Denver, Colorado, United States
Oversee national enterprise accounts spanning multi-site hospital systems and commercial organizations, delivering large-scale optimization of Environmental Services, Facilities, Breakroom, and Jan/San programs
Project Manager for full rebuild of Salesforce infrastructure: reporting, dashboards, workflows, plugins, and custom fields Authored a comprehensive operations training manual for Commercial Account Managers, covering onboarding, contracts, purchase orders, invoicing, forecasting, reporting, workflows, product suite info, warranties, and construction Supported all Commercial invoicing, revenue remittance, purchase orders, change orders, reporting, and support tickets
Co-Account Manager for largest multi-million dollar Commercial account, coordinating across several internal and external departments to ensure uptime and scale the charger network from 8 sites in 2023 to 64 in 2025 Project Manager for several first-time Commercial customer projects, including: advertisements on chargers, rewards programs, utility power draw studies, contract renewals, revenue remittance audits, and automaker partnership programs Subject Matter Expert on proprietary analytics software: led customer demos and team trainings, conducted large-scale data quality resolution campaigns, tracked client feedback for product roadmap, oversaw all support tickets and reporting Spearheaded site acquisition for top client: led cold outreach campaign, maintained tracker, created call/email templates Managed revenue remittance, reporting and analytics requests, and maintenance invoicing for all Commercial networks
Qualified commercial RFP proposals and identified strategic opportunities, presenting insights to senior sales leadership to support pipeline growth. Acted as Subject Matter Expert for RFP software by designing and delivering Sales team training sessions and authoring comprehensive reference guides. Qualified inbound CRM leads, supported Discovery calls, and facilitated smooth transitions of high-potential prospects to Account Executives. Led 2023 ACT Expo event lead generation efforts by building intake forms, scheduling prospect meetings, and delivering high-quality qualified leads to the sales team.
Consistently exceeded new account acquisition quotas, achieving 114% in 2020, 122% in 2021, and 128% in the first half of 2022. Managed a $2.5M+ book of business across 17 states and 130+ accounts, maintaining a 98% client retention rate. Served as the assigned trainer for 2 new Account Managers in 2022 (one of whom earned Newcomer of the Year), 3 in 2021, and 21 BDRs from 2020–2022, providing several months of dedicated mentorship and support.
Led outbound call and email campaigns that grew qualified new business leads by over 140% quarter-over-quarter, significantly boosting the sales pipeline.
Provided Salesforce administrator support including order processing, contract management, reporting, dashboards, process flows, widgets, and maintaining data quality to optimize sales operations.
Reported directly to the Chief Financial Officer, identifying critical issues in the company’s deal-tracking software and contributing to large-scale project campaigns to improve system performance. Conducted competitive market analysis for Summit’s four Colorado stores, delivering detailed reports on vehicle pricing, sales, inventory, marketing strategies, and customer demographics. Assisted in strategic planning by evaluating and recommending potential software vendors to enhance business operations.
Ensured company operations, policies, and procedures complied with all relevant laws and regulations. Resolved employee and customer grievances as an active member of the Respectful Workplace Team, promoting a positive and inclusive work environment. Collaborated with the Department of Homeland Security and Social Security Administration to facilitate seamless employee onboarding. Managed high-volume onboarding processes for 600+ new hires weekly, including Workday HRIS tasks, I-9 verification, and E-Verify compliance.