Experience

Destini LLC

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Enterprise Sales Director

  • Jan 2022 - Present

  Miami, Florida, United States *Achieved 100% of plan year 1 based on a 1.2MM quota *Work with large brands in CPG to improve their store locator solutions *Negotiate contracts *Manage a pipeline *Cold call, e-marketing, LinkedIn Navigator, Zoom Info, Outreach



Alcon

• Switzerland
• Medical Equipment Manufacturing
• 700 & Above Employee

• Territory Account Manager

  • Apr 2019 - Dec 2020

  San Diego, California, United States Sales of medical devices to optometrists and ophthalmologists. *104% of plan *Increased sales of territory from bottom 5% nationwide to top 30% in first year *Improved ranking to 79 out of 275 Account Managers nationwide *Gained access to Optometrists using calls, emails, texts to secure set appointments on a weekly, bi-weekly, or monthly basis depending on their ranking *Utilized new scientific findings in meetings on iPad and through independent research online to help improve… Show more Sales of medical devices to optometrists and ophthalmologists. *104% of plan *Increased sales of territory from bottom 5% nationwide to top 30% in first year *Improved ranking to 79 out of 275 Account Managers nationwide *Gained access to Optometrists using calls, emails, texts to secure set appointments on a weekly, bi-weekly, or monthly basis depending on their ranking *Utilized new scientific findings in meetings on iPad and through independent research online to help improve their education and patient care *Converted multiple Optometrists to use Alcon as first reach for their patients *Volunteered to create database queries to help other teammates to find matches of new fit sets to Optometrists that would be strong prospects to launch them *Created financial forecasting reports for business owners to help them analysis to grow their revenue *Educated doctors and staff in person and via WebEx/Zoom on product innovations, usage, and promotions *Fostered relationships with doctors by continuously seeing them on set schedule focusing on top tier offices first (A1, A2, A3 then moving to B, C, and D offices) *Managed territory utilizing data from Salesforce to plan out daily and weekly strategy *Launched three new contact lenses in first 18 months and successfully activated them by getting doctor buy in *Performed GAP analysis at end of each month to determine sales needed to meet or beat quota *Sold inventories at quarter end to closes GAPs and help meet goals of team and manager ***Most of team laid off during Covid despite good performance*** Show less



Insperity

• United States
• Human Resources
• 700 & Above Employee

• Territory Manager

  • Jun 2018 - Nov 2018

  Phoenix, Arizona, United States B2B sales of PEO human capital management software, payroll, retirement, insurance, risk management, education, and human resource services to businesses in Arizona and Nevada with up to 1,000 employees. *200% of quota *Sold 3 plans in first four months, company goal was 1 for the first six months and 3 for the first year *Managed territory CRM to plan out daily and weekly strategy *Gained access to setup a discovery call with prospects utilizing cold calls, LinkedIn, and… Show more B2B sales of PEO human capital management software, payroll, retirement, insurance, risk management, education, and human resource services to businesses in Arizona and Nevada with up to 1,000 employees. *200% of quota *Sold 3 plans in first four months, company goal was 1 for the first six months and 3 for the first year *Managed territory CRM to plan out daily and weekly strategy *Gained access to setup a discovery call with prospects utilizing cold calls, LinkedIn, and emails *Built rapport with business owners to create trust and establish relationship *Analyzed business needs for cost containment, compliance, employee education, recruitment, benefits, employee retention to prepare proposal *Setup follow up meeting for demonstration, underwriter call, and proposal before leaving first meeting ***Resigned due to family emergency and relocated to California*** Show less



ADP

• Lebanon
• Architecture and Planning
• 1 - 100 Employee

• Senior Territory Manager

  • Jun 2015 - May 2018

  Miami, Florida, United States Promoted to large market (up to 999 employees) and ADP relocated me to Arizona. B2B sales of 401(k) retirement software (SaaS) and services in Arizona and New Mexico. *Top 20% ranking year 1 of new territory (#20 of 101 Territory Managers) *Improved ranking to top 6% in year 2 (#7 out of 105) *Achieved 5th President’s Club in year 2 and 3rd SuperStarts Award *Utilized Salesforce to create prospect lists *Organized calendar and call routing by zip code, size of business, and… Show more Promoted to large market (up to 999 employees) and ADP relocated me to Arizona. B2B sales of 401(k) retirement software (SaaS) and services in Arizona and New Mexico. *Top 20% ranking year 1 of new territory (#20 of 101 Territory Managers) *Improved ranking to top 6% in year 2 (#7 out of 105) *Achieved 5th President’s Club in year 2 and 3rd SuperStarts Award *Utilized Salesforce to create prospect lists *Organized calendar and call routing by zip code, size of business, and prospect rating *Systematically controlled my schedule by having the same schedule of duties Monday through Friday *Gained access to prospects using cold calls, referrals, LinkedIn, emails, and drops *Built rapport with business owners, board members, controllers, human resource directors, CPAs, Financial Advisors, and independent contractors to build trust *Closed for business for follow up meeting in every call *Cross sold and partnered with other services/divisions *Prepared weekly pipeline analysis *Closed gaps to meet and exceed quota *Attended quarterly and annual training

