5+ year strategic relationship manager, currently leading company expansion in LatAm and Canada. Working cross functionally to scale partnerships, improve product, and streamline operations to serve non-US customer base. Motivated by win-win-win partnerships, creative problem solving, and having a sizable impact on organization's growth and success.
Overview
11
11
years of professional experience
Work History
INTL Business Development Manager
Carta
San Francisco, United States
03.2022 - Current
Manage relationships with partner organizations such as Law Firms, VC firms, Accelerators, and Tech companies.
Grew INTL partners by over 100%. Grew referred clients by 33% in annual quarter comparison despite market downturn
Net-new role to understand and expand Canada and LatAm market. Worked with limited resources to develop partnerships, adapt product to local jurisdictions, and organize events/marketing initiatives in field.
Played a crucial role in facilitating the integration of an acquired company and the establishment of their partnerships team.
Proactively identified and pursued strategic business opportunities to drive new company revenue, such as API integrations, innovative product features, strategic partnerships, and sponsorships.
Orchestrated webinars from concept to execution, handling topics, panel arrangements, scripting, and audience engagement. Notably, "Setting up LatAm Companies for Scale" webinar achieved Carta's highest attendance rate and received the highest satisfaction score in 2022.
Formulated strategies and provided internal reports on vertical performance and activities.
Engaged in international travel to present to large audiences, host events, and conduct in-person meetings with partners.
Presented virtually to 200+ audiences. Presented in person to 80+ audiences, including founders, commercial banks, VC firms, and Universities.
Strategic Customer Success Manager
Carta
Salt Lake City, UT
03.2020 - 03.2022
Relationship manager for largest and most strategic customers.
Over 2 million in ARR, managed successful negotiation of long-term contract renewals and feature up-sell.
Organized quarterly check-ins with clients, working cross functionally to provide insightful data points, most up-to-date product initiatives, and co-marketing opportunities.
Acted as technical lead, conducting internal trainings and representing CSM organization in product decision making.
Dedicated Support Admin, Late Stage Private
Carta
Salt Lake City, UT
12.2018 - 03.2020
Founding member of dedicated admin team, created to assist largest and most strategic relationships.
Assisted clients in developing best practices on Carta and provided solutions for complex transactions.
Joined calls as sales engineer for upsell purposes.
Appointed to assist in support trainings in Brazil, Spring 2019.
Support Analyst
Carta
Salt Lake City, UT
02.2018 - 12.2018
Quickly became platform and subject matter expert while delivering excellent customer service
As early employee, assisted in building out processes for training and triaging tickets.
Drove product updates via 'Hackathons' and any mean possible before solid process for customer feedback existed
Personal Travel and Education
Asia
06.2017 - 09.2017
Office Assistant, Receptionist
Madrona Venture Group
Seattle, WA
01.2016 - 06.2017
Reported to both Fund Administrator and CFO. Reorganized and maintained investor files, planned company off-sites, and assisted startups during their incubation period. Obtained further responsibility in updating financials quarterly, including fixing and converting capitalization tables to new online database. Directly supervised intern in administrative projects and daily tasks.
Field Organizer
Battleground Texas
Austin, TX
05.2013 - 09.2013
Completion of fellowship for Battleground Texas Campaign. Organized presentations and promotional events, building first team of volunteers to effectively achieve campaign goals.
Education
Bachelor of Arts - International Relations
Texas State University
San Marcos
12.2018
National Exchange Student: Jackson School of International Studies
University of Washington
Seattle, WA
2015
Student
EU Center of Excellence
Brussels, BE
2015
Skills
Identify and scale new relationships while maintaining large partnerships
Proficient in Outreach, Jira, Google Suit, Sales Force, Excel
Organized events internationally, including conference sponsorships, presentations, happy hours, and in-person meetings
Introduce and lead cross functional initiatives as it relates to content development, product improvements, new features, API integrations
Timeline
INTL Business Development Manager
Carta
03.2022 - Current
Strategic Customer Success Manager
Carta
03.2020 - 03.2022
Dedicated Support Admin, Late Stage Private
Carta
12.2018 - 03.2020
Support Analyst
Carta
02.2018 - 12.2018
Personal Travel and Education
06.2017 - 09.2017
Office Assistant, Receptionist
Madrona Venture Group
01.2016 - 06.2017
Field Organizer
Battleground Texas
05.2013 - 09.2013
Bachelor of Arts - International Relations
Texas State University
National Exchange Student: Jackson School of International Studies