Summary
Overview
Work History
Skills
Professional Development
Skills Expertise
Professional Highlights
Timeline
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Juli Clark

Juli Clark

Springboro,OH

Summary

Results-oriented Customer First Executive with over 20 years of experience in customer success, direct sales, sales management and sales operations executive leadership positions. Pragmatic professional with solid experience in leadership roles. Adept at implementing strategic business plans, driving growth and improving operations. Skilled in financial management and stakeholder relations. Collaborative and dedicated to building and leading talented and motivated individuals.

Overview

18
18
years of professional experience

Work History

Chief Revenue Officer

The Congruity Group
03.2023 - Current
  • Achieved consistent year-on-year revenue growth by setting ambitious targets and motivating team to exceed expectations. >100 y/y growth
  • Directed technological improvements, reducing waste and business bottlenecks.
  • Identified new market opportunities through thorough analysis of industry trends and competitor activities.
  • Built strategies to increase cross-sell and up-sell opportunities (by 100%) and reduce churn rate significantly by implementing proactive account management practices focused on customer success. >25% improvement
  • Initiated strategy to drive company growth and increase market share and profitability.
  • Boosted overall company revenue by developing and implementing effective sales strategies.
  • Oversaw development of innovative pricing models that increased competitiveness while maintaining healthy profit margins at 70%.
  • Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.

Senior Vice President - Customer Success

Beam Benefits
05.2021 - 02.2023

Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and market share expansion.

  • Directed client segmentation, service model, engagement model and SLA's along with resource plan to support Beams' install base
  • Delivered eight consecutive months of >100% Net Retention Revenue, unheard of in the insurance industry
  • Championed innovation by encouraging cross-functional teams to pursue creative solutions to complex challenges.
  • Influenced organizational change initiatives that resulted in significant improvements in workplace efficiency and employee satisfaction.

Chief Operating Officer

Boost Engagement
11.2017 - 05.2021
  • Developed innovative sales and marketing strategies to facilitate business expansion. Doubled revenue growth from $25M - $50M in 2020!
  • Identified and mitigated operational risks to minimize potential negative impacts on organization.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Spearheaded major organizational restructuring efforts, resulting in more agile and responsive team structures.
  • Formulated strategic plans aligning with overall company vision; setting achievable short and long-term goals to drive growth and profitability.

Senior Vice President

Veritas
02.2016 - 11.2017
  • Delivered strong Y/Y growth in 4 consecutive quarters (17% in 2nd half of FY17 and 7% in first half of FY18)
  • Delivered $72M of incremental bookings to Veritas in FY17
  • Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
  • Improved employee retention rates through enhanced talent management processes and targeted professional development programs.
  • Led global expansion efforts by entering new markets with tailored product offerings suited to local preferences.

Vice President Americas and Global Regional Operations

Cisco Systems
08.2012 - 02.2016
  • Drove timely bookings of $27B+ of annual revenue
  • Lead Cisco Americas Shared Service team consisting of 304 Cisco badged engagement Directors, Managers and IC's aligned to Cisco Americas sales organization and most strategic customers and partners
  • Manage budget of $65M, optimizing y/y expense improvements of 20%

Sr. Director - Global Services Sales Operations

Cisco Systems
08.2009 - 08.2012
  • Built organizational structure & strategy to provide Centers of Expertise within team of 50 supporting sales: Sales Enablement - Systems, tools and process support Program Management -New Product and Operational field introductions Change Management - Strategy and roadmaps for stronger field engagement and optimization Customer &/Partner support - Quoting and ordering initiatives Business Operations - Metrics and Reporting

Sr. Director Business Operations & Chief of Staff to SVP of Global Product and Engineering Ops

Cisco Systems
09.2006 - 08.2009
  • Built framework and key messaging for 6 cycles of CEO quarterly ops reviews working closely with all cross functional key leaders within Cisco to drive strategy for Product and Engineering forward
  • Led strategy and implementation of Global product sales productivity strategy for which was strongly supported and endorsed by Senior Executives

Skills

  • Business Consulting
  • Industry Expertise
  • Client Engagement
  • Innovative and Visionary
  • Collaborative Problem-Solving
  • Negotiation
  • Operational Excellence
  • Change and Growth Management
  • Data-driven decision-making
  • Pricing strategy
  • Partnership Development
  • Sales Growth

Professional Development

  • Chief - Accepted in August 2022
  • Beam DEI Executive Sponsor and Ladies of Beam ERG - 2021 - 2023
  • Empower - 2018 - 2019 - Dayton Chamber of Commerce initiative for women leaders in business in Dayton
  • Key Advisor and Executive Panel leader in FY15 - 17 Sales Executive Forum for The Alexander Group - Sales Consulting and Operation Advisors
  • WAVE Mentor - Executive Mentor for Developing Women Leaders in IT at Veritas in Silicon Valley
  • March of Dimes FY16 Cisco Chair lead - Raised $65K across Global Business Services Division

Skills Expertise

  • Employee Engagement Leader
  • Retention and Expansion Strategies
  • Acquisition Sales
  • Revenue Generation
  • Marketing and Operations Leadership
  • Organizational Transformation Leader

Professional Highlights

  • Created and led organizational transformations for multi-billion-dollar technology firms and start ups
  • Built and created highly engaged and motivated teams resulting in high employee engagement scores leading to strong retention and results - improvements of >25% points, most recently at 93% - highest in the company!
  • Continuously measures results and delivers above plan performance of revenue goals >150% of target
  • Designed and executed sales and service operating model based on customer feedback that resulted in net retention results >100%, doubled y/y cross sell targets, while achieving net promoter scores of 65%
  • Established voice of the customer strategy via advisory boards to continuously improve the customer experience both internally and externally - 4.85 satisfaction score out of 5!
  • Recognized as a strong collaborator, influencer, and negotiator with C-level Executives in highly matrixed organizations.

Timeline

Chief Revenue Officer

The Congruity Group
03.2023 - Current

Senior Vice President - Customer Success

Beam Benefits
05.2021 - 02.2023

Chief Operating Officer

Boost Engagement
11.2017 - 05.2021

Senior Vice President

Veritas
02.2016 - 11.2017

Vice President Americas and Global Regional Operations

Cisco Systems
08.2012 - 02.2016

Sr. Director - Global Services Sales Operations

Cisco Systems
08.2009 - 08.2012

Sr. Director Business Operations & Chief of Staff to SVP of Global Product and Engineering Ops

Cisco Systems
09.2006 - 08.2009
Juli Clark