Experience

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  YayPay by Quadient

  • Account Executive - Business Process Automation

    • Jun 2021 - Present

• 

  Billtrust

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Account Manager

    • Feb 2013 - Jun 2021

    As a Senior Account Manager, I work with 250 B2B and B2C clients to help them maximize the value of their invoice to cash process with the goal of ensuring their highest satisfaction. In addition, I directly impact revenue at Billtrust and expand Billtrust’s footprint in these accounts by selling add-on modules and products. This is accomplished with a mix of onsite meetings, web meetings, trade shows and conferences as well as regularly occurring conference calls and emails. I am also required to analyze and assess gaps where the client may not be utilizing the full feature list or gaining full benefits from the suite of Billtrust solutions. As the client’s advocate inside Billtrust, I work closely with Product Management, Project Management, Client Services and other stakeholders to ensure we are delivering and meeting client expectations.

  • Customer Sales Manager

    • Feb 2009 - Feb 2013

    Billtrust™ is dedicated to improving the billing process for our customers, saving them time and money. We have developed state-of-the-art products and services designed to simplify the billing process. Our knowledgeable staff has experience in paper billing, electronic billing and payment, customer service, operations, and IT. We have developed a unique suite of outsourced billing solutions. This comprehensive solution includes outsourced paper billing, fax billing, email billing, hosted online billing (EBPP & EIPP), and a web-based bill archiving and customer service tool called CustomerCare. Billtrust has earned the reputation as a trusted provider of comprehensive, next-generation outsourced billing services for corporations in a wide variety of vertical markets. We have partnerships with more than a dozen software companies, buying groups, and trade associations who have selected Billtrust as their recommended billing service provider.

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  Corporate Synergies

  • Business Development Manager

    • Dec 2006 - Feb 2009

    • Research and contact C-level executives for new business through telephone sales activities and set appointments for the outside sales team.• Develop negotiating strategies and positions by studying integration of new venture with company strategies and operations; estimate prospects' needs and goals, while ensuring the prospect company meets targeted requirements.• Manage and maintain information and sales leads in the company’s database through a sophisticated CRM system.

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  RSM McGladrey

  • Marketing Specialist

    • Oct 2002 - Nov 2006

    • Nurture and track various prospects from introduction to purchase of systems• Support “Center of Influence” philosophy by working closely with the sales team to generate sales leads through referral sources.• Assist sales team in a variety of tactical marketing programs to support sales territories including development of seminars, webinars, email marketing, local events and direct response prospecting and focused lead generation activities.• Develop strong working relationships with Microsoft contacts and obtain campaign funding.• Participate on various strategy teams to help foster strategic IT practice decisions.• Expand industry knowledge on supported vertical industries.• Support existing customers through monthly communications, promotions and user events.• Utilize internal CRM system to manage client, prospect and referral source information.

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  Realex Group

  • Portfolio Manager

    • 1995 - 2000

    • Manage $40,000,000 investment portfolio for reinsurance company on the New York Insurance Exchange• Review all materials and meet with research contacts for possible investment opportunities. • Attend investment meetings and handle communications for individual owners of the syndicate.