- Enhanced outbound pipeline by personalizing outreach to CFOs, controllers, and procurement leaders.
- Replaced legacy tools like Concur using Ramp's pillars: automation, visibility, and cost savings.
- Collaborated with AEs and teams to strategize account-based campaigns and refine targeting.
- Executed full-cycle top-of-funnel sales motions via Gong, Salesforce, Outreach, and LinkedIn Navigator.
- Managed full sales cycle from prospecting to closing, generating over $200K in less than one year.
- Cultivated and maintained relationships with high-net-worth clients, liaising with financial advisors.
- Oversaw CRM operations and campaign management using HubSpot and Heymarket.
- Supported wealth management clients with account updates and asset transfers, ensuring accuracy.
- Collaborated with teams to resolve complex transactions, improving overall client satisfaction.
- Utilized Salesforce, Focus Point, and Workday to streamline operations and enhance service delivery.