Business Development Representative

• Mar 2023 - Present

* Reached 110% of Quota for Q1 2023-- Generate appointments by independently researching companies that would be a good fit for Smartsheet services and reaching out to them using email, cold calling, LinkedIn, and other sophisticated software sales tools like Seismic, Tableau, and Zoominfo.-- Partner with Account Executives in expanding their book of business by running strategic plays on key accounts and contacts.-- Build rapport with clients by holding thoughtful and engaging conversations while being the subject matter expert on Smartsheet products and services.-- Manage multiple outbound sequence campaigns while maintaining a high level of activity. Show less

Sales Development Representative

• Jun 2022 - Mar 2023

Homes Maintenance Associate

• Sep 2021 - Mar 2022

• Identified root causes of process, approach, and program deficiencies, recommending resolutions to increase the team’s operational efficiency. • Played a critical role in triaging and processing resale property feedback cases from buyers, agents and Zillow staff, ensuring all feedback was accurately delivered to the issue resolution teams within 24 hours. • Owned vendor relations in Raleigh, Denver and Tucson for home signage. Efficiently managed all phases, including sign ordering, posting and removal upon buyer home possession. • Met weekly with Manager to create a plan for advancing to Zillow’s Management Track. Completed “Leadership Blueprint Expectations” course and Insights Leadership assessment. • Recommended and received approval for adding cross-functional team collaboration to the signage tracking process, preventing duplication of efforts. Show less

Growth and Operations Associate

• Aug 2020 - Sep 2021

• Managed the referral pipeline and worked alongside advisors to facilitate the sales process.• Supported the Senior Lead Advisor in efforts to build and foster an environment of professional development. Mentored and guided team members, assisting them in advancing in their careers.• Met bi-monthly with regional Growth and Operations Associates to create alignment and cohesion as the company and teams expanded. Collaboration led to creating more efficient workflows for the sales process as well as standard operating procedures for advisors.• Led weekly team meeting with advisors and ensured all high priority topics were addressed. Sent out a recap of each meeting with highlighted to-dos and concise notes to refer to.• Created, finalized, and tracked quarterly Objectives and Key Results. Met with advisors to set challenging, attainable, and ambitious goals with measurable results for the team and individually.• Partnered with the People Team in an effort to hire the most qualified candidates for our team and the firm.• Identified and promoted additional services of the business including: 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate that benefited the client and company. Show less

Client Service Associate

• Jun 2018 - Aug 2020

• Trained and mentored the incoming class of Associate Advisors after only 1 year at the firm. • Gathered, organized, and input client data into the CRM (Salesforce); managed data accuracy and integrity and kept records current.• Delivered superior client service and support to a portfolio of ~75 high net worth individuals and families. Acted as a primary point of contact for clients and custodians around all operational and tactical service matters.• Owned money movement requests including capital calls, internal & external distributions, and asset transfers. Fulfilled all requests accurately and promptly, providing excellent client care. Show less

Front Desk Agent

• Jun 2017 - May 2018

• Organized and processed check-ins/check-outs, reservations, requests, reservation changes, and cancellations in a 890+ room property alongside a small but nimble front desk team. • Responded to guest complaints by exhausting all resources to exceed guest expectations. • Averaged ~30 upgrades per month, resulting in an additional $2,300 in sales revenue. • Balanced up to $2k in cash at the end of every shift. Created an Excel report documenting task completion, with 100% accuracy. • Organized and processed check-ins/check-outs, reservations, requests, reservation changes, and cancellations in a 890+ room property alongside a small but nimble front desk team. • Responded to guest complaints by exhausting all resources to exceed guest expectations. • Averaged ~30 upgrades per month, resulting in an additional $2,300 in sales revenue. • Balanced up to $2k in cash at the end of every shift. Created an Excel report documenting task completion, with 100% accuracy.

Social Sciences Major w/ emphasis in Communication Strategies, Economics, & Administrative Studies

• Aug 2013 - May 2017

Brand Ambassador

• May 2016 - Jul 2016

Work with other brand ambassadors and account executives to assist clients throughout their programs and campaigns. Work with other brand ambassadors and account executives to assist clients throughout their programs and campaigns.

Retail Clerk & Safety Representative

• Aug 2014 - May 2016

Preparing milkshakes and espresso beverages Maintaining daily sanitation duties Preparing milkshakes and espresso beverages Maintaining daily sanitation duties

Extern in Housekeeping Department

• Mar 2016 - Mar 2016