Experience

Kiavi

• United States
• Financial Services
• 200 - 300 Employee

• Senior Director of Sales

  • Aug 2022 - Present

• Director of Sales

  • Oct 2019 - Aug 2022

  Responsible for driving revenue growth through a channel focused on closing new high-value accounts. Achieved the following YoY channel growth: 2020 - 20.6% (covid) 2021 - 70.4% 2022 - 45.5% (projected)

• Senior Manager of Strategic Accounts

  • Oct 2018 - Sep 2019

  San Francisco Bay Area Manager of 10 Strategic Experience Managers, directly supervising team that produces ~$100MM of origination volume & ~$1.5MM of origination revenue per month.

• Manager of Strategic Acquisitions

  • Apr 2018 - Oct 2018

  Promoted to Manager after 13 productive months in the Account Executive role. Direct supervisor of 8 Account Executives and 2 Director-level sales reps. Developed role playbook and best practices. 60% Increase in team production over 6 months.

• Strategic Account Executive

  • Mar 2017 - Mar 2018

  San Francisco, CA Averaged 152% of quota and $75,000+/month in new origination revenue. Developed & maintained the company's first successful outbound sales program. Hand-picked by the Co-Founder to acquire the highest volume residential home flippers in the country.

• Customer Experience Manager - Northern California Territory

  • Oct 2016 - Feb 2017

  Managed the relationship for high revenue accounts in a premier territory. Produced over $250,000 in origination revenue in only five months.

• Customer Growth Specialist

  • Mar 2016 - Sep 2016

  Educated and screened potential new borrowers to deliver high-quality applications and accounts. Consistent production above peer group led to a promotion in six months.



GBL Partners

• United States
• Real Estate

• Managing Member

  • Mar 2018 - Present

  Co-Founder & Managing Member of a residential real estate investment company specializing in revitalizing neighborhoods through value-add opportunities. Purchased, renovated and sold or refinanced ~$15MM in single family homes since inception.



TCP's Humanity Scheduling

• United States
• Software Development
• 1 - 100 Employee

• Account Executive

  • Jun 2015 - Mar 2016

  San Francisco, CA Humanity is the leading international provider of a cloud-based workforce management solution. With intuitive usability and in depth customization, Humanity helps you with managing scheduling, HR documentation, diagnostic reporting, and so much more. As a platform for communication and organization, our SaaS solution allows you to say goodbye to spreadsheets and say hello to a more human way to manage your business. -Maintaining an active sales pipeline of 300+ inbound accounts per… Show more Humanity is the leading international provider of a cloud-based workforce management solution. With intuitive usability and in depth customization, Humanity helps you with managing scheduling, HR documentation, diagnostic reporting, and so much more. As a platform for communication and organization, our SaaS solution allows you to say goodbye to spreadsheets and say hello to a more human way to manage your business. -Maintaining an active sales pipeline of 300+ inbound accounts per month -Conducting live product demonstrations via customized webinar presentations -Constantly providing diagnostics and customer feedback to development team for product improvements -Managing entire sales cycle from start to finish -Continually achieving and surpassing quota on a highly competitive sales team Show less



Mindbody

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Senior Sales Development Representative

  • May 2012 - May 2015

  San Luis Obispo, California MINDBODY, Inc. is based out of San Luis Obispo, CA and has been in business for over 15 years. MINDBODY provides a cloud-based business management software to over 60,000 businesses in the health and wellness industries. Notable Accomplishments: • All-time revenue leader in Sales Associate team history. • All-time close leader in Sales Associate team history. • All-time demo leader in Sales Associate team history. Responsibilities: • Lead Generation: 80+ new sales… Show more MINDBODY, Inc. is based out of San Luis Obispo, CA and has been in business for over 15 years. MINDBODY provides a cloud-based business management software to over 60,000 businesses in the health and wellness industries. Notable Accomplishments: • All-time revenue leader in Sales Associate team history. • All-time close leader in Sales Associate team history. • All-time demo leader in Sales Associate team history. Responsibilities: • Lead Generation: 80+ new sales leads per month. • Cold-Calling: Average of 60 calls per work day. Over 1000 calls per month. • Schedule 20+ online webinar demonstrations between qualified prospects and internal Sales Specialists. . After 10 months with the company, I moved on to become a Senior Sales Associate. Additional Responsibilities: • Supervise 8-10 Sales Associates in production and daily operations. • Report team performance and difficulties to Sales Associate Manager. • Assist Sales Associate manager in screening and interviewing potential Associate candidates. • Lead presentations to educate new hires on cold-calling, lead prospecting, and business analysis. I am extremely well-versed in Salesforce, as well as knowledgeable of cloud computing. My goal at the company is to increase my skills as a salesperson and a leader by using the tools and knowledge that I have acquired from the MINDBODY community. Show less