Sales and customer service professional with experience leveraging product knowledge to create solutions for customers to drive loyalty, retention and revenue.
Overview
6
6
years of professional experience
Work History
Account Manager - Mid Market
Altium
04.2023 - Current
Developed and maintained long-lasting relationships with existing customers while continuously proposing new solutions that meet their objectives.
Successfully grew software license revenue by 20% and expanded A365 Pro adoption to 50% in North America, resulting in positive impact business growth
Managed diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Developed customized account plans for clients to help them achieve their business goals.
Collaborated with sales team to identify potential upsell opportunities and expand client base.
Renewals Account Manager / Team Lead
Altium
09.2020 - 03.2023
Responsible for managing post-sales success and retention of existing customers, resulting in $9M in renewal revenue.
Consistently exceeded target expectations for 2.5 years, maintaining 94% renewal rate average and contributing to 18% growth in overall revenue.
Streamlined renewals process by developing training materials and conducting workshops for junior team members.
Consecutive quota attainment of 100%+ for 26 months
Software Sales Executive
Siteminder
06.2019 - 03.2020
Achieved average monthly sales quota above 70% for FY 2019
Introduced new solutions to potential and existing customers in order to educate and inform new opportunities about SiteMinder products and services
Created consistent pipeline demand through personal professional network, qualified leads generated by marketing team and own prospecting activities
Utilized CRM database (Salesforce) to track activities, update data and work new prospects
Mortgage Lending Specialist
JPMorgan Chase Bank
12.2017 - 03.2019
Advised JPMorgan Chase lending customers guidance in effort to help them work towards resolving their mortgage delinquency through payment arrangements, retention workout options and or liquidation of their mortgage
Appointed to Process Improvement team to help collaborate ideas to improve JPMorgan Chase mortgage assistance process
Delivered exceptional assistance for JPMorgan Chase lending customers seeking consultation with their mortgage
Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
Education
Bachelor of Science - Integrative Studies
University of North Texas
Denton, TX
08.2017
Outdoors - Golf - Ice Hockey - Skiing
Hobbies
Skills
Full cycle B2B SAAS sales
Strong conversational and relationship building skills