Work History
Marketing & Fund Analyst
Ongoing contract with financial services firm working to strengthen presence in Sustainable Investing and expand client base. Project encompasses marketing, technology consulting, data analytics, and sales strategy:
Software evaluation for improved business operations.
Portfolio analysis for ESG performance with options for favorable alternatives.
Investor-focused reporting and sales strategy to expand client base.
After 6 months, firm increased $5M inflows (+4% total company growth) directly tied to this initiative.
2022 - Present
Sr. Account Executive
First Senior Account Executive hired within the U.S. for GetAccept, a Swedish competitor to DocuSign in its scale up phase:
Supported sales ops, customer support, and marketing initiatives.
Created onboarding videos to enhance product adoption and build brand awareness.
Conducted team training with both domestic and international sales teams.
Closed largest deal in the company’s history.
2021
High Level Demo
Sales & Marketing Manager
High touch, complex sales cycles navigated with consultative approach and strong team coordination:
Improved sales process.
Managed CRM, email outreach and segmentation.
Spearheaded new website redesign.
Solutions Sales Manager
Non-quota carrying role. Direct report to the VP of Sales. Helped VP secure +$1.5MM in sales through consultative client education and multiple onsite presentations with key stakeholders & C-suite executives.
2019 - 2020
2018
Sr. Account Executive
Asked to join by a close friend - First hire on a new sales team at Charleston based manufacturing-tech startup. Responsible for new business generation, selling with Director of Sales across medium-enterprise market ($500MM revenue):
Helped define target market, key accounts, and a multi-channel sales approach.
Implemented sales processes, revenue operations, and sales enablement.
Elected as project lead for internal CRM management.
Secured $260k in new business accounts.
2017 - 2018
Account Executive
Part of a small sales team driving top line revenue growth in the small to medium business sectors. Rapid sales cycles in a startup environment. Notable accomplishments:
Managed vertical resellers program (Zublie Affiliates), email marketing outreach (A/B testing, and segmentation), and CRM optimization initiatives.
Closed forty-six deals in one month
Top performing rep
2016
Enterprise Account Executive
Developed and maintained relationships in the Cause & Cure non-profit space to enhance the sales of CRM solutions to improve the fundraising, administrative, and business operations of NPO entities:
+$600k in booked business including consecutive months of +100% quota attainment. (Note: Territory shifted twice during time in role with new unit sales cycles of 6-18 mo.)
Assoc. Acct Exec - Strat Higher Ed
Served the strategic higher education reps selling to Tier 1 academic institutions.
Generated over $2MM in pipeline within four months.
Promoted 4 times in two years
Jan 2015 - Apr 2015
Assoc. Acct Exec - Higher Ed
Outbound prospecting to generate new pipeline across all verticals in Blackbaud's enterprise markets:
Quota based on new opportunity generation.
100%+ monthly quota attainment for the entire duration of the role.
Sept 2014 - Dec 2014
May 2014 - Aug 2014
Business Development
Account overlay for both the mid-market & strategic higher education account executives.
No quota or closing responsibility; began closing deals for reps as high as $60k TCV.
Apr 2015 - Apr 2016
Sales & Marketing
Member of National Accounts Team and Marketing Department:
Direct Report to VP of Utz Brands (with dotted line reporting to VP of National Sales)
Managed $2.2MM in sales; grew primary account by $241k (31%).
Tracked sales trends, prepared sales forecasts, assisted in product development & marketing.
Co-championed company-wide, operational efficiency initiative with $1.65MM in cost savings.
Business Analyst
Designed and deployed business intelligence reports for all departments including sales, operations, manufacturing, and human resources.
Created a comprehensive customer analysis of our top client which became the standard model for all high valued customers.
Backend infrastructure: DB2, and IBI Information Builders (SQL based)
2011-2013
2010-2011
Help Desk Technician
Served as single point of contact for all IT issues. Supported 400+ end users including 35 distribution centers across the mid-Atlantic and North East
2008-2010