Multi Unit Sales Executive

• Jan 2023 - Present

Software Sales Consultant

• Jan 2020 - Jan 2023

Full cycle sales consultant which focuses on creating new partner relationships and working with existing partner relationships by assisting with partner needs to get deals closed. Full cycle sales consultant which focuses on creating new partner relationships and working with existing partner relationships by assisting with partner needs to get deals closed.

Account Executive (Remote)

• Sep 2019 - Jan 2020

Regional Sales Executive (HUNTER and ACCOUNT MANAGER)

• Mar 2018 - Aug 2019

Sr. Business Development Manager (HUNTER)

• Aug 2017 - Jan 2018

Communicated with 40 – 50 midsize and enterprise facilities daily through cold calls and targeted emails. Educated potential clients on value of product – efficient inventory management, simple billing, reductions in denial rates, and more. Built relationships with decision-makers and scheduled software demonstrations. Relayed key insight to facilitate new deal closure. Documented communication and managed pipeline using Salesforce CRM. - Highlights - ► Quickly exceeded January’s… Show more Communicated with 40 – 50 midsize and enterprise facilities daily through cold calls and targeted emails. Educated potential clients on value of product – efficient inventory management, simple billing, reductions in denial rates, and more. Built relationships with decision-makers and scheduled software demonstrations. Relayed key insight to facilitate new deal closure. Documented communication and managed pipeline using Salesforce CRM. - Highlights - ► Quickly exceeded January’s demonstration quota by 26% and began scheduling demonstrations for February Show less Communicated with 40 – 50 midsize and enterprise facilities daily through cold calls and targeted emails. Educated potential clients on value of product – efficient inventory management, simple billing, reductions in denial rates, and more. Built relationships with decision-makers and scheduled software demonstrations. Relayed key insight to facilitate new deal closure. Documented communication and managed pipeline using Salesforce CRM. - Highlights - ► Quickly exceeded January’s… Show more Communicated with 40 – 50 midsize and enterprise facilities daily through cold calls and targeted emails. Educated potential clients on value of product – efficient inventory management, simple billing, reductions in denial rates, and more. Built relationships with decision-makers and scheduled software demonstrations. Relayed key insight to facilitate new deal closure. Documented communication and managed pipeline using Salesforce CRM. - Highlights - ► Quickly exceeded January’s demonstration quota by 26% and began scheduling demonstrations for February Show less

Sr. Enterprise Account Manager

• Jan 2015 - Aug 2017

Managed entire sales cycle and developed new business with manufacturing customers in Western and Midwest territories. Created and maintained Partner (resellers) relationships through great communication, addressing any partner needs, and assistance with closing the deal. Contacted cold leads and clients who had not renewed Sage 100 service plans within 90 days or more (up to 5 years). Launched strategic email campaigns for territory segments. Specialized in selling business care plans that… Show more Managed entire sales cycle and developed new business with manufacturing customers in Western and Midwest territories. Created and maintained Partner (resellers) relationships through great communication, addressing any partner needs, and assistance with closing the deal. Contacted cold leads and clients who had not renewed Sage 100 service plans within 90 days or more (up to 5 years). Launched strategic email campaigns for territory segments. Specialized in selling business care plans that included support, updates, and training. Consulted with customers to understand needs, relate, educate, and solve their most difficult challenges. Managed pipeline from initial contact to deal closure in Oracle’s Fusion CRM. - Results - ► Exceeded both first month’s quotas (Oct. 2016) generating $37,000 in revenue for Sage 100 vs. goal of $12,000 and $28,000 for Sage CRM vs. goal of $1,200 ► Achieved 179% of FY17 quota earning position as top “win-back” Salesman by closing over $3 million in sales in an 11 month period ► Sold $1.35MM while assisting struggling department in Sept. 2016 after departure of 2 Sales Representatives Show less Managed entire sales cycle and developed new business with manufacturing customers in Western and Midwest territories. Created and maintained Partner (resellers) relationships through great communication, addressing any partner needs, and assistance with closing the deal. Contacted cold leads and clients who had not renewed Sage 100 service plans within 90 days or more (up to 5 years). Launched strategic email campaigns for territory segments. Specialized in selling business care plans that… Show more Managed entire sales cycle and developed new business with manufacturing customers in Western and Midwest territories. Created and maintained Partner (resellers) relationships through great communication, addressing any partner needs, and assistance with closing the deal. Contacted cold leads and clients who had not renewed Sage 100 service plans within 90 days or more (up to 5 years). Launched strategic email campaigns for territory segments. Specialized in selling business care plans that included support, updates, and training. Consulted with customers to understand needs, relate, educate, and solve their most difficult challenges. Managed pipeline from initial contact to deal closure in Oracle’s Fusion CRM. - Results - ► Exceeded both first month’s quotas (Oct. 2016) generating $37,000 in revenue for Sage 100 vs. goal of $12,000 and $28,000 for Sage CRM vs. goal of $1,200 ► Achieved 179% of FY17 quota earning position as top “win-back” Salesman by closing over $3 million in sales in an 11 month period ► Sold $1.35MM while assisting struggling department in Sept. 2016 after departure of 2 Sales Representatives Show less

