Megan Taylor
West Chester,PA
Summary
I’m passionate about technology that has a positive social impact and helps people work smarter. I enjoy helping schools and districts learn about intuitive software that enables data-driven decisions to improve student outcomes, increase access, and prepare future generations for the world of work.
What I love: Building relationships, collaborative problem-solving, technology and innovation, and continuous learning.
Career Experiences: Proven experience in sales, new business development, client services, relationship management, and cross-functional team collaboration. Experience in B2C and B2B sales, SaaS and financial services industries.
Overview
7
7
years of professional experience
Work History
Regional Manager of High School Partnerships
Scoir, Inