Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Lori Weintraub

Scottsdale,AZ
Lori Weintraub

Summary

Technical & Enterprise Sales Leader

High impact and growth minded technology enterprise sales leader with 10+ years of experience leading Cloud solutions sales across client accounts that improve technical infrastructure and overall operations in a B2B sales environment. Effectively collaborate with business and delivery partners to define sales requirements and success criteria, while building commitment among project teams and leaders during conceptualization and delivery of key products and technical services. Drive team productivity and task completion for complex technical sales projects. Manage and grow sales opportunities across potential and existing accounts; recognized as a top performer and consistently exceed quota even in a downward trend economy. Key Contributions & Career Specialties Technical & Enterprise Sales Management: Drive value proposition by cultivating strong relationships in business intelligence (BI) and analytics for both internal and OEM across multiple verticals. Standardize delivery and workflow quality of globally diverse teams within technologically advanced industry sectors.

Overview

11
years of professional experience

Work History

SCRATCHPAD

Senior Account Manager
05.2023 - Current

Job overview

  • Met or exceeded sales goals for client accounts by bringing in over $500K in new revenue and upselling expansion deals to existing clients.
  • Closed business deals to increase overall company ARR.
  • Mentored junior account management professionals to develop skills and increase company revenue.
  • Provided extensive support in sales, technical and business areas to key accounts.
  • Worked with customers to develop strategic business and account plans.
  • Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
  • Cultivated productive relationships with business representatives and consulted closely to uncover needs and match to available solutions.
  • Trained and coached sales team members servicing client accounts.
  • Facilitated client satisfaction and renewed customer relations to drive growth.
  • Set clear sales goals to identify activities and behaviors to advance sales process and close deals.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Set and achieved company defined sales goals.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.

DATA.AI

Enterprise Account Manager
11.2022 - 03.2023

Job overview

  • Managed a book of business valued at over 6 million dollars of ARR.
  • Increased sales within my territory of roughly 20% additional recurring revenue.
  • Demonstrated products, responded to questions, redirected concerns and overcame objections to close sales.
  • Articulated and demonstrated product concepts and offerings to clients in easily understandable terms.
  • Developed creative solutions to meet individual client needs.
  • Built and cultivated healthy pipeline of customers interested in partnering with company.
  • Built relationships with customers and community to establish long-term business growth.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Managed accounts to retain existing relationships and grow share of business.
  • Prepared sales presentations for clients showing success and credibility of products.
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases.

OCROLUS

Enterprise Account Manager
04.2021 - 10.2022

Job overview

  • Owned, grew and managed a $5.5M book of business by driving value proposition of doc automation, fraud detection and hybrid cloud solutions across the enterprise.
  • Relationship manager and business consultant for Enterprise clients leveraging Ocrolus for doc automation and data accuracy and analytics.
  • Consistently overachieve yearly target for retention and expansion, with an expansion target of $1M annually
  • Finished at 186% of goal for 2022 and completed 2021 at 108% of goal
  • Closed a $2M expansion in Q2, the largest upsell ever won at Ocrolus
  • Identified and developed relationships with high level client executives including VPs, C-suite, founders and CEOs.

SISENSE

Senior Strategic Account Manager
10.2016 - 03.2021

Job overview

  • Owned, grew, and managed a $3.5M book of business by driving value proposition of enterprise and Cloud solutions for OEM clients.
  • Oversaw support for business and corporate clients leveraging Sisense for Business Intelligence (BI) and analytics for both internal and OEM use cases across multiple verticals.
  • Consistently overachieved yearly target for retention and expansion, with an expansion target of $600K annually and a churn target of 6% or less.
  • Finished at 204% overachievement for 2020 and completed 2019 at 330% of goal
  • Partnered with internal and external stakeholders including product teams, technical engineers, client representatives, and executives to align efforts across roadmaps, relay client feedback and resolve any product issues.
  • Drove enterprise-wide adoption of BI tool and ensure successful monetization for OEM customers by collaborating with client organizational leadership and executives.

LOCKARD & WESCHLER DIRECT, LWD

Account Planner (Contractor)
01.2015 - 09.2016

Job overview

    • Facilitated development of media plans to meet specific client needs and business strategies that optimize campaign performance
    • Developed optimal media recommendation utilizing Nielsen research in contingency with competitive research
    • Achieved client growth and outreach goals by identifying and selecting appropriate tactics across all media types
    • Managed full lifecycle of media process from plan development to implementation, billing, and ongoing results analysis
    • Ensured optimal performance by reviewing and assessing media forecast outlook, rate information, and KPI conformance.

ORANJE COMMERCIAL CLEANING

Account Executive
02.2014 - 12.2014

Job overview

  • Fostered customer relationships with medical, occupational therapy, and dental office business clients by offering product and service solutions catered to individual operational needs
  • Conducted market, account, and data research to qualify and develop new account contracts for a full-service commercial janitorial service
  • Grew customer pipelines in a highly competitive market segment through aggressive networking and development of referral networks
  • Managed an existing customer base with over 200 accounts with annual revenue of $1M.

GO DADDY

Technical Sales Associate
02.2013 - 01.2014

Job overview

    • Coached sales team on new product lines, marketing initiatives, team metrics, sales goals, and company policy to drive faster and more efficient timeline for sales contributions
    • Led product sales presentations and built a strong rapport with clients to determine specific business pain points and recommend optimal solutions
    • Consistently met or exceeded sales goal month over month.

Education

Arizona State University
Tempe, AZ

Bachelor of Science from Tourism Development & Management
2009

University Overview

Skills

  • Forecast Preparation
  • Sales Expertise
  • Lead Generation
  • Account Management
  • Account Mapping
  • Account Planning
  • Business Intelligence
  • Cloud Infrastructure,
  • Complex Sales
  • Consultative Selling
  • Enterprise Account Management
  • Fortune 500
  • Kubernetes
  • Machine Learning

Timeline

Senior Account Manager
SCRATCHPAD
05.2023 - Current
Enterprise Account Manager
DATA.AI
11.2022 - 03.2023
Enterprise Account Manager
OCROLUS
04.2021 - 10.2022
Senior Strategic Account Manager
SISENSE
10.2016 - 03.2021
Account Planner (Contractor)
LOCKARD & WESCHLER DIRECT, LWD
01.2015 - 09.2016
Account Executive
ORANJE COMMERCIAL CLEANING
02.2014 - 12.2014
Technical Sales Associate
GO DADDY
02.2013 - 01.2014
Arizona State University
Bachelor of Science from Tourism Development & Management

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Lori Weintraub