JOSELEEN GARCIA
Baulkham Hills,NSW
Summary
Strategic Account Executive with fintech sales expertise in business lending and payments. Specialises in outbound prospecting, pipeline generation, and full-cycle deal execution. Engages SME and mid-market clients with tailored solutions in working capital, FX, and payment infrastructure. Experienced in consultative selling and negotiating complex deals while fostering collaboration to enhance client onboarding and drive sustained growth.
Overview
3
3
years of professional experience
Work History
Account Executive
Revolut
Sydney, NSW
01.2026 - Current
- Generate pipeline through high volume outbound prospecting via LinkedIn Sales Navigator, cold calls, and targeted email campaigns.
- Manage the full sales cycle from prospecting to close, acquiring new SME and mid-market clients for fintech and business banking solutions.
- Conduct discovery calls and product demonstrations showcasing payments, FX, and expense management solutions.
- Progress opportunities through qualification, solution presentation, and negotiation using a consultative sales approach.
- Maintain accurate pipeline forecasting and CRM hygiene while collaborating with onboarding and compliance teams to ensure smooth client implementation.
Sales Executive
Smartpay Eftpos
01.2025 - 12.2025
- Drive new business development and manage existing client relationships to ensure growth within the B2B sector, focusing on small to medium enterprises (SMEs) across diverse industries.
- Developed and maintained relationships with key decision-makers within client organisations, enhancing long-term satisfaction and fostering continued business partnerships.
- Provide tailored EFTPOS solutions to clients, demonstrating product value and benefits, while aligning with their business needs and objectives.
- Coordinated with internal teams for seamless implementation of EFTPOS solutions, ensuring smooth transition from initial consultation to post-sales support.
- Conduct regular account reviews to assess client satisfaction, resolve issues, and identify opportunities for growth.
- Utilise CRM tools to track sales activities, monitor progress against KPIs, and report on key performance metrics to senior leadership.
- Collaborated with marketing team to create targeted sales collateral and campaigns for SMEs, resulting in increased lead generation and conversion rates.
- Stay informed on industry trends, competitor offerings, and technological advancements to continuously provide clients with innovative solutions.
Business Development Executive
Godfrey Remuneration Group
07.2024 - 01.2025
- Generated new business leads through proactive outbound prospecting, including cold calling, emailing, and social selling
- Conducted engaging product demonstrations for qualified leads, effectively showcasing solutions and driving conversions
- Collaborated with Head of Human Resources and C-suite clients to tailor solutions and close high-value deals
- Analysed industry trends and market insights to position offerings and differentiate the company in competitive markets
- Managed and executed LinkedIn campaigns to generate brand awareness and drive qualified leads
- Marketed and promoted the launch of the Executive Remuneration Survey, enhancing client engagement and brand visibility
- Acted as a liaison between clients and consultants, ensuring effective communication and delivery of client needs
Account Executive
Valiant Finance
09.2023 - 07.2024
- Managed a portfolio of 300+ clients, ensuring exceptional service and support to meet their financial needs
- Consistently met and exceeded sales targets and quotas, contributing to business growth and profitability
- Generated new leads through proactive outreach, referrals, and partnerships, expanding the client base and fostering growth
- Re-engaged with clients quarterly to build strong, ongoing relationships and better understand their evolving business and financial needs
- Specialised in negotiating working capital, asset finance, invoice, and trade finance facilities to provide tailored financial solutions
- Collaborated with over 88 lenders, negotiated financing terms, and secured optimal options for clients
Financial Business Consultant
Valiant Finance
01.2023 - 09.2023
- Prequalified new and existing clients through both inbound and outbound calls and emails, identifying their financing needs and providing tailored solutions
- Engaged with SME clients to secure financial funding by making a high volume of daily calls through Salesforce CRM, ensuring efficient lead generation and follow-up
- Explained various loan options, including working capital, automotive, equipment, asset financing, property purchase, and development financing.
- Met and exceeded sales targets and KPIs, driving business growth and ensuring consistent performance
- Ensured high-quality customer interactions by adhering to quality assurance standards for calls, maintaining professionalism and accuracy
Education
Bachelor of Commerce - Accounting
Macquarie University
Sydney, NSW07-2022
Skills
- B2B sales experience and lead generation
- Outbound prospecting and Lead generation
- Business development and sales strategy
- Objection handling and negotiation
- Account management and client relations
- Salesforce and Oracle CRM expertise
- Microsoft Office Suite proficiency
Timeline
Account Executive
Revolut
01.2026 - Current
Sales Executive
Smartpay Eftpos
01.2025 - 12.2025
Business Development Executive
Godfrey Remuneration Group
07.2024 - 01.2025
Account Executive
Valiant Finance
09.2023 - 07.2024
Financial Business Consultant
Valiant Finance
01.2023 - 09.2023
Bachelor of Commerce - Accounting
Macquarie University