Portland, Oregon Metropolitan Area
Dynamic sales leader with over a decade of experience in consultative sales and a proven track record of success in startup environments. Renowned for driving revenue growth, building high-performing sales teams, and implementing innovative sales strategies. My journey in sales leadership is marked by significant achievements and an unwavering commitment to exceeding targets and fostering team success.
Work with K-12 school and district leaders to improve how they communicate with families and their communities. Through a consultative approach, I help schools modernize their websites, streamline communication workflows, and strengthen engagement using Finalsite’s digital platform. My role centers on understanding each district’s unique needs and guiding them toward solutions that support enrollment, transparency, and a better school-to-home experience.
-->GTM new sales for 72 Higher Ed and Community Colleges within WA, OR, ID and CA -->Cultivate and develop new sales with both departments and faculty to adopt software curriculum -->Assist with LMS integration and continued customer success while creating new sales processes
I execute prospecting, demonstration, and education strategic partnership efforts with neobanks, national, regional banks, and credit unions. My mission is to enhance family banking experiences by introducing our innovative family banking solution to enterprise financial institutions across the country. Key Responsibilities: --> Identify and prospect potential partners, including neobanks, national, regional banks, and credit unions, to expand Copper Banking's market reach. --> Conduct engaging product demonstrations to showcase the unique features and benefits of our family banking solution, tailored to the needs of each partner. --> Cultivate and nurture strategic partnerships with financial institutions to integrate Copper Banking seamlessly into their offerings and enhance their family banking experiences. --> Collaborate closely with internal teams to ensure smooth implementation and ongoing support for partner institutions. --> Stay abreast of industry trends and competitor offerings to inform our approach and maintain a competitive edge in the market.
I led a dynamic team, driving the expansion of our presence in schools nationwide. My role encompassed hiring and training sales representatives, developing sales processes, and refining the Copper Banking app based on feedback from in-school workshops. Through our efforts, we impacted over 50,000 teens by providing them with essential financial education tools through the Copper Banking app. Key Responsibilities: --> Recruited, hired, and trained over 40 sales representatives to effectively promote Copper Banking. --> Developed and implemented comprehensive sales processes to streamline operations and maximize efficiency. --> Conducted over 800 workshops monthly across 20 states to introduce the Copper Banking app and deliver financial education to teens. --> Gathered feedback from in-school workshops to continually improve the Copper Banking app, ensuring it met the evolving needs of students. --> Collaborated closely with the product development team to implement enhancements and new features based on workshop insights. Achievements --> Impacted over 50,000 teens by providing them with valuable financial education tools through the Copper Banking app. --> Successfully hired and trained a team of over 40 sales representatives, fostering a high-performing sales culture. --> Completed over 800 workshops per month across 20 states, significantly expanding Copper Banking's reach in the education sector and user base.
Founding sales executive at Copper Banking, I established and expanded our presence in schools both locally and nationally. I developed a field sales process and formed strategic partnerships with educational institutions, driving the adoption of the Copper Banking app. Increased revenue minimum 20% each year from FY 22 to FY 24. Key Responsibilities: -->Created and implemented a field sales process for schools. --> Engaged with school administrators, teachers, and parent organizations. --> Conducted product presentations and demonstrations. --> Established Copper Banking in dozens of schools across various regions. --> Collaborated with marketing and product teams to enhance the app. --> Analyzed sales performance to refine strategies. --> Represented Copper Banking at educational events and conferences. Achievements --> Successfully introduced the Copper Banking app into schools locally and nationally. --> Developed key partnerships that increased market share in the education sector.
During my tenure, I was responsible for nurturing and expanding business accounts within 12 universities and community colleges, overseeing a portfolio of over 400 opportunities in the State of Oregon and Washington. Key accomplishments include: --> Exceeded FY 2019 sales goals, achieving 101% of the target in my first year; exceeded $1,000,000 quota --> Achieved $1,200,000 sales in FY 2020 --> Played a crucial role in increasing digital usage across all accounts through software demos and trainings --> Promoted the adoption of physical textbooks, enhancing overall product engagement. --> Utilized Salesforce.com to maintain accounts within my territory, ensuring accurate sales forecasting and account management.
Founding Fundraising Sales Director at Snap! Raise for Oregon, I spearheaded the launch and growth of the region. Key accomplishments include: --> Took the region from $0 to over $2.5 million in revenue. --> FY 2015: 140% quota --> FY 2016: 121% quota --> FY 2017: 133% quota --> Created and refined sales processes and procedures, setting a foundation for future sales directors. --> Oversaw customers in more than 50 schools, ranging from elementary to college level, achieving consistent year-over-year growth. --> Ranked among the top 10% for dollars raised in the northwest region. --> Introduced an entirely new software to schools and districts statewide, driving significant product improvements based on my feedback. --> Trained incoming sales directors on our processes and procedures, ensuring a seamless transition and sustained success.