Summary
Overview
Work History
Education
Skills
Clients
Certification
Timeline
Generic

Elizabeth Brotchie

Essex,MA

Summary

Solutions driven sales leader with expertise in commercial real estate, enterprise software, and data analytics. I offer a proven record of utilizing client-centric practices to lead sales teams that consistently exceed revenue goals.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Vice President

Oxford Economics
07.2016 - Current
  • Led sales efforts to grow ARR within the commercial real estate vertical from $100k to $8M+
  • Led an account management team responsible for all aspects of client experience ranging from daily inquiries to contract renewals
  • Added over 100 new logos with a focus on institutional owner/operators, private equity, pension funds, national brokerages, and data analytics partnerships
  • Understood each client’s unique investment strategy and regularly presented new and updated solutions to support that strategy
  • Developed and executed strategic plans to support the vision of the organization
  • Formulated policies that improved operational efficiency and productivity
  • Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction
  • Demonstrated proficient leadership skills to motivate employees and build competent teams
  • Collaborated with senior management to develop strategic initiatives and long term goals

Client Service Executive

CBRE Econometric Advisors
01.2014 - 07.2016
  • Managed over 90 accounts and an annual pipeline of $12 million in renewal revenue
  • Developed client relationships and proactively managed client's business needs- including contract renewal process, product access issues, training, promoting new and additional services to clients, and responding to client inquiries
  • Developed a pipeline of new prospects and cultivated new and win-back opportunities to meet or exceed annual revenue targets
  • Conducted in-person and web-based prospect and client presentations to c-suite level executives
  • Participated at industry conferences and trade show events
  • Negotiated new contract terms and changes to existing contracts, work with legal counsel to implement any changes when necessary
  • Promoted thought leaders regularly and coordinated opportunities for them to present in front of clients
  • Managed internal software and administrative duties pertaining to client support
  • Trained, coached and mentored staff members

Division of Banks Licensed Loan Officer

Union Trust Mortgage Corporation
01.2008 - 01.2013
  • Expand client base and increase business volume
  • Determine loan terms by evaluating debt/income ratios, credit histories, property values, available equity, and other factors
  • Maintain thorough and complete understanding of current underwriting and regulatory standards in order to determine correct loan product
  • Understand and evaluate credit histories, tax returns, assets and other financial statements
  • Maintain complete knowledge of up-to-date regulatory and underwriting practices and guidelines
  • Comply with state and federal licensing and regulatory requirements
  • NMLS Individual ID #2874

Education

BACHELOR OF SCIENCE - Business Administration, Finance

Northeastern University
Boston, MA
01.2008

Skills

  • Enterprise Software
  • CRE Analytics
  • Contract Negotiation
  • Account Management
  • Product Management
  • Sales Management
  • Relationship Management
  • CRM software (Salesforce, Microsoft CRM, Salesloft, Gong, etc)
  • Long-term Account Growth
  • Revenue Forecasting
  • Business Strategy
  • Knowledge Transfer
  • Product Lifecycle Management

Clients

Invesco, Morgan Stanley, PGIM, Metlife, NYLife, Livcor, Lendlease, Tishman Spyer, BGO, Oxford Properties, Hines, RMR, TDAM, Blackstone, Madison International, Ivanhoe Cambridge, Property Reserve, Costar, CBRE, JLL, Colliers, Greystar, KSL, QuadReal, Manulife, RealPage, Roofstock, Waymaker, Starwood, Fannie Mae, TA Realty, The Carlyle Group, and more...

Certification

  • MIT School of Architecture and Planning, Commercial Real Estate Analysis and Investment

Timeline

Vice President

Oxford Economics
07.2016 - Current

Client Service Executive

CBRE Econometric Advisors
01.2014 - 07.2016

Division of Banks Licensed Loan Officer

Union Trust Mortgage Corporation
01.2008 - 01.2013

BACHELOR OF SCIENCE - Business Administration, Finance

Northeastern University

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Elizabeth Brotchie