Experience

Bench Accounting

• Canada
• Accounting
• 400 - 500 Employee

• Sales Manager - Account Management

  • Mar 2022 - Aug 2023

  • Achieved a 15% year-over-year increase in upsells by creating sales enablement resources, listening to client calls, identifying missed opportunities, and providing team and 1:1 coaching. • Implemented systems improvements through automation and process upgrades, which increased revenue generation and team efficiency. Set a new record for highest-ever Account Management team sales in a month. • Collaborated with Sales, Marketing, Operations, and Client Retention teams to ensure… Show more • Achieved a 15% year-over-year increase in upsells by creating sales enablement resources, listening to client calls, identifying missed opportunities, and providing team and 1:1 coaching. • Implemented systems improvements through automation and process upgrades, which increased revenue generation and team efficiency. Set a new record for highest-ever Account Management team sales in a month. • Collaborated with Sales, Marketing, Operations, and Client Retention teams to ensure consistent expectation-setting, resulting in reduced client churn. • Introduced outbound sales outreach program for current clients; created prospect lists and campaigns, reducing post-tax season drop-off in revenue. • Improved sales conversion by partnering with Product team on updates to in-app buying experience which enabled self-serve upsells. • Analyzed previous lead generation data to produce accurate sales forecasts, capacity plans and rep quotas while maintaining departmental profitability during tripling of Account Manager workforce. • Accelerated ramp time of new hires by updating interviewing, onboarding and training standards. Supported streamlining of training resources across multiple sales teams, improving efficiency for GTM leaders. • Evaluated trends in product adoption and customer lifecycle to gather user feedback and improve upsell process, leading to 140% attainment of Q1 2023 sales target.

• Senior Sales Team Lead

  • Nov 2021 - Mar 2022

• Sales Team Lead

  • Nov 2018 - Oct 2021

• GTM Training Lead

  • Aug 2018 - Nov 2020

  Vancouver, British Columbia, Canada

• Account Executive

  • Jan 2017 - Aug 2018

• Sales Development Representative

  • Mar 2015 - Dec 2016

  Vancouver, B.C. www.bench.co



Morningstar Interactive

• IT Services and IT Consulting

• Business Development Specialist

  • May 2013 - Mar 2015

  Kelowna, BC • Secured over $250,000 in funding to grow educational mobile game program from 4 Canadian sites to 20+ North American locations by producing project proposals, partnership overviews, and non-profit grant applications. • Managed project compliance requirements by acting as a liaison between funding bodies and technical staff to ensure timely, successful completion of all key milestones.



CIBC

• Canada
• Banking
• 700 & Above Employee

• Customer Service Representative

  • Aug 2010 - Aug 2014



City of Kelowna

• Canada
• Government Administration
• 400 - 500 Employee

• Councillor

  • Nov 2009 - Dec 2011

  • Became the second youngest person to ever hold elected office in British Columbia by recruiting, managing, and motivating a team of over 50 campaign volunteers. We knocked on more than 5,000 doors in support of my successful bid. • Set policy to govern all aspects of the municipality’s operations, growth, and development by overseeing and approving allocation of the City’s $100 million operating budget each year.



KELOWNA DAILY COURIER

• Canada
• Newspaper Publishing
• 1 - 100 Employee

• Advertising Sales Representative

  • Jul 2007 - Dec 2008

  Kelowna, British Columbia, Canada