zack morell
@zackm
Motivated sales professional passionate about SaaS and complex problem solving.
What I'm looking for
I am a motivated and coachable sales professional with proven experience in supporting high-performing teams within client-facing and technology environments. My skills in CRM systems, outbound communication, and cross-functional collaboration have enabled me to manage pipelines effectively and contribute to team success. I am particularly passionate about SaaS and cybersecurity, and I am driven to master sales development.
In my current role as an Integration Engineer at Sturgeon Technology Solutions, I collaborate with Sales, Engineering, and Logistics to manage project pipelines and drive client success. I maintain and optimize CRM data in Salesforce, generating performance reports that support revenue goals. My previous experience as a Loan Partner at Seabright Mortgage allowed me to manage over $100M in client portfolios, where I streamlined workflows through CRM automation and built strong relationships with clients and third parties.
With a Bachelor’s degree in Communications & Marketing from California State University, Chico, I possess a solid foundation in understanding client needs and market dynamics. I am seeking an SDR role to contribute to a mission-driven team while developing into a quota-carrying Account Executive.
Experience
Work history, roles, and key accomplishments
Integration Engineer
Sturgeon Technology Solutions
Jun 2022 - Present (3 years)
Collaborated with Sales, Engineering, and Logistics to manage project pipelines and drive client success. Maintained and optimized CRM data (Salesforce), generating sales and inventory performance reports to support revenue goals.
Loan Partner
Seabright Mortgage
Jun 2020 - May 2022 (1 year 11 months)
Managed over $100M in client portfolios while consulting customers on loan solutions and process improvements. Streamlined pipeline workflows through CRM automation, increasing application efficiency and conversion.
Private Client Administrator
Perpetual Limited
May 2019 - Nov 2019 (6 months)
Supported financial advisors with high-value investment and trust clients, ensuring regulatory compliance and client satisfaction. Conducted competitor research and market analysis, helping shape advisor strategies and briefs.
Education
Degrees, certifications, and relevant coursework
California State University, Chico
Bachelor's in Communications & Marketing, Communications & Marketing
Completed a Bachelor's degree focusing on Communications and Marketing. Gained foundational knowledge in communication strategies and marketing principles relevant to various industries.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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