Direct report to the Sr. National Sales Director, net new sales SaaS EHR; assisting all sales efforts, supporting 16 Regional Sales Managers across the US
Enhanced team effectiveness, collaborating cross-functionally between internal, external stakeholders (Implementation, Customer Success, Marketing, Sales Ops, Finance, Deal Desk, Legal) to meet business objectives
Enhanced Sales Leadership visibility, responsible for creating/tracking detailed pipeline, bookings, activity & strategic, ad-hoc reports in SFDC to assess gaps
Spearheaded & owned “CEO of Territory SOP” delivering data with actionable insights (successful methodology was replicated throughout Sales Org)
Aided in Sales calls to action & strategy, actively participating in weekly territory pipeline review, forecasting & campaign planning (prospecting as needed for coverage)
Ensured timely, accurate bookings - responsible for contract review, approval & release for counter-signature to Head of Deal Desk. Calculating financials, over-seeing data integrity in CRM (product rules, sales exceptions, discounts) with acute attention to detail
Triaged contract discrepancies, appropriately mitigated & meticulously resolved errors under high pressure
CPQ SME; trained RSMs in quoting best practices. Creating/sending proposals/contracts as needed. Responsible for addendums and amendments
Effectively managed & created buy-in for the Reference Program. Generating > 90 new client references by continuously cultivating loyal client relationships
Progressed & shortened the Sales Cycle as liaison fulfilling prospects (onsite & phone) Reference requests, intelligently vetting, securing & connecting the ideal customer for specific prospects/use cases
Produced and managed the teams’ internal web site; accumulated sales resources for enablement, compete intel, monitored and reported industry trends, compliance updates
Sales Onboarding Program Coordinator- Americas
Citrix Systems Inc.
07.2021 - 12.2021
Worldwide Sales Enablement & Effectiveness
Facilitated the New Employee Sales Training Program (NEST); white-glove, direct quota carrying, core sellers in the Americas
Coordinated Sales, Product Marketing, Services collaboration to secure SME presenters for formal, live, and remote workshops
Ensured new hire program completion within ~6 month deadline; tactfully collaborated with Sales Management to address concerns with participation and handle escalations
Implemented evaluation tools to measure program effectiveness, utilizing data-driven insights for continuous improvement/feedback (Qualtrics)
Developed effective communication strategies among new hires, resulting in increased productivity
Created comprehensive reports on program progress, presenting findings and adjusting strategies as needed
Proactive consultative phone sales; managed accounts in Commercial Business (750-8000 employee count) + all Healthcare & Higher Ed
Managed full Sales Cycle, both direct customer & Channel engagement models
Utilizing product knowledge, industry trends & compete intel, upselling and cross selling services & landing net new accounts
Leveraged all account information, customer history in deep discovery to strategically uncover org pain points, identifying need, creating new opportunities
Crafting compelling events, TCOs, proposals & professional customer presentations to effectively communicate the business value proposition & align proper solutions to achieve a customer's goals
Effectively navigate complex org tech stack, hierarchy, decision-making processes & procurement with success, creating champs from admin to direct C-Suite
Participated in ongoing feedback loops with Management re: Sales Tools effectiveness for the inside/field Sales team (ZoomInfo, DiscoverORG, Lattice Engine)
Mentored new & junior team members- specializing in Sales processes; campaign planning, Sales Tools utilization
Trusted to independently run complex deals to close as interim Field Sales Manager in open headcount territory for Field Directors as needed; established a reputation for flexibility, resourcefulness and execution
Establish/manage & maintain Channel relationships and enablement (LARs, VARs); cultivating mindshare for mutual success
Successfully met and exceeded quota, appropriately forecasted opportunities within CRM, practiced stage-based ensured visibility to management
Regional Sales Manager
Modernizing Medicine Inc.
