Experienced portfolio manager with excellent client and project management skills. Organized, dependable, and successful at managing multiple priorities with a positive attitude.
Overview
9
9
years of professional experience
Work History
Customer Portfolio Manager
VMware by Broadcom
01.2023 - Current
Own and coordinate all aspects of the sales cycle in renewal transactions across Corporate NYC Metro and Corporate SLED East.
Prepare and present regular reports to management on customer portfolio performance, including revenue, retention, and growth metrics.
Collaborate with cross-functional teams to develop and execute strategic account plans that align with the company's business objectives and drive customer success.
Inside Sales Associate
VMware
07.2021 - 11.2023
Streamlined the back-end processes required for selling VMware perpetual and SaaS products through operational and administrative tasks to increase field sales productivity.
Communicated across teams to increase efficiency in sales execution.
Assisted the field team in accurately forecasting sales opportunities and product revenue.
Led the organization of all team volunteer events and activities.
Awarded ISA MVP of the Quarter for Q2FY23' and three Vice President of Sales Floor Walk Recognitions.
School Social Worker
Harpswell Coastal Academy
01.2021 - 05.2021
Counseled students grades 6-12 in addressing mental health and behavioral concerns.
Collaborated with teachers and administrators to develop intervention strategies for students in need of additional support.
Case Manager
Hand of Mercy Healthcare
02.2020 - 07.2020
Coordinated services with other agencies, community-based organizations, and healthcare professionals to provide useful benefits to clients.
Conducted thorough assessments of clients'' situations, identifying issues, goals, and necessary interventions.
Operations Associate
Kingston for U.S. Senate
06.2017 - 09.2018
Managed relationships with political allies across Massachusetts while networking with new allies.
Corresponded with voters and potential voters via phone, email, and in person.
Collaborated with the finance and field teams to organize campaign events
Managed the Senate candidate's personal calendar and campaign schedule.
Executive Assistant
Sword & Spoon Enterprises
06.2015 - 09.2015
Responded to correspondence on behalf of business leaders to streamline processes.
Organized, updated, and distributed CEO's daily schedule to ensure smooth daily operations.
Communicated with and managed relationships with external partners.
Arranged appropriate travel, agendas, necessary contacts, and other information for executive travel.
Education
Master of Social Work -
Simmons University
Bachelor of Arts - Developmental and Personality Psychology
Bates College
Skills
Salesforce
Sales Reporting
Customer Portfolio Management
Project Management
Operations
Relationship Building
Organization
Collaboration
Timeline
Customer Portfolio Manager
VMware by Broadcom
01.2023 - Current
Inside Sales Associate
VMware
07.2021 - 11.2023
School Social Worker
Harpswell Coastal Academy
01.2021 - 05.2021
Case Manager
Hand of Mercy Healthcare
02.2020 - 07.2020
Operations Associate
Kingston for U.S. Senate
06.2017 - 09.2018
Executive Assistant
Sword & Spoon Enterprises
06.2015 - 09.2015
Master of Social Work -
Simmons University
Bachelor of Arts - Developmental and Personality Psychology
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