David Morton

Vice President of Sales at Agency Revolution
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Contact Information
us****@****om
(386) 825-5501
Location
Bend, Oregon, United States, US

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5.0

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Ruger Wahl

Dave has been a great leader and mentor during my time here at Agency Revolution. He always puts his team first and is genuinely concerned with our career development. He led our team to a couple of the best years ever, and I'm looking forward to following him into battle again!

Paul Bartlett

David is fantastic to have on any sales team - he provides insights, viewpoints and ideas to help not only his success but that of the whole team. I very much enjoy working with David - an asset to any team.

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Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • Vice President of Sales
      • Sep 2021 - Present

      Responsible for the teams helping our clients and prospects understand the value of investing in digital marketing and client communications platforms to grow their Insurance Agencies.

    • Senior Director
      • Apr 2019 - Sep 2021

      Lead Agency Revolution's enterprise sales, retail sales, and client success teams.

    • Director of Sales
      • Apr 2017 - Mar 2019

    • Business Development Manager
      • May 2015 - Mar 2017

      Agency Revolution provides Marketing Automation Software for Independent Insurance Agencies and Brokerages In the U.S. and Canada. Our software is designed to help Agencies and Brokerages get more leads, increase revenue and increase retention by automating processes that are typically done manually. This reduces the workload for staff (Producers and CSR's) while providing Principals with performance and activity analytics for their Agency/Brokerage in real-time.

    • United States
    • Telecommunications
    • 700 & Above Employee
    • Sr. Enterprise Account Manager
      • Sep 2014 - May 2015

      Helping customers achieve critical IT goals and objectives through a consultative approach. The CenturyLink solutions portfolio is built off the foundation of a world class IP network platform for voice and data applications with the migration to a more enhanced solutions set of colocation services, managed hosting, Enterprise Cloud, and IT outsourcing. Helping customers achieve critical IT goals and objectives through a consultative approach. The CenturyLink solutions portfolio is built off the foundation of a world class IP network platform for voice and data applications with the migration to a more enhanced solutions set of colocation services, managed hosting, Enterprise Cloud, and IT outsourcing.

    • United States
    • Software Development
    • 700 & Above Employee
    • Major Account Executive
      • Jun 2012 - Apr 2014

      Generate revenue by growing existing accounts and hunting net new business in companies with more than 1000 employees in the Pacific Northwest. Deliver tailored presentations to VP and C-Level executives including presentation of ROI analysis. Use Salesforce.com to track activity and provide accurate forecasts to senior management. • Finished Q1 2013 at 159% of Quota • Closed largest deal in Western Region in Q1 • Grew territory revenue 42% in 2013 Generate revenue by growing existing accounts and hunting net new business in companies with more than 1000 employees in the Pacific Northwest. Deliver tailored presentations to VP and C-Level executives including presentation of ROI analysis. Use Salesforce.com to track activity and provide accurate forecasts to senior management. • Finished Q1 2013 at 159% of Quota • Closed largest deal in Western Region in Q1 • Grew territory revenue 42% in 2013

    • United States
    • Software Development
    • 700 & Above Employee
    • Regional Sales Manager, Healthcare
      • May 2008 - Aug 2011

      Responsible for selling SaaS-based legal electronic medical record systems to acute care hospitals in the Northwest. Technology included interfaces to a variety of hospital ADT and clinical documentation systems, coding and analysis workflow, physician signature, release of information, and regulatory compliance to provide a legal record repository. Prospects included large multi-facility healthcare IDNS, community hospitals, and contractors serving these institutions. • Qualified for the 2011 President’s Club • Closed a $1.3 million deal with a prominent healthcare system in Idaho in March 2011 • Top producer over four quarters ending in March 2010, booking $1.63 million of new business SaaS revenue • Navigated hospitals of all sizes to gain access, build relationships, and sell to C-level contacts Show less

    • United States
    • Software Development
    • 100 - 200 Employee
    • Senior Account Executive
      • Jul 2006 - Nov 2007

      Sold address verification and customer data software across four vertical markets including retail, finance, insurance, and higher education. Researched, developed, and closed new business opportunities in geographic territory of Silicon Valley, California; Oregon; Colorado; Idaho; & Hawaii. • Rookie of the Year in FY 2007 • 119% of target in FY 2007 • #2 sales person in San Francisco office FY 2007 • Completed transactions with name brand companies including: Colorado State University, Santa Clara University, Samsonite Corporation, Bebe Stores, Genesis Financial Solutions, Umpqua Bank, See’s Candies Show less

    • United States
    • Human Resources Services
    • 700 & Above Employee
    • Sales Training Manager
      • Mar 2004 - Jun 2006

      Trained, developed, and managed new associates. Lead region-wide trainings on sales strategies, goal setting, and professionalism.• Lead top Direct Report to 160% of quota including acquisition of 22 new clients his first 6 months• Built a team of sales associates who all achieved over 100% of quota in FY 2006

    • District Manager
      • Mar 2004 - Jun 2006

      Managed geographic territory and sold accounting, payroll, and human resource software/internet applications to small and mid-sized companies primarily through cold calling and partner development. Established networking relationships with local accountants, banks, and current clients.• Sold 55 new clients in FY 2005• #1 in San Francisco office for FY 2005 in new clients obtained through cold prospecting• Qualified for FY 2006 “Fast Start” trip to Los Cabos, Mexico (2 qualifiers in San Francisco office out of 25 associates)• Ranked in top 10% of sales producers in Pacific West Region (200+ associates)• 131% of quota in 1st quarter FY 2006• 113% of quota in 2nd quarter FY 2006• Sold 14 deals for 167% of quota in January 2006 Prospecting Champion: Created and implemented prospecting strategy to acquire new clients. The strategy was rolled out to twenty-five associates resulting in double-digit percentage growth of business acquired from the prospecting channel. Sales Mentor: Trained new hires on product knowledge and selling skills while coaching each on professional work ethic and company culture. Show less

Education

  • Westmont College
    Bachelor of Arts, Economics and Business
    1998 - 2002
  • BHS
    1993 - 1997

Community

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