Rachael O'Connor
Enterprise Customer Success Manager at Chatmeter- Claim this Profile
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Bio
Ryan Makris
Througout our 18 months working together Rachael consistently demonstrated her ability to create new business for our company. She’s developed into a motivated, sharp, and efficient sales person. Without any prior knowledge of our industry Rachael quickly rose to be one of our top producers. Here is a summarized list of her accomplishments: • $2,542,588 career sales through October 31st, 2015 • 139 finance transactions booked • #6 sales rep overall for 2015 • 3 months over $300k in sales • 5 months over $200k in sales In addition to her professional accolades Rachael was well-liked by her peers, many of whom would now consider her a friend. As Director of Strategic Accounts for Allegiant Partners I have had the opportunity to work with many new sales people and can confidently say Rachael is among the best to enter through our doors.
Ryan Makris
Througout our 18 months working together Rachael consistently demonstrated her ability to create new business for our company. She’s developed into a motivated, sharp, and efficient sales person. Without any prior knowledge of our industry Rachael quickly rose to be one of our top producers. Here is a summarized list of her accomplishments: • $2,542,588 career sales through October 31st, 2015 • 139 finance transactions booked • #6 sales rep overall for 2015 • 3 months over $300k in sales • 5 months over $200k in sales In addition to her professional accolades Rachael was well-liked by her peers, many of whom would now consider her a friend. As Director of Strategic Accounts for Allegiant Partners I have had the opportunity to work with many new sales people and can confidently say Rachael is among the best to enter through our doors.
Ryan Makris
Througout our 18 months working together Rachael consistently demonstrated her ability to create new business for our company. She’s developed into a motivated, sharp, and efficient sales person. Without any prior knowledge of our industry Rachael quickly rose to be one of our top producers. Here is a summarized list of her accomplishments: • $2,542,588 career sales through October 31st, 2015 • 139 finance transactions booked • #6 sales rep overall for 2015 • 3 months over $300k in sales • 5 months over $200k in sales In addition to her professional accolades Rachael was well-liked by her peers, many of whom would now consider her a friend. As Director of Strategic Accounts for Allegiant Partners I have had the opportunity to work with many new sales people and can confidently say Rachael is among the best to enter through our doors.
Ryan Makris
Througout our 18 months working together Rachael consistently demonstrated her ability to create new business for our company. She’s developed into a motivated, sharp, and efficient sales person. Without any prior knowledge of our industry Rachael quickly rose to be one of our top producers. Here is a summarized list of her accomplishments: • $2,542,588 career sales through October 31st, 2015 • 139 finance transactions booked • #6 sales rep overall for 2015 • 3 months over $300k in sales • 5 months over $200k in sales In addition to her professional accolades Rachael was well-liked by her peers, many of whom would now consider her a friend. As Director of Strategic Accounts for Allegiant Partners I have had the opportunity to work with many new sales people and can confidently say Rachael is among the best to enter through our doors.
Credentials
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Sports Management Certificate
University of California, Santa BarbaraJun, 2013- Nov, 2024 -
Technology Entrepreneurship Certificate
University of California, Santa BarbaraJun, 2013- Nov, 2024 -
Certificate of Achievement- Business
Diablo Valley CollegeMay, 2011- Nov, 2024
Experience
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Chatmeter
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United States
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Software Development
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100 - 200 Employee
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Enterprise Customer Success Manager
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May 2022 - Present
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TOA Global
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Australia
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Outsourcing and Offshoring Consulting
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700 & Above Employee
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Customer Success Manager - North America
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Aug 2020 - Apr 2022
-Worked cross-functionally and internationally with Philippines HR/Talent/Customer Service/Finance/IT teams-Responsible for client success and growth within TOA-Weekly/Monthly/Quarterly meetings with clients depending on client needs/team size-Hosted monthly client webinars -Responsible for new client onboarding process (talent call/Kickstart meeting/onboarding meeting)-Handled presentations regarding TOA processes and updates for clients-Utilized Microsoft Dynamics to manage my daily tasks-Responsible for data collection regarding client status and opportunities to increase support-Worked cohesively with the talent team to make sure clients were aware of their recruitment process at all times, this includes talent calls (finalizing the job description)/endorsing candidates/scheduling interviews/following up for feedback from interviews/offer outs/commencements-KPI’s included placement and commencement numbers for the talent process regarding client’s new hires -Required to collect data regarding churn numbers and areas of improvement for the support/account management team-NPS surveys were administered to my clients for feedback regarding their customer experience Show less
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Sales Team Lead
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Jun 2019 - Aug 2020
-Responsible for a team of 2 Business Development Managers and 3 Sales Development Representatives-Responsible for discovery calls/solution meetings/onboarding new clients-attended conferences including Xerocon and Quickbooks Connect-Responsible for monthly/quarterly/annual sales targets-Utilized NetSuite and Microsoft Dynamics
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Account Executive
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Feb 2019 - Jun 2019
-Traveled to the Philippines to visit our Clark/Manila offices to better understand the TOA processes and meet the team-Responsible for discovery calls/solution meetings/onboarding new clients-Attended conferences including Xerocon and Quickbooks Connect-Responsible for monthly sales targets -Utilized NetSuite
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CARET
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United States
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Software Development
