Sales operations professional with a strong track record of collaborating with senior leadership to translate business goals into precise sales plans and forecasts. Experienced in managing multi-regional sales operations and delivering executive-level reports to optimize business performance.
Overview
6
6
years of professional experience
Work History
Executive Sales Planner
CAPTIV8, INC.
San Mateo, CA (Remote)
11.2022 - Current
Create and maintain sales performance dashboards to track KPIs, pipeline activity, and goal attainment.
Build tailored dashboards for sales reps, managers, and executives, enabling visibility into individual, team, and organizational performance metrics.
Develop quarterly business reviews with executive leadership to analyze trends and evaluate progress against goals.
Collaborate cross-functionally with marketing, finance, and operations to align sales strategies with company objectives and drive revenue growth.
Assistant to Vice President, Sales
AGILE MIND EDUCATIONAL HOLDINGS, INC.
Grapevine, TX (Remote)
05.2022 - 11.2022
Served as a strategic partner to the National VP of Sales, managing high-priority, CEO-directed initiatives from planning through execution to ensure timely and successful delivery.
Provided comprehensive administrative support to two Regional VPs, including complex calendar management, meeting coordination, preparation of briefing materials, and documentation of key meeting takeaways.
Planned and executed client entertainment events, overseeing venue selection, contract negotiation, and catering logistics to deliver seamless, brand-aligned experiences.
Developed and administered a structured 6-week onboarding program for new sales representatives, enhancing ramp-up efficiency and accelerating time to productivity.
Project Coordinator
SOLUTION TREE, INC.
Bloomington, IN
08.2020 - 05.2022
Provided direct support to five project managers overseeing 15 major projects, ensuring contract deliverables consistently met or exceeded stakeholder expectations.
Developed detailed reports to facilitate comprehensive project evaluation and identify opportunities for process improvement.
Created and maintained dynamic project dashboards and budget tracking documents to enhance visibility and control over project performance.
Managed all project documentation by maintaining accuracy, organization, and timely filing, ensuring compliance and easy accessibility.
Senior Account Manager
SOLUTION TREE, INC.
Bloomington, IN
10.2019 - 08.2020
Strategically matched education experts with over 100 schools, delivering customized professional development solutions aligned with each school’s unique priorities.
Led the scheduling and successful execution of 500+ onsite professional development sessions for the organization’s largest account, ensuring seamless delivery and high client satisfaction.
Maintained proactive communication with customers, collecting post-session feedback and coordinating follow-up services to support continuous improvement and long-term partnerships.