Summary
Overview
Work History
Education
Skills
Certification
Languages
Technicalproficiency
Timeline
Generic

Rodrigo Pessoa

Chicago, Illinois

Summary

National Account Manager with over 9 years of experience in B2B sales and project management, specializing in stakeholder engagement, customer success, and driving operational excellence. Proven expertise in Agile and Scrum methodologies, leveraging program and account management skills to optimize business processes and achieve revenue growth. Skilled in crossfunctional collaboration, data-driven decision-making, and client onboarding, ensuring long-term retention and satisfaction. Fluent in English, Portuguese, and Spanish, with a strong track record of delivering measurable outcomes for global and national accounts. Client-focused Inside Sales Manager with 10 years of experience leading large-scale product launches and promotions. Excels at optimizing customer service via team training and support. Successful in setting and meeting long-term goals through sales floor enhancements. Driven Inside Sales Manager with 10 years of experience in 8 product sales. Adept at monitoring employee performance and product branding with extensive knowledge of ERP, CRM, API use. Guarantees customer satisfaction through effective team development and innovative sales strategies.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Account Manager, Inside Sales

Warehouse Direct
01.2024 - Current
  • Built and maintained client relationships by providing tailored solutions through PowerPoint presentations and live demos
  • Developed strategic sales plans to exceed growth targets within assigned national accounts
  • Facilitated seamless client onboarding, guiding businesses through account creation and platform adoption
  • Tracked and analyzed sales metrics using CRM tools to inform data-driven decisions

National Account Manager

Tutto Limp Distribuidora
01.2017 - 01.2024
  • Spearheaded account and program management efforts, resulting in a 30% annual growth in national sales revenue
  • Directed onboarding processes for 30+ clients, ensuring seamless integration and alignment with business objectives
  • Developed customer success strategies that improved retention rates and strengthened client relationships
  • Managed a diverse product portfolio across cleaning, medical, and office supplies for B2B clients
  • Collaborated with C-level stakeholders to align strategic objectives and drive mutual growth
  • Key Achievements: Grew regional revenue by 20% YOY through strategic planning and Agile implementation
  • Optimized operations by integrating ERP and CRM tools, reducing lead-to-close time by 25%
  • Key Projects: Aliança Project: Developed a comprehensive business strategy, driving $15M in revenue over seven years
  • Supra Project: Cultivated partnerships with governmental and corporate entities, generating $10M in projected revenue over five years
  • Built strong relationships with key decision-makers at the executive level within national accounts organizations.
  • Supervised and trained new hires on best practices and proper protocols; updated training materials and sales collateral and decreased process gaps.
  • Collaborated with business development managers in partner planning process to develop mutual performance objectives, financial targets and critical milestones.
  • Brought lapsed accounts back to active status and providing additional revenue.
  • Strengthened relationships with key clients by maintaining consistent communication and providing tailored solutions.
  • Resolved complex problems to positively impact sales and business direction.
  • Coordinated regular meetings with national accounts to review performance metrics, address concerns, and discuss potential areas of improvement.

Commercial Account Manager

Tutto Limp Distribuidora
01.2015 - 01.2017
  • Managed contract negotiations and sales operations for B2B accounts, delivering tailored solutions aligned with client needs
  • Developed and implemented customer success strategies, significantly improving client retention and satisfaction rates across 150+ accounts
  • Directed onboarding and training processes for new clients, aligning with company KPIs to maximize engagement
  • Leveraged SaaS platforms like Salesforce, ERP, and CRM systems to streamline workflows and enhance efficiency
  • Key Projects: Plan Covid: Rebranded product mix to prioritize medical sales, onboarded new products, trained sales teams, and collaborated with procurement to drive national demand for breathers
  • Prepared customer presentations and demonstrations of products to solicit new business.
  • Managed client risk exposure and coordinated services for development, retention and rounding of accounts.
  • Processed daily mail, email and phone calls from customers and producers to generate new business.
  • Solicited new loan, deposit and investment business through referrals and member inquiries.
  • Prepared orders and issued binders, proofs of insurance and endorsements for delivery to clients.
  • Maintained required data in agency management system to follow corporate guidelines.
  • Analyzed client needs to identify coverage solutions and produced policy and quotes.
  • Negotiated rates to set up finance contracts.
  • Reviewed audits of policies for accuracy to facilitate corrections between client and carrier.
  • Processed cancellation requests from carriers and provided resolution to maintain financial equity.
  • Coordinated product demonstrations and presentations for prospective clients, showcasing the value proposition effectively.
  • Provided exceptional customer service, addressing concerns promptly and maintaining open lines of communication with clients.

Education

Master of Science - International Business

London Metropolitan University
01.2023

B.A. - Business Management

European Business University
01.2020

Skills

  • National & Key Account Management
  • B2B Sales & Customer Success Strategies
  • Agile & Scrum Methodologies
  • Stakeholder Negotiation & Influence
  • ERP/CRM Integration & Data Analysis
  • Program Development & Team Leadership
  • Analytics & Visualization Tools: Snowflake
  • Analytics & Visualization Tools: Tableau
  • Analytics & Visualization Tools: Microsoft BI
  • SaaS Tools: Salesforce
  • SaaS Tools: Mondaycom
  • SaaS Tools: Slack
  • SaaS Tools: Miro
  • CRM Platforms: Salesforce

Certification

  • PMP Membership, Project Management Institute, 08/24, 09/27
  • Data Landscape of GenAI for Project Managers, PMI, 12/24
  • Generative AI Overview for Project Managers, PMI, 11/24
  • SQL Bootcamp: Go from Zero to Hero, Udemy, 01/24
  • Agile Scrum Master Certification, SkillUp Coalition, 11/24
  • Business Development: Strategic Planning, LinkedIn, 03/23

Languages

English
Portuguese
Spanish

Technicalproficiency

Snowflake, Tableau, Microsoft BI, Salesforce, Monday.com, Slack, Miro, Salesforce, HubSpot, NetSuite, WK Systems

Timeline

Account Manager, Inside Sales

Warehouse Direct
01.2024 - Current

National Account Manager

Tutto Limp Distribuidora
01.2017 - 01.2024

Commercial Account Manager

Tutto Limp Distribuidora
01.2015 - 01.2017

B.A. - Business Management

European Business University

Master of Science - International Business

London Metropolitan University

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Rodrigo Pessoa