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200 - 300 Employee
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Senior Account Executive
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Jun 2018 - Feb 2019
-Responsible for full sales cycle of our products: private cloud (Abacus Private Cloud), case management software(AbacusLaw/Amicus Attorney), document automation/assembly software (HotDocs), practice management software (OfficeTools) & business management software (ResultsCRM) -Utilized Netsuite to manage current clients and potential clients -Delivered demonstrations of our products through GoToMeeting and Skype and all outbound/Inbound calls through Fonality -OfficeTools for accounting firms was my specialty for demonstrations for prospects Show less
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Panalitix
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Australia
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Accounting
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1 - 100 Employee
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International Account Executive
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Jan 2017 - Jun 2018
-Worked with prospects in North America & Europe -Delivered demonstrations of our content (LearningHub) and technology (Engager, TRUST- The Really Useful Sales Tool, Proactive Success System- dashboard for Panalitix team to track member progress, Panalitix dashboard- member tracking of client progress & MarketingHub- monthly newsletters for our members to promote to their clients & prospects) -Attended our business planning workshops and seminars in North America & the United Kingdom -Handled inbound/outbound calls and emails from prospects and current members -Worked cross-functionally with the marketing team and member success management team -Utilized Salesforce to manage our current members and potential members -Hosted meetings through GoToMeeting, Zoom, Skype, and RingCentral -Worked directly with decision-makers/partners/directors/CEO's -Responsible for full sales cycle -Responsible for creating additional projects/agendas/proposals and took over the Project Coordinator role -Handled sponsorship sales for large events including our annual conference -Utilized Asana throughout the projects, key point of contact for the client, responsible for scheduling meetings and receiving required documents from the client, ensured Panalitix agenda met criteria specified for the client and maintained a quality experience for our client -Traveled and lived in England for one month to expand our international client base Show less
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Insight Global
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United States
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Staffing and Recruiting
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700 & Above Employee
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Account Manager
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Sep 2016 - Jan 2017
-Specialized in accounting, finance, and engineering
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Recruiter
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Apr 2016 - Sep 2016
-Promoted to Account Manager-Responsible for one direct report to me who was a designated recruiter -Recruited candidates through the screening process and interviews-Responsible for reference checks-Handled client preparation for interviews and completion of paperwork for selected candidates-Responsible for recruiter development-Attended meetings, interviews, lunches, and other engagements with clients Insight Global is a national staffing and services company that specializes in sourcing information technology, accounting, finance, and engineering professionals and delivering service-based solutions to Fortune 1000 clients. Insight Global completes more than 33,000 placements annually in short-term, long-term, contract-to-hire, and direct placement positions through our network of more than 40 regional offices across the U.S. and Canada. The company has been ranked one of the fastest growing staffing firms for over a decade and named the 3rd largest IT staffing firm in America by Staffing Industry Analysts. Show less
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AP Equipment Financing
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United States
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Financial Services
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1 - 100 Employee
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National Account Manager
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May 2015 - Dec 2015
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Account Executive
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Jun 2014 - May 2015
-FKA First Star Capital-Promoted to National Account Manager-Responsible for over 867 contractors across several terminals in Virginia, North Carolina, South Carolina, Alabama, and Mississippi-Responsible for creating and maintaining vendor accounts and programs-Cold called new industries for business development leading to market expansion-Initiated and maintained relationships with vendors and end users of equipment -Educated customers of the benefits of leasing vs. purchasing equipment as well as provided knowledge of the industry and equipment-Delivered great customer service throughout the financing process-Collaborated with management to expand business and opportunities-Utilized Salesforce to manage all current prospects, tasks and company information-Worked directly with decision makers/owners-Responsible for full sales cycle Show less
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Va De Vi Bistro & Wine Bar
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United States
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Restaurants
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1 - 100 Employee
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Hostess
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Sep 2013 - Dec 2015
-Front Desk Hostess/Food Runner -Provided preliminary information in regards to the menu and took additional orders when required -Checked food for accuracy and delivered to appropriate tables -Organized and sustained structure and delivery of all lunch, dinner, and dessert orders -Received and confirmed reservations in person and on the telephone -Organized proper seating for reservations and walk-in guests -Front Desk Hostess/Food Runner -Provided preliminary information in regards to the menu and took additional orders when required -Checked food for accuracy and delivered to appropriate tables -Organized and sustained structure and delivery of all lunch, dinner, and dessert orders -Received and confirmed reservations in person and on the telephone -Organized proper seating for reservations and walk-in guests
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Education
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2009 - 2013
University of California, Santa Barbara
Bachelor of Arts - BA -
2005 - 2009
Northgate High School
Community
