
Account Management leader with 10+ years of experience across sales, client acquisition,
financial risk, and SaaS / technology environments. Strong foundation in consumer banking,
transaction disputes, and regulatory exposure. Adept at managing large portfolios, improving
client outcomes through automation, and leading strategic relationships.
Transforming the dental industry with our innovative platform that connects licensed dental
professionals with dental offices through an advanced on-demand web and mobile platform – tech
startup.
Manage GoTu’s largest partnership - the Michigan Dental Association (MDA), ensuring
strong collaboration and alignment with strategic goals.
Spearhead the onboarding of new doctors and dental offices onto the platform, educating
partners on innovative solutions and industry trends at seminars and conferences.
Expand platform adoption by increasing active dental offices and professionals monthly,
contributing to transformative growth in the dental industry and increasing my territory size.
Oversee a network of 1500+ dental offices, ensuring adequate coverage and efficient usage
of the SaaS platform.
Improve operational workflows for dental groups by identifying inefficiencies, reducing
scheduling errors, and supporting dispute resolution between offices and providers.
Assisting Managed Service Providers and IT Professionals in enhancing profitability and efficiency
by offering a comprehensive and automated IT solution.
Managed a multi-industry enterprise portfolio, advising on cybersecurity, automation, and IT
optimization solutions.
Train, mentor & manage sales team of 11 account managers in sales processes, relationship
building, product knowledge, objection handling and exceeding expectations.
Conduct client presentations based on working knowledge of industry trends, cybersecurity
& SaaS products/competitors, including RMM/patching, PSA, documentation, backup/BCDR,
& etc.
Develop lasting relationships & long-term competitive advantages with accounts under
management, more than 50% of accounts purchased a second product within 60 days of the
first cross sell.
Managed high-volume portfolios, resolving financial issues with compliance accuracy.
Handled transaction disputes, unauthorized charges, and fraud-related escalations in
accordance with Reg E and Reg Z procedures.
Identified fraud patterns, gathered supporting documentation, and escalated suspicious
cases under compliance standards.
Clarified clients’ banking needs and suggested appropriate accounts and services.
Opened and closed 40+ accounts per week
Account Management Customer Success Sales Strategy & Execution Workflow Automation SaaS
Implementation Saas Sales Team Management Salesforce Customer Retention Relationship Management B2B Relations Risk Mitigation
Prospecting & Cultivating Client Onboarding Cybersecurity Solutions Federal Regulation Territory Management Cold Calling