Orlando, Florida, United States
With 10 years of experience in sales and customer success, I’m passionate about building strong relationships that drive growth and long-term value. Self-motivated and results-oriented, I focus on understanding customer needs, delivering solutions that make an impact, and consistently meeting or exceeding sales goals.
In my role at Arctera, I manage complex renewal opportunities for enterprise clients, focusing on both customer retention and growth. By fostering solution-oriented relationships and collaborating with internal teams, I ensure alignment with both customer goals and company objectives. My efforts have led to consistently exceeding sales quotas, reinforcing the value of our offerings and identifying upsell opportunities.
Enterprise account management helping customers achieve their goals, maximize their relationships within Veritas, and reinforce the investments they’ve made in their data management/resiliency portfolio.
Client Retention, Renewals Sales Dept. - HEDG Public Sector (Healthcare, Education and Government for Eastern US - Specifically Virginia, Maryland, and DC) • Team Lead June 2020 - Present • Responsible for achieving $5 million annual quota • Responsible for renewals management over large software and appliance license agreements • Facilitating channel communications between field team, engineers and product specialists, third-party partnerships and end users • Responsible for impeccable management of pipeline, quarterly quotas, project deadlines, license expiration, and forecasted revenue • Expert knowledge of Oracle databases r12 platform, and Odyssey
• Foster and maintain potential and repeat clientele. • Market and sell the state of Florida as a desired meeting destination. • Responsible for the creating and overseeing of all planning and operational details of sold programs • Develop Client proposals and presentations using Word and PowerPoint • Cost, price and budget elements to create individual events • Draft letters of agreement with terms and conditions for contracted programs • Create Client invoices and billing documentation for contracted programs • Collaborate with Operations Department and Program Managers to transition into program operation • Attend on site inspections and hotel pre-conferences with potential and key clients
• Develop Client proposals and presentations using Word and PowerPoint • Cost, price and budget elements to create individual events • Draft letters of agreement with terms and conditions for contracted programs • Request and confirm quotes and contract items with vendor suppliers • Maintain and manage program documentation • Create Client invoices and billing documentation for contracted programs • Track deposits, costs, and commissions of contracted programs • Create operation grids and manifests for staffing and transportation requests • Collaborate with Operations Department and Program Managers to transition into program operation • Submit documentation for monies and orders to Accounts Payable for program vendors • Attend on site inspections and hotel pre-conferences with potential and key clients • Assist in management of individual event operation • Manage and coordinate program vendors for event operation • Knowledgeable in ACT! (Customer Relationship Management Software) • Knowledgeable in EVED (Web Based Meeting and Event Solution Marketplace)
• Assist in the development of client proposals and presentations using Word, PowerPoint, and Photoshop • Assist in creating Excel costing spreadsheets for each proposal and program • Draft letters of agreement for contracted programs • Request and confirm quotes and contracted items with vendor suppliers • Responsible for maintaining and completing program documentation • Create Profit & Loss spreadsheets for each program • Track deposits, costs, and commissions of contracted programs • Create operation grids and manifests for staffing and transportation requests • Collaborate with Operations Department to prepare for program operation • Submit documentation for monies and orders to Accounts Payable for program vendors • Complete program resumes for hotel and client use ensuring all details of operation • Interfaced with clients on Board of Director arrangement • Knowledgeable in GoldMine (Customer Relationship Management Software)