Jeffrey Sorce

Account Executive

Astound Business Solutions powered by Wave

Jan 2026 - Current (10 months)

E

Client Needs Consultant & Intake Sales

ELG Estate Planning

Aug 2024 - May 2025 (10 months)

Asset Protection Estate Planning at Elder Law Group, I was the first point of contact for prospective clients, guiding them through intake, assessing their needs, and determining service eligibility. I handled sensitive personal and financial information, ensured compliance with privacy regulations, and coordinated closely with legal and admin teams to streamline onboarding. I also managed all client records using HubSpot CRM to keep everything running smoothly. Some of my notable achievements in this role included:
• Retained 35 new clients each month to generate over $100K in monthly revenue.
• Developed and optimized HubSpot workflows to enhance sales conversion and team efficiency.

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Account Executive

CPPS

May 2022 - Jun 2024 (2 years 2 months)

I led B2B sales for safety and risk management programs—think workplace violence prevention, active assailant response, and travel risk solutions. I handled the full sales cycle, from outreach and proposal development to contract execution. I built pipelines across U.S. and international markets through networking, strategic content, and industry events, while partnering with organizations to create safer workplaces. Some of my achievements in this role included:
• Yielded $400K in annual sales revenue for the start-up organization.

Operations Administrative Assistant

Krause Funeral Homes and Cremation Services

Sep 2020 - Mar 2022 (1 year 7 months)

Directed customer communication to appropriate department personnel and offered information to resolve inquiries, boosting customer satisfaction. Liaised between internal and external stakeholders to provide updated project status and performance reports. Coordinated project materials by managing physical and digital files, monitoring spreadsheets and updating reports. Greeted visitors or callers daily to handle inquiries or direct to appropriate persons. Proof and Document Client Data into the State Vital Records Information System to apply for Death Certificates and Cremation Permits. Communicate with Doctor’s, Hospice Nurses, Hospitals, and Medical Examiners regarding decedent statistical information needed for clients.

Fleet Administrator

Mountain Power Construction Co

Feb 2020 - Jul 2020 (6 months)

Coordination of the Fleet's 200+ Motor Vehicles. Maintain accurate record of all vehicles in the fleet. Ensure compliance with State and Federal rules and regulations. Files all State and Federal tax paperwork to support the compliance with all laws. Schedules repairs and preventative maintenance for all units to ensure all vehicles are available at all times.

T

Account Manager & Sales Representative

The Mandt System, Inc.

Jun 2017 - Jan 2020 (2 years 8 months)

At The Mandt System, I managed a global client portfolio while driving new business through consultative sales. I led end-to-end proposals for U.S. and international clients, trained and supervised international reps, and crafted pricing and bid strategies. I stayed agile—adapting sales tactics based on market trends and client feedback to stay ahead of the competition. Some of my notable achievements in this role included:
• Created and rolled out a formal sales plan and standardized procedures.
• Developed RFPs for U.S. and international clients across multiple sectors.

Supply Line Sales Representative

Pitney Bowes

Sep 2016 - Jun 2017 (10 months)

I handled high-volume B2B outbound sales, focusing on ink and mailing supplies for existing clients. I identified upsell opportunities, educated customers on product options, and kept everything organized in CRM systems. My goal was always to resolve issues quickly and deliver personalized, reliable service that kept accounts strong. Some of my notable achievements in this role included:
• Completed over 200 sales calls per day in a high-performance call center environment.
• Achieved sales quota of $1.5K through strategic upselling and relationship management.

Data Specialist

Crisis Prevention Institute

Jun 2015 - Jan 2017 (1 year 8 months)

Support application design by contributing applications, operations, and technical support to team members. Verified information in the computer system was up-to-date and accurate, conduct database cleanup when acceptable. Generate and Process invoicing and returns providing support to the Accounting department. Researched and resolved billing and invoice problems. Identified and resolved system and account issues.

Training Coordinator - North American Sales Team

Crisis Prevention Institute

Nov 2012 - Jun 2015 (2 years 8 months)

I coordinated sales training efforts across North America and led the full proposal process—from qualifying leads to closing deals. I prospected new business, tailored training solutions to client needs, and worked cross-functionally on product positioning. I also built strong industry relationships and represented the brand at major conferences and trade shows. Some of my key achievements in this role included:
• Earned recognitions as the first team member to generate $1M in training sales.
• Drove 40% year-over-year (YOY) revenue growth.
• Boosted sales in Australia and New Zealand by 30% YOY.
• Mentored and trained new Account Managers to improve onboarding and sales performance.

Admission Coordinator

Extendicare

Aug 2011 - Nov 2012 (1 year 4 months)

Conducted in-person sales calls to Physicians, Hospital Specialist, and Hospital Social Workers to discuss how their patients’ needs would be met at the care center. Contacted new and existing customers to discuss how their rehabilitation or long-term care needs could be met at the nursing home. Managed all referral patient data and medical records for sub-acute rehab and long-term care residents. Carefully reviewed medical records all incoming new and returning patient admissions. Consistently informed patients of their financial responsibilities prior to services being rendered. Remained up-to-date with all insurance requirements, including the details of patient financial responsibilities, fee-for-service and managed care plans.

Senior Account Manager / Australia and New Zealand Inservice Coordinator

Crisis Prevention Institute

Apr 2005 - Aug 2011 (6 years 5 months)

I led sales and account management for customized training solutions across the U.S., Australia, and New Zealand. I drove proposals from first consult to contract, adapted strategies based on market insights, and built lasting client relationships through proactive support. I also represented the company at international trade shows and kept sales activity sharp using SalesLogic and Microsoft CRM. Some of my key achievements in this role included:
• Secured new accounts and new business opportunities through targeted networking and marketing strategies.
• Boosted sales revenue by 30% YOY.

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Jeffrey Sorce

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