Experience

LCvista

• United States
• Software Development
• 1 - 100 Employee

• Strategic Account Manager

  • Sep 2023 - Present

  Remote in Colorado



Panorama Education

• United States
• Education Administration Programs
• 300 - 400 Employee

• Senior Account Manager

  • Jan 2022 - Aug 2023

  Remote in Colorado • Hit and exceeded renewal quota for a portfolio of 110 clients every quarter. • Main liaison from Panorama in territory of 16 states across central and western US to provide competitive intel back to the company to aid in growth objectives. • Increased footprint and business with existing clients, discovering and maturing opportunities to grow Panorama’s business. Across the entire sales team in 2022, expanded ARR with the most number of clients. • Developed account plans for key… Show more • Hit and exceeded renewal quota for a portfolio of 110 clients every quarter. • Main liaison from Panorama in territory of 16 states across central and western US to provide competitive intel back to the company to aid in growth objectives. • Increased footprint and business with existing clients, discovering and maturing opportunities to grow Panorama’s business. Across the entire sales team in 2022, expanded ARR with the most number of clients. • Developed account plans for key accounts and monitor overall account health across portfolio, intervening and creating/implementing strategies when needed. • Collaborated closely with project leads to provide outstanding relationship management and function as a thought partner to clients. • Managed internal cross-functional relationships with Client Success, Project Management, Sales, Operations, and Legal teams to retain business and drive expansion. Show less



PowerSchool

• United States
• E-Learning Providers
• 700 & Above Employee

• Senior Naviance Account Manager

  • Sep 2020 - Jan 2022

  Remote in Colorado (Part of Hobsons Naviance acquisition in March 2021) • Achieved "Presidents Club" status for 2021 top performance nationally for exceeding annual quota of renewal and upsell goals. • Managed all aspects of the customer lifecycle - including onboarding, implementation, ongoing support, and renewals - for 300+ school districts across CO, CA, OR, WA, HI, AK, NV, and UT. • Consistently met and exceeded monthly quotas and upsell goals, and retaining 90%+ of all district-level partnerships… Show more (Part of Hobsons Naviance acquisition in March 2021) • Achieved "Presidents Club" status for 2021 top performance nationally for exceeding annual quota of renewal and upsell goals. • Managed all aspects of the customer lifecycle - including onboarding, implementation, ongoing support, and renewals - for 300+ school districts across CO, CA, OR, WA, HI, AK, NV, and UT. • Consistently met and exceeded monthly quotas and upsell goals, and retaining 90%+ of all district-level partnerships by providing ongoing support, resources, and information. • Collaborated cross functionally with product team on feature and functionality enhancements • Developed presentation and webinar materials, and recruited content experts internally and externally, in an effort to increase user engagement and implementation. Show less



EVERFI

• United States
• E-Learning Providers
• 300 - 400 Employee

• Director, K-12 Partnerships Team

  • May 2018 - May 2020

  Remote in Colorado • Became the first Director of Implementation at EverFi due to establishing reach and impact of EverFi's footprint across Colorado. • “Schools Lead” for some of EverFi’s largest accounts that covered multiple regions. • Achieved at least 100% to goal for user reach and at least 100% to goal for site reach on priority sponsored accounts consistently for 5 years. • Engaged in relationships / partnerships with key stakeholders of largest 500 school districts in the country, state… Show more • Became the first Director of Implementation at EverFi due to establishing reach and impact of EverFi's footprint across Colorado. • “Schools Lead” for some of EverFi’s largest accounts that covered multiple regions. • Achieved at least 100% to goal for user reach and at least 100% to goal for site reach on priority sponsored accounts consistently for 5 years. • Engaged in relationships / partnerships with key stakeholders of largest 500 school districts in the country, state DOE’s, coalitions, and EverFi’s corporate partners such as the Colorado AG and other elected officials, Colorado Avalanche, Denver Broncos, and numerous bank and credit union partners to nurture and expand EverFi’s reach. • Implemented the strategic direction and practice of the EverFi team, aligning the organizational wide vision with those of the educators I worked with. • Received Retention Award for achieving top numbers nationally. Selected to participate on the Retention Committee to strategize on how the company can improve on retention nationally. • Acted as the liaison between the Account Manager and the K-12 team. Prior to our AM team being created in 2017, acted as the AM on all accounts in my territory and successfully renewed and/or upsold 100% of them. • Oversaw program components ensuring the implemented educational technology software and platforms were aligned with the teachers and the district’s curriculum via state standards. • Planned and executed events with schools and sponsor partners to include the NFL, NHL, MLB, and Fortune 500 companies

