Dynamic SaaS sales professional with a proven track record of exceeding sales targets by 224%. Expertise in managing long-cycle enterprise deals and cultivating C-suite relationships that drive successful revenue transformation.
Overview
10
10
years of professional experience
Work History
Vice President of Sales
BlackRock
San Francisco, California
11.2025 - Current
Received an 'Overachieving' nomination as the second-highest producing rep on the West Coast.
Cultivated strategic relationships with C-suite executives across firms with $100M to $70B AUM
Lead the cohort of junior SDRs through SaaS sales career mentoring.
Associate, Sales
BlackRock
San Francisco, CA
03.2025 - Current
Achieved 224% of annual sales target, ranking among top-performing representatives in division
Managed integration and acquisition of Preqin by BlackRock, preserving continuity and client retention
Delivered tailored solutions across all alternative investment asset classes, including Private Equity, Hedge Funds, Real Estate and Private Debt
Enterprise Account/Relationship Manager
Preqin
San Francisco, CA
09.2022 - Current
Drive revenue through existing & new accounts by cementing trusting relationships directly with C-suite stakeholders
Thrive in activities rooted in renewals (Customer Retention - CRR) and usage growth, while simultaneously having a strong tactical focus on upselling and cross-selling products into new departments/subsidiaries
Exceeding revenue goal and currently holding CRR at 89.2% (The highest in the US)
Employ a consultative approach to selling Preqin’s services while engageing with client's senior management teams understanding client' business models and problems, workflow, and identifying the appropriate Preqin solutions
Operations Associate
Popshop Live
San Francisco, CA
10.2021 - Current
Reported directly to the Head of Expansion and C-suite. Collaborated with the sales team to enhance operations and strategic onboarding and white glove transitions
Account Manager
Popshop Live
San Francisco, CA
12.2021 - 08.2022
Reported on daily revue company-wide in line with performance goals, throttling incentive-based promotions as needed. Achieved 20% month-on-month growth for 6 months in a row (company record!)
Senior Personal Banker
Wells Fargo Bank
Castro Valley, CA
01.2020 - 10.2021
Rated top 3% in Investments throughout the northern California district while leading in highest Digital Product use district-wide
Customer Sales and Service Representative
Wells Fargo Bank
Castro Valley, CA
12.2017 - 01.2020
Promoted to Personal Banker within 12 months after being awarded Wells Fargo's Stars Award for exceptional client-focused service.
Teller
Wells Fargo Bank
Castro Valley, CA
08.2015 - 12.2017
Promoted within 24 months after excelling in sales and loss mitigation
Education
Certificate in Alternative Investments
Harvard University
Cambridge, MA
Alternative Investment Analyst Charter -
Alternative Investment Fundamentals
San Francisco, CA
Digital Marketing -
Diablo Valley College
Pleasant Hill, CA
Skills
SaaS sales management
Expertise in managing long-cycle Enterprise deals
Expertise in financial technology
Revenue transformation
Alternative assets and private equity
Effective presentation and persuasion skills
Adept at building and sustaining multi-year C-level relationships
Solution selling
Affluent in using CRMs & AI tools
Professional References
Sybil Wilmot-Smith / Head of Commerce - Popshop Live. Los Angeles, CA
Mita Singh / Senior Branch Manager - Wells Fargo Bank N.A. Castro Valley, CA
Hayley Davidson / Director - BlackRock, Inc. San Francisco, CA