Results-driven professional with expertise in strategic partnership building and data analysis. Proven ability to drive tailored solutions and exceed performance metrics in the financial services sector.
Overview
9
9
years of professional experience
Work History
FinServ Solutions Specialist
Perficient
St Louis, Missouri
09.2023 - Current
Cultivated strategic partnerships with key financial institutions like MetLife, Liberty Mutual, Raymond James, and BNY to drive tailored data and contact center capabilities.
Assisted in identifying pain points in complex fintech environments, and delivered customized financial assessments.
Collaborated with cross-functional teams including product specialists, data analysts, engineers, and product managers.
Tracked and analyzed client performance metrics using Salesforce and proprietary tools, refined pitches based on data insights to exceed quarterly targets, and foster long-term account expansion.
Sales Development Representative
fabric Neon
Seattle, Washington
12.2019 - 09.2021
Led the SDR team & assisted in initial development of SOP procedures for outbound process.
Generated >$500K in potential pipeline & assisted in closing $230k in pipeline deals for year 2020.
Provided customer feedback software to mid-market organizations & led SDR team in outbound bookings.
Created lead lists, event attendee lists & other marketing material for SDR team.
Master III Demand Creation Executive
Frontline Selling
Alpharetta , GA
10.2016 - 12.2019
Managed four separate account categories, ranging from healthcare to information security.
Developed client and customer relationships through face-to-face meetings and demo presentations.
Maintained requirements for 9 or more scheduled presentations per pay cycle.
Assisted in developing the sales playbook for the years 2017-2018.
Achieved the highest level of outbound promotion within the organization.
Education
Bachelor of Science - Political Science & Government
Kennesaw State University
Kennesaw, GA
05-2015
Skills
Strategic partnerships
Data analysis
Financial assessments
Salesforce management
CRM systems
Account management
Timeline
FinServ Solutions Specialist
Perficient
09.2023 - Current
Sales Development Representative
fabric Neon
12.2019 - 09.2021
Master III Demand Creation Executive
Frontline Selling
10.2016 - 12.2019
Bachelor of Science - Political Science & Government
Strategic Business Development – Gas and Water solutions at Secure Meters LimitedStrategic Business Development – Gas and Water solutions at Secure Meters Limited