Syed Musa Raza Naqvi

Strategic and results-oriented Senior Account Executive with 3 years of progressive experience in managing enterprise-level accounts and driving performance marketing initiatives in the insurance sector, including ACA, Medicare, Final Expense, Auto, and U65. Led end-to-end delivery of high-impact campaigns for top-tier clients, aligning business goals with tailored CPL, CPA, and live transfer solutions to maximize client ROI and long-term growth.

Key Responsibilities & Achievements:

• Acted as a strategic advisor and primary point of contact for key enterprise accounts, owning full lifecycle management from onboarding to performance optimization.
• Designed and executed data-driven go-to-market (GTM) strategies to capture new market opportunities and drive revenue growth.
• Oversaw multi-channel lead generation efforts, including call traffic, online traffic, and digital performance campaigns, tailored to each client’s objectives.
• Consistently exceeded sales targets through consultative selling, in-depth product knowledge, and a deep understanding of client business models.
• Fostered long-term partnerships by delivering measurable value, ensuring high customer satisfaction and retention.
• Coordinated cross-functional teams across sales, operations, and customer support to ensure seamless execution of complex initiatives.
• Prioritized strategic initiatives and resource allocation, ensuring high-impact projects were delivered on time and aligned with client KPIs.
• Earned a promotion based on sustained performance and contributions to client and organizational success.

Enterprise Accounts Managed:
Enhance Health | Ensure Health Group | SelectQuote | BeneVast | DMS

Core Competencies:
Enterprise Account Leadership | Strategic Sales | Performance Marketing | Insurance Campaigns | CPL & CPA Models | GTM Strategy | Lead Generation | Cross-Functional Collaboration | Client Retention & Growth | Live Transfers | BPO & Customer Support Solutions

Amazon – Key for Business

• Led post-sale enablement and adoption for Key for Business, Amazon’s smart access solution for multi-family properties, ensuring secure, scalable, and seamless delivery experiences.
• Managed a portfolio of strategic property management clients, fostering long-term relationships and driving high customer satisfaction and retention rates.
• Partnered cross-functionally with delivery operations, product, and support teams to streamline onboarding, troubleshoot complex deployments, and optimize system performance.
• Delivered scalable insights and tailored guidance to property stakeholders, improving resident experience and operational outcomes across large portfolios.
• Acted as the voice of the customer within Amazon, influencing product enhancements and internal process improvements.
• Advocated for smart technology adoption, helping clients realize the full value of keyless access solutions through education, training, and hands-on support.

Key Skills: Customer Enablement • Smart Access Technology • Client Relationship Management • Cross-functional Collaboration • Operational Optimization • SaaS Adoption • Post-sale Support

Motive (formerly KeepTruckin)

At Motive, I played a key role in driving growth and adoption of our industry-leading ELD (Electronic Logging Device) and fleet management software, contributing to our mission of increasing efficiency across America’s trucking industry. Backed by top-tier investors like Google Ventures and Index Ventures, Motive is transforming the freight and logistics space through data-driven innovation.

Key Responsibilities:

• Prospected new business through high-volume outbound calls and emails, while also managing inbound interest from fleet managers and owner-operators.
• Delivered tailored product demos to decision-makers, effectively aligning Motive solutions with fleet operational needs.
• Educated prospects on regulatory requirements and the benefits of our platform to help them successfully adopt our solution.
• Optimized outreach and engagement strategies by experimenting with new channels and messaging techniques.
• Maintained accurate records of sales activities and customer interactions in Salesforce.
• Collaborated cross-functionally by relaying customer feedback to product and engineering teams to inform product improvements.
• Provided contract buyout quotes and managed order creation/completion processes as needed.

Achievements:

• Consistently exceeded monthly sales quotas, demonstrating a strong ability to close deals and drive revenue in a competitive market.
• Recognized as a Top Performer twice for outstanding sales performance and dedication to customer success.
• Earned accolades for delivering exceptional customer support, going above and beyond to ensure clients had a seamless onboarding experience and ongoing satisfaction.
• Known for building trust-based relationships with prospects and clients, which resulted in high conversion and retention rates.

Supported Nationstar Mortgage – one of the largest mortgage providers in the U.S.

• Delivered high-quality service to Nationstar Mortgage customers, ensuring satisfaction and timely issue resolution.
• Supervised and coached a team of 7–10 sales representatives, helping maintain performance standards and exceed sales targets.
• Developed deep knowledge of mortgage products, market trends, and effective sales strategies to support both team and individual performance.
• Conducted market analysis to identify prospective customers and evaluate potential profitability.
• Managed stock inventory and coordinated the requisition of supplies to support sales operations.
• Tracked and reported on key performance indicators (KPIs) to drive financial results.
• Maintained detailed sales records and regularly evaluated lead pricing and conversion data.
• Advised customers on suitable payment plans and interest rate options tailored to their financial needs.
• Demonstrated excellent communication and interpersonal skills with a diverse customer base.
• Completed 8 months of transcription work for CallRevu and GT, ensuring accuracy and timely documentation of customer interactions.

Responsibilities included assisting with day-to-day administrative operations, supporting financial documentation processes, and facilitating communication between departments. Played a key role in helping patients, particularly those who were uneducated or had difficulty with formal processes—by guiding them through form-filling, registration, and billing procedures.