Accomplished sales professional with extensive experience in sales, finance, and marketing operations. Skilled at leading high-performance teams to achieve company objectives through strategic vision, comprehensive sales planning, and programs designed to exceed customer expectations. Results-driven with a strong focus on surpassing sales quotas and building lasting customer relationships.
Responsible for driving revenue growth and expanding customer engagement by developing relationships with key prospects and customers across the West and Central regions. Worked closely with cross-functional teams, particularly marketing, to target new commercial accounts and enhance market penetration.
• Managed sales for key named accounts, resulting in significant business growth.
• Collaborated with marketing to develop targeted campaigns, increasing brand awareness and lead generation.
• Consistently grew pipeline by identifying high-value opportunities and moving prospects through the sales funnel.
• Conducted market research to refine outreach strategies, leading to qualified leads and improved conversion rates.
• Partnered with internal teams to tailor solutions addressing customer-specific challenges.
Progressed through several roles, consistently contributing to business growth and customer satisfaction. Focused on managing complex sales cycles, securing renewals, and expanding revenue within a broad customer base.
Territory Sales Manager, March 2021 - March 2024
Managed an assigned territory of medium and enterprise accounts, creating and executing account plans to qualify new prospects, drive sales cycles, and close deals. Increased revenue within existing accounts and collaborated with Channel Teams and Resellers to drive revenue.
• Achieved 115% annual quota with a 22% YOY increase in revenue.
• Focused on solutions mapping across six lines of business for 40+ Fortune 2000 clients, enhancing customer retention 15%.
• Drove prospecting, pipeline management, and client relationship-building efforts, leveraging CRM tools for tracking and forecasting.
Worldwide Renewals Sales Specialist (Team Lead),
May 2017 - March 2021
Led a global renewals team, ensuring timely renewals of maintenance contracts and supporting all operational functions of the renewal sales cycle.
• Achieved 120% quota attainment by accurately forecasting support renewals and identifying upsell/cross-sell opportunities.
• Recognized for exceeding renewal targets globally for three consecutive years (2017-2019).
• Collaborated with Finance and Legal to ensure contract compliance and performed license compliance audits.
Named Account Manager, May 2015 - May 2017
Managed a portfolio within the existing installed base, generating new sales opportunities, coordinating proposals, and closing business.
• Met a $4 million sales quota for fiscal year 2016.
• Focused on expanding client relationships through upselling and cross-selling, consistently hitting quarterly forecasts.
Inside Sales Representative, July 2013 - May 2015
Focused on pipeline generation and lead qualification for the Eastern territory, consistently exceeding monthly quotas through outbound calls, emails, and event follow-up.
• Booked over $5 million in revenue for the Eastern region.
• Built relationships with internal and external stakeholders, ensuring high engagement and lead conversion.
Specialized in developing new client relationships and providing financial planning solutions, focusing on retirement, insurance, and estate planning.
• Analyzed client portfolios and provided strategic financial models for growth and stability.
• Delivered customized solutions using a range of insurance and investment products.
Marketing Strategy Development
Strong Negotiation Skills
Multitasking & Organizational
Consultative Sales Approach
Territory Management & Expansion
Market & Competitive Analysis
Cross-Departmental Collaboration
Proficient in Salesforce & MS Office Suite
Strategic Sales Execution