Karl McGann
Doncaster
Summary
Dynamic and results driven Sales Professional with over 8 years of success in consultative sales across diverse industries, consistently exceeding sales targets and driving sustained revenue growth. Adept at managing complex sales cycles, building trust with stakeholders at all levels, and delivering tailored solutions that precisely align with client needs. Experienced in B2B environments with a proven track record in pipeline management, closing high value deals, and leveraging CRM tools and market insights to support strategic business growth. A skilled communicator and collaborative team player, committed to enhancing the customer journey and fostering long term client relationships. Passionate about continuous learning and development, always seeking opportunities to innovate sales strategies and contribute to team success.
Overview
10
10
years of professional experience
Work history
Portfolio Manager
Wisa
Jakarta, Indonesia
09.2024 - 12.2025
- Achieved one-call closes with CEOs, business owners, and high-net-worth clients by delivering goal-aligned investment strategies and building immediate trust.
- Managed international investment portfolios, structuring strategies tailored to objectives, timelines, and risk tolerance while ensuring full SEC regulatory and ethical compliance.
- Drove business growth by increasing client engagement, expanding assets under management, and consistently exceeding performance targets.
- Maintained client relationships through regular portfolio reviews, performance evaluations, and providing strategic long-term guidance that reinforced trust and confidence.
- Conducted daily equity analysis to inform investment decisions based on market trends, company fundamentals, and stock performance.
- Adapted sales and advisory approaches to meet the needs of clients across diverse countries and cultural backgrounds.
Senior Sales Advisor
Unity Connect
Sheffield, South Yorkshire
03.2021 - 08.2024
- Employed strategic sales techniques to effectively upsell and cross sell products and services, identifying client needs and maximising revenue opportunities while ensuring customer satisfaction.
- Built and maintained strong customer relationships, fostering loyalty and driving repeat business through personalised service and tailored recommendations.
- Conduct self-assessments and reviews with management to identify areas of improvement. Analyse trends and performance data to optimise sales techniques and outreach methods.
- Assisting new sales team members by introducing them to company culture, sales processes, CRM systems, and key product offerings. This helps ensure they get up to speed quickly and confidently.
- Participated in regular team meetings and training sessions to share best practices and stay updated on new products and sales techniques.
Sales Advisor
Dynamic Generation
Retford, Nottinghamshire
01.2016 - 01.2021
- Implement strategies to maintain strong, long-term relationships with clients by delivering outstanding customer service, ensuring their needs are met, and promptly addressing any issues or concerns to retain their business.
- Created tailored project proposals and quotes for customers, ensuring clear communication and high service standards.
- Developed new business opportunities with B2B clients, identifying key decision makers and building relationships to drive revenue growth, while encouraging repeat business through exceptional service and customer retention.
- Generated new business through both solo and team driven lead generation efforts, driving increased business and successfully converting opportunities into sales.
- Stayed informed on government incentives, renewable energy schemes and financing options to offer the best solutions to customers.
- Prepared proposals outlining requirements, solutions, timelines, and costs, ensuring customers were fully informed of the project scope.
Education
COMPLETED COURSEWORK TOWARDS GCSES - Mathematics, English
Don Valley Academy
South Yorkshire 09.2009 - 06/2011
COMPLETED COURSEWORK TOWARDS A LEVELS - Business Studies, Travel & Tourism
Don Valley Academy
South Yorkshire 09.2011 - 05/2013
Skills
- Customer Relationship Management
- Leadership & Team Collaboration
- CRM & Microsoft Word Expertise
- Adaptability & Problem-Solving
- Working with KPIs
- B2B Sales
- Time Management & Organization
- Negotiation Skills
- Communication Skills
- Account Management
Timeline
Portfolio Manager
Wisa
09.2024 - 12.2025
Senior Sales Advisor
Unity Connect
03.2021 - 08.2024
Sales Advisor
Dynamic Generation
01.2016 - 01.2021
COMPLETED COURSEWORK TOWARDS A LEVELS - Business Studies, Travel & Tourism
Don Valley Academy
09.2011 - 05/2013
COMPLETED COURSEWORK TOWARDS GCSES - Mathematics, English
Don Valley Academy
09.2009 - 06/2011