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natalie hashemi

Mid-level Account Manager specializing in InsurTech and SaaS sales

SmartFinancialArizona State UniversitySan Diego, California7 Years ExperienceMid Level

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About

Sales development professional from SmartFinancial focused on insurance lead generation and SmartFinancial Pro software, driving the majority of pipeline through outbound multi-channel prospecting (calls/email/SMS/LinkedIn) and setting ~40 meetings per month. Helped advance an enterprise deal by diagnosing CPA/conversion issues and aligning a CEO plus multiple stakeholders, resulting in a $300K investment in leads over 3 months; targets $70K base / $100K OTE.

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Key Strengths

  • High outbound-sourced pipeline generation (80% via outbound multi-channel outreach)
  • High meeting volume (≈40 meetings/month)
  • Reported 95% conversion rate from lead to closed deal
  • Advanced complex enterprise deal by engaging CEO + 4 stakeholders; drove $300K lead investment over 3 months
  • Strong CRM hygiene and process discipline (logging calls/emails/texts; territory/ICP organization; task queues)
  • Rapidly learned and demoed complex product (SmartFinancial Pro) to executive stakeholders

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Experience

Account ManagerSmartFinancial · Nov 2023 – Dec 2025
Account ManagerCovered California · Aug 2021 – Sep 2023
Account ManagerLinda & Kings Claims · Apr 2020 – Jun 2021
Sales Developmental RepresentativeSD Motors · Aug 2018 – Mar 2019
Sales Developmental RepresentativeVR Automobiles · Dec 2017 – May 2018

Education

Southwestern Collegebachelor, Graphic Design
Southwestern Collegeassociate, Graphic Design

Awards

  • Graduated with Honors in Associates Degree of Graphic Design

Skills

Account ManagementHubSpotLead GenerationMicrosoft ExcelMicrosoft OfficeNegotiationSalesforceAIB2B SalesClient RetentionClose.ioCold CallingConsultative SellingCross-SellingInbound Sales

Languages

English

Certifications

Arizona State University

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Connect with natalie

natalie already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.

Typically responds within 24 hours

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Already have an account?

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natalie hashemiMid-level Account Manager specializing in InsurTech and SaaS sales