Experience

Airkit

• United States
• Software Development
• 1 - 100 Employee

• Head of Sales Strategy & Operations

  • Aug 2022 - Nov 2022

  Ran Sales Operations & Strategy function. In short time, redesigned SFDC instance, developed new pipeline, forecast, and stage progression models, and created new GTM plan. Reported to executive leadership weekly. **Impacted by a reduction of force across sales, pre-sales, sales operations, and leadership on November 10, 2022** Ran Sales Operations & Strategy function. In short time, redesigned SFDC instance, developed new pipeline, forecast, and stage progression models, and created new GTM plan. Reported to executive leadership weekly. **Impacted by a reduction of force across sales, pre-sales, sales operations, and leadership on November 10, 2022**



Iterable

• United States
• Software Development
• 500 - 600 Employee

• Senior Sales Strategy & Operations Manager - Presales & Solutions

  • Jul 2021 - Aug 2022

  First hire supporting Presales and Solutions. Built out new processes, reporting models, and dashboards. Incorporated Presales data (product gaps, macro-industry trends, etc) into GTM planning. First hire supporting Presales and Solutions. Built out new processes, reporting models, and dashboards. Incorporated Presales data (product gaps, macro-industry trends, etc) into GTM planning.



NetBase Quid

• United States
• Software Development
• 1 - 100 Employee

• Director, Business Development & Operations

  • Aug 2020 - Jun 2021

  Ran Netbase Quid's business development function. Oversaw a team of 10+, including one manager. Beyond day-to-day responsibilities, focused on pipeline reporting and weekly forecasting for executive and sales leadership.

• Senior Manager, Solutions Consulting

  • Jan 2020 - Aug 2020

  Built out Netbase Quid's newly formed solutions consultant team focused on pre-sales strategy. Included process creation, strategic pitch/demo support, team management, forecasting, etc.

• Senior Manager, Customer Success

  • Jul 2018 - Dec 2019

  Managed Quid's largest strategic consulting accounts within Quid’s newly reorganized strategic professional services and financials vertical with a focus on growth and renewal. Maintained a high rate for both. Implemented new revenue structure for select accounts. Responsibilities included operations, revenue and growth forecasting, account planning, hiring, etc. Managed multiple direct reports.

• Manager, Customer Success

  • Feb 2017 - Jul 2018

  Oversaw Quid's software and enterprise accounts with major consulting firms. Engaged directly with C-level executives, department heads, etc. during entire client lifecycle, including initial and ongoing business development, continual support, and renewal. Also managed direct reports and other processes for the entire team.

• Associate, Customer Success

  • Jun 2015 - Feb 2017

  Ensured Quid users and engagements received the most value out of the software through training, implementation, and consulting like service projects with a focus on strategy consultants, financial institutions, government, and other professional services firms. Also helped create and run various operational tasks and teams that reported directed to senior leadership and executives. Paid notable projects include Fast Company Most Innovative List and Knight Foundation Research.



Hall Capital Partners LLC

• United States
• Investment Management
• 100 - 200 Employee

• Analyst

  • May 2013 - Mar 2015

  Portfolio Management Group. Helped to deploy capital, created customized schedules for clients, modeled cash flow on a pro-forma basis, and produced quarterly client books that synthesized investment returns on a year and average annualized basis. Also co-developed and led the Excel training module for incoming analyst classes. Portfolio Management Group. Helped to deploy capital, created customized schedules for clients, modeled cash flow on a pro-forma basis, and produced quarterly client books that synthesized investment returns on a year and average annualized basis. Also co-developed and led the Excel training module for incoming analyst classes.



Apigee

• Software Development

• Account Development Representative

  • 2012 - 2013

  Worked on the sales team as an account development representative for industry leading Saas company. Worked on the sales team as an account development representative for industry leading Saas company.



MassMutual Financial Group

• United States
• Investment Management

• FInancial Services Professional

  • 2011 - 2012

  Responsible for all aspects of financial services portfolio including prospecting and marketing, analyzing and consulting on financial solutions, and placing clients in the best situations to achieve financial success. Responsible for all aspects of financial services portfolio including prospecting and marketing, analyzing and consulting on financial solutions, and placing clients in the best situations to achieve financial success.



Law Offices of Ryutaro Hirota

• United States
• Law Practice
• 1 - 100 Employee

• Legal Assistant

  • 2010 - 2011

  Part of a team of legal assistants who are responsible for all of the operations of the practice. Part of a team of legal assistants who are responsible for all of the operations of the practice.



Morgan Stanley Smith Barney

• United States

• Wealth Management Intern

  • 2008 - 2008

  Worked directly under a private wealth manager. Responsible for updating portfolios, researching equities and markets, and maintaining a simulated portfolio for competition and training purposes. Worked directly under a private wealth manager. Responsible for updating portfolios, researching equities and markets, and maintaining a simulated portfolio for competition and training purposes.