Experience

AS Software

• United States
• Software Development
• 1 - 100 Employee

• Deal Desk

  • Apr 2023 - Present



Alkami Technology

• United States
• Financial Services
• 700 & Above Employee

• Sr Deal Desk & Operations Analyst

  • Jul 2022 - Mar 2023

  - Created first Deal Desk function - Drove booking time from 36 hours to 2 hours within 60 days of new process enablement - Evaluate current processes and offer recommendations for areas of improvement - Assist Sales with drafting and packaging the Order Forms - Reviewed and approved contracts - Provided business, pricing, product knowledge, and analytical support to Sales - Created first Deal Desk function - Drove booking time from 36 hours to 2 hours within 60 days of new process enablement - Evaluate current processes and offer recommendations for areas of improvement - Assist Sales with drafting and packaging the Order Forms - Reviewed and approved contracts - Provided business, pricing, product knowledge, and analytical support to Sales



RiskIQ

• United States
• Software Development
• 1 - 100 Employee

• Sr Deal Desk Analyst

  • Feb 2019 - Jul 2022

  - Increased deal closure rates by 45% within the first quarter of launching the Deal Desk- Key resource reviewing and approving all non-standard pricing requests that reach the level of executive manager- Provide proactive support and guidance to the sales team to help drive new deals as well as up-sell opportunities- Excellent knowledge of revenue recognition, contract management, and deal structures- Provide business, pricing, product knowledge, and analytical support to Sales, including customer interaction, for large, complex, non-standard transactions- Assist Sales with drafting and packaging the Order Forms- Evaluate current processes and offer recommendations for areas of improvement Show less

• Sales Development Manager

  • Apr 2017 - Feb 2019

  - Trained other members of the SDR Team to identify, contact, and create qualified opportunities- Ensured team members improved performance and abilities over time by providing coaching and feedback in recurring weekly 1:1s- Accurately forecasted weekly, monthly, quarterly attainment-Collaborated with Marketing to develop effective messaging to convert inbound interest into qualified opportunities



Optiv

• United States
• Computer and Network Security
• 700 & Above Employee

• Team Lead Manager

  • May 2013 - Apr 2017

  • Exceeded quarterly quota by driving qualified leads, appointments, event registrations through outbound call efforts • Assisted SDR Manager as a peer leader, including reviewing sdr activities for quality control, coaching, and performing team administrative functions • Mentor and coach new + team members •Maintained knowledge of Optiv story, solutions, services and technologies along with their value and benefit • Participated in internal and external educational programs, computer-based training, and vendor seminars to maintain knowledge level Show less



HomeAdvisor

• United States
• Technology, Information and Internet
• 700 & Above Employee

• Business Development Manager

  • 2010 - 2013

  - Hired, trained, and motivated sales team and responsible for ongoing coaching - Handled escalated calls from upset customers - Lead team meetings, asking questions to better understand the calls representatives are receiving, educating, and coach workers regarding processes and practices - Prepared reports and analyzed calls to improve processes, maximize efficiency and customer satisfaction. - Promoted to manager after 14 months of continually exceeding goals as a sales rep - Won multiple sales awards Show less



AT&T

• United States
• Telecommunications
• 700 & Above Employee

• Sales Rep

  • Apr 2008 - Jun 2010

  • Responsible to sell all products & services offered by AT&T • Exceeded monthly new line + attachment goals • Responsible to maintain knowledge of all products or services • Maintain knowledge of competitor offers • Provide efficient, courteous customer service & assist in all aspects of product offerings & services • Responsible to sell all products & services offered by AT&T • Exceeded monthly new line + attachment goals • Responsible to maintain knowledge of all products or services • Maintain knowledge of competitor offers • Provide efficient, courteous customer service & assist in all aspects of product offerings & services



Bank of America

• United States
• Banking
• 700 & Above Employee

• Personal Banker

  • Nov 2006 - Apr 2008

  • Processed all new account transactions; assisting customers in their selection of various accounts and financial services. • Cross-selling the bank's products and services. • Opening, maintaining, and closing of all account types; performing branch clerical duties • Specialized in commercial, consumer, and mortgage loans. • Processed all new account transactions; assisting customers in their selection of various accounts and financial services. • Cross-selling the bank's products and services. • Opening, maintaining, and closing of all account types; performing branch clerical duties • Specialized in commercial, consumer, and mortgage loans.



Champs Sports

• Retail
• 700 & Above Employee

• Store Manager

  • Apr 2005 - Mar 2006



Supertarget

• United States
• Retail
• 1 - 100 Employee

• Guest Service Team Lead

  • Aug 2003 - Apr 2005