Ana Trujillo Fallon

Experience

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  Orasi Software

  Aug 2010 - Aug 2011

  Marketing Specialist

  • Worked with Sales Reps to set up “Lunch and Learns” seminars and invite potential customers• Worked with VP’s to set up high level executive events targeted towards high profile customers• Updated new leads and customers in CRM

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  Providence Insurance Group

  Sept 2011 - May 2012

  Inside Sales

  • As a data gatherer my sole responsibility was to collect group policy information from small businesses via cold calling.• In January 2012, was promoted to inside sales; responsible for setting appointments for outside sales, using previously gathered information. • In 2012, leading my department in appointments set, with over 60% of the appointments successfully closing.

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  Nuesoft Technologies

  Aug 2012 - Apr 2013

  Lead Generation Specialist

  • Initiate initial contact with prospective clients to set demos for sales reps• Create leads by calling possible clients to uncover the needs, explain our product features and then set demos for our sales reps.• Follow lead throughout the sales process to ensure that our prospects are taken care of and provide any necessary assistance. • Set over 200 demos with $94,000 closing in revenue.• On average, make 50 cold calls a day

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  Liberty Mutual Insurance

  May 2013 - Nov 2013

  Sales Internship

  • Assist Sales Representatives, who sell Auto, Home, Life, and other insurance products• Spend time out of the office observing and assisting with sales events• Worked with Sales Reps to identify prospective customers and cross-sell additional products to existing customers• Develop and maintain business relationships with policyholders and within the community

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  IBM Watson Marketing

  Nov 2013 - Aug 2017

  - Finished 2014 at 106% to sales plan- Effectively managed pipeline while prioritizing leads and tasks- Communicated with sales and marketing teams while providing feedback on campaigns and internal strategies- Received my fundamental certification in EngageSilverpop is the only marketing technology provider that offers a powerful marketing automation solution built atop a scalable email marketing platform. Silverpop's on-demand digital marketing platform helps marketers succeed in turning prospects into customers—and customers into fans—through the creation, automation and delivery of relevant, multichannel messaging.Companies rely on the Silverpop Engage platform to create and manage sophisticated email marketing campaigns that reach millions of individuals—one at a time—engaging prospective customers and enhancing lifetime customer value and brand loyalty. Silverpop's marketing automation capabilities enable B2B & B2C marketers to efficiently manage leads and drive qualified sales opportunities through scoring and by nurturing campaigns that move prospects from interest to conversion. Show less

  • Relationship Specialist

    Sept 2015 - Aug 2017

  • Strategic Business Development Representative

    Feb 2015 - Aug 2015

  • Demand Generation Specialist

    Nov 2013 - Feb 2015
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  Sageworks

  Jan 2017 - Jan 2018

  Customer Success Manager

  Sageworks is a financial information company that provides lending, credit risk and portfolio risk solutions to financial institutions and financial analysis and valuation applications to accounting firms and private companies. Through these applications, we have created the largest real-time database of private-company financial information in the United States, which is used by media outlets including the Wall Street Journal, Bloomberg, CNBC, American Banker and Accounting Today to report on economic performance.Sageworks offers banks and credit unions lending, credit risk and portfolio risk software to efficiently grow and improve the borrower experience. By automating the life of the loan with Sageworks, bankers book commercial loans faster and reduce risk. Sageworks uniquely provides integrated solutions and industry experts to more than 1,100 financial institutions that achieve an average 38% higher loan growth than peers. Show less

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  NetSuite

  Oct 2018 - Mar 2020

  Bronto Account Manager
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  Sage Intacct, Inc.

  Mar 2020 - Sept 2021

  Corporate Account Manager
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  Makosi

  Sept 2021 - Aug 2024

  Customer Success Manager
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  Gold City Offshoring

  Sept 2024 - now

  Principal Account Manager

  Gold City Offshoring is a leading choice for audit and accounting firms to solve their skill shortage challenges in a long-term structure. From inception GCO has aimed to create lasting partnerships with our clients to provide audit and accounting offshore staff that fully integrate with UK and US teams on both short term and multi-year engagements. This alleviates our clients’ skills shortage stress in a sustainable way, eases work burdens for their own teams and positions clients strongly to win more business and grow. Show less