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# Ian Chaplin

**Headline:** Sales Professional \| B2B Sales \| Account Executive, Account Management & Outside Sales \| SaaS & Client Relationships
**Profession:** Account Manager
**Location:** New York City Metropolitan Area

## About

Ian Chaplin is a sales professional focused on Account Executive, Account Management, Outside Sales, and other client\-facing revenue roles\. Most recently, Ian was an Account Manager at White Cap, a construction materials supplier, where he managed 60–80 recurring accounts and partnered across functions to protect customer timelines and resolve issues\. With more than nine years of client\-facing experience spanning SaaS, fintech, communications technology, account management, B2B sales, client acquisition, and customer support, Ian is strongest in consultative selling, discovery, relationship building, and translating complex products into clear business value\. He has managed full sales cycles, from high\-volume outbound prospecting and qualification through demos, objection handling, closing, account growth, and post\-close support\. Ian has supported enterprise deals exceeding $2 million alongside executives and has managed complex SaaS technical implementations and hardware deployments\. Known for reliable follow\-through, empathy, proactive communication, and cross\-functional coordination, Ian treats clients with consistent urgency regardless of deal size and builds relationships ahead of need\.

## Services

- SaaS Sales
- Sales
- Lead Generation
- Sales and Marketing
- Complex Sales
- Software as a Service \(SaaS\)
- Full Cycle
- Inside Sales
- Marketing
- Sales Prospecting
- Cold Calling
- Sales Development
- Account Management
- Discovery Process
- Customer Demos
- Sales Pipeline Management
- CRM Program Management
- Customer Relationship Management \(CRM\)
- Deal Closure
- Negotiation
- Objection Handling
- Lead Qualification
- Business\-to\-Business \(B2B\)
- Objection Handling \(Sales\)
- Relationship Building
- salesforce
- HubSpot
- LinkedIn Sales Navigator
- Google Workspace
- Slack

## Highlights

- Managed 60–80 recurring accounts as an Account Manager at White Cap, building trusted relationships, supporting repeat business, and maintaining a high\-quality customer experience\.
- Led discovery at White Cap to clarify project needs, timelines, constraints, and buying priorities, then translated requirements into clear next steps\.
- Coordinated cross\-functional teams at White Cap to resolve issues, improve communication, and protect customer timelines in a fast\-paced, deadline\-driven environment\.
- Received leadership recognition at White Cap for reliability, customer\-first problem solving, and relationship management\.
- Managed full\-cycle SaaS sales for hospitality businesses at SpotHopper, including outbound prospecting, discovery, tailored demos, objection handling, and closing\.
- Delivered consultative SaaS demonstrations that explained ROI, workflow improvements, and customer\-engagement value in clear business terms\.
- Improved qualification and deal progression by uncovering business processes, pain points, budgets, and decision criteria during discovery\.
- Prospected and qualified attorneys, legal teams, and law\-firm decision\-makers for DISCO’s cloud\-based eDiscovery software, generating pipeline for Account Executives\.
- Executed high\-volume email, phone, and LinkedIn outbound sequences with consistent messaging, follow\-up discipline, and daily prospecting activity\.
- Partnered with Account Executives at DISCO to refine targeting, improve qualification, and increase pipeline velocity across active territories\.
- Supported enterprise deals exceeding $2 million alongside executives and managed accounts after close\.
- Managed complex technical implementations and hardware deployments for SaaS clients\.
- Relocated for two months to resolve critical technical issues for a major entertainment client\.
- Converted competitor accounts through relationship building and reliable delivery\.
- Won an $80,000 opportunity through persistence and creative engagement\.
- Helped small businesses implement technology tools to improve workflow efficiency and productivity as a freelance Information Technology Consultant\.
- Built consultative\-selling, needs\-analysis, and qualification skills at Berkman Financial by educating clients on financial products and guiding complex decisions\.
- Supported client onboarding and project workflows at Pronology by coordinating communication between technical teams and customers, managing expectations, and resolving issues\.
- Managed relationships with business delegates, vendors, and event partners across major international conferences at Penton Media\.
- Advised customers on complex travel itineraries at Alpha Flight Guru while managing bookings, upsells, cross\-sells, service, and problem resolution\.

