Experience

Tellor

• Software Development
• 1 - 100 Employee

• Business Development Associate

  • Oct 2020 - Present

  🔹 Sales Outreach 🔹 Marketing Strategy 🔹 User Engagement 🔹 Content Management 🔹 Sales Outreach 🔹 Marketing Strategy 🔹 User Engagement 🔹 Content Management



INXEPTION

• United States
• Software Development
• 100 - 200 Employee

• Customer Success Team

  • Jul 2019 - Oct 2020

  🔹 Implemented onboarding process for 500+ accounts of the Inxeption platform 🔹 Customer Success Lead for a team of 4, managing hundreds of active users on a daily basis 🔹 Communicate issues to engineers and product team, resulting in increased transactional velocity 🔹 Identify up-sell and cross-sell opportunities 🔹 Overseeing $33mm in TCV (Total Commerce Value) shipped through the platform. 🔹 Implemented onboarding process for 500+ accounts of the Inxeption platform 🔹 Customer Success Lead for a team of 4, managing hundreds of active users on a daily basis 🔹 Communicate issues to engineers and product team, resulting in increased transactional velocity 🔹 Identify up-sell and cross-sell opportunities 🔹 Overseeing $33mm in TCV (Total Commerce Value) shipped through the platform.



Fair Folks & a Goat

• United States
• Retail

• Manager

  • Mar 2015 - Jul 2019

  🔹 Operations lead for 14 employees at 2 brick & mortars, managing 100+ active daily members 🔹 Implemented process for proprietary software, generating a 25% increase in membership 🔹 Account Manager for white label solution, focusing on customer acquisition and success, resulting in 15% increase in revenue 🔹 Operations lead for 14 employees at 2 brick & mortars, managing 100+ active daily members 🔹 Implemented process for proprietary software, generating a 25% increase in membership 🔹 Account Manager for white label solution, focusing on customer acquisition and success, resulting in 15% increase in revenue



Union Beer Distributors

• United States
• Wholesale
• 100 - 200 Employee

• Sales Representive - Soho

  • Aug 2014 - Mar 2015

  🔹 Ambassador for a portfolio of +100 breweries to sell, tailoring opportunity for each account 🔹 Managed 35 accounts (accounting, ordering, up-selling), growing our real estate on the menu 🔹 Built relationships with new establishments to discover opportunity and expansion 🔹 Ambassador for a portfolio of +100 breweries to sell, tailoring opportunity for each account 🔹 Managed 35 accounts (accounting, ordering, up-selling), growing our real estate on the menu 🔹 Built relationships with new establishments to discover opportunity and expansion



Aquila Group of Funds | Aquila Distributors LLC

• United States
• Financial Services
• 1 - 100 Employee

• Internal Sales Consultant

  • Mar 2014 - Aug 2014

  🔹 Internal consultant for 100+ accounts across 3 territories (AZ, CO, &RI) 🔹 Traveled to family offices to develop client relationships, improving upon fund allocations 🔹 Built relationships with fund managers to acquire due diligence for a stronger selling proposition. 🔹 Internal consultant for 100+ accounts across 3 territories (AZ, CO, &RI) 🔹 Traveled to family offices to develop client relationships, improving upon fund allocations 🔹 Built relationships with fund managers to acquire due diligence for a stronger selling proposition.



Altegris

• United States
• Investment Management
• 1 - 100 Employee

• Back Office Operations/Compliance Administrator

  • Aug 2010 - Oct 2013

  🔹 Configured CRM (Goldmine) to capture mutual fund data, resulting in sales tracking and payouts 🔹 Priced fair valuation of Altegris Mutual Funds, ensuring accurate money allocation and NAV 🔹 Implemented ComplySci to track internal activity, conducted offsite branch exams 🔹 Configured CRM (Goldmine) to capture mutual fund data, resulting in sales tracking and payouts 🔹 Priced fair valuation of Altegris Mutual Funds, ensuring accurate money allocation and NAV 🔹 Implemented ComplySci to track internal activity, conducted offsite branch exams