You can not select more than 25 topics Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
 
 

2.6 KiB

HR Record

Alex Harper

Summary

  • Date of Birth: March 15, 1993
  • Job Title: Sales Development Representative (SDR)
  • Location: Denver, Colorado

Insurellm Career Progression

  • July 2021: Joined Insurellm as a Sales Development Representative, focusing on lead generation and nurturing B2B relationships.
  • January 2022: Promoted to Senior Sales Development Representative due to exceptional performance in converting leads into clients.
  • October 2022: Completed an Internal Leadership Training Program, enhancing skills in team collaboration and strategic selling. Currently mentoring junior SDRs.
  • April 2023: Became involved in a cross-departmental project to streamline the customer onboarding process, showcasing initiative and leadership.

Annual Performance History

  • 2021:

    • Performance Rating: 4.5/5
    • Key Achievements: Exceeded lead generation targets by 30%. Introduced a new CRM analytics tool resulting in improved tracking of customer interactions.
  • 2022:

    • Performance Rating: 4.8/5
    • Key Achievements: Awarded "SDR of the Year" for outstanding contributions. Instrumental in securing 15 new B2B contracts, surpassing targets by 40%.
  • 2023:

    • Performance Rating: 4.7/5
    • Key Achievements: Played a key role in the launch of a new product line with a 25% increase in lead-to-conversion rates. Completed advanced sales negotiation training with high marks.

Compensation History

  • 2021:

    • Base Salary: $55,000
    • Bonus: $5,500 (10% of base due to performance)
  • 2022:

    • Base Salary: $65,000 (Promotion to Senior SDR)
    • Bonus: $13,000 (20% of base due to performance)
  • 2023:

    • Base Salary: $75,000
    • Bonus: $15,000 (20% of base)

Other HR Notes

  • Training Completed:

    • CRM Analytics & Data Management Workshop (2021)
    • Leadership Training Program (2022)
    • Advanced Sales Negotiation Course (2023)
  • Awards:

    • Insurellm "SDR of the Year" Award (2022)
    • Monthly MVP Recognition (3 times in 2023)
  • Interests:

    • In Alex's spare time, they enjoy participating in community volunteer programs, particularly those focused on financial literacy.
    • Alex is also an avid runner and has participated in several charity marathons.
  • Feedback from HR:

    • Alex Harper is noted for their work ethic, positive attitude, and willingness to go above and beyond for both clients and colleagues. Recognized for fostering a team spirit within the SDR team.