ZM
Open to opportunities

zack morell

@zackm

Motivated sales professional passionate about SaaS and complex problem solving.

United States
Message

What I'm looking for

I am looking for a mission-driven team where I can grow into a quota-carrying role.

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

SM

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.

PL

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 logoCC

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

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