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| # HR Record | |
| # Alex Harper | |
| ## Summary | |
| - **Date of Birth**: March 15, 1993 | |
| - **Job Title**: Sales Development Representative (SDR) | |
| - **Location**: Denver, Colorado | |
| ## Insurellm Career Progression | |
| - **July 2021**: Joined Insurellm as a Sales Development Representative, focusing on lead generation and nurturing B2B relationships. | |
| - **January 2022**: Promoted to Senior Sales Development Representative due to exceptional performance in converting leads into clients. | |
| - **October 2022**: Completed an Internal Leadership Training Program, enhancing skills in team collaboration and strategic selling. Currently mentoring junior SDRs. | |
| - **April 2023**: Became involved in a cross-departmental project to streamline the customer onboarding process, showcasing initiative and leadership. | |
| ## Annual Performance History | |
| - **2021**: | |
| - **Performance Rating**: 4.5/5 | |
| - **Key Achievements**: Exceeded lead generation targets by 30%. Introduced a new CRM analytics tool resulting in improved tracking of customer interactions. | |
| - **2022**: | |
| - **Performance Rating**: 4.8/5 | |
| - **Key Achievements**: Awarded "SDR of the Year" for outstanding contributions. Instrumental in securing 15 new B2B contracts, surpassing targets by 40%. | |
| - **2023**: | |
| - **Performance Rating**: 4.7/5 | |
| - **Key Achievements**: Played a key role in the launch of a new product line with a 25% increase in lead-to-conversion rates. Completed advanced sales negotiation training with high marks. | |
| ## Compensation History | |
| - **2021**: | |
| - **Base Salary**: $55,000 | |
| - **Bonus**: $5,500 (10% of base due to performance) | |
| - **2022**: | |
| - **Base Salary**: $65,000 (Promotion to Senior SDR) | |
| - **Bonus**: $13,000 (20% of base due to performance) | |
| - **2023**: | |
| - **Base Salary**: $75,000 | |
| - **Bonus**: $15,000 (20% of base) | |
| ## Other HR Notes | |
| - **Training Completed**: | |
| - CRM Analytics & Data Management Workshop (2021) | |
| - Leadership Training Program (2022) | |
| - Advanced Sales Negotiation Course (2023) | |
| - **Awards**: | |
| - Insurellm "SDR of the Year" Award (2022) | |
| - Monthly MVP Recognition (3 times in 2023) | |
| - **Interests**: | |
| - In Alex's spare time, they enjoy participating in community volunteer programs, particularly those focused on financial literacy. | |
| - Alex is also an avid runner and has participated in several charity marathons. | |
| - **Feedback from HR**: | |
| - Alex Harper is noted for their work ethic, positive attitude, and willingness to go above and beyond for both clients and colleagues. Recognized for fostering a team spirit within the SDR team. |