
Jorge Plascencia
Sr. Key Accounts Manager

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About me
Pioneering Account Management leader passionate about elevating business to new heights through cutting-edge technology solutions!
Education

California Polytechnic State University-Pomona
1998 - 2002
California State Polytechnic University-Pomona
1999 - 2002Bachelor's degree Business Administration and Management, General B
Experience

Laser App Software
Aug 2003 - Apr 2023Sr. Key Accounts ManagerAs the Director of Sales Wealth Management, I oversee all aspects of day-to-day territory operations on the national level to drive competitive advantage and bottom-line gains. In the same capacity, I am responsible for monitoring key account metrics, forging business relationships with key clients, administering contract negotiations and renewals, as well as ensuring the meeting and exceeding of performance objectives and client expectations. Highlights of my key accomplishments in this role include: • Orchestrated significant growth in key accounts from individual sales to enterprise solutions valued at $900K+ in revenue. • Increased company revenue stream by selling Laser App's full suite of software solutions to brokers, financial institutions, and insurance carriers.• Managed a book of business totaling up to $2M.• Provided top-notch customer service, maintaining a consistently high level of engagement and support throughout the entire sales cycle.• Successfully retained 95% of the existing book of business while simultaneously growing revenue. • Drove revenue growth by introducing a diverse array of new products and services. • Mitigated customer complaints by crafting mutually beneficial solutions that preserved positive relationships for future business endeavors.• Enhanced customer retention and solution adoption rates through dedicated effort and attentive service.• Fostered long-lasting and trusted partnerships with key stakeholders by integrating a collaborative leadership style.• Recognized with an award for securing the highest contract of the year• Won numerous Sales Rep of the Year awards during tenure. • Promoted from position of Account Manager due to exemplary leadership, business, and management acumen. Additionally, I have 5+ years of rich experience as the New Accounts Representative / Teller for Bank of America, West Covina, CA Show less

American Fidelity
Aug 2023 - nowAccount Manager
Licenses & Certifications

Series 6
FINRAFeb 2024
Series 63
FINRAJan 2024- View certificate

Sales Negotiation
LinkedInMay 2019 - View certificate

Persuasive Selling
LinkedInOct 2019 - View certificate

Strategic Selling: How to Communicate with the C-Suite and Decision Makers
LinkedInMar 2023 - View certificate

Transitioning to Management for Salespeople
LinkedInMay 2019 - View certificate

Solution Selling
LinkedInNov 2018 - View certificate

Negotiation Skills
LinkedInJun 2018 - View certificate

Business-to-Business Sales
LinkedInMay 2018 - View certificate

Leading with Emotional Intelligence
LinkedInJan 2019
Languages
- spSpanish
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