Open to opportunities

Patrick Lee

@patricklee1

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Results-driven Account Executive with expertise in SaaS sales.

United States

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What I'm looking for

I am looking for a dynamic role that fosters growth, collaboration, and innovation.

I am a results-driven Account Executive with over 7 years of experience in private markets and SaaS sales. My career has been marked by a proven track record of exceeding revenue targets, generating over $3.23M in Total Contract Value (TCV) at SS&C Intralinks. I excel in building strategic client relationships and driving enterprise software adoption in the financial services sector.

At SS&C Intralinks, I successfully closed over 75 transactions, managing approximately 200 accounts and enhancing M&A deal flows for our clients. My efforts led to remarkable year-over-year revenue growth, achieving 204% in 2022 and 167% in 2023, while maintaining a 78% average win rate. I was honored to be recognized as the 2023 Most Developed Account Executive among my peers for my consistent performance excellence.

Prior to my role at SS&C Intralinks, I worked as a Sales Development Representative at PitchBook Data, where I generated $613K in revenue through strategic prospecting and relationship building. My dedication to delivering insights into private equity, venture capital, and M&A markets earned me a spot in the President’s Club as a top performer. I am passionate about leveraging data insights to close high-value deals and drive business growth.

Experience

Work history, roles, and key accomplishments

Account Executive

SS&C Intralinks

Oct 2021 - Present (3 years 9 months)

Closed over 75 transactions, generating $3.23M in Total Contract Value (TCV) and managing approximately 200 accounts to enhance M&A deal flows for financial services clients. Achieved significant year-over-year revenue growth of 204% in 2022 and 167% in 2023, while maintaining a 78% average win rate.

Salesforce SalesLoft Highspot LinkedIn Sales Navigator Fintech M&A Account Management Revenue

Sales Development Representative

PitchBook Data

Apr 2019 - Present (6 years 3 months)

Generated $613K in revenue by strategically prospecting, building relationships, and providing insights into private equity, venture capital, and M&A markets. Achieved an exceptional 14:1 demo-to-close ratio, outperforming the team average by 46% and accelerating sales cycles.

Pitchbook MergerMarket Tableau Private Equity Venture Capital M&A Strategic Prospecting Relationship Building Mergermarket

Education

Degrees, certifications, and relevant coursework

Michigan State University

Bachelor of Arts, Social Relations & Policy

2013 - 2017

Studied Social Relations & Policy at Michigan State University's James Madison Residential College. Gained a comprehensive understanding of societal structures and policy-making.