Salesforce

Strategic MuleSoft Account Executive

Responsible for the strategy, execution and growth of a Global System Integrator (GSI). Serving customers as a trusted advisor to deliver innovative analytics solutions targeted to their unique challenges and business outcomes.

Demonstrated sales management by managing upwards of 56 Analytics AEs (globally) to create an account strategy to align on messaging, use cases, POVs, and increase international sales into a complex business.

Effective use of LinkedIn and social media marketing to create brand awareness for Tableau and Salesforce.

Global Account Director, Tableau Global Enterprise

Leveraged territory and key account management to developed the overall account strategy, including research, account plans, points of view, forecasting, and business value hypothesis for Fortune 1000 accounts in my assignment. Demonstrated cross-functional team leadership by managing upwards of 30 Salesforce personnel inside each account to collaborate and develop POVs to prove to C-Level and key stakeholders an understanding of their business and provide immediate value at the first meeting. Handled the entire B2B sales process.
Worked with executive stakeholders to solve their strategic initiatives and problems by leveraging Salesforce's full portfolio of value-driven CRM enterprise software cloud solutions: Sales, Service, Platform, Integration, Data, HR, Marketing, Analytics, and Professional Services.

Enterprise Account Executive (Travel, Transportation, Hospitality, and Logistics Vertical)

Developed the overall account strategy, including research, account plans, points of view, and business value hypothesis for Fortune 1000 accounts in my territory. Responsible for managing upwards of 30 Salesforce personnel inside each account team to collaborate on accounts and POVs to prove to C-Level and key stakeholders an understanding of their business and provide immediate value at the first meeting.  Handled the entire B2B sales process.
Worked with executive stakeholders to solve their strategic initiatives and problems by leveraging Salesforce's full portfolio of value-driven Customer Relationship Management (CRM) enterprise software cloud solutions: Sales, Service, Platform, Integration, Data, HR, Marketing, Analytics, and Professional Services.

Client Account Director

Ricoh USA, Inc.

I was in this role because of my customers and the relationships I build with them.  When meeting with customers, I listen to what issues they have while asking the questions that reveal the full landscape and scope of the problem because a complete picture allows us to provide a solution that could solve multiple problems that the customer may not understand one solution can solve.   By bringing my team’s insights, hindsights, and foresights into play, we can bring simplicity to their complexity.

To illustrate our approach, I learned one of my customers was having issues in their Accounts Payable (AP) department.  Through multiple meetings with the customer, we uncovered problems not only in AP, but also in HR with on-boarding and regulatory headaches they had when being audited.  My team brought to the table a solution that streamlined their AP processes, gave immediate access to documents for audits, and would simplify their on-boarding to create a better employee experience.  After the implementation, the customer was amazed at the time that was saved, the better experience their employees had, and the cost savings generated.  In addition, we were able to bring a Digital Transformation in two departments by taking manual paper processes and digitizing them.

In this role, I was accountable for managing and growing market share as a trusted, strategic partner for large accounts with 1,000-10,000+ employees and establishing the Ricoh brand in new accounts. I lead an integrated, collaborative team of experts and engineers to identify and recommend new technology solutions that are scalable and consistent across the enterprise.

✔ Surpassed 100% of quota every year.
✔ Recipient of the Circle of Excellence Award, FY09, FY17, FY18, and FY19, for attaining top 10% in the nation.

Account Manager Enterprise Sales

Selected to take over a challenging territory with the majority of accounts in jeopardy of being lost by the company. Managed accounts with 20-100+ locations around the United States. Rebuilt and solidified relationships with enterprise accounts and large national accounts while securing future revenue producing opportunities.

✔ Ranked #1 highest producing Major Account Executive 5 consecutive years, FY 2011, FY 2012, FY 2013, FY 2014, and FY 2015.
✔ Surpassed 100% of quota every year.
✔ Expanded multiple high-profile accounts which didn't have expansion plans for next 5+ years outside of Florida securing national purchasing agreements for equipment including the addition of other product offerings beyond our core portfolio.
✔ Grew share of wallet opportunities in multiple accounts that previously only considered Ricoh for one type of product.
✔ Recipient of Circle of Excellence Award, FY 2009 for attaining top 10% in the nation.

