Dana Rising

Springbrook Software provides local government agencies with a full suite of cloud ERP technology. As an account executive I initiate conversations with city officials to discuss benefits of moving to a SaaS system for their ERP and Utility Billing needs.

• Consult with local governments in 10 states - clients and prospects
• Achieve quarterly and annual booking targets with sales pipeline 4x sales quota
• Manage portfolio of 60+ clients to help grow revenue by upgrading and cross-selling
• Conduct quarterly client reviews to understand client needs and ensure loyalty
• Lead and contribute to RFP responses
• Attend 10+ Annual Conference across my territory gaining brand recognition and maintaining client relationships
• Maintain CRM database (Salesforce)

Businessolver is a software as a service company providing market changing benefits administration technology. I consulted with cities, counties, school districts and universities across the United States that employ 1,000-2,500 employees by initiating conversations with C-Suite level executives, as well as finance and benefits professionals.

• Created and maintained over $1 million in sales pipeline
• Negotiated multi-year renewals with current clients
• Maintained CRM database (Salesforce)
• Created and executed cadences in SalesLoft

As a BDR I supported senior sales consultants prospecting, educating, qualifying, and developing target accounts to create sales ready leads and opportunities. Working collaboratively with sales consultants, I executed on a strategy to generate a high volume of prospect engagement while clearly and concisely communicating general product value and marketplace differentiation.

• Directly influenced adding more than $4.3 million to sales pipeline
• Impacted lead generation by finding and sequencing over 1,000 outbound prospects
• Supported 7 senior sales consultants covering accounts across 13 states
• Responsible for new hire on-boarding and training of CRM tools, talk tracks and sales engagement platforms

Olinger Mortuary is dedicated to helping celebrate your life or that of a loved one with a funeral and memorial service befitting the life lived. I helped educate families on the importance of pre-planning to ease the emotional and financial burden when the loss of a loved one occurs. I worked with families consulting on service and product options to maximize value and stay within budget. I initiated contact and developed close working relationships with different multi-cultural groups to generate pre-arrangement, large group sales and to secure future business. Working as a team, I collaborated with facility staff, funeral professionals, and family members to ensure our 100% service guarantee.

• 108% annual quota attainment
• 1st Place Top Rookie - March 2017
• Dignity Honors Top Performer Award
• 2017 Century Club Member

Workiva is the leader in connected reporting and compliance solutions for accounting, finance, audit and internal controls. While a CSM, I ensured any system interruptions were detected instantly; directed day-to-day support activity; customer on-boarding which included analysis and implementation of financial reporting documents and templates as well as end-user training that guaranteed users know how to effectively use the application. I worked collaboratively across Workiva to resolve complex issues focusing on a positive customer experience and guaranteeing customer satisfaction.

• Supported $1M in company revenue and was the first of 12 in training group to reach this benchmark
• Assisted in identifying revenue opportunities within the framework of the organization wide strategy
• Developed methods of account management that allow for continuous improvement in customer satisfaction

Raymond James is a global financial services firm focused on providing trusted advice and tailored solutions for individuals. I provided services to clients and staff of the Page Group, a Raymond James financial services firm for all generations of families.

• Key member of delivery team that increased production from $990,000 in 2010 to $1.4 million in 2014
• Initial point of contact for all clients of Page Group. I determined client needs and confirmed resolution
• Managed the annual execution of required distributions of IRA accounts for all clients over 70 ½ years old
• Collaborated with Retirement Plan Administrators and Annuity Companies for client consolidation plans
• Raymond James Branch Technical Liaison
• Wholesaler Coordinator