Jason Gregory
Retirement Plan Associate at Seacrest Wealth Management
Based in San Francisco, United States
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Seniority
Staff
Department
Finance & Accounting
Location
San Francisco
Industry
Financial Services
Company size
46
Contact information
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j•••••••@seacrestwm.com
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Background
About Jason Gregory
Self-directed and driven sales professional with comprehensive accomplishments leading business development, clinical education, account retention, innovation, and cross-functional teams to ensure success and achieve goals. Demonstrated success in developing and executing plans in complex, regulated organizations. Recognized for maximizing performance by implementing appropriate sales strategies through analysis of details to gain an understanding of the competitive position, client needs, and emerging trends. Highly organized, creative problem-solver who excels at guiding teams through challenging projects. Expertise includes developing and managing multimillion-dollar contracts, budgets, P&L, and advising C-level executives. Accomplishments: • Identify potential partners, decision-makers, and revenue opportunities within life science companies developing therapies for neuromuscular diseases within the rare disease space. • Expand the company brand and value proposition by creating messaging to penetrate C-level and stakeholder levels. • Attain revenue, profit, and patient wellness goals by developing treatment plans in collaboration with doctors and clinical teams. • While at Ariba (later acquired by SAP), oversaw technology sales for $1B+ companies across 12 U.S. states and Europe. • Generated $2.1M and $1.6M in new business revenue in 2018 and 2019, respectively with a nearly 50% close rate. • Awarded Case Manager of the Year in 2016 for excellence in sales and presentations at health education seminars. • Closed $1.8M in new business sales for 2014. • Conferred Presidents Club status as a top performer by consistently exceeding an annual sales quota of $1.5M. • Closed $6.2M in sales over five years. Expertise: Sales, Customer Service, Account Management, Strategic Planning, Sales Management, Marketing, Direct Sales, CRM, Budgets, Business Development, Sales Process, Consultative Selling, Business-to-Business (B2B), Healthcare, Key Account Development, Medical Devices, Information Technology, Biotechnology, Pharmaceutical Industry, Wellness, Customer Relationship Management, Process Optimization, Salesforce.com, EMR
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