Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic
Mark Prata Jr.

Mark Prata Jr.

Hockessin

Summary

Dynamic Account Executive and Sales Manager with 17 years of proven success with industry-leading companies, excelling in sales strategy implementation and cross-functional collaboration. Adept in pipeline management and delivering exceptional customer service, driving high-quality outcomes in the pre-escheat property sector.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Account Executive

Abandoned Property Advisors, LLC.
Englewood Cliffs
01.2020 - 11.2024
  • Managed an inventory of accounts while serving as the primary contact and sales revenue driver.
  • Utilized CRM for outbound communication, completing 500 calls weekly.
  • Collaborated with cross-functional teams, such as finance, operations, and legal, to drive revenue.
  • Provided a range of services while maintaining high-quality outcomes.

Manager - Legal Claimant Services Division

Venio, LLC
New York
01.2015 - 12.2019
  • Participated in interviewing, hiring, and termination of staff. Oversaw onboarding and maintenance training.
  • Oversaw staff onboarding and maintenance training.
  • Participated in setting department revenue goals, forecasts, and budgeting.
  • Ensured compliance with industry regulations, regulatory requirements, and company policies.
  • Participated in onboarding and semi-annual maintenance auditing as the primary department contact.
  • Maintained and enforced all department-related policies and rules of engagement, and influenced revisions.
  • Conducted performance reviews for team members.
  • Analyzed customer feedback data to develop action plans for improving services offered.
  • Partnered with supporting departments, including Finance, IT, Legal, Operations, and Marketing, as they relate to revenue production and customer service.
  • Created monthly reports for senior management summarizing operational performance metrics.
  • Consistently drove revenue sales to meet 91% to 103% goal forecasting.

Account Executive

Venio, LLC
New York
01.2011 - 01.2015
  • Main contact and sales revenue driver, with an inventory of accounts.
  • Utilized CRM for outbound communication, including 500 weekly outbound calls.
  • Provided exceptional customer service by responding promptly to inquiries and resolving issues quickly.
  • Cultivated relationships with key decision makers through regular and follow-up communication.
  • Exceeded varying revenue targets through strategic client engagement.

Account Executive

The Keane Organization
01.2010 - 12.2010
  • Selected as team lead to focus all sales efforts on 'cold cases.'
  • Exceeded revenue goal - $1.35 million.
  • Maintained accurate records of all sales activities using CRM software systems.
  • Negotiated contracts with clients to ensure profitable outcomes for the company.
  • Provided exceptional customer service by responding promptly to inquiries and resolving issues quickly.

Corporate Action Resolution Manager

The Keane Organization (TKO)
01.2009 - 12.2009
  • Manage a staff of Account Executives, Customer Service Reps, Client Liaisons, and Administrators.
  • Audited transactions against all applicable regulatory and corporate action (spin-off, merger, acquisition) terms.
  • Evaluated revenue-driving and high-quality customer service outcomes.
  • Monitored customer feedback regarding resolution cases, making adjustments as necessary.

Relationship Manager / Account Executive

The Keane Organization
King of Prussia
11.2007 - 01.2009
  • I was trained to analyze, research, and conduct successful outbound sales efforts related to dormant personal and business accounts in a team environment.
  • Reviewed secure account files to determine eligible revenue opportunities.
  • Utilized research tools to identify entitled parties (account owners, next of kin, beneficiaries, estate executors, business owners, etc.).
  • Generated initial outbound communication.
  • Researched, gathered, reviewed, and organized supporting and entitlement documentation (Vital Records, estate/trust documents, active/inactive business spin-off documents, etc.).
  • Initiated outbound campaign efforts, including mail, email, and phone (cold and warm calls).
  • Strived with creating and managing relationships with entitled parties and businesses' decision-makers.
  • Successfully sold and closed deals in a competitive sales team environment.
  • Consistent and highly ranked annually, winning the 'Revenue Cup' multiple times.

Education

B.S. - Marketing, Human Resource Management

Philadelphia University
Philadelphia, PA
01.2005

Skills

  • Implementation of sales strategies
  • Customer relationship management
  • Pipeline management and account oversight
  • Cross-functional collaboration
  • Sales strategy and proficiency
  • Problem solving
  • Staff management, training, and maintenance

Certification

  • Flagger, expires 6/2026
  • Forklift operator, 6/2026

Languages

English

References

References available upon request.

Timeline

Account Executive

Abandoned Property Advisors, LLC.
01.2020 - 11.2024

Manager - Legal Claimant Services Division

Venio, LLC
01.2015 - 12.2019

Account Executive

Venio, LLC
01.2011 - 01.2015

Account Executive

The Keane Organization
01.2010 - 12.2010

Corporate Action Resolution Manager

The Keane Organization (TKO)
01.2009 - 12.2009

Relationship Manager / Account Executive

The Keane Organization
11.2007 - 01.2009

B.S. - Marketing, Human Resource Management

Philadelphia University
Mark Prata Jr.