Experienced in Excel, Microsoft Word, Powerpoint, Salesforce. Exceptional communication, written and verbal. Confident and experienced with public speaking. Extremely flexible and adaptable in managing multiple priorities. Self-motivated, enthusiastic, and exceeds standards under pressure.
Overview
5
5
years of professional experience
Work History
Enterprise / Mid-Market Account Executive
Spot AI
01.2024 - Current
$550k+ TCV Closed in Significantly narrowed Territory Across 14 Net New Accounts
Consistent 4x+ Pipe Coverage, including a multitude of enterprise accounts sourced
Identified and implemented tailored solutions for mid-market clients, addressing their unique needs and driving product adoption
Collaborated with customers to learn business operations and capitalize on upselling and cross-selling opportunities.
Total Spot AI Career To Date: 61 Net New Logos, $1.5m+ TCV
Small Business Account Executive
Spot AI
09.2022 - 01.2024
Set Most Net New Logos in Quarter in Company History (14)
Logo Attainment 180% (47 Total)
130% Annual TCV Quota Attainment
Increased SMB account base by identifying potential clients and executing targeted sales strategies.
Provided exceptional post-sales support by working closely with implementation teams to ensure smooth transitions for new clients.
Small Business Account Executive
Motivosity
01.2022 - 09.2022
1st highest number of deals won on SMB (37)
1st highest lead to opportunity conversion on SMB
Consistent team leader of prospect outreach by volume
Timely attention to all incoming marketing leads
Prioritize outbound efforts through referrals
Generate solutions based on thorough analysis of company cultures
Maintain positive relationships with existing and potential clients
Registered Associate
The Strachan Group at Morgan Stanley
09.2019 - 04.2021
Scheduled and hosted client meetings on a daily basis, while organizing and facilitating monthly transfers, preparing spending reports, account opening and maintenance, investment reporting, tax reporting coordination, daily client outreach, and securities trading for nearly 100 high and ultra-high net worth clients
Led multiple projects including assisting all ultra-high net worth clients transition into newly launched programs to cut client expenses and improve overall client experience
Barron's 2019 #49 Private Wealth Management Team in the United States
Barron's 2020 #31 Private Wealth Management Team in the United States