Major Account Executive

IKON Office Solutions

Promoted, sold and serviced business accounts in the South Florida territory including document management, workflow, equipment, MFPs, and stand-alone solutions for large accounts spending over $100K annually. Identified new customers, built and maintained relationships with existing customer base and focused on long-term customer development. Recognized customer needs, identified new opportunities and translated these into IKON solutions.

✔ Ranked #1 highest producer for Net New Revenue, FY 2008.
✔ Generated 25% of the total revenues for a 10-member team quota, FY 2008.
✔ Surpassed 100% of annual quota in FY 2007 and FY 2008 despite adverse market and economic conditions.				
✔ Closed an average of 5.6 deals per month compared to marketplace average of 1.7.
✔ Recognized as #1 AE in South Florida for FY 2007 and FY 2008.
✔ Circle of Excellence winner for FY 2007 and FY 2008 for attaining top 5% in the nation.
✔ Developed and maintained an opportunity through relationship building with a company who only purchased two machines and turned the account into the #3 revenue producing account in South Florida.

Senior Account Executive

Initially hired as an entry level Sales Representative in the Fort Lauderdale territory accountable for marketing the entire product line from basic Multi-function Printers (MFPs) to high-end production systems. Emphasis on prospecting for new business and developing new clients in the small business sized business market (20 employees or less).

✔ Recognized as the #1 Associate Account Executive in South Florida each quarter and for FY 2006.
✔ Ranked #2 Associate Account Executive in the Nation for FY 2006.
✔ Rookie of Quarter, Q1 FY 2006 attaining 307% to quota.
✔ Recognized as the #1 Ranked Top Associate Account Executive for Q2 FY 2006 attaining 207% to quota.
✔ Achieved quota every quarter of every year.
✔ Circle of Excellence Winner for 2006 for attaining top 5% ranking in the country.

Associate Account Executive  

Vector Marketing

Opened and oversaw day-to-day operations of a district office including recruiting, hiring, training, and mentoring a sales force of 250+ that led to a top performing office. Developed the office business plan and mission statement, conducted weekly sales meetings, and held fiscal accountability for sales materials, advertising, rent, administrative staff, and inventory. 

✔ Awarded Record Breaker Plaques at the District, Office and Personal Sales level during November 2000, becoming the only manager to have accomplished that all in one month during the company’s 56-year history. 
✔ Recognized in 2003 for breaking the all-time Florida sales record for an office during the Summer campaign generating sales approaching $1MM.
✔ Consistently ranked in the Top 3 in office productivity in the Division every campaign.
✔ Developed three sales associates to management positions within the organization. 
✔ Seasoned public speaking / speaker at company conferences and events in front of groups as large as 1000+. 
✔ Increased sales by 24% in 2003, increasing average order size and upsells.
✔ Designed the Home & Garden trade show sales script for the organization implemented company-wide. Increased sales at shows by an average of 750% per rep.

District Sales Manager

Responsible for direct sales of the Cutco product line through pre-set appointments with customers in South Florida. Personally responsible for the creation of the sales program used throughout the Nation at Home & Garden shows, boat shows, and other convention center venues. Effectively leveraged existing customers for lead generation to create a significant referral base of new leads. 

✔ Ranked the #1 representative in the Division out of 10,000 reps, Fall 1996, Spring 1997, Fall 1997, FY 1997, and Spring 1998.
✔ Ranked the #70 representative overall in the company’s 56-year history.
✔ Recognized as the #12 representative in the Southern Zone out of 35,000 reps, 1997.
✔ Personally sold over $301,000 in product sales year-to-date FY2005 through direct customer sales.
✔ Created and networked with a client base of over 1000 customers.
✔ Maintained a 90% closing rate and an average order of $350 (company averages were 50% closing and $200 average order).
✔ Awarded “President’s Club” 15 times out of 15 opportunities.
✔ Awarded “Academy of Champions” in 1997, “Inner Circle” in 2000 and 2001, and “Topper’s Club” in 1998 and 1999.
✔ Awarded the “Malik Cup” 9 times, finishing as one the Top 25 representatives in the country out of 100,000+ reps each time.

