Tom H. Lee
Vancouver,BC
Summary
Results-driven Account Executive with a proven track record in capturing and closing net new logos in the FinTech space. Skilled in strategic prospecting, lead generation, and personalized outreach, consistently exceeding sales targets and driving revenue growth. Known for a coachable attitude, relentless drive, and a solution-oriented mindset.
Overview
8
8
years of professional experience
Work History
Commercial Account Executive
Tipalti
12.2022 - Current
- Drive significant growth in net new logos through expertise in FinTech, global payments, AP, and procurement, delivering transformational solutions to clients worldwide
- Recognized as a top-performer, consistently exceeding quarterly KPIs through a combination of strategic prospecting, value-driven conversations, and client success
- Built and maintained strong relationships with C-level stakeholders, enabling high-level conversations on AP automation, global payment solutions, and compliance
- Key achievements: 2023 EBG AE of the Year
Sales Development Representative
Tipalti
02.2021 - 11.2022
- Top 3 SDR for number of qualified opportunities in 2021 & 2022
- Utilized data-driven insights, CRM tools, and market research to prioritize high-value accounts, increasing outreach effectiveness and accelerating initial touchpoints with target decision-makers.
- Spearheaded SDR team initiatives by sharing best practices in prospecting techniques and messaging strategies, helping the team achieve an uplift in meeting conversion rates.
Financial Advisor / Personal Banking Associate
TD Bank
01.2017 - 10.2020
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Develop and implement customized financial solutions including planning, investments and credit products
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Education
Bachelor of Arts - Business Economics
University of Victoria
Victoria, BC01.2018
Skills
- Relationship Management
- Sales negotiations
- Active Listening
- Relationship Building
- Territory Management
- Sales Pipeline Management
- Revenue Generation
- Excellent Communication
- Sales Targeting
- Deal Closing
Volunteer Experience
- VEST Member - Volunteer Engagement Team, Canadian Cancer Society
- Project Coordinator, Anawim House
- Receptionist, CNIB - Seeing beyond Vision Loss
- Kids Club, West Vancouver Community Center
Languages
Korean
Limited Working
Timeline
Commercial Account Executive
Tipalti
12.2022 - Current
Sales Development Representative
Tipalti
02.2021 - 11.2022
Financial Advisor / Personal Banking Associate
TD Bank
01.2017 - 10.2020
Bachelor of Arts - Business Economics
University of Victoria
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