• Senior Schools Manager

  • May 2016 - Apr 2018

  Remote in Colorado

• Schools Manager

  • Aug 2015 - Apr 2016

  Remote in Colorado



Glen Rock High School

• United States
• Education Administration Programs
• 1 - 100 Employee

• Business Education Teacher: Financial Literacy

  • Aug 2012 - Aug 2015

  Glen Rock, NJ • Managed and organized the Business program in Glen Rock to continuously meet the needs of the district’s students by developing several new courses and revamping the structure of the program. • Coordinated with district admin and colleagues in designing lesson plans and managing the schedule and curriculum for each upcoming school year. • Collaborated in partnership with parents, support staff and other professionals which improved the student’s classroom productivity. • Improved… Show more • Managed and organized the Business program in Glen Rock to continuously meet the needs of the district’s students by developing several new courses and revamping the structure of the program. • Coordinated with district admin and colleagues in designing lesson plans and managing the schedule and curriculum for each upcoming school year. • Collaborated in partnership with parents, support staff and other professionals which improved the student’s classroom productivity. • Improved student scores at least 30 % from pre to post test knowledge gain by the end of the semester consistently. • Communicated institutional policies and expectations with students, monitored student academic progress, implemented plans for student achievement, including customized learning plans for students as needed. • Spearheaded the curriculum development for the Financial Literacy curriculum including topics : Economics, Money Management, Credit/Debit, Savings, Investing, etc. • Generated and facilitated an increase in enrollment by implementing an innovative multi-level curriculum focusing on career preparation, industry engagement, networking, technology skills, and hands-on experience. • Effectively coordinated and organized exchange groups between GRHS and foreign schools (Czech Republic, Germany, Spain)—led 4 groups abroad (about 15 students each) and have hosted schools twice. • Promoted learning, understanding, awareness, and tolerance of all cultures through activities, trips, meetings, and projects. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Assistant Treasurer/Strategy Analyst

  • 2007 - 2009

  New York, NY - Created a strategic market presentation to discover $200M of growth strategies in Canada - Developed workshop and materials for cross-line business with local CEO. Performed detailed research on market landscape, strategic positioning, and competitive intelligence. Presented findings and recommendations to team and CIO - Championed and created Idea Center, a blog-like forum available to all employees via intranet to submit and comment on ideas. Developed a reward campaign to market and… Show more - Created a strategic market presentation to discover $200M of growth strategies in Canada - Developed workshop and materials for cross-line business with local CEO. Performed detailed research on market landscape, strategic positioning, and competitive intelligence. Presented findings and recommendations to team and CIO - Championed and created Idea Center, a blog-like forum available to all employees via intranet to submit and comment on ideas. Developed a reward campaign to market and recognize employees for top-rated suggestions resulting in 1,500% increase in submissions. Received company-wide recognition and CEO’s commendation - Investigated multiple cross-business opportunities leveraging Web 2.0 technologies to have $10M revenue impact. - Developed high-level product offering, detailing future product features and capabilities, competitive positioning, and revenue models. Conducted multiple presentations to senior executives to develop potential synergies within respective business units - Evaluated opportunities for the $1.1T Wealth Management portfolio and aided in the development of a multi-constituent Unregistered Securities trading platform Show less



Linens N Things

• Retail
• 200 - 300 Employee

• Strategic Sourcing Analyst

  • 2006 - 2007

  Greater New York City Area - Developed and delivered strategic sourcing and procurement solutions to internal clients which saved $500K - Led and provided analytical, project management, and procurement support. Negotiated contract terms with large suppliers - Gained exposure to all areas of the retail finance business through participation on cross-functional teams with senior representatives from Risk Management, Inventory Control, and Internal Audit, among others - Developed and implemented RFI/RFP through… Show more - Developed and delivered strategic sourcing and procurement solutions to internal clients which saved $500K - Led and provided analytical, project management, and procurement support. Negotiated contract terms with large suppliers - Gained exposure to all areas of the retail finance business through participation on cross-functional teams with senior representatives from Risk Management, Inventory Control, and Internal Audit, among others - Developed and implemented RFI/RFP through vendor assessment, client interviews, and scenario modeling Show less