Sales Representative

Strategic Account Executive at MuleSoft, A Salesforce Company

𝗔𝘄𝗮𝗿𝗱-𝗪𝗶𝗻𝗻𝗶𝗻𝗴 𝗦𝗮𝗹𝗲𝘀 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 with 15+ years experience in technology sales with a focus on Enterprise consultative selling in addition to 7+ years as a People Leader in Sales.  I help companies grow revenue through my versatile business growth experience and a deep-rooted passion for analytical problem-solving with a proven track record of delivering $300 million+ in cumulative revenue generation through multi-year contracts, across multiple industries by focusing first on my clients’ success.

𝗦𝗼𝗺𝗲 𝗲𝘅𝗮𝗺𝗽𝗹𝗲𝘀 𝗼𝗳 𝗺𝘆 𝗿𝗲𝘀𝘂𝗹𝘁𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲:

๏ Created a POV following extensive research/discovery that resulted in a digital transformation of a client’s business across Sales, Service, Marketing, Integration, and Analytics with a multi-year contract and 400% ARR growth.
๏ Won new logo account against six competitors by understanding customer and their problems and then grew the account from $0 to over $50M in revenue.
๏ Surpassed quota 94% of my sales career
๏ Led, coached, and mentored 250+ sales executives resulting in the #1 Sales Office (out of 40).

Additionally, when not focused on helping my customers, you can find me doing the thing I consider the most important part of my life and my driving force to be the best version of myself…spending quality time being a husband to my wife of 13 years and a father to my two amazing kids ( 8yo boy & 6yo girl.) 

I get excited about opportunities where I am able to collaborate with a team in the enterprise technology space that involves strategic planning, executive relationships, and consultative selling.

𝗖𝗼𝗿𝗲 𝗖𝗼𝗺𝗽𝗲𝘁𝗲𝗻𝗰𝗶𝗲𝘀
Strategic Planning & Execution | Sales Strategy Development | Market Research | New Business Development Strategy | Enterprise & SaaS Sales | Platform as a Service (PaaS) | C-Level Communication & Negotiations | Executive Relationship Management | Go-To-Market Strategies | Consultative & Solution Selling | Sales Team Building, Development, & Mentoring | Account Management | Revenue Growth | Contract Negotiations | Client Retention | Artificial Intelligence (AI) | eCommerce | Customer Service | Digital Experience | Marketing Automation | Big Data | Digital Transformation | Data Analytics

Marco Montecchi

Microsoft

Strategic Client Executive for Microsoft. Responsible for overall client relationship and growth of entire portfolio of Microsoft solutions with premier provider system in the Northeast.

Strategic Account Executive

I was responsible for the global relationship between Salesforce and a large Medical Technology firm in North America.

Global Account Director-Enterprise MedTech

-Responsible for the overall account strategy, customer success and business growth for my portfolio of Salesforce customers in the Manufacturing and Industrial Products vertical.
-Core Account Director who coordinates other sales specialists to bring Salesforce's best in class solutions to my customers' organizations. 
-Passionate about what a 360 degree view can mean for my customers and their customers. I believe in building and maintaining customer trust and enabling their success.

Enterprise Account Director, Top 100 Manufacturing/Industrial Products

Enterprise Account Executive

ClearDATA

Highlights:
Grew customer base by 200% in 2019.
Closed several marquis deals new to the Northeast, 2018 and 2019.

