Account Manager

• Feb 2023 - Present

Commercial Account Executive

• Sep 2022 - Feb 2023

Manager of Customer Experience

• Jun 2020 - Aug 2022

• Managed a top-performing, engaged team of 23 driven Customer Experience Representatives focused on developing client relationships and closing new leads to increase the use of Robinhood’s products and services • Beat KPI results by 10% and exceeded peers by maintaining high Resolution and Promoter Score metrics • Hired, trained, and coached 20+ reps, leading to the promotion of 5 reps within first 9 months of manager role • Improved team operational efficiency by 22% through 1:1 coaching and utilizing key business partners • Onboarded 30+ Managers, Leads, Senior Managers, and Directors by leading platform trainings for Salesforce and Looker and using SME knowledge to build custom dashboards to meet the specific needs of each leader • Partnered with Product Management and Client Services to maximize account penetration and customer retention by engaging in beta testing to consult on products/features within the Robinhood app and Salesforce • Reported on team and individual KPI results in Quarterly Business Reviews with management to identify opportunities and make recommendations for improvement in the areas of process, efficiency, and productivity Show less

Senior Consultant

• May 2018 - Jun 2020

• Exceeded quotas by 41% every year and qualified 800+ opportunities by up-selling customers on relevant professional services offered by TIAA • Generated leads of $9 million in outside assets by helping build a customized plan to meet individual goals • Communicated the value of TIAA’s products and services to 125+ existing and prospective clients per week • Onboarded 300+ new, high-profile customers to TIAA by providing guidance on TIAA’s technical platform • Collaborated with Account Managers, Brokerage Consultants, and Sales Representatives to grow revenue by cultivating and maintaining a solid pipeline of well-qualified opportunities Show less

Account Executive

• May 2011 - May 2018

• Closed deals for 120+ client accounts, generating $3,000+ in Monthly Recurring Revenue (MRR) • Exceeded quotas by an average of 15% every year for 7 years on a 100% commission-based salary • Increased revenue by $235,000 as the #1 performing Account Executive for 7 years • Utilized hunter mentality and outbound sales experience to proactively call and engage with current and new customers to develop new business within a territory of 7 states with minimal guidance • Beat expectations by scheduling and conducting over 135 initial meetings with business decision-makers in the Mountain West regions and gained financial partnership with an 82% close rate over the last 5 years • Delivered repeatable pipeline production and prioritized high-return opportunities by managing over 400 leads, conducting targeted outbound prospecting, and developing long-term customer relationships • Spoke and networked at 5+ community events each year in order to solicit new involvement • Leveraged Microsoft Office suite and strong internet research skills to create presentations for target accounts Show less