Kathleen Bory

Enterprise Account Leader | SaaS & ERP | Named Account Growth & Retention

Chicago, Illinois, United States

About

Enterprise sales professional with 20+ years in SaaS, ERP, legal tech, and compliance. Specialize in named account management — building long-term customer relationships, expanding revenue within existing portfolios, and translating complex customer needs into long term solutions. Current role at Oracle NetSuite: 35 mid-market/enterprise accounts across logistics, nonprofit, financial services, healthcare, and technology. Prior to that, 14 years at Wolters Kluwer growing enterprise compliance and legal tech territories. Consistent track record of exceeding quota, earning President’s Club recognition, and being the point of contact customers trust most. Also drawn to the coaching and mentoring side of the work — developing peers, sharpening team process, and contributing beyond individual contribution.

Experience

  • Senior Account Manager/Oracle NetSuite at NetSuite
    Oct 2021 - Present · 4 yrs 10 mos

    Manage key accounts and foster business growth. Develop innovative sales strategies that significantly increase client engagement by 40%. My advanced negotiation skills enable me to close strategic deals, consistently achieving 110% of my yearly quota. Collaborating with cross-functional teams, I deliver tailored IT solutions that enhance customer satisfaction.

  • Account Manager at Oracle – NetSuite
    Oct 2021 - Present · 4 yrs 10 mos

    • Increased new annual recurring revenue by 6% YTD for 35 assigned mid-market organizations in various vertical markets • Consistently within 10% of monthly revenue forecast • Annual subscription renewal revenue achievement of 232% of quota • Successfully engage customers to become their trusted advisor and first point of contact at NetSuite • Uncover customer needs through intent listening, understanding situations, empathizing with problems, and consulting on solutions • 99% system excellence score in KPI’s measured by pipeline, customer annual and quarterly review meetings, touchpoints, discovery meetings, and demonstrations • Create pricing proposals and lead negotiations with C-Level Officers and decision makers • Manage customer implementations and Statements of Work with consultants and professional services to ensure timely onboarding and delivery to customers

  • Senior Account Executive at Law Bulletin Media
    Jan 2020 - Oct 2021 · 1 yr 10 mos

    Law Bulletin Media is a digital information provider of essential information and services for the legal community. The division of JuraLaw provides a docketing SaaS tool for the legal market. • Self execute the full sales process of generating leads, prospecting, outreach, meetings, demonstrations, generating proposals, closing and managing new customers. • Consistently successful at uncovering and closing opportunities by creating advocacy within an organization through nurturing relationships and adding value • Generated revenue within the first six months of twelve month sales cycle • Consistently renew one year subscribers for multi year contracts

  • Senior Account Executive at CT Corporation
    Jul 2015 - Jan 2020 · 4 yrs 7 mos

    CT- a Wolters Kluwer business, helps businesses, corporations and law firms around the world manage their most critical business and legal compliance responsibilities through legal entity management, corporate compliance and due diligence solutions. • Responsible for managing law firms to retain revenue, and grow revenue 12.5% from prior YTD with 75 named/assigned firms in Minneapolis/Chicago – 50% travel • Generate new leads within assigned accounts through referrals, cold calling, research, and networking • Conduct 6-10 in person meetings and hold at least 20 purposeful conversations on a weekly basis with customers and prospects to create awareness, develop needs and understand customer workflow • Engage customer in open discussions to uncover issues and provide solutions • Demonstrate online workflow/software tools as a solution to decision makers • Foster client relationships with law firms and coaching/educating attorneys on channeling/referring CT professional services to their clients • Point of contact for customer-initiated management issues and concerns regarding quality of service, pricing, inquiries and law firm client assistance • Manage and mentor 2 customer service teams of 5+ to deliver best in class customer experience through coaching, education and creative procedural communication • Consistent follow up with customers to nurture business relationship and customer loyalty and to execute long term strategy • Internal detailed daily activity/task/case reporting of customer contact through Salesforce • Self-execute, monitor, follow up and report on digital media campaigns • Monthly financial analysis revenue presentations to VP/Sales with defined progress of strategy

  • Senior Account Executive at Wolters Kluwer Legal & Regulatory US
    Oct 2004 - Jul 2015 · 10 yrs 10 mos

    A market leading global information services and publishing company focused on serving professionals in all industries • Managed $2M territory for corporate business compliance division serving the Corporate Fortune 500 market in the Chicagoland, and Northeast US territories • Responsible for meeting and exceeding sales quota through new sales in addition to managing and retaining revenue in geographic territory • Penetrated and expanded 1-2 existing key accounts per month through C-Level customer referrals, networking, researching, cold calling and collaboration with internal divisions within the region • Successfully and independently generated, proposed, negotiated and closed an average of 5 new accounts per week through calling new customers, leveraging strategic relationships with executive officers, providing consultative problem solving, and effective product presentation/demonstration, of software, information services, and cloud based workflow tools • Enterprise wide penetration throughout a corporate organization in the following departments: Financial, Legal, and HR (payroll, pension, benefits) • Top achiever on 8 person team retaining and achieving most revenue growth in customer base of over $500K • Top five achiever in business compliance division for 9 years, earning Pinnacle Achievers Club 7 of those years – (qualifier: 125% over annual quota) • Consistently selected by management to coach peers in best practices, lead generation and closing techniques • Highly respected among top level executives and among the few chosen for specific product presentations and attendance at large visibility trade shows and user groups • Liaison between customer base and Wolters Kluwer editorial staff, product managers, and engagement managers to ensure timely implementation and delivery of software tools or commencement of Internet Protocol based products