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Credentials

  • Managing Your Sales Process
    LinkedIn
    May, 2022
    - Apr, 2026
  • Soft Skills for Sales Professionals
    LinkedIn
    May, 2022
    - Apr, 2026
  • Women in Tech Sales Bootcamp
    Women in Tech Sales (WITS)
    May, 2022
    - Apr, 2026
  • Customer Service, The Basics
    The Training Bank
    Jan, 2017
    - Apr, 2026
  • Strategic Sales Unlimited
    Miller Heiman Group
    Jan, 2014
    - Apr, 2026
  • Planning a Campaign & Handling a Negative Situation
    Entretel Incorporated
    Jan, 2004
    - Apr, 2026
  • Selling the Advantge
    Entretel Incorporated
    Jan, 2004
    - Apr, 2026
  • Optimizing Relationships
    Entretel Incorporated
    Jan, 2003
    - Apr, 2026
  • Consultive Selling Skills
    Effectivation Inc.
    Jan, 2002
    - Apr, 2026
  • The Four Steps of Selling
    Entretel Incorporated
    Jan, 2001
    - Apr, 2026
  • Selling Skills Workshop
    Entretel Incorporated
    Jan, 2000
    - Apr, 2026
  • Act 2000
    Computer Technology Institute
  • Corporation Certificate
    The Institute of Law Clerks of Ontario
  • Estates Certificate
    The Institute of Law Clerks of Ontario
  • Litigation Certificate
    The Institute of Law Clerks of Ontario
  • Real Estate Certificate
    The Institute of Law Clerks of Ontario

Experience

  • Clio - Cloud-Based Legal Technology
    • Toronto, Ontario, Canada
    • Business Development Representative
      • Jul 2022 - Present
      • Toronto, Ontario, Canada

    • Senior Account Manager
      • Oct 1994 - Jul 2021

      • Developed relationships with clients to attain critical knowledge of their businesses in order to maximize sales objectives.• Worked with clients to develop strategic business and account plans.• Consistently exceeded sales targets and GPM targets.• Managed a $2.5M portfolio with over 100+ accounts.• Challenged to take on an underperforming portfolio and was able to grow it over 400% in less than a year.• Secured one of the largest non-chain store floral orders in the history of the company.• Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.• Mentored junior account managers to develop skills and increase company revenue by up to 20%.• Directed sales support team to ensure quality and accuracy of orders.• Oversaw sales forecasting, goal setting and performance reporting for all accounts.• Incorporated both telephone and face to face contact with clients to determine account potential and appropriate sales avenues.• Attended industry events in order to network new accounts and suppliers.• Built productive relationships with industry partners and competitors to support strategic business objectives.

Education

  • 1990 - 1993
    Carleton University
    Bachelor of Arts (B.A.), Law

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Industry Focus. “Software Development”

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