## Experience

- **Account Manager at White Cap** (2024\-07\-01–2026\-04\-01) — Managed 60–80 recurring accounts, building trusted, long\-term relationships and ensuring a consistently high\-quality customer experience\. Managed a portfolio of 60–80 recurring accounts, building trusted relationships, supporting repeat business, and maintaining a consistently high\-quality customer experience\. Led structured discovery conversations to understand project needs, timelines, constraints, and buying priorities, translating customer requirements into clear next steps\. Coordinated cross\-functional teams to resolve issues quickly, improve communication, and protect customer timelines in a fast\-paced, deadline\-driven environment\. Recognized by leadership for reliability, customer\-first problem solving, and strong relationship management\.
- **Junior Account Executive  \(SaaS\) at SpotHopper** (2023\-09\-01–2024\-06\-01) — Managed full\-cycle SaaS sales for hospitality businesses, including outbound prospecting, discovery calls, tailored demos, objection handling, and closing\. Delivered clear, consultative product demos that simplified complex software and helped business owners understand ROI, workflow improvements, and customer engagement value\. Ran discovery conversations to uncover business processes, pain points, budget considerations, and decision criteria, improving qualification and deal progression\. Built long\-term customer relationships by translating technical features into simple, actionable business outcomes for owners and managers\.
- **Sales Development Representative at DISCO** (2022\-02\-01–2023\-08\-01) — Prospected and qualified attorneys and legal teams for cloud\-based ediscovery software, generating a steady SaaS pipeline for Account Executives\. Prospected and qualified attorneys, legal teams, and law firm decision\-makers for cloud\-based eDiscovery software, generating qualified SaaS pipeline for Account Executives\. Executed high\-volume outbound sequences across email, phone, and LinkedIn while maintaining consistent messaging, follow\-up discipline, and daily prospecting activity\. Conducted structured discovery to uncover workflow inefficiencies, case volume challenges, operational bottlenecks, and potential business impact\. Partnered with Account Executives to refine targeting, improve qualification, and increase pipeline velocity across active territories\.
- **Freelance Information Technology Consultant at Self\-employed** (2020\-03\-01–2022\-03\-01) — Helped small businesses implement technology tools to improve workflow efficiency and productivity\. Provided clear explanations, troubleshooting, and customer support for nontechnical users, strengthening communication and patience\. Learned to translate technical concepts into simple, actionable solutions, a foundation for consultative SaaS selling\.
- **Financial Advisor at Berkman Financial** (2017\-03\-01–2020\-03\-01) — Educated clients on financial products and guided them through complex decision\-making with clarity, trust, and patience\. Built long\-term client relationships through attentive communication and personalized support\. Strengthened consultative selling, needs\-analysis, and qualification skills, foundational to modern SaaS and technology sales\.
- **Client Acquisitions & Support at Pronology** (2012\-01\-01–2016\-01\-01) — Supported client onboarding and project workflows, coordinating communication between technical teams and customers\. Managed client expectations, resolved issues, and ensured smooth project delivery in a fast\-paced environment\. Built strong cross\-functional communication habits — a foundation for later success in SaaS sales roles\.
- **Delegate Relations Manager at Penton Media** (2008\-01\-01–2012\-01\-01) — Managed relationships with business delegates, vendors, and event partners across major international conferences\. Conducted outreach, coordinated event logistics, and ensured an excellent customer experience\. Learned to navigate high\-volume communication and relationship management — a foundation for later sales roles\.
- **International Travel Consultant at Alpha Flight Guru** (2005\-01\-01–2008\-01\-01) — Advised customers on complex travel itineraries while providing high\-quality service and problem resolution\. Managed bookings, upsells, and cross\-sells with a focus on customer satisfaction and accuracy\. Strengthened communication, time management, and customer\-facing skills early in career\.

## Education

- Alumni — Flockjay (2021\-08\-01–2021\-09\-01)
- Bachelor's Degree, English — University of Maryland Baltimore County (1998\-01\-01–2002\-01\-01)
- Michaelhouse (1993\-01\-01–1997\-01\-01)

## FAQ

### What does Ian do?

Ian is a sales professional with more than nine years of client\-facing experience\. He is focused on Account Executive, Account Management, Outside Sales, and other client\-facing revenue roles, with experience in B2B sales, SaaS, fintech, communications technology, client acquisition, account management, and customer support\.

### What did Ian do at White Cap?

Ian’s most recent role was Account Manager at White Cap, a construction materials supplier\. He managed a portfolio of 60–80 recurring accounts, supported repeat business, and worked to maintain a high\-quality customer experience\.

### What did Ian accomplish at White Cap?

At White Cap, Ian led structured discovery conversations covering project needs, timelines, constraints, and buying priorities\. He coordinated with cross\-functional teams to resolve issues quickly, improve communication, and protect customer timelines in a deadline\-driven environment\. Leadership recognized him for reliability, customer\-first problem solving, and relationship management\.

### What did Ian do at SpotHopper?

At SpotHopper, Ian managed full\-cycle SaaS sales for hospitality businesses\. His work included outbound prospecting, discovery calls, tailored demonstrations, objection handling, and closing\.

