Todd Zuerlein

Saas sales of insurance technology

• Created sales plan to expand market via channel sales to large law firms • Implemented channel sales referral program with 4 major law firms resulting in $300,000 net new revenue • responsible for direct sales to corporate accounts Strategic accounts: Jackson Lewis, Bryan Cave, Troutman Pepper, Fox Rothschild, Sidley Austin.

• Implemented sales plan to expand market Nationally for NAM, a regional firm. • Source, solicit, sell Sr. Executives within insurance carrier claims and legal teams. • Sold 4 National carrier proof of concept programs Strategic Accounts: USAA, Liberty Mutual, Federal Insurance, Cincinnati Insurance

* 118% quota 2017-Achievers Club Winner * Top revenue sales executive on the team * Appointed to Sales Technology Advisory Team (STAT)-select group of high performers tasked with technology and process improvement for the global sales team. * Mentor new hire sales team members. Strategic Accounts: Screen Actors Guild, Nebraska Furniture Mart

• Generated $1.8MM sales pipeline in the first 3 months of employment. • Doubled revenue within 6 months of employment generating $355K verses $300K entire previous year. • Created and trained new sales methodology resulting in 118% increased sales. Strategic Accounts: AssetMark, AdvisorNet, TD Wealth, Securities America, Wayne Hummer, Envestnet, United Capital, Private Advisor Group, United financial Group

• Generated $50.000 in new license revenue with high touch client. Facilitated their migration from a hosted solution to a Cloud based solution. Improved client satisfaction/service via weekly touch points and quarterly audit conference calls. • Proposed, provided demo, worked through cost/function benefit for client migration from hosted solution to Cloud Based solution ($15,000 sale). I assisted in the integration development with E-Money financial planning platform ($50,000 sale). Attended client top producer seminar and presented SmartOffice solutions/capabilities to their top producers. • Generated $6M in pipeline ($4.5M at proposal/decision stage). • Lead the sales process with multiple prospects from discovery and presentation/demonstration through to proposal delivery • Average sale size >$300,000 • Quota $1.2M • Pipeline > $6.5M Strategic Accounts: Western & Southern Financial Group, Thrivent Financial , M-Financial, Securian, John Hancock Financial, Principal Financial Group, OneAmerica

• Educated client prospects in Midwest Region on workflow automation/ECM/BPM solutions • Assigned Account Management with 2 existing clients closing new license agreements generating additional revenue. • Charged with leading & guiding sales team through sales cycle to decision stage with enterprise client prospects. • Lead sales process improvement throughout Naviant organization ensuring success. • Developed net new C-suite relationships in Insurance, Financial Services, Retail, and Manufacturing verticals. • Multiple new prospects taken to decision stage. • Quota $1 million/year • Average Sale size $125,000 • Pipeline of >$4.5M Strategic accounts: Make-A-Wish MN, G&K Services, Cottingham & Butler, American Medical Systems, Wright Hennepin Electrical Co-op, Red Wing Shoe, Andersen Windows, Valspar Paint, Davisco Foods Inc.

• Ranked #1 sales in Midwest Territory and #4 Nationally for net growth – 2009 • Achieved 116% Quota Sales volume $1.5M • Doubled sales volume in underperforming sales territory ($250,000-2010 vs. $90,000-2009) • Recognized as Top prospecting consultant in organization and asked to present my prospecting plan at National Sales Meeting • ASI Sales Representative to ASCNet User Group of the Year – 2009 S. Dakota (Approx. 70 groups nationwide). Strategic accounts: Associated Bank, Dakotah Bank, Leavitt Group, CO Brown, RJF Insurance

I self funded 100% of my college education. As a student athlete, I received many accolades, both academic and athletic. I take pride in all my collegiate accomplishments.