Insightful sales and marketing professional with experience devising and implementing marketing campaigns, sales quotas and financial recommendations.
Has a deep understanding of target audience and competitors to develop effective marketing messaging, sales strategies and well rounded strategies in multiple different industries. Early adopter of latest industry trends resulting in consistently fresh and creative ideas.
Brought on as Director of Sales to lead with aggressive client acquisition, develop an optimized sales funnel, compelling sales collateral, and landing target demo clients.
- Establish standards for entire sales process/CRM set up/ and sales tracking and analytics. Provide insight and re development for ever changing business cycle.
- Establish relationships with C-Level retailer executives for partnership opportunities.
- Managed Lead Gen team from hiring, onboarding, call scripts, CRM training, email marketing and weekly training/1x1’s.
- Responsible for bringing on and retaining entirely new group of business partnerships with variety of Catalog retailers across the US from call to close.
- Manage Lead Gen sales process, performance, labor and reporting tools to give visibility towards attainment.
- Manage Salesforce.com accounts/reports, client information and On-boarding process on Trello.
- Owner for sales contracts, ensuring proper placement is up to date and in correct library and/or CRM.
- Organize and launch social media and push marketing to users.
-Playing a pivotal role in the rapid growth of Xero in the US, helping Accounting Partners implement a Xero online strategy.
-Responsible for generating revenue by developing relationships with CPA(s), bookkeepers and small to medium size businesses.
-Actively educating accountants and bookkeepers on the features and benefits of Xero.
-Managing the Mid Western United States territory by moving accountants and bookkeepers through the Xero sales process until they are closed and managing those relationships during their subscription with Xero.
- Traveling to events in Mid West Region, conducting trade shows, demos and webinars to attendees
-Conducting weekly online webinars to attendees across the US.
-Promoted within the first 3 months from Lead Development role to West Coast Region Account Manager
-Responsible for managing California, Hawaii, Alaska, Nevada, Utah, Washington and Oregon accounts
-Educated in Major Accounting Softwares: Peachtree, Netsuite, Intacct, Quickbooks (online, IPP and desktop)
-Conducting offsite meetings and traveling if needed to reach all areas of business.
-Servicing new businesses, CPA's and Accountants interested in moving toward a paperless work environment while reducing costs and improving work flow productivity in regards to accounts payable/receivable.
-Presented and developed major franchises to utilize Bill.com service
-Conducting Bill.com demos to potential customers using Go to Meeting software on a daily basis.
-Maintain new leads and follow up leads on Salesforce.com.
-Works directly with all areas of company (marketing, programmers, CS) to provide the up most in customer service and software adjustments to create the best overall experience for our customers.
• Promoted 3 times within Wells Fargo Bank in 4 years
•Expanded client base by identifying financial needs and making sound business recommendations.
•Built and maintained strong relationships with other Wells Fargo divisions, including Home Mortgage, Business Banking and Private Client Services
•Responsible for generating sales and cross-selling products from a variety of lead sources and increased sales by addressing customers’ specific needs.
•Regularly used outside resources, such as off-site locations, to maximize sales.
•Resolved routine problems and inquiries from customers regarding banking products and financial services
-Worked on back end internal programs for commercial loan and account programming requests
-Spoke to business owner directly and was a liaison for Business Relationship Manager
-Margin-driven sales & account management.
-Created and fostered customer relationships through excellent service
-Strategic Consulting,advising and directing customer on 8 different home improvement websites.
-Signed up new businesses, corporations, builders, and contractors with Professional accounts
• Promoted 3 times within the company in 4 years
•Expanded client base by identifying financial needs and making sound business recommendations.
•Built and maintained strong relationships with other Wells Fargo divisions, including Home Mortgage, Business Banking and Private Client Services
•Responsible for generating sales and cross-selling products from a variety of lead sources and increased sales by addressing customers’ specific needs.
•Regularly used outside resources, such as off-site locations, to maximize sales.
•Resolved routine problems and inquiries from customers regarding banking products and financial services
-Worked on backshop internal programs for commercial loan and account programming requests
-Spoke to business owner directly and was a liason for Business Relationship Manager
Actively Volunteered at Claire’s House working on their new secluded environment for Abused Women and their children. Donated several bags of clothing to the families.
Volunteered at Family House in Mission Bay while working at Cisco to help with young cancer patients and their families while undergoing treatment. I would help prepare breakfast and serve food while playing and talking with the guests.
Raised and donated over $3,000 in goods and money for Camp Fire victims and their families.