• Territory Manager

  • Jun 2011 - Jun 2015

  Miami, Florida, United States Company relocated me to Miami, Florida to improve sales of south Florida market. B2B sales of retirement services software and service to businesses and non-profit organizations with 1-49 employees in Miami and the Keys. *153% of plan year 1 of new territory *108% of plan year 2 *Top 4% ranking year 1 (4 out of 103) *Top 8% ranking year 2 (16 out of 97) *President’s Club *1 SuperStarts and 1 All In contest winner *Only District Manager to qualify for SuperStarts, All In… Show more Company relocated me to Miami, Florida to improve sales of south Florida market. B2B sales of retirement services software and service to businesses and non-profit organizations with 1-49 employees in Miami and the Keys. *153% of plan year 1 of new territory *108% of plan year 2 *Top 4% ranking year 1 (4 out of 103) *Top 8% ranking year 2 (16 out of 97) *President’s Club *1 SuperStarts and 1 All In contest winner *Only District Manager to qualify for SuperStarts, All In, and President’s Club in the same year *Gained access to prospects using cold calls, referrals, LinkedIn, emails, and drops *Built rapport with business owners, board members, controllers, human resource directors, CPAs, Financial Advisors, and independent contractors to build trust *Closed for business for follow up meeting in every call *Cross sold and partnered with other services/divisions *Prepared weekly pipeline analysis *Closed gaps to meet and exceed quota *Attended quarterly and annual training

• Territory Manager

  • Jun 2011 - May 2013

  Seattle, Washington, United States B2B sales of retirement services software and service to businesses and non-profit organizations with 1-49 employees in Washington, Oregon, and Alaska. *155% of plan year 1 *115% of plan year 2 *Top 10% ranking year 1 (#10 out of 95 territory managers) *Top 18% ranking year 2 (#15 out of 81 territory managers) *2 President’s Clubs in first two years *1 SuperStart award *Gained access to prospects using cold calls, referrals, LinkedIn, emails, and drops *Built rapport… Show more B2B sales of retirement services software and service to businesses and non-profit organizations with 1-49 employees in Washington, Oregon, and Alaska. *155% of plan year 1 *115% of plan year 2 *Top 10% ranking year 1 (#10 out of 95 territory managers) *Top 18% ranking year 2 (#15 out of 81 territory managers) *2 President’s Clubs in first two years *1 SuperStart award *Gained access to prospects using cold calls, referrals, LinkedIn, emails, and drops *Built rapport with business owners, board members, controllers, human resource directors, CPAs, Financial Advisors, and independent contractors to build trust *Closed for business for follow up meeting in every call *Cross sold and partnered with other services/divisions *Prepared weekly pipeline analysis *Closed gaps to meet and exceed quota *Attended quarterly and annual training



Paychex

• United States
• Human Resources Services
• 700 & Above Employee

• Territory Manager

  • Feb 2011 - Jun 2011

  Kent, Washington, United States B2B sales of 401(k) and Flexible Spending Account software and services to businesses and non-profit organizations with 1-49 employees. *450% of quota *Achieved Conference (President's Club) in only 5 months *Utilized Salesforce to create prospect lists, maintain call activity, and store notes *Organized calendar and call routing by zip code, size of business, and prospect rating *Systematically controlled my schedule by having the same schedule of duties Monday through… Show more B2B sales of 401(k) and Flexible Spending Account software and services to businesses and non-profit organizations with 1-49 employees. *450% of quota *Achieved Conference (President's Club) in only 5 months *Utilized Salesforce to create prospect lists, maintain call activity, and store notes *Organized calendar and call routing by zip code, size of business, and prospect rating *Systematically controlled my schedule by having the same schedule of duties Monday through Friday *Gained access to prospects using cold calls, referrals, LinkedIn, emails, and drops *Built rapport with business owners, board members, controllers, human resource directors, CPAs, *Financial Advisors, and independent contractors to build trust *Cross sold to other Paychex partners *Closed for business for follow up meeting in every call *Prepared weekly pipeline analysis *Closed gaps to meet and exceed quota Show less



MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Feb 2000 - Jan 2011

  Greater Seattle Area Sales of investment and insurance products to individuals and businesses. *Cold called individuals and business owners to generate leads *Performed investment reviews and analysis *Kept detailed client and prospect files in CRM *Networked using BNI, Chamber of Commerce, LinkedIn *Setup seminars and presented to highly qualified prospects *Led organization in fee based professionally managed accounts *Sold personal financial plans for recurring fees *Competed for mutual… Show more Sales of investment and insurance products to individuals and businesses. *Cold called individuals and business owners to generate leads *Performed investment reviews and analysis *Kept detailed client and prospect files in CRM *Networked using BNI, Chamber of Commerce, LinkedIn *Setup seminars and presented to highly qualified prospects *Led organization in fee based professionally managed accounts *Sold personal financial plans for recurring fees *Competed for mutual fund, health insurance, and other asset based business Show less