Strategic Account Executive - Financial Services

• Apr 2023 - Present

Kore.ai is a global leader in enterprise conversational AI platform and solutions helping enterprises automate voice and digital interactions that deliver extraordinary experiences for their customers, contact center agents and employees worldwide. More than 200 global 2000 companies trust Kore.ai’s experience optimization (XO) platform and industry solutions to automate conversations and deliver extraordinary outcomes for over 200 million users worldwide. Kore.ai has been named a Leader in the 2023 Gartner Magic Quadrant for Enterprise Conversational AI Platforms — the second year in a row. Show less

Enterprise Account Executive - New Business

• Jan 2022 - Feb 2023

LivePerson is a leading SaaS Conversational AI platform for Omnichannel B2C digital customer engagement, used by Fortune 500 brands in the Tech, Telco, Retail, Financial Services, Insurance, Airlines, and Travel & Hospitality sectors. Over 1B conversations flow through LivePerson's Conversational Cloud monthly – enabling continuous enhancements to the quality and effectiveness of the underlying AI and Natural Language Processing (NLP) utilized by consumer-facing bots. The result is Conversational AI that delivers seamless and Curiously Human customer experiences. • Through deep research and strategic outreach, engage in-person and remotely with VP and C-level decision makers in Digital, Customer Care, Sales & Marketing, Product and Operations organizations, in collaboration with extended team of Solution Consultants, PS, SME’s, Event and Marketing teams and dedicated Business Development Representatives. • Guide clients in defining CX strategy through workshops and paid POC’s – establishing success criteria to deliver on OKR’s, improvements in CSAT and operational cost reductions within Contact/Call Centers – identifying opportunities for growth in e-commerce revenue, promotion of digital workflows utilizing bots, automations and integrations with backend systems through API’s and positioning of Managed Service offerings including staff augmentation and Automation-as-a-Service. • Work with key stakeholders in uncovering business challenges and organizational goals, developing use-cases and multi-year strategic customer engagement roadmaps and resulting recommendations through technical scoping exercises – delivering proposals and demonstrations tied to tangible business outcomes backed by proven ROI models and data. • Leverage sponsored events to accelerate opportunities while facilitating executive alignment between prospects, executive sponsors, executive leadership teams, product experts and thought-leaders. Show less

Mid-Market Account Executive - New Business

• Aug 2019 - Jan 2022

Insightly leads customer relationship management (CRM) innovation for growing businesses by connecting sales, marketing and delivery in one secure and easy-to-use platform. With Insightly’s unified CRM platform, businesses can align teams around the customer journey and make data-driven decisions. Trusted by more than a million users around the world, Insightly is empowering businesses to compete in the digital age and grow revenues faster. • Responsible for selling B2B SaaS Customer Relationship Management (CRM), Marketing Automation, Project Management, Service/Ticketing and Integrations suite into various industries including Technology, Consulting, Manufacturing and Distribution, Insurance, Finance, Engineering, Construction, Energy/Solar and EdTech. • Tackle complex customer use-cases through deep discovery, leveraging technical resources where needed to best position solutions for clients – building rapport with decision-makers early on while establishing viability of opportunities. • Generate Outbound pipeline and closed revenue through market research and targeted prospecting of ICP’s – leveraging LinkedIn SalesNav, ZoomInfo, LeadIQ and SalesLoft to tailor messaging and scale-up pipeline-generating activities. • Manage end-to-end sales cycle from prospecting and discovery to qualification, contract negotiation and closing. • Customize and deliver detailed product demonstrations involving all aspects of the platform, including API integrations. • Identify opportunities for up-sell, creating narrative to drive additional ARR within existing customer accounts. Show less

Account Executive II - New Business

• Dec 2018 - Jul 2019

Account Executive I - New Business

• Jan 2018 - Dec 2018

Employers across all industries and sizes utilize Glassdoor to help them attract and hire qualified candidates at scale. Built on the foundation of increasing workplace transparency, Glassdoor offers millions of the latest job listings, combined with a growing database of company reviews, CEO approval ratings, salary reports, interview reviews and questions, benefits reviews, office photos and more. • Responsible for selling talent acquisition and marketing solutions into Information Technology, Finance, Healthcare and Biotech industries, across various geographic regions.• Conduct detailed discovery and qualification of opportunities, facilitate product demos, grow and maintain accurate pipeline and forecast, run Proof-of-Concept programs with strategic accounts. • Create and present extensive business proposals using data, analytics and research in building a strong business case.• Generate new bookings through high-volume outbound prospecting and business development activities.• Work directly with Customer Success team for post-sale platform integration, client on-boarding and management of POC pilot programs. Show less

Sr. Technology Consulting Sales Representative - Field Sales

• Feb 2016 - Feb 2017

• Consulting Sales Manager (IC) responsible for selling implementation, advisory and professional services solutions to Enterprise and Mid-Market customers in the field. • Developed go-to-market strategy through territory analysis, account planning sessions and quarterly QBR’s with KAD’s.• Responsible for generating bookings through outbound prospecting and business development, including consistent travel to customer sites for in-person meetings.• Sold projects involving various Oracle Cloud and On-Prem solutions including PaaS/IaaS, Database, Middleware, Encryption and Identity Management, Security, Business Intelligence, Analytics and Applications.• Managed full sales cycle from prospecting and qualifying to discovery and scoping of opportunities, contract generation and approvals, negotiation and post-sale follow-up to ensure successful delivery of engagements.• Conducted business development activities including technology-specific executive roundtable events and participation at Oracle Open World to drive business and support organization in-territory.• Accurately managed opportunity pipeline and forecast while leveraging internal analytics tools and data for account intel.• Worked directly with remote team of Solution Architects, SME’s and Practice Leads during initial discovery and scoping phases and Portfolio/Delivery Managers and Consultants during delivery of consulting engagements.About Oracle Consulting:Oracle Consulting Services is a global IT consulting organization focused on the successful implementation and deployment of Oracle applications and technologies for Enterprise customers. The delivery model utilizes on-site, remote, and off-shore Oracle badged consultants with deep expertise across the entire Oracle technology stack. Oracle Consulting helps Enterprise customers achieve their IT objectives by enabling clients to realize faster adoption of Oracle technologies and greater return on investment. Show less

Sr. Technology Consulting Sales Representative

• Sep 2015 - Feb 2016

• Hybrid Field-Sales role• Responsible for selling implementation, advisory and professional services solutions to Mid-Market and Enterprise customers over the phone and in the field. • Responsible for generating new bookings through outbound prospecting and business development, including quarterly sales campaigns, on-site customer meetings and internal collaboration across organizations.• Helped facilitate on-going business development activities in-territory including executive roundtable events to form relationships with key accounts and stakeholders and develop business opportunities in target markets.• Responsible for generating pipeline and meeting required KPI’s while attaining quarterly and annual sales targets.• Leveraged internal analytics tools and data to develop go-to-market strategy and uncover consulting opportunities.• Self-sufficient, detail-oriented team-lead responsible for facilitating ongoing training presentations, facilitating lunch-and-learn events, and mentoring of new hires.• Responsible for developing outbound messaging for sales campaigns - including e-mail, call and voicemail language. Show less

Technology Consulting Sales Representative

• Feb 2014 - Sep 2015

• Selling Oracle Consulting services solutions to accounts in the Rocky Mountain & Pacific NW territory, covering 10 states in the Western US• Met or exceeded established KPI’s• Support multiple field-sales reps in-territory

Corporate Leasing Manager - Multifamily Properties

• Oct 2010 - Feb 2014

• Responsible for leasing portfolio of 2,000+ short-term multifamily units to corporate users through outbound business development activities – while conducting property tours and meetings with potential clients. • Generated $2.5M in annual rental revenue in 2012 – increasing YoY corporate sales volume by 20% • Represented Trinity Properties at industry and networking events including San Francisco Chamber of Commerce • Responsible for on-going prospecting and advertising, generation of marketing collateral, networking and community outreach, maintaining market survey and comps reports and managing full sales cycle. • Reported directly to Owner, President and Director of Residential Operations in this role. About Trinity Properties: Trinity Properties owns and operates one of the largest privately-held portfolios of multifamily properties in San Francisco and is actively developing high-rise residential properties in the Mid-Market neighborhood, adding more than 2,000 market-rate housing units to this revitalized corridor of San Francisco. Show less

Associate - Investment Property Sales

• Mar 2006 - Jun 2010

• Assisted in the sale of $250M of retail shopping centers and mixed-use investment properties to Institutional buyers, Pension Funds and high-net worth individuals in the San Francisco Bay Area and surrounding markets • Responsible for design and content of marketing collateral, including Offering Memoranda, property-specific websites, investment flyers, PPT presentations and RFP proposals • Responsible for conducting market research, gathering and evaluating information used in financial underwriting, communicating with state and local agencies and brokerage community, abstracting leases, analyzing rent rolls, coordinating marketing campaigns and maintaining sale and lease comparables reports • Toured listings with potential buyers, providing overview of offering and property-level information Show less