### How did Ian approach SaaS sales at SpotHopper?

Ian delivered consultative product demos at SpotHopper that simplified complex software for business owners\. He explained ROI, workflow improvements, and customer\-engagement value uncovered processes, pain points, budget considerations, and decision criteria and translated technical features into actionable business outcomes for owners and managers\.

### What did Ian do at DISCO?

At DISCO, Ian prospected and qualified attorneys, legal teams, and law\-firm decision\-makers for cloud\-based eDiscovery software\. He generated qualified SaaS pipeline for Account Executives and partnered with them to refine targeting, improve qualification, and increase pipeline velocity across active territories\.

### What outbound and discovery experience does Ian have?

Ian executed high\-volume outbound sequences across email, phone, and LinkedIn at DISCO, maintaining consistent messaging, follow\-up discipline, and daily prospecting activity\. He used structured discovery to identify workflow inefficiencies, case\-volume challenges, operational bottlenecks, and potential business impact\.

### What enterprise and full\-cycle sales experience does Ian have?

Ian has supported enterprise deals exceeding $2 million alongside executives and has managed accounts after close\. He has experience across new\-client acquisition, prospecting, demos, qualification, closing, account growth, post\-close account management, and long\-term relationship development\.

### What technical implementation experience does Ian have?

Ian has managed complex technical implementations and hardware deployments for SaaS clients\. He developed the ability to learn complex technology and explain technical concepts in simple, actionable terms for customers and nontechnical users\.

### How has Ian demonstrated commitment to a client?

Ian relocated for two months to resolve critical technical issues for a major entertainment client\. The experience reflects his commitment to resolving customer issues through empathy, proactive communication, and coordination across teams\.

### What notable business\-development results has Ian achieved?

Ian has converted competitor accounts through relationship building and reliable delivery\. He also won an $80,000 opportunity through persistence and creative engagement\.

### How does Ian approach client relationships?

Ian values clients consistently regardless of deal size and aims to provide the same urgency and care across accounts\. He sets realistic expectations, follows through on commitments, and is highly responsive to clients, including offering 24/7 availability for support\.

### What are Ian’s strengths in prospecting and consultative sales?

Ian is a proactive prospector who identifies opportunities early and builds relationships ahead of need\. He combines persistence, creative engagement, consultative discovery, and clear communication to uncover needs and help customers make confident decisions\.

### How does Ian collaborate and manage client work?

Ian works closely with logistics, operations, technical teams, and other cross\-functional partners to address client issues, manage expectations, and support delivery\. He uses empathy, proactive communication, CRM systems, and calendar prioritization to manage time and client commitments\.

### What did Ian do as a freelance Information Technology Consultant?

As a freelance Information Technology Consultant, Ian helped small businesses implement technology tools to improve workflow efficiency and productivity\. He provided troubleshooting, customer support, and clear explanations for nontechnical users, building a foundation for consultative SaaS selling\.

### What did Ian do at Berkman Financial?

At Berkman Financial, Ian educated clients on financial products and guided them through complex decisions with clarity, trust, and patience\. He built long\-term client relationships through attentive communication and personalized support while strengthening needs\-analysis, qualification, and consultative\-selling skills\.

### What did Ian do at Pronology?

At Pronology, Ian supported client onboarding and project workflows and coordinated communication between technical teams and customers\. He managed expectations, resolved issues, and helped ensure smooth project delivery in a fast\-paced environment\.

### What did Ian do at Penton Media?

At Penton Media, Ian managed relationships with business delegates, vendors, and event partners across major international conferences\. He conducted outreach, coordinated event logistics, and supported a strong customer experience in a high\-volume communication environment\.

### What did Ian do at Alpha Flight Guru?

At Alpha Flight Guru, Ian advised customers on complex travel itineraries, managed bookings, upsells, and cross\-sells, and focused on customer satisfaction, accuracy, problem resolution, communication, and time management\.

### What education, skills, and tools does Ian have?

Ian holds a bachelor’s degree in English from the University of Maryland Baltimore County\. He is also an alumnus of Flockjay and Michaelhouse\. His listed skills and tools include SaaS sales, lead generation, complex sales, full\-cycle sales, inside sales, prospecting, cold calling, sales development, account management, discovery, customer demos, pipeline management, CRM and customer relationship management, deal closure, negotiation, objection handling, lead qualification, B2B sales, relationship building, Salesforce, HubSpot, LinkedIn Sales Navigator, Google Workspace, Slack, Microsoft Office, technology integration, customer service, and sales and marketing\.

## Links

- LinkedIn: https://www\.linkedin\.com/in/ianchaplin79

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