Summary
Overview
Work History
Education
Skills
Volunteer Experience
Timeline
Generic
Courtney Lee

Courtney Lee

Woodbury,Minnesota

Summary

Results-driven Account Executive with 5+ years of experience in B2B software sales, specializing in client relationship management, consultative sales, and full-cycle deal execution. Passionate about event planning and coordination, with hands-on experience in wedding sales, client consultations, and day-of logistics, ensuring seamless and stress-free experiences for couples and vendors alike.

Overview

8
8
years of professional experience

Work History

Account Executive

Jamf Software
08.2021 - Current
  • Enhanced territory coverage through strategic lead generation and comprehensive sales processes.
  • Provided critical support and resources to incoming Account Executives in mentorship.
  • Established leadership by facilitating training sessions for SDR's
  • Led full-cycle sales efforts, from prospecting, pipeline generation, to negotiation and closing.
  • Partnered with IT, security, and operations leaders to drive the adoption of MDM, endpoint security, and identity management solutions.
  • Orchestrated competitive takeaways by facilitating vendor migrations through customized deals.
  • Accelerated deal cycles through effective partnerships with key industry players like Apple, MSPs, and VARs.
  • Collaborated with Sales Engineers, Customer Success, and Marketing to customize solutions.

Sales Development Representative

Jamf Software
10.2020 - 07.2021
  • Collaborated effectively with Account Executive to enhance pipeline quality.
  • Became proficient in creating reports in Salesforce and utilizing campaigns from our marketing team to build rapport with new customers.
  • Developed expertise in acquiring new customers through cold prospecting and various resources, such as ZoomInfo, 6sense, and monitoring prospect activity through Salesforce and Outreach to help prioritize accounts and leads to prospect.
  • Implemented sales strategies to secure new business from companies with 2,500-7,500 employees.

Assistant Wedding Planner, and Event Sales

Rosetree Weddings and Events
10.2020 - 07.2021

• Consulted with engaged couples to assess their budget, vision, and timeline, aligning them with the best wedding planner and package for their needs.

• Managed lead inquiries, discovery calls, and follow-ups, converting potential clients into booked events.

• Assisted in hiring and onboarding new wedding planners, ensuring a well-rounded team to meet diverse client needs.

• Supported lead wedding coordinators in executing seamless event timelines and logistics.

• Assisted with ceremony and reception management, including cueing processional, managing timeline, and handling last-minute changes.

• Ensured seamless guest experience, assisting with seating arrangements, timeline coordination, and special requests.

• Helped coordinate tear-down and post-event logistics, ensuring all client belongings and décor were handled appropriately.

Sales Development Rep, Healthcare Interoperability

Infor
10.2019 - 06.2020
  • Recognized as one of the top three performers within Sales Development Team.
  • Expanded customer base by highlighting full potential of company offerings to target clientele.
  • Attended virtual healthcare conferences and events for lead generation.
  • Developed email and calling scripts to improve outreach effectiveness and efficiency.
  • Utilized social selling techniques to build professional networks and identify sales opportunities.

Membership Sales & Marketing

The Bar Method
05.2019 - 06.2020
  • Planned, organized, and executed high-impact events that build community and provide lasting value to members including identifying local vendors, managing the budget, problem solving/troubleshooting on the spot if necessary
  • Created a warm and welcoming environment via hospitality initiatives and standards that make members feel cared for
  • Worked collaboratively with the instructors to deliver empowering programs
  • Helped members navigate options for 1:1 coaching service with empathy surrounding desire to accomplish personal goals and challenges
  • Oversaw all functions of the desk including but not limited to describing and selling memberships and packages and retail items, answering phones, checking in classes, booking sessions for clients, performing general studio maintenance and dealing with any client concerns

Marketing and Events Coordinator

College of Business, Minnesota State University Mankato
06.2017 - 05.2019
  • Lead a team to plan, budget and execute the University’s largest alumni event hosting over 1,600 guests with a $30,000 budget
  • Helped plan & execute the 'Maverick Icons: Leaders with Big Ideas' event which featured 4 highly successful alumni, who had a “Big Idea” that changed an industry, business or norm
  • Strategize, design, coordinate, advertise and host events and creative campaigns for the College
  • Assist with developing a content calendar for COB Twitter and Instagram pages
  • Created graphics that are shared on all social media pages including, Instagram stories, Facebook groups and other materials as needed

Student Union Marketing Service Representative

Minnesota State University, Mankato
12.2016 - 10.2018
  • Assisted students and visitors with campus-related inquiries via in-person interactions and phone calls.
  • Managed creation of campus event posters utilizing Adobe Photoshop and Illustrator.
  • Streamlined task prioritization to ensure timely completion.
  • Boosted awareness of campus programs through strategic use of communication platforms.

Communications and Marketing Intern

College of Business, Minnesota State University Mankato
03.2017 - 06.2017
  • Managed social media content using a self-developed marketing plan, managed on Hootsuite
  • Brainstormed new ways to market and communicate to students, faculty staff, and local businesses for events and campaigns
  • Wrote copy for press and produced materials needed for presentations and events
  • Developed and assisted in branding & advertising to implement marketing campaigns
  • Knowledge of multimedia advertising, social media, direct mail & event marketing
  • Developed & marketed housing program using social media, photography & design, print & digital advertising, website & direct mail

Education

Bachelor of Science - Communication Studies

Minnesota State University
Mankato, MN, USA
05.2019

Post-Secondary Education/Generals -

Northland Community Technical College
Thief River Falls, MN, USA
05.2015

High School -

Lincoln High School
Thief River Falls, MN, USA
05.2015

Skills

  • Event Logistics Coordination
  • Client Consultations & Relationship Management
  • Sales & Revenue Growth
  • Contract Negotiation & Closing Deals
  • CRM & Booking System Management (eg, HoneyBook, Aisle Planner, Salesforce)
  • Vendor Coordination & Partnership Management
  • Crisis Management & Problem Solving
  • Day-of Event Coordination
  • Ceremony & Reception Flow Management
  • Guest Experience & Hospitality
  • On-Site Setup & Décor Assistance
  • Seating Chart & RSVP Coordination

Volunteer Experience

3rd-5th Grade Program Coach, Girls on the Run, Empowered small teams through interactive lessons, life skills and physical movement.

Timeline

Account Executive

Jamf Software
08.2021 - Current

Sales Development Representative

Jamf Software
10.2020 - 07.2021

Assistant Wedding Planner, and Event Sales

Rosetree Weddings and Events
10.2020 - 07.2021

Sales Development Rep, Healthcare Interoperability

Infor
10.2019 - 06.2020

Membership Sales & Marketing

The Bar Method
05.2019 - 06.2020

Marketing and Events Coordinator

College of Business, Minnesota State University Mankato
06.2017 - 05.2019

Communications and Marketing Intern

College of Business, Minnesota State University Mankato
03.2017 - 06.2017

Student Union Marketing Service Representative

Minnesota State University, Mankato
12.2016 - 10.2018

Bachelor of Science - Communication Studies

Minnesota State University

Post-Secondary Education/Generals -

Northland Community Technical College

High School -

Lincoln High School
Courtney Lee