Strategic Investment Advisor

• May 2012 - Dec 2014

Led team of 10 Investment Advisors. Met with team and individual Advisors weekly to review performance, assess successes, and identify areas for improvement. Helped team members develop unique strategies to achieve annual goals. Guided new Advisors in fully adopting Psalm’s approach which included putting clients first, respecting their interests, and adhering to client agreement. Monitored investment activity closely for adherence to SEC regulations. - Major Impacts - ► Earned 17%… Show more Led team of 10 Investment Advisors. Met with team and individual Advisors weekly to review performance, assess successes, and identify areas for improvement. Helped team members develop unique strategies to achieve annual goals. Guided new Advisors in fully adopting Psalm’s approach which included putting clients first, respecting their interests, and adhering to client agreement. Monitored investment activity closely for adherence to SEC regulations. - Major Impacts - ► Earned 17% average ROI on each client portfolio annually ► Redesigned client agreement and created brochures, investment policy statement, and client questionnaire to increase transparency, manage expectations, and ensure compliance with SEC requirements Show less Led team of 10 Investment Advisors. Met with team and individual Advisors weekly to review performance, assess successes, and identify areas for improvement. Helped team members develop unique strategies to achieve annual goals. Guided new Advisors in fully adopting Psalm’s approach which included putting clients first, respecting their interests, and adhering to client agreement. Monitored investment activity closely for adherence to SEC regulations. - Major Impacts - ► Earned 17%… Show more Led team of 10 Investment Advisors. Met with team and individual Advisors weekly to review performance, assess successes, and identify areas for improvement. Helped team members develop unique strategies to achieve annual goals. Guided new Advisors in fully adopting Psalm’s approach which included putting clients first, respecting their interests, and adhering to client agreement. Monitored investment activity closely for adherence to SEC regulations. - Major Impacts - ► Earned 17% average ROI on each client portfolio annually ► Redesigned client agreement and created brochures, investment policy statement, and client questionnaire to increase transparency, manage expectations, and ensure compliance with SEC requirements Show less

Registered Investment Advisor

• Aug 2008 - May 2012

Cultivated client base from existing relationships – and their referrals – to build $5.75MM portfolio. Generated steady growth for 57 client retirement and investment funds. Developed investment performance reports through market research. Reviewed Bloomberg and proprietary reports, charted stock performance, and identified trends in order to make best stock purchase/sale decisions. Gained extensive knowledge of SEC rules and regulations to prevent violations. - Successes - ► Held… Show more Cultivated client base from existing relationships – and their referrals – to build $5.75MM portfolio. Generated steady growth for 57 client retirement and investment funds. Developed investment performance reports through market research. Reviewed Bloomberg and proprietary reports, charted stock performance, and identified trends in order to make best stock purchase/sale decisions. Gained extensive knowledge of SEC rules and regulations to prevent violations. - Successes - ► Held position as top producer in terms of revenue and client volume from 2010 – 2013 ► Established 9 rules as personal guideline to make sound investments, minimize losses, and deliver best service Show less Cultivated client base from existing relationships – and their referrals – to build $5.75MM portfolio. Generated steady growth for 57 client retirement and investment funds. Developed investment performance reports through market research. Reviewed Bloomberg and proprietary reports, charted stock performance, and identified trends in order to make best stock purchase/sale decisions. Gained extensive knowledge of SEC rules and regulations to prevent violations. - Successes - ► Held… Show more Cultivated client base from existing relationships – and their referrals – to build $5.75MM portfolio. Generated steady growth for 57 client retirement and investment funds. Developed investment performance reports through market research. Reviewed Bloomberg and proprietary reports, charted stock performance, and identified trends in order to make best stock purchase/sale decisions. Gained extensive knowledge of SEC rules and regulations to prevent violations. - Successes - ► Held position as top producer in terms of revenue and client volume from 2010 – 2013 ► Established 9 rules as personal guideline to make sound investments, minimize losses, and deliver best service Show less

Mortgage Consultant

• Nov 2004 - May 2008

Identified sources that yielded leads interested in purchasing homes in the near future. Partnered with and provided sales collateral to local businesses, apartment complexes, and subdivisions. Built trusting relationships and secured best rates for clients, resulting in large client network that frequently referred. Closed 12 – 15 new loans monthly ranging from $80,000 to $300,000, with target client purchasing ability of $200 – 300K. Identified sources that yielded leads interested in purchasing homes in the near future. Partnered with and provided sales collateral to local businesses, apartment complexes, and subdivisions. Built trusting relationships and secured best rates for clients, resulting in large client network that frequently referred. Closed 12 – 15 new loans monthly ranging from $80,000 to $300,000, with target client purchasing ability of $200 – 300K.