Experience

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  Wolters Kluwer Legal & Regulatory US

  • United States
  • Information Services
  • 400 - 500 Employee

  • National Sales Manager, ftwilliam.com & TAG

    • Sep 2020 - Present

    As the Sales Leader of ftwilliam.com & TAG team in the retirement vertical, I am responsible for leading a team of Account Executives, Account Managers, and Solution Specialists. I lead new business efforts, retention, operations, strategy & growth to ensure success and alignment with business objectives and revenue expectations.

  • Lead Sales Consultant - ftwilliam.com & TAG

    • Jan 2019 - Sep 2020

    In addition to my responsibilities of managing and growing my territory for the ftwilliam.com and TAG product lines, I work as a liaison between sales, product marketing/development and management by gathering information on product, market conditions, and competition and communicating issues/needs/ideas with other teams within the organization. I work with other member of the sales team in providing feedback, recommendations and/or mentoring to help improve the sales process and/or rep performance. I also assist on or lead projects related to process improvement, team collaboration, training initiatives and other topics.

  • ftwilliam.com Sales Consultant

    • Jan 2012 - Sep 2020

    I am responsible for direct sales in my territory for the ftwilliam.com suite of products. The ftwilliam.com products are an industry leading, cost effective web based software platform for plan document production, Form 5500 prep and filing, 1099s, a Secure Online Portal, DC Plan Administration and the BRAND NEW Distribution Tracking Software (DTS).

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  Business Integrity

  • Brooklyn, NY

  • Sales and Account Manager - Eastern Region

    • Jul 2010 - Jan 2012
    • Brooklyn, NY

    Business Integrity is the leader in self-service contract creation and document assembly technology. I am responsible for all sales related activities in the eastern and central portions of the United States.

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  Thomson Reuters

  • Orlando, Florida Area

  • AccuDraft Account Manager

    • Jun 2003 - Jul 2010
    • Orlando, Florida Area

    Exceeded $300,000 quota by 25 - 50% for 4 consecutive yearsSold $100,000+ service engagements to several major financial services and legal institutions.Created strategic alliance with $200m+ law firmLaunched strategic initiative within Healthcare marketplaceCultivated opportunities from suspect to prospect to clientFollowed up on qualified leads provided through telemarketing and/or partnershipsExpanded relationships with current clients into additional areas of their businessPrioritized, managed and maintained customer expectationManaged customer rollout and implementation of enterprise level document automation and management solutionTranslated needs of client subject matter experts to internal IT and Document Automation developersIdentified new potential market opportunities for business development and expansionManaged workload, priority and schedule of direct reports and other internal resourcesOrganized exhibit and attendance of industry trade showsExecuted mass client communications regarding new product or service offerings

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  Best Buy

  • Altamonte Springs, FL and Tallahassee, FL

  • Product Specialist

    • Jan 1998 - Jan 2003
    • Altamonte Springs, FL and Tallahassee, FL

    Obtained experience working in a fast paced, demanding environmentEducated and explained different computer packages to our customersAssisted customers in purchasing the computer packages that best fit their needsObtained extensive knowledge of computer hardware and software