Results-driven business consultant committed to continuous growth in sales revenue, customer adoption, and customer retention with the goal of growing within an organization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Account Manager/Sales Lead
Engage
06.2020 - Current
Company Overview: Custom website, e-commerce, and web hosting platform (Engageyourbiz.com)
Responsible for sales, customer adoption, and contract renewals
Drove Sales and Customer Adoption/Retention by applying principles of the 'Challenger Sale' and 'Lean Startup.'
FY 2022 - Current: Achieved 109% of plan on a goal of $126k, resulting in $137k in new business
Managed a book of 80 clients with an annual recurring revenue (AAR) value of $300k
FY 2021 - 2022: Championed customer-requested product feature 'email hosting,' reducing churn from an expected 40% to 5%
Achieved 120% of plan on a goal of $220k, resulting in $264k in new business
Managed a book of 80 clients with a $300k AAR value, exceeding penetration expectations by 110% and delivering $245k of renewal revenue
FY June 2020 - December 2021: Achieved 107% of plan on a goal of $90k, resulting in $96k in revenue
Custom website, e-commerce, and web hosting platform (Engageyourbiz.com)
Consultant
Smith and Thomas Funeral Home
11.2023 - 01.2024
Educated and trained employees on advance planning and aftercare best practices
Leveraged SWOT Analysis and Marketing Analysis to help owners and staff understand that 2nd-degree connections account for 75% of foot traffic, enabling a significant increase in market share
Strategically targeted the 75% demographic, resulting in a tripling of advance planning revenue to $125k within seven months
Collaborated with leadership to evaluate business strategies and enhance service offerings
Assisted in transitioning operations to a new software platform
Account Manager
ADP
08.2017 - 06.2020
Managed 42 CPA firms as a trusted advisor, generating $95k in new business
Performed Quarterly Business Reviews (QBRs) to educate CPA firms on emerging industry trends, new products, and services to increase engagement
Managed a book of clients for cross-sells and upsells
Upsold four Professional Employer Organizations (PEOs), ranking #1 in the Midwest region and generating $194k in revenue
Achieved 179% YTD sales, ranking #1 out of a team of nine
Software Sales Executive
Solarwinds Inc.
09.2016 - 05.2017
Sold network management software to mid-market clients
Sr. Technology Account Executive - IT Reseller
Zones Inc.
08.2014 - 09.2016
Managed 242 public sector accounts, delivering $750k in new revenue