06.2015 - 07.2016
Field Sales role, responsible for B2B direct Sales of proprietary EHR (SaaS) software to healthcare groups, executives, clinicians across assigned territory in the US, fast-paced StartUp
Independently provided in depth, technical product demonstrations and formal presentations to executives, clinicians, and administration onsite & remotely, as well as presenting at trade shows/conferences (traveling monthly, throughout the US within territory)
Crafted proposals, TCO’s, RFP delivery, negotiated & delivered contracts to execution, collaborated with Training teams to create individual implementation plans pre-close ensuring customer success/retention
Hosted professional dinner presentations/roadshows, independently with direct individual responsibility to drive prospect attendance to events (planned/ executed detailed & strategic phone/email campaigns, traveled for in person cold calling prior to event)- learned to optimize allocated budget, creatively
Developed tech integration partner relationships, to provide a comprehensive solution & implementation plan to secure a close (defining HL7, custom bridging of PM/EMR systems, data conversions, RCM system requirements) to overcome roadblocks
Regional Sales Consultant
Modernizing Medicine Inc.
03.2013 - 06.2015
Directly supported Regional Sales Manager (1:1) in sales efforts of Electronic Medical Record Software as a Service, sharing a quota.
Presented product demonstrations to opportunities in the territory of 1-5 provider practices- responsibilities increased over time to independently run deals to a close
Monitored the market, industry trends and competitors to articulate a compelling value proposition to book product demonstrations and move through the Sales Cycle
Met & exceeded quota quarter over quarter while in the role (quickly ramped up to independently contribute and cover new open territory independently)
Sales Associate
Modernizing Medicine Inc.
10.2012 - 03.2013
Spearheaded the role as the first Sales Associate for the Start Up, supporting the National Sales Director
Proved value for the organization to leverage individuals with direct clinical/administrative experience in Sales efforts, creating a path for growth & Sales development
Honed the skill of discovery, lead qualification & cold calling with curiosity, building relationships to navigate past gatekeepers
Creating SOPs for predecessors
Creatively implemented prospecting techniques, uncovering quality leads (Ex. initiating working w/internal IT to extract published CMS data identifying top targets)
Setup product demos for Sales, maintained all communication history in CRM system
Office IT Manager
FAMILY MEDICINE OF BOCA RATON ASSOCIATES
08.2009 - 10.2012
IT development and integration of EHR within the operating clinical setting. Research of area programs, including current Federal and State policy requirements. Implementation of work flows to enable EHR system utilization
Ongoing development of clinical/administrative communication skills and office efficiency improvements. As well as developing new marketing avenues and creation/maintenance of social/web pages
Office management and clinical aide as needed. Kept the task of maintaining a comprehensive patient chart, check in/out, laboratory callbacks, prescription refill requests, assisted in coding and billing input procedures and handled patient inquiries appropriately in a fast-paced family practice. Responsibilities gradually increased over time
Education
Bachelor of Science - Biological Sciences
Florida State University
Tallahassee, FL
2009
Post Graduate Studies - Leadership & Healthcare
Nova Southeastern University
Davie, FL
2012
Skills
Analytical thinking
Strategic problem-solving/ Territory planning
Cross-functional Team collaboration
Industry expertise, Sales enablement
Sales Strategy & Target Planning
Account management
Direct & Channel Solution Selling
Technical Review of Contracts
Accomplishments
2020- Citrix COM Field All Hands "Rockstar- Honorable Mention" for Inside Open Field Coverage; Q1 (214% quota) & CY'18-19 (55% YoY growth)
2017- Citrix “Grand Prix- Driver of the Year" Award (Highest Annual Close-rate, Inside Sales- 33%)
Q3 '17- Citrix"Top Prospector" Award (Largest dollar amount, opportunities closed)
Q2 '17- Citrix “Top in Quarter Closer” Territory Manager
Product Manager, Patient Engagement and Collaboration at Modernizing Medicine / KlaraProduct Manager, Patient Engagement and Collaboration at Modernizing Medicine / Klara