William T. Lindon
Southborough
Summary
Experienced sales professional with a successful history of driving sales and building client relationships. Proficient in identifying customer needs, providing tailored solutions, and closing deals effectively. Skilled in communication, negotiation, and problem-solving. Strong team player with a proactive approach and a dedication to achieving targets.
Overview
4
4
years of professional experience
Work History
Senior Inbound Sales Development Representative
Zoominfo
02.2025 - Current
- Achieved all KPIs, including qualified leads generated, meetings booked, and lead conversion rates.
- Exceeded weekly and monthly quotas, resulting in enhanced lead generation tools.
- Managed and qualified 50 to 60 inbound leads weekly with prompt response times.
- Booked 40 to 46 meetings monthly, consistently surpassing quota of 40 completed meetings.
- Influenced over $540k in ACV by setting qualified meetings that advanced to pipeline stages.
- Partnered with AEs to ensure high-quality handoffs, enhancing pipeline conversion and deal progression.
- Collaborated with marketing and RevOps teams to optimize lead routing and scoring processes.
Client Associate
Moors & Cabot Inc
09.2022 - Current
- Maintained open communication with Advisors to discuss financial sales opportunities and develop client financial plans.
- Conducted research for potential investment opportunities - Mutual Funds and ETFs.
- Gathered, analyzed, and collected relevant information regarding clients account's performance and risk.
- Documented and executed money moves - deposits, ACHs, wires, withdrawals, rollovers, etc.
- Developed retirement plans through MoneyguidePro.
- Communicated with clients to service their account requests or concerns via phone, email, or other mediums.
- Assisted with new account openings and maintained contact with new clients to verify account information, beneficiary designation and address changes.
- Service advisory accounts, as applicable.
- Planned and arrange client meetings.
Junior Inbound Sales Development Representative
Zoominfo
10.2024 - 02.2025
- Facilitated initial contacts with marketing leads, assessing needs and proposing effective solutions.
- Secured 35 completed deals in first 90 days, earning promotion to Senior SDR.
- Promptly interacted with sign-ups and demo inquiries to generate interest in Zoominfo offerings.
- Developed strategies for lead engagement that resulted in successful demonstration bookings.
Summer Virtual Intern Program-Introduction to Morgan Stanley Wealth Management
Morgan Stanley Wealth Management
06.2022 - 08.2022
- Included presentations, panel discussions and a stock market challenge.
Outbound Marketing Agent-Retail Lending
Cardinal Financial Company, LP
01.2022 - 05.2022
- Realtor Networking- Initiated contact with unaffiliated realtors to convince them to recommend Cardinal Financial Co. lending services.
Personal Lending
Cardinal Financial Company, LP
06.2021 - 12.2021
- Initiated contact with potential borrowers to convince them to use Cardinal Financial Co. for their upcoming real estate transaction.
Education
Bachelor of Arts - Communication- Concentration in Corporate and Organizational Communication
Framingham State University
Framingham, MA01.2022
Skills
- Microsoft Office
- Salesforce
- Zoominfo Copilot
- B2B sales
- Cold calling
- Prospecting
- Outreach
- Customer Service
- Lead qualification
- CRM software
- Effective communication
- Time management
- Email outreach
- Objection handling
- Interpersonal skills
- Persuasive communication
Timeline
Senior Inbound Sales Development Representative
Zoominfo
02.2025 - Current
Junior Inbound Sales Development Representative
Zoominfo
10.2024 - 02.2025
Client Associate
Moors & Cabot Inc
09.2022 - Current
Summer Virtual Intern Program-Introduction to Morgan Stanley Wealth Management
Morgan Stanley Wealth Management
06.2022 - 08.2022
Outbound Marketing Agent-Retail Lending
Cardinal Financial Company, LP
01.2022 - 05.2022
Personal Lending
Cardinal Financial Company, LP
06.2021 - 12.2021
Bachelor of Arts - Communication- Concentration in Corporate and Organizational Communication
Framingham State University
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