ClearDATA's IP focused on providing secure cloud solutions for the healthcare enterprise.
 I resold AWS, GCP and Azure along with managed services to healthcare organizations including:
-Large Healthcare Payers
-Healthcare Providers
-Pharma/Biotech
-Healthcare Tech

Topics of focus included: 
-HIPAA compliance
-HITRUST certification
-Security and compliance

Enterprise Sales Executive

Forrester

Team performance: 2015: 105% and 110% for 2016. 

ROLE ACCOLADES:
-Council of the Year, 2016 (out of 13 councils)
-NINE consecutive quarters of plan overachievement (Q2, 2017)
-TOP TEN ADVISORS, 2016


-Curated the Forrester experience for my members,connecting them with appropriate peers and Forrester resources, be it research, analyst discussion, or advisory/consulting services
-Worked in close collaboration with our sales team to retain and grow our product
-Produced several virtual and in-person events for the nearly 300-person network. 
-Nearly exclusive focus on healthcare industry, serving CX leaders from payers, providers and HC vendors. 
-Consistently recognized at the top of our product's leader boards for achievement in high quality experience delivery, member engagement, and peer connections
-Top producer on my team for new business development
-Developed and delivered training product-wide

Senior Advisor, Forrester's Leadership Board for Customer Experience Professionals

Highlights: 
110% quota attainment 2012 
Enterprise sales of research, data, and consulting to a portfolio of current accounts in healthcare, media, manufacturing, and retail.

Account Manager-Major Accounts

Kforce Inc.

Responsible for identifying technology project needs for organizations based in Massachusetts and Northern New England.  

Achieved 112% of new hire sales target

Client Relationship Representative, Account Manager

AirStrip Technologies

I served as the Regional Manager-Northeast for Airstrip Technologies. AirStrip is a healthcare technology company that provides an enterprise mobility platform for hospitals.

Regional Manager-Northeast

Surgical Information Systems

Charged with selling software specific to the perioperative suite within hospitals. Territory encompassed the entire New England Region and Eastern Canada.

Rookie of the Year, 2009

Client Executive

Treeline, Inc.

Personal highlights: 
SalesPerson of the Year: 2005
Promotion to Division Manager: 2006
President's Club: 2005, 2006, 2007, 2008
Responsible for creating and building the healthcare and life sciences-focused team

Treeline is an executive search firm dedicated to building sales forces.   Named the 686th fastest growing company in 2007 by Inc. Magazine, Treeline doubled in size every year from 2001 until 2008. Other accolades include #1 best place to work in 2008 by the Boston Business Journal, nominations for Best Sales Recruiting in the nation by Selling Power magazine, and Best Executive (Daniel Fantasia) by the American Business Awards. 

It was a tremendous learning experience and true joy to be a part of the Treeline story.

Division Manager, Consultant

Paul's Place

Paul’s Place is a  full-service post production video editorial firm, and part of an award-winning, Boston-based marketing communications firm, Cole Creative. Clients include Comcast, Arnold Advertising, Nikon, Hill Holliday, and Dillard’s Dept. Stores.

Sales Executive/Producer

Boston Athletic Club

The Boston Athletic Club is a premium full service health, fitness, and tennis club voted numerous times as “Boston’s Best Health Club.”

Membership Sales Consultant

With over two decades of enterprise sales experience, I am a Client Executive at Microsoft, responsible for the overall client relationship and growth of the entire portfolio of Microsoft solutions with a premier provider system in the Northeast. I leverage my expertise in customer relationship management (CRM) and healthcare tech to deliver easy, enjoyable, and valuable customer experiences that drive business success.

In my current role, I lead a virtual team of sales specialists and other tech pros to bring Microsoft's best-in-class solutions to my customer. My mission is to bring the very best of Microsoft in order to help solve some of healthcare's toughest challenges. Further, I aim to empower my customers with the right tools and strategies to achieve their business goals and win, serve and retain their customers. I am passionate about building trust, solving business challenges, and bringing the leading-edge tech that Microsoft is known for.

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The Battle

Marco Montecchi

Kristin Bastoni

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