Dylan Tate

GTM @ Apollo.io 🦄

Chicago, Illinois, United States

About

My Grandfather challenged me at a young age to "learn something new every day." I took this to heart and it has fueled my passions for learning, curiosity, and creativity. In a family full of artists and creatives, my Grandfather also passed along his analytical mind to me giving me a structured thought process and approach to my creativity. Analytics and Creativity are often found on opposite ends of the spectrum, but I found a sweet spot at Miami University. Majoring in Business Finance and Minoring in Entrepreneurship ignited my ability to think outside of the box, but understand there was still a box there. My four years at Miami were a combination of Financial Modeling classes, Financial Accounting and Economics classes, alongside courses like Creativity in Entrepreneurship, and Business Plan Competitions. This combination led to my pursuit of Account Management roles, allowing me to play the role of "intrapreneur" while providing consultative service and experiences for clients. So who am I? In short-- I am determined, self-motivated, and fueled by my passion for learning, always willing to tackle a challenge.

Experience

  • Account Manager at Apollo.io
    Jul 2025 - Present · 1 yr 1 mo

    I partner with Apollo.io's Enterprise and Mid-Market customers to accelerate revenue growth and deepen platform adoption across their sales and GTM organizations. From onboarding through expansion, I own the full customer relationship — running strategic business reviews, unlocking new use cases, and identifying opportunities to grow within the account. My focus is making sure every customer has a clear path from product activation to measurable business outcomes, at scale. 2026 Quota Attainment: - Q1 [Feb - Apr]: 116% (123% Net Revenue Retention) 2025 Quota Attainment: - Q3 [Aug - Oct]: 104% - Q4 [Nov - Jan]: 106%

  • G2 (6 yrs 6 mos)
    • Enterprise Account Manager - Strategic Accounts
      Feb 2024 - Jun 2025 · 1 yr 5 mos

      Working with G2's Global Strategic Enterprise Clients (10,000+ employees) to align the value of G2 across marketing, sales, and customer success teams. Our clients use G2 to strengthen their ABM and retargeting campaigns, gain 3rd party credibility through customer reviews, find and close more deals, and prevent customer churn. 2024 Quota Attainment: - H1: Ramping Target 90% to Goal - H2: 112% to Goal

    • Manager, SMB Customer Sales
      Feb 2022 - Feb 2024 · 2 yrs 1 mo

      Leading a team of Account Managers, in the fastest-growing segment at G2, my team is responsible for the implementation, adoption, expansion, and retention of G2's SMB customers across the globe. Quota Attainment: - 2023: 92% attainment to goal managing 5 reps with a cumulative goal of $4.6M in ARR - 2022: 99% attainment to goal managing 5 reps with a cumulative goal of $3.5M in ARR

    • Senior Relationship Manager - Strategic Commercial Accounts
      Feb 2020 - Feb 2022 · 2 yrs 1 mo

      Tasked with managing the largest territory (by quota) of G2's strategic commercial accounts in 2021, achieved 116% of annual quota through both renewal and expansion of current clients. 2021 Quota Attainment: - 116% Annual Quota Attainment - First RM in G2 history to achieve and surpass $2.5M ARR annual goal - #1 Individual Contributor for revenue sold in 2021 company-wide - President's Club - G2 $2 Million Dollar Club 2020 Quota Attainment: - 103% Annual quota attainment - G2 President's Club - G2 Million Dollar Club

  • Associate Member at Pavilion
    Oct 2021 - Jan 2025 · 3 yrs 4 mos

    Selected as a part of an Emerging Leaders group at G2 to pilot Pavilion to determine a rollout for the rest of the organization.

  • Enterprise Account Executive at Mind Gym
    Feb 2017 - Jan 2019 · 2 yrs

    Mind Gym transforms the performance of people at work by changing how they think, feel and behave every day. We craft bite-size learning experiences and seductive employee communications by combining the best of psychology with the latest in consumer marketing. What I did: • Worked cross-functionally on the development, implementation, and execution of large scale behavioral change programs • Developed in-depth knowledge of psychology-based learning solutions across entire portfolio • Generated new business and grew existing accounts • Worked directly with the SVP of Sales on strategies to develop business with F500 territories • Developed proposals and RFP presentations for c-suite level HR and L&D executives

  • CEB ()
    • Enterprise Account Manager - Finance and Strategy
      Apr 2016 - Feb 2017 · 11 mos

      What I Did: • Managed all aspects of a million dollar portfolio including strategic planning, relationship building, and execution of business strategy. • Built and maintained relationships with Finance Executives at Fortune 500 organizations to continually drive performance. • Developed and presented solution-based proposals to C-level decision makers, coordinating the sales process from initial call to close to account management. • Delivered training on functional topics to Finance executives and their teams through face-to-face and web interactions. • Cultivated relationships with direct reports to C-level executives to deepen knowledge of organizational objectives and expand value of services. • Collaborated internally with CEB research and product development staff to develop solutions for my clients.

    • Senior Account Management Specialist | Finance and Strategy Practice
      Aug 2014 - Apr 2016 · 1 yr 9 mos

      Account Management Associate | August 2014 - December 2014 Account Management Specialist | January 2015 - November 2015 Senior Account Management Specialist | November 2015 - April 2016 • Interface with F500 finance executives through scheduling and maintaining both client and prospective client interactions • Proactively engage contacts to ensure sufficient service consumption levels within the current membership, delivering high quality client experiences • Collaborate with Account Directors creating customized service plan throughout length of client engagement • Ensure that CRM database (Salesforce.com) contains accurate account detail, maintaining meticulous documentation of client advisory and research support