Ivan Lozić
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Software | Sales Manager
United States
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- LSales ManagerLeaseQueryMar 2022 - Current (4 years 4 months)LeaseQuery makes accountants’ lives easier by simplifying the complex with technology. More than 28,000 financial professionals globally rely on our cloud-based, CPA-approved solutions and in-house accounting expertise to comply with confidence across various FASB, GASB and IASB accounting standards. Our software helps businesses minimize risk, increase efficiency and reduce costs.
SMB Sales ManagerTCP SoftwareAug 2021 - Mar 2022 (8 months)- OSenior Account ExecutiveOKIN ProcessJan 2021 - May 2021 (5 months)Responsible for selling all OKIN Process services and solutions in the US, Canada, Europe and Mexico. OKIN Process is a global back-office powerhouse that will take ownership of your operations. Specializing in Business Process Outsourcing (BPO), Call Centers, Help Desk, Service Desk, Robotic Process Automation (RPA), Internet of Things (IoT), Network Operations (NOC) and Zero Trust Cybersecurity. OKIN Group has over 4,000 hard working and dedicated employees delivering exceptional customer experiences for over 17 years.
- HSenior Account ExecutiveHayes Software SystemsAug 2019 - May 2020 (10 months)• Providing consulting to help school districts best manage assets • Customizing solutions to fit unique needs of clients, regardless of size • Creating efficiencies, streamlined workflows, and optimized processes as an expert in the K-12 industry • Utilizing SaaS to manage instructional materials and valuable assets for schools in New Jersey, New Hampshire, Texas and Maine • Conducting communication outreach to provide value to curriculum and technology professionals in the K-12 industry
- BBusiness DevelopmentBeneplace LLCJan 2019 - Jul 2019 (7 months)• Continuously improve sales processes and reporting utilizing Salesforce, Salesloft and Google Sheets. • Pioneer new sales role through proven experimentation and documentation. • Coordinate with marketing team to develop sales messaging. • Prospect new business and set appointments. • 60-75+ calls daily.
- KDirector of RecruitingKBella BeautyJan 2017 - Dec 2018 (2 years)• Worked directly with the business owner to assess and determine hiring needs. • Hired 200+ stylists and staff in 2 years. • Traveled throughout the Sacramento Area forming relationships with local beauty schools and salons. • Actively sought out, interviewed and hired professionals for HR, payroll, legal, event coordinator and beauty professional positions. • Created and coordinated recruiting events throughout the market area. • Provided continual staffing support for KBella Beauty in its first year. • Conducted entire recruiting process from first contact to hire. • Managed a team of 5 direct managers
- TExecutive Director, FinanceTransamerica Agency NetworkFeb 2007 - Jan 2017 (10 years)• Acquired new contracts through active networking and product education. • Educated clients and sold products such as IRAs, 401ks, mutual funds, insurance, and stocks. • Managed 400+ accounts throughout onboarding, implementation, and support. • Actively recruited and trained CPAs, executives, and advisors. • Promoted repeat business by developing long term relationships with existing clients and peers. • Ensured accuracy of all submissions using company software. • Trained agents how to use company software for online application process. • Implemented Salesforce CRM • Ran a team of 25 direct reports, Financial Advisors • Worked directly with corporate executives to actively seek out, interview and hire high level professionals fo