY26 revenue targets by 120%, FY 2022 110%, FY 2023 130%, FY 2024 100%, FY 2025 119%.
- Conduct product demonstrations and presentations to new and current clients, resulting in a 70% conversion.
- Nurture and manage a portfolio of key clients in corporate development, the C-Suite, and private equity in Los Angeles.
- Manage full sales cycle from prospecting, qualifying, and identifying client’s needs, contract negotiation, to close.
- Collaborate with cross-functional teams to align sales strategies with product development and marketing efforts.
- Foster strong 8+ year client relationships, leading to a 15% growth in client retention and upselling opportunities.
- Utilize LinkedIn, LinkedIn Sales Navigator, Merger Market, Pitchbook, and ZoomInfo to identify new opportunities and stay ahead of industry trends.
- Exceeded monthly and quarterly metric targets and manage sales activities in SalesForce.
- On track to qualify for Accelerator Club 2026 for elite Datasite sellers.
- Received captains pick for Accelerator Club in 2022, 2023, 2024.
Regional Director, Los Angeles Advisory Team
Datasite LLC
Los Angeles, CA
01.2017 - 01.2021
- Ended FY 2018 at 100% of revenue quota, 2019 FY 120%, 2020 FY 122%, 2021 FY 97%.
- Advise and nurtured relationships with the leading investment banks in Los Angeles.
- Converted investment banking teams of Goldman Sachs, Perella Weinberg Partners, and Imperial Capital from Datasite’s largest competitor.
- Conducted weekly in-person Datasite presentations to investment bankers, ranging from 5-25 people.
- Hosted weekly networking events with clients throughout Los Angeles.
- Continued education, accreditation, and training of the Datasite platform.
Associate, Southwest Sales Team
Datasite LLC
Los Angeles, CA
01.2016 - 2017
- Relocated from New York to support top sellers in Southern California and drive growth in the region.
- Cold-called, prospected and scheduled meetings with key executives in investment banking and Fortune 500-1000 companies in Southern California and Hawaii.
- Maintain accurate records of all activity in Salesforce.com and report calls, emails and mtg information, sales leads, and customer profiles correctly and accurately in a timely manner.
- Weekly training sessions with sales enablement and top performers to be accredited to sell Datasite’s virtual data room to prospective clients. Accredited in 2016.
- Organized all social and after-work events with clients; investment bankers, and C-Level executives.
Senior Business Solution Advisor
M&A Marketing Group
01.2011 - 01.2016
- Served as a senior liaison between Datasite’s marketing department and regional senior sales directors in North and South America.
- Exceeded sales opportunity goals for 3 consecutive years.
- Prospect a wide variety of business executives including C-level executives, investment bankers, private equity firms, venture capitalists, general counsel and senior litigation support via Datasite’s sponsored M&A related whitepapers, conferences and webinars.
- Worked closely with sales executives, content, and program managers to create cutting edge marketing sponsored nurturing campaigns via SalesForce.com.
- Identify, cultivate and leverage 20-30 marketing-generated sales opportunities per month for Datasite’s top 200+ field executive sales force.
- Recognized by senior sales executives as a key business development resource in helping meet their quotas.
Sales Director, QuickBooks Consulting Division
Presti & Naegele
01.2011 - 01.2011
- Sold QuickBooks accounting software and QuickBooks Point of Sale hardware to small and medium sized businesses in the tri-state area.
- Conducted weekly online demonstrations of QuickBooks software with prospects using JoinMe online meeting program.
- Trained and worked alongside Intuit Advanced Certified Pro-Advisors.
- Developed marketing campaigns, organized trade shows, conferences and networking events on behalf of the division
- Cold called new and existing QuickBooks users to upgrade to various QuickBooks products and services, including merchant accounts and payroll.
- Maintained Presti & Naegele’s QuickBase CRM system.
- Full Service Accounting firm, specializing in QuickBooks consulting, training and implementation.
Business Development Manager, Assurance Services & SEC Practice Group
Marcum LLP
01.2009 - 01.2011
- Reported directly to the Partner-in-Charge of the New York office.
- First business development manager in New York to close over $600,000 in new business with public companies and private equity firms including YTB International and Wincove Capital.
- Sales prospecting for the audit practice, including networking, cold calling, and scheduling appointments with C-level executives from public companies, investment banks, law firms and private equity firms in the U.S. and China.
- Assist Senior Assurance Partners with proposals and presentations for prospective clients.
- Organized and participated in middle market investor conferences.
- Lead development of Marcum’s sponsored seminars for the Assurance Services Group.
- Collaborate with Marcum’s CMO and Marketing team to update and maintain Marcum’s CRM program.
- Created online and digital marketing campaigns to promote the Assurance Services and SEC Practice Group.
- Accounting and Advisory Firm.
National Sales Manager, The CIO Forum
Richmond Events, Inc.
01.2008 - 01.2008
- Closed over 100K in new business for the CIO Forums in 2008 and 2009
- Signed Fortune 500-1000 IT executives to co-sponsor C-Level events via cold calling, referrals, trade shows, press, exhibitions and various industry functions.
- Presented 2-3 daily online demonstrations with prospective IT clients and executives.
- Developed sales campaigns, direct marketing, cold calls, advertising and press campaigns.
- Maintained growth of sales database and websites.
- Acted as an industry figure on behalf of current and prospective clients during all CIO Forums.
- Conferences Specializing in One-to-One, Pre-Scheduled Strategic Business Forums.
Corporate Sales Consultant
Seamless Business Solutions
New York, NY
01.2006 - 01.2008
Customer Service Representative
TheStreet.com
New York, NY
01.2004 - 01.2005
Education
Bachelor of Arts - English, Minor History
Lafayette College
Easton, PA01-2003
Skills
- Microsoft Office Suite, Adobe Acrobat, ZoomInfo, Zoom, LinkedIn, LinkedIn Sales Navigator, Merger Market, Pitchbook, Concur, CPQ, Salesforce
Affiliations
ACG of Los Angeles, Women of ACG, Synergist Women in Private Equity.
Timeline
Regional Director, Los Angeles Advisory Team
Datasite LLC
01.2017 - 01.2021
Associate, Southwest Sales Team
Datasite LLC
01.2016 - 2017
Senior Director, Los Angeles Corporate and Private Equity Team
Datasite LLC
01.2011 - Current
Senior Business Solution Advisor
M&A Marketing Group
01.2011 - 01.2016
Sales Director, QuickBooks Consulting Division
Presti & Naegele
01.2011 - 01.2011
Business Development Manager, Assurance Services & SEC Practice Group
Marcum LLP
01.2009 - 01.2011
National Sales Manager, The CIO Forum
Richmond Events, Inc.
01.2008 - 01.2008
Corporate Sales Consultant
Seamless Business Solutions
01.2006 - 01.2008
Customer Service Representative
TheStreet.com
01.2004 - 01.2005
Bachelor of Arts - English, Minor History
Lafayette College