Experience

UBEO Business Services

• United States
• IT Services and IT Consulting
• 400 - 500 Employee

• Vice President General Manager

  • Mar 2021 - Present

  Rainmaker-Ubeo provides full-service litigation support solutions to help our clients gain control of the discovery process. Co-headquartered in Austin and San Antonio, Texas, UBEO is now the country's fastest-growing business technology organization. While the organization is rapidly growing, its commitment to excellence is paramount. UBEO Business Services, with its best-of-breed offering, remains committed to being the "high-end customer experience" in the industry. UBEO's success is attributable to its commitment to acquire best-in-class companies and build a premier brand in the Document Technology industry. For more information, please visit www.ubeo.com. • Managed the integration of Rainmaker to UBEO after acquisition • Overachived market place plan-2021 - 2022 • Head of Customer Success • 300% Increase in Saas platform clients -- 2021 - 2022 • Establish policies that promote the culture and vision of the company • Set goals for performance and growth of the company • Oversee daily operations of the company and the team • Manage relationships with partners/vendors • Lead employees and evaluate performance Show less



Rainmaker Document Technologies-a UBEO Company

• United States
• Legal Services
• 1 - 100 Employee

• Chief Operating Officer / Co-Founder

  • Jan 2018 - Feb 2021

  Rainmaker Document Technologies provides full-service litigation support solutions to help our clients gain control of the discovery process. The core team has worked together since the early 1990s in the legal industry. The Rainmaker Team and its leaders fully understand the nature of the business and how to improve the entire process. From managing a project efficiently to strong communications skills throughout the process, we act as an extension of your firm – a trusted partner – saving you valuable time and reducing litigation costs. • Implement and design business strategies, plans, and procedures • Head of Customer Success • Increased Saas platform 150% • Establish policies that promote the culture and vision of the company • Set goals for performance and growth of the company • Oversee daily operations of the company and the team • Manage relationships with partners/vendors • Lead employees and evaluate performance • Managed and oversaw the acquisition process and integration of Rainmaker into UBEO Show less

• Sales Director/Customer Success Director/ Co-Founder

  • Nov 2003 - Dec 2018

  • Demonstrated exemplary leadership attributes in launching Rainmaker from ground zero, directing business development efforts and skyrocketing to one of the leading customized and technology-integrated discovery/copying/printing operations in the industry, • Oversee high-stakes projects and a variety of needs as company grows, providing clear corporate vision and philosophy to Sales, Business Development, Finance, Accounting and Production teams • Lead overall strategic direction, growth of sales and new business development initiatives by training Sales Executives and Project Managers on how to conduct impressive presentations that increase opportunities every quarter • Manage overhead, profit, expenses, marketing, sales, financial reporting, budget development, strategic sales target transitions and full P&L responsibility • Develop high performance sales teams by coaching and assessing career potential while enhancing existing skills to prepare for future roles • Build a world-class culture from the perspective of driving results and innovation as the business increases as well as monitor trends and fluctuations in the market, downsizing/up-sizing in distressed/favorable economic times • Direct operations; drive processes and results while monitoring and analyzing performance and trends that optimize customer service and productivity; ensure sales team provides the best in class customer experience, which alters revenue-generating opportunities • Build vibrant team relations by providing group learning, affable feedback and communicating through touch-base conversations *SaaS sales experience with multiple platforms *B2B sales experience *Data Hosting Solutions *Filter/Cull/Analyze Big Data Show less



RLS Legal Solutions

• Legal Services
• 1 - 100 Employee

• Sales Executive/Project Manager

  • Apr 2002 - Dec 2003

  • Recruited to and successfully opened the Beaumont office as company had saturated Austin, Dallas and Houston markets, and saw the need for legal document services in the Oil & Gas Industry • Quickly built and led profitable growth and operational efficiencies with hiring responsibilities of multiple Account Managers offering total-solution reproduction services selling to giants, such as ExxonMobil, Shell (Motiva and Saudi Armco), etc. • Analyzed business climate, including competition, market penetration, position, pricing, customer demographics, expansion and sales structures; created and implemented competitive strategies that seized repeat business and door-bashing opportunities • Developed and executed strategic sales plans based on territory analysis that drove new business throughout the Beaumont market • Taught team how to up-sell at each opportunity, market to clients’ needs, develop new business, keep existing business and implement new sales campaigns • Produced new sales by targeting enterprises across industry verticals • Negotiated and closed complex sales, promptly resolving conflicts and ensuring end-to-end client satisfaction by collaborating garnering comprehensive sales and customer service support Noteworthy Accomplishments • Sale increase in record time by developing innovative marketing strategies that surpassed expectations, structuring a very successful sales model, winning new business deemed impossible Show less



IKON Document Services

• Information Technology & Services
• 100 - 200 Employee

• Senior Account Executive

  • Aug 1998 - Dec 2002

  SENIOR ACCOUNT MANAGER, LEGAL DOCUMENTS DIVISION (2000-2002) • Sustained optimal business, growing and maintaining, calling on CxO executives across a dynamic territory, building partnerships via breakfast conferences, luncheons and frequent meetings that drove comprehensive improvement initiatives across the segment • Maximized sales, leveraging resources, increasing deal win rates and providing solution sales at every milestone • Fueled bottom line performance by utilizing resources and increasing business, winning large contracts through integrity-based selling principles that helped grow business exponentially as well as helped clients build their entire business from concept • Built relationships, strategically developing sales plans as well as negotiated contract terms and pricing while accelerating close rate on key opportunities • Developed compelling sales and marketing campaigns while qualifying opportunities, capturing new business and maintaining ownership of existing accounts, convincing prospective clients of the value of company’s products and services • Won Account Manager of the Year FY01 and 00 CUSTOMER SERVICE REP, LEGAL DOCUMENTS DIVISION (1998-1999) • Led and directed inside sale, supporting Field Account Managers, working collaboratively cross-functionally, ensuring excellence in customer service, satisfaction, quality and effectiveness of operations • Optimized business while working in a high-performing, product-specific solution sales environment • Created technical value from understanding clients’ business and developing lasting relationships • Provided superior customer service while cultivating new leads, negotiating and securing contracts, and hunting for new sales opportunities; overachieved performance objectives and revenue goals, turning prospective clients into active accounts • Achieved Customer Service Rep of the Year FY99 Show less



Centex Cleans

• Austin, Texas Area

• Project Manager

  • 1997 - 1998

  PROJECT MANAGER • Led and directed varied land development projects for large-scale homebuilders; performed excavation, construction cleans within the subdivisions and grubbed each site as well as finalized sites by grading, adding top soil and power-washing • Interviewed, hired, managed and trained a crew of 30-40 depending on size of projects; coordinated schedule requirements with all involved, ensuring projects stayed on schedule with checkpoints throughout process • Awarded Project Manager of the FY98 Show less