Marvin Butler II

Account Manager - Team Lead

SmartFinancial

Jan 2025 - Current (1 year 5 months)

Developed and executed account strategies for my clients and team at SmartFinancial, a SaaS insurance lead generation platform in InsurTech, connecting agencies, brokers, and carriers with high-intent, data-verified insurance shoppers. Expanded key-agent Annual Recurring Revenue (ARR) by an average of $90K through the implementation of follow-up cadences in Close, achieving $1.7M ARR and reaching 106% of the yearly quota. Coordinated multi-threaded renewals involving Sales, Operations, and executive leadership to maintain a 94% retention rate and drive upsell opportunities worth $420K ARR. Facilitated interactive Zoom workshops for C-Suite and Sales teams across 70+ agent employees on call openers and objection handling, leading to a 22% re

Account Manager

SmartFinancial

Jan 2024 - Dec 2024 (1 year)

Managed a portfolio of approximately 100 accounts using Close, achieving a year-end $924K ARR at 104% of the yearly quota. Optimized lead routing and set CPA alerts in Metabase to reduce CPA by an average of 18% despite a 37% increase in spend, ensuring TCPA compliance. Enhanced client retention to 93% by scheduling and delivering Quarterly Business Reviews (QBRs) and revenuegoal discovery sessions with over 50 agents, clearly showing the financial impact of each meeting. Re-engaged 73 lapsed agents and 52 new prospects with 120-180 daily multi-channel interactions, creating a $700K pipeline focused on upsell opportunities and renewal strategies. Maintained an Account Coverage Ratio of 64% while bolstering client relationships, resulting in

Senior Account Executive - Team Lead

Zentap

Feb 2022 - Dec 2023 (1 year 11 months)

Drove automated digital marketing solutions for my clients and team at Zentap, a SaaS environment for real estate professionals, emphasizing relationship building and strategic account management. Closed 41 deals that generated an average of $2.1K Monthly Recurring Revenue (MRR) per deal during one quarter, supported by 150-250 daily calls using Kixie and Salesforce Lightning/HubSpot. Instituted a Gong clip library that reduced new hire ramp time from 6 to 4 weeks, contributing an additional $190K MRR within the first 90 days. Utilized Looker Studio and SQL for lead scoring, resulting in a 22% decrease in refund claims by effectively filtering non-consented records. Optimized outreach techniques by integrating SMS, LinkedIn, and email strat

Account Manager

Zentap

Mar 2021 - Feb 2022 (1 year)

Advised 60 agents on advertising add-ons, adding $450K ARR at a 40% attach rate, reaching $800K ARR at 112% of the yearly goal. Reduced monthly churn from 18% to 11% by developing a Google Sheets churn-risk score to proactively manage account health. Optimized Facebook and Google advertising campaigns to boost lead volume by 32% at constant spend through precise tagging with filtered tokens. Enhanced customer support efficiency by streamlining ticket replies using Zendesk macros, resulting in a 27% decrease in escalations.

Account Executive

Zentap

Nov 2019 - Mar 2021 (1 year 5 months)

Secured 120 qualified appointments per month and converted an average of 27 deals, achieving $24.5K MRR at 124% of the monthly quota through a blend of proactive outreach and cold calling strategies. Implemented A/B tested pitches and voicemail hooks, resulting in a 19% increase in callbacks and an 11% rise in demo sets, which added $190K to the sales pipeline. Maintained forecast accuracy within a ±10% margin for eight consecutive quarters by conducting weekly pipeline hygiene and probability-weighted deal reviews using HubSpot. Developed an Excel pricing model using advanced formulas and scenario analysis, which raised Average Revenue Per Account (ARPA) by 11% and supported accountmanagement and upsell efforts.

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