Experience

MassMutual Greater Richmond

• United States
• Financial Services
• 1 - 100 Employee

• Financial Services Professional

  • Mar 2023 - Present



Koalafi

• United States
• Financial Services
• 100 - 200 Employee

• Strategic Account Manager

  • Oct 2022 - Jun 2023

  Manage the day-to-day relationship of a portfolio of existing strategic partners with the goal of building and maintaining a strong Koalafi partnership. Develop direct relationships high and wide within the strategic partners’ locations to establish trust and help them grow their business. I have exceeded established sales goals and key performance indicators at the portfolio and individual strategic account level, launch company initiatives and provide customer feedback on how to improve the overall strategic partner relationships with Koalafi. Developing and implementing strategic client engagement plans for a $3.5M book of client business comprised of over 550 accounts and providing weekly progress updates to the Vice President of National Accounts and Sales Director Implementing strategic sales plans to achieve budgeted sales goals to meet and exceed company objectives. Acting as the company’s primary liaison with strategic national accounts. Delivering sales and training presentations with key client decision makers, and training other Account Managers. Responsible for business development and retention at medium to large sized prospects within given geographic territories. Traveling to various territories across the United States, interfacing with a variety of clients to engage and adapt and cater solutions to their specific needs, also taking into account state rules and legislation. Using Salesforce CRM to formulate and maintain a touch base plan for retail business clients and stakeholders. Show less

• Dealer Success Manager

  • Oct 2020 - Oct 2022

  Work independently in the field to maintain and grow current client relationships and work as part of a team to build continue to expand our finance services to our dealer partners (B2B sales).

• Dealer and Customer Advocate Agent

  • Jul 2019 - Oct 2020

  Worked as part of a team to help mitigate complaints, escalations and dealer/customer special requests to assist customers and dealers while protecting business needs.



Dycos Group, Inc

• United States
• Facilities Services
• 1 - 100 Employee

• Recruiter

  • Apr 2018 - May 2019

  Achieved staffing objectives by recruiting and evaluating job candidates; advising managers and managing temp to hire training. Achieved staffing objectives by recruiting and evaluating job candidates; advising managers and managing temp to hire training.