Experience

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  Lightning Step Technologies

  • Account Executive

    • Jan 2022 - Present

    Welcome to Lightning Step, the only all-in-one software designed by treatment professionals for behavioral health and addiction treatment centers. Our platform integrates CRM, EMR, and RCM systems to provide a seamless operation for successful facility management and growth.Our solution helps substance use, eating disorders, and behavioral health centers of any size to guide their clients from referral to discharge, track medical records, and manage insurance claims and invoices. With just one system, one login, and one price, we eliminate the pain points of using multiple platforms and cross-communication issues.As an experienced Account Executive:● Identify potential opportunities with prospects and new clients● Build long-term, profitable relationships with customers● Work closely with Sales Development Representatives (SDRs) to manage the full sales cycle from prospect to close● Generate new leads and opportunities within a region● Qualify and close leads generated by marketing● Present product overview demos to prospects and clients● Strategically orchestrate resources both internally and externally throughout the sales process● Accurately capture and report all aspects of account and opportunity information within a HubSpot system● Accurately report on forecast/pipeline, continually planning to hit your quota● Work hand-in-hand with the Customer Success team to ensure a successful handoff process● Demonstrate behaviors that are achievement/goal oriented, competitive, entrepreneurial, energetic, inquisitive, self-motivated, disciplined, self-aware, empathetic, personable, and have a desire for continuous improvement● Maintain a high level of ethical standards

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  Pensionmark Financial Group

  • Advisor Assistant

    • 2013 - 2014

    ● Successful at developing and presenting power point presentations to small businesses and selling the employee 401K plan presented. ● Provide administrative support to financial advisors including managing calendars, scheduling meetings, preparing presentations, and managing client data in CRM systems● Planned & implemented marketing events to acquire new candidates for planning & investment needs. ● Conduct research and analysis to support financial planning and investment decisions● Maintained all relevant compliance records in accordance with strict NASD rules & regulations

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  Spring Branch Independent School District/Nottingham Forest Club

  • Community Volunteer

    • 2006 - 2013

    ● Served on the PTA board of Meadowood Elementary as the Spring Branch Independent School District Liaison, Carnival Chairperson, and Spring Fundraiser Chair which included organizing a subcommittee for the event and securing donors and different donation levels ● Acted as Social Chair on the Nottingham Forest Club board which included attending monthly board meetings to discuss information and vote on action items concerned with maintaining the club, planning all social and fundraising events, and maintaining the club's social media and email marketing to current and potential members.

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  Dell services and computers

  • Inside Sales Specialist

    • 2000 - 2002

    ● Consistently exceeded targets by selling a range of solutions in a B2B environment by taking inbound calls and using consultative and influencing selling techniques to create sales results with Dell's distributors and customers ● Managed and grew a territory through lead generation, qualification, and sales● Understood and communicated Dell Technologies' value proposition, products and solutions to customers and partners● Built and maintained good business relationships with customers by conducting needs analysis, discussed product information, and provided technical specifications and price quotations ● Identified larger account opportunities and passed them to the appropriate representative with the suggested product line solution ● Secured sales with domestic as well as foreign small to medium sized businesses.