Belgrade, Montana, United States
MBA - Santa Clara University's Leavey School of Business
• Managed relationships with higher education institutions, from prospecting to close, leading to a 15% increase in new business acquisitions. • Led a team of 4 account managers and 10 sales representatives, consistently achieving sales goals and upholding company standards while finding upsell opportunities. Drafted and published resources, guides, and processes to streamline client support operations. • Oversee revenue and cost planning for the entire sales team, ensuring financial goals are met, and revenue is recognized in a timely manner. • Created the definitive FAQ and response guide for our AI tool introduced in 2024.
• Oversaw 10 enterprise clients, providing insight and strategic goals to ensure high performance and quick response times. • Hosted daily standup calls with the support team for alignment on KPIs and goals. • Collaborated with sales and product teams to create customer-centric success plans for clients, leading to a 20% improvement in feature adoption and client responsiveness.
• Led multiple enterprise projects, achieving client objectives and retaining business YoY. • Secured six-figure SaaS contracts with B2B clients, guiding them through the contracting process. • Managed a team of over 10 members, ensuring timely and high-quality deliverables.
• Managed Salesforce CRM for Fortune 500 wealth management firms using membership software platform, including Charles Schwab, Fidelity, ETrade, and Morgan Stanley. • Built and delivered a new testing platform for CEP clients, increasing user interaction and feature adoption. • Interacted and sold CEP designation at Wealth Management conferences and events.