Creative and high impact customer success professional with 10+ years of experience in solution-oriented sales across: SaaS, finance, sales engagement tools, & luxury retail. Exceptional ability to be an agent of change - to influence & drive action through others, coupled with the ability to be a proficient listener. Demonstrated excellence in presentation skill with ability to build relevant, strategic messaging to close business.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Account Manager, Commercial & LATAM
Fivetran
Remote
06.2022 - Current
Account and new user onboarding to ensure product adoption and expansion
Maintain routine monthly check-ins with customers, in addition to Quarterly Business Reviews
Teach customers how to leverage product features aligned to current and new use cases, strengthening their confidence in using the platform
Manage a book of 70 Commercial/Enterprise accounts
Q3 '22: 156% quota achievement
Q4 '23: 137% quota achievement
120% of quota for the fiscal 2022 year (incremental bookings with 35% YoY growth expectation)
Account Executive
Spekit
Remote, Remote
07.2021 - 05.2022
Engage HR, Enablement, & RevOps prospects in a strategic and consultative manner; navigate a highly competitive digital enablement market.
Execute 20+ compelling product demos per week to inbound and outbound prospects across any web based tool
Qualify leads, build relationships and execute sales strategies to drive new business logos
Build and identify up-sell and cross-sells from existing accounts
Prospect and build own pipeline across newly launched SMB segment 100-10000 employees
Mid Market CSM/Account Manager
Alchemer
Remote, Colorado
11.2020 - 07.2021
Key contributor to CSM process improvement after re-org while consistently maintaining renewal retention rate of +96%.
Handled 100+ tough conversations with clients to mitigate churn after consistent system outages
Leverage experience in HR, finance, technology, consulting, growth equity and luxury retail e-commerce to build relationships and grow accounts in assigned territory.
Develop & execute QBRs to ensure mutual alignment and client goals
Self Generated Pipeline in first quarter $700K ($1.2 Total Pipeline).
2 of 3 Top Q1 wins came from prospecting and closing $44K in pre-packaged NPS solution for existing client.
Keen strength in building trust and conflict management skills to ensure client retention and growth.
Associate Financial Consultant
E*Trade Financial
Denver, CO
04.2020 - 09.2020
Retain, develop, and grow $6M of net new assets within existing accounts with minimum of 45 calls and meetings per day.
Analyze and evaluate a client’s financial situation, identify investment objectives, and make investment recommendations through a customized financial planning process.
Manage complex sales situations and full sales cycle.
Educate clients and demo the platform trading, retirement tools, and reporting features.
Sales Director
A Line Boutique
Denver, Castle Rock, Greenwood Village, Colorado
04.2005 - 03.2020
Worked with A Line from 2010-2015 and brought back to address sales slump and toxic culture leading to high turnover and customer dissatisfaction.
Spearheaded creative design and successful opening of 4,000 square ft. flagship location in Cherry Creek including setting fixtures, merchandising, and staffing.
50% increase in revenue within 2 months of hire company wide.
Direct management of 20 sales employees (including payroll, performance management, scheduling, and work-flow assignment) for highly experiential luxury brand.
Succeeded in optimizing team through successful reorganization of personnel and 3 key leadership roles.
Demonstrated ability to thrive and lead in multi-tasked, fast-paced, deadline-driven environment with shifting priorities.
Persuasive and able to motivate diverse sales team to deliver company vision.
Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
Recruited, hired and trained 4 new team members in 7 months with 100% retention.
Doubled monthly sales targets from LY for 7 consecutive months in 2014 after promotion to sales manager.
Key contributor to annual revenue growth from $30K to $4M.
Responsible for assortment purchases, planning, merchandising, and exceeding revenue goals through focus on team building, product knowledge, and account management.
Developed and implemented client centric selling process, which lead to success track system where 52% of revenue came from top 100 customers from 2013-2015.
Managed 40+ vendor accounts for women's contemporary designer brands.
Registered Internal Wholesaler, Annuities
Transamerica
Denver, Colorado
03.2018 - 08.2019
Partnered with two external wholesalers to create and execute territory business plan of $240M in annuity sales for Northern CA while staying at 100%+ of goal during entire tenure.
Proactive execution of territory plan included discovery of business, analysis of opportunity, pre-meeting processes, pipeline management, negotiation, presentation, and closing skills
Held 10+ virtual meetings per week presenting product demo and proposal.
Quickly and effectively established rapport with C-level execs, advisors, and teams.
Recognized for ability to thrive in high-energy sales team environment as a strong team player and leader.
Promoted to internal wholesaler for two Northern CA regional territories and recognized for "hunter mentality" within one year in role.
Maintained ongoing recognition for being at top of KPIs and measured activity metrics including scheduled meetings, outbound sales calls, and generated pipeline opportunity.
Education
Bachelor of Science - Finance
Regis University
Denver, CO
08.2026
Skills
Relationship Building & Communicating Value
Discipline, Organization & Collaboration Across Teams
Territory Management: Prospecting, Pipeline Development, and Closing Large Contracts
Project Management of Multiple Competing Priorities
Data Analyzation to Spot Risk
Creating Customer Centric Experiences
Spanish, Native professional fluency
6 years Salesforce Power User/Moderate Configuration
Natural Problem-Solver: comfortable with complexity and ambiguity; able to both delve into details and operational tactics, and engage meaningfully on big picture or overall strategy