Durham, North Carolina, United States
I hold a rigorous belief in the power of service and delivering value for clients and customers. At NextGen Center, I help organizations engage and develop their next generation of leaders. The concept of service has been a cornerstone to my career path. I began my career with the United States Marine Corps as a civilian employee at headquarters, and held a variety of assignments on several Military Installations and Capitol Hill. I then followed that path to Nicaragua, where I helped to build and manage the foundation BECA.org. As Executive Director, I oversaw operations and raised scholarship money for students living in poverty. I'm proud to have helped BECA.org award over 250 vocational scholarships during my tenure. From there, I returned to the U.S. to earn my MBA and entered the private sector, with roles at both early-stage startups and large enterprises. With a wide array of professional and personal experience, I try to find common ground with just about everyone I meet.
NextGen Center fosters transformational change for the next generation of leaders through skills-based development. We equip professionals who are in or aspire to leadership roles with the skills, knowledge, and abilities they need to effectively lead. We partner to make a difference through continual development, and to create and sustain great workplace experiences, teams, and organizations. For more information: http://bethenextgen.com/
At Adwerx, I served as a leader of Sales, Business Development and Client/Customer Service functions, responsible for: • Business Development - Signing and growing partnerships with real estate firms, and industry / technology leaders across the country. • Strategic Accounts (Client Services) - Onboarding new partners, and then servicing, retaining, and strengthening these client relationships with agents, brokers, and corporate leadership. • Customer Success - Overseeing day-to-day operations of the customer support team. Including consistent monitoring of KPIs, and overseeing sales, support, and retention transactions with the Adwerx customer base ( > 30,000 customers served). • Sales Operations - Overseeing Salesforce Sales & Service Cloud platforms to handle the high volume of transactional business and inbound / customer traffic. • Management - Guidance, growth & professional development of 11 team members across multiple departments (BD/SA, Sales Operations, Sales, Customer Success). ------ Achievements in my role as Vice President of Business Development & Strategic Accounts include: • Growing corporate strategic partnerships from 2 brands to 25 brands (12x) in two years time, accounting for > 600% increase in partnership revenue for the business. ⇨ Partnerships include forming relationships with C-Level Executives at the most prominent organizations in Real Estate, including: Realogy, RE/MAX, Keller Williams, LeadingRE, & more. ⇨ Creating & managing entire deal-cycle process starting with prospect outreach, all the way through contract negotiations and execution. • 100% retention of corporate clients / partners during tenure. Establishing and overseeing all operations, processes, and services to successfully deliver for our strategic accounts. • Leading Adwerx Travel Team & conference initiatives related to partnerships (20+). • Delivering speaking engagements (via invitation) at Conferences, Training Sessions, & other Special Events.
Milestones and achievements in my role as Director of Sales & Business Development (in conjunction with milestones listed in the position above) include: Sales Operations: • Defined and created the function for Sales Operations to scale for customer growth and services. • Oversaw the transition of the Customer Success team from multiple service platforms to a unified one in Desk.com, and then SFDC Service Cloud, which led to a significant increase in Agent productivity. • Identified KPIs for the Customer Success Team and oversaw initiatives to improve the Customer Success Team's impact on Revenue, including increased interactions around sales and support. • Guided the customization of our CRM to bring process and organization around Business Development, Sales, and Support Initiatives. Customer Success: • Grew team in parallel to increased partnerships and customer base, from 4 to 7 members in 18 months time. • Responsible for hiring, training, and development of team, both on a personal level (individual growth) + service level (interactions with customers). • Served as primary point of contact for supervisory interactions with customers. This includes day-to-day transactions, and collaborating with colleagues on reputation management initiatives with member organizations such as the BBB.
Leadership Development Program: Strategy & Marketing • Home Health Care: Interim Corporate Manager for unique product offerings ($MM) to niche patient population and clientele. Led 3 sales and account management professionals, innovations, and marketing teams to realign divisional business into a national program. • Health Systems Strategy: Managed sales and client relationships for multi-million dollar partnerships with nationwide health systems. • Segment Management: Led Sales, Product, and Marketing initiatives for Primary Care portfolio. Launched and promoted products, driving revenue up 150% for specific microbiology testing. Responsible for sales training/visits, and client-facing literature.
Concentrations: Decision Sciences & Finance Activities: Center on Leadership & Ethics (COLE) Fellow; Tennis Club Co-President; Deputy Executive Director, MBAA; First-Year Section Representative, MBAA.
Shoeboxed takes the “work” out of “paperwork,” managing receipts and business cards for businesses / individuals by processing their documents and organizing them online. In my position I performed a market assessment on improving integrative capability with financial software to effectively enter Accounting / Bookkeeping market. I also worked in Sales, gaining insight into customer needs and building value around minimizing their time, costs, and stress levels.