Customer Success Manager

• Aug 2023 - Present

Techfino is a specialized consultancy and development group with proven experience designing, building, and maintaining NetSuite applications. Our highly skilled team of experts leverages best practices to gather and understand core business requirements and to implement NetSuite ERP, CRM, and e-commerce solutions for our clients. Techfino is a specialized consultancy and development group with proven experience designing, building, and maintaining NetSuite applications. Our highly skilled team of experts leverages best practices to gather and understand core business requirements and to implement NetSuite ERP, CRM, and e-commerce solutions for our clients.

Principal Consultant | Customer Success

• Jun 2022 - Aug 2023

Senior Account Manager | General Business Vertical

• Jan 2019 - May 2022

Customer Success Manager- Agile Team | Rally Platform (Broadcom Acquisition)

• Jul 2018 - Dec 2018

Customer Success Specialist | Micros Hospitality Business Unit

• Nov 2016 - Jul 2018

Channel Engagement Manager

• Sep 2015 - Jun 2016

This was a great building block for my sales career, it was through this position that I was able to learn our channel business, but also engage into deeper sales conversations, gaining more experience into our main core industries: Architecture, Engineering and Manufacturing. Through this role, I was able to drive joint opportunity engagement with our “VCP” or Volume Channel Partners, which I specifically collaborated with Dell, SHI, Softchoice, and Softmart to further expand the Autodesk presence. Many of the sales representatives in these channels only knew Autodesk on a small scale as they handled multiple vendors, selling both hardware and software solutions, so it was important for me to expand our product footprint. With consistent prospecting we were able to build our sales pipeline and distinguish the Autodesk brand through account mapping, discovery calls, and utilizing our marketing/promotional programs. Additionally, through joint sales calls we were able to position the right specific industry solution for the customer as well as manage deal registrations to ultimately win the business. With these efforts, I have been able to become a trusted advisor and value added resource for our channel partners. It was an exciting, yet challenging time for me, but well worth the return as I was able to help our partners deliver results and capture winning mindshare with our Autodesk customers. Show less

Senior Renewals Account Manager | PSEB,M&E Vertical

• Jun 2014 - Sep 2015

Currently, I'm at the forefront of a new inside sales program at Autodesk for customers who have expired maintenance- my territory is segmented specifically for AutoCAD users as well as users within the Media and Entertainment Industry. Through this role, I call on existing customers who have expired maintenance contracts to ensure that they understand the benefits and value of continuing their software maintenance agreement. I am involved in the end to end sales process, which begins with understanding why customers have lapsed on their subscription maintenance agreement and developing insights and solutions demonstrating how subscription can further enhance their design tools and ultimately increase their productivity. By creating relationships with customers, I am able to create scenarios and establish the importance of our subscription offering.Accomplishments:I have successfully closed over 700K of net converted opportunity, on an average deal size of $1K. It has been an exciting transformation and I'm elated to serve the new program through bringing back customers.Won Inside Sales Award, "Producer of the Year"​ FY'15Metrics:Aug 2014-Jan 2015 97% Achievement 398K Direct Billings Feb 2015-July 2015 101% Achievement 350K Direct Billings Aug 2015-Sept 2015 100% Achievement 75K Direct Billings Show less

Senior Renewals Account Manager

• May 2011 - Feb 2014

As a Renewals Account Manager for VMware, I have had the opportunity to manage up to 500 active and expired accounts, selling recurring support and subscription agreements by proactively communicating with clients, providing accurate and valid sales quotes in an effort to renew current service contracts. By collaborating among cross-functional teams-Inside Sales Representatives, Resellers and Partners, and Support Teams-Order Management, Licensing and Legal Departments I have been able to succcessfully satisfy the needs of the client by resolving any licensing issues. I collaborated with VMware’s customers and resellers to sell the value of our yearly support services in conjunction with qualifying possible up-sell or cross-sell opportunities within their current virtualization environment. As a direct result, I have retained and expanded the service relationship of VMware by selling the value of the software maintenance, identifying areas of opportunity, and selling services including support uplifts, coterminous or consolidations, and multi-year contract opportunities to capture recurring and incremental revenue. Because of this experience, I have gained valuable communication and customer service skills that can be directly related to software solutions and managed support services. Accomplishments: •Accepted into Emerging Leaders Program (ELP Q1 2014) •Promoted to Senior level status and received Gold Rep Certification (Q3 July 2012) o Averaged 121% above quota for all 4 quarters in 2012 o Averaged 104% above quota for all 4 quarters in 2013 Show less