Action oriented professional with over 10 years of experience in successful management of all aspects of client engagement. Strong critical thinking, analytical skills with an entrepreneurial and pro-active mind-set in a demanding sales environment.
Overview
17
17
years of professional experience
Work History
Enterprise Account Executive
Intuit-Quickbooks
03.2023 - Current
Established strong relationships with key enterprise customers, driving customer satisfaction and retention.
Consistently exceeded sales targets by proactively identifying and pursuing new business opportunities, achieved 110% of quota in the first month.
Collaborated with internal teams to develop tailored solutions for complex client needs, resulting in increased revenue.
Managed a portfolio of high-value accounts, ensuring timely renewals and upselling opportunities.
Negotiated contracts with key stakeholders, securing long-term partnerships and revenue growth.
Remote B2B Sales Account Manager
Legalzoom
07.2012 - 12.2022
Navigating entrepreneurs on business formations and process for LLC's, Corporations, Trademarks, Copyrights and Patent registration/renewals, along with tax and bookkeeping subscriptions services
Develop new strategies for existing projects in pre-sales and post-sales activities
Identifying and solving complex problems by formulating effective business solutions to exceed monthly and quarterly sales goal targets
Managed and prospecting clients lifecycle in various pilots to improve leads to produce and promote long-term value and favorable results
Monitor the industries competitors, new products, and market conditions to understand the customer's specific need
Produced over $1 million in revenue over a 10 month period, while improving sales process in a cross-functional team
Resilient and focused on winning over potential customers, uncovering challenges, inefficiencies, pain points that can be resolved
Performed quarterly assessment of client contractual requirements evaluating efficiency and provided recommendations for process changes; assisted with process documentation updates; complied monthly controls assessment report and presented to all levels of executive management.
Streamlined project processes by implementing agile methodologies, while increasing efficiency and reduced costs by 18% quarterly, resulting in $110,000 in savings.
Established effective communication among team members for enhanced collaboration and successful project completion.
Coordinated cross-functional teams and resolved conflicts, throughout the project lifecycle.
Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
REO Asset Manager
IndyMac Bank
01.2007 - 10.2011
Managed a diverse portfolio of REO Assets servicing, Loss Mitigation/Foreclosure
Increased successful property sales by implementing effective marketing strategies and collaborating with real estate agents.
Reduced average days on market for REO properties through efficient management and timely decision making, resulting in maximized returns and minimized losses.
Defined, implemented, and managed full life cycle of 150 to 200 assets from acquisition to disposition.
Coordinated the clearing of Title Issues for rescission's and repurchase properties, while keeping all utility, HOA and other expenses current
Worked closely with attorney, lenders, investors, realtors and FNMA and FHLMC asset managers and closers
Coordinate the asset rehabilitation strategy with internal departments,manage the project timeline, and complete a post-liquidation financial analysis
Education
Business Management
Austin Community College
Austin, Texas
Skills
Negotiation
Account Servicing
Organizational Skills
Team Development
Strategies
Management Experience
Analytical skills
B2B Sales/BDR
Knowledge of computer-
Based systems Microsoft
Office, Teams, Zoom
Salesforce and HubSpot
SaaS 10 years plus
Certified Notary
Timeline
Enterprise Account Executive
Intuit-Quickbooks
03.2023 - Current
Remote B2B Sales Account Manager
Legalzoom
07.2012 - 12.2022
Project Manager, Client Services
1st Builders Real Estate
11.2010 - 11.2012
REO Asset Manager
IndyMac Bank
01.2007 - 10.2011
Business Management
Austin Community College
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