William Joyce
Phoenix
Summary
Dynamic sales professional with a proven track record at PerfectServe, excelling in lead generation and client engagement. Expert in delivering impactful product demonstrations and achieving quotas, consistently surpassing expectations. Strong negotiation skills and adept in CRM software, driving innovative solutions that enhance workflows and improve outcomes.
Overview
6
6
years of professional experience
Work History
Business Specialist
PerfectServe
Remote
07.2023 - Current
- Conducted 60+ cold calls daily into mid-market healthcare practices, promoting clinical communication software and generating new leads.
- Run the full sales cycle from initial outreach to closing, including discovery, product demonstrations, and follow-up.
- Delivered tailored software demos to clinical and administrative stakeholders, emphasizing workflow improvements and demonstrating ROI.
- Drove adoption of innovative communication solutions, enhancing clinical workflows and supporting better patient outcomes.
- Collaborate with large health systems across the U.S., including Advent Health, McLaren Health, and MultiCare.
- Manage a quota-carrying role for two consecutive years, consistently meeting performance expectations.
Loan Originator
M&M Mortgage LLC
Minneapolis
06.2022 - 08.2023
- Converted outbound cold calls into mortgage applications through engaging questions that generated interest.
- Achieved a monthly conversion rate of 15–20%, surpassing the company average of 8%.
- Exceeded monthly and daily quotas consistently, enhancing sales performance.
- Ranked in the top five for unit sales across multiple sales quarters.
- Made over 120 outbound calls daily (Monday–Friday) and an additional 200 calls on weekends monthly, driving outreach efforts.
- Delivered a red-carpet experience for clients through strong organization and rapid response times.
Securities Operations Specialist (Contractor)
Wells Fargo
Minneapolis
08.2020 - 05.2022
- Researched assets from multiple vendors to verify pricing, creating daily reconciliation reports in Tableau and Excel for upper management decision-making.
- Collaborated with internal partners to streamline cross-departmental processes and enhance reporting efficiency.
- Developed and presented an educational session on EPX system processes to resolve departmental confusion and assist the risk team in troubleshooting pricing errors.
- Initiated and documented a formal reporting process, improving consistency and usability across teams and audits.
Education
Bachelor of Science - Business
Iowa State University
Ames, IASkills
- Sales strategy
- Lead generation
- Sales forecasting
- Client engagement
- Pipeline management
- Product demonstration
- CRM software
- Market analysis
- Negotiation skills
- Customer relationship management
- Quota achievement
Timeline
Business Specialist
PerfectServe
07.2023 - Current
Loan Originator
M&M Mortgage LLC
06.2022 - 08.2023
Securities Operations Specialist (Contractor)
Wells Fargo
08.2020 - 05.2022
Bachelor of Science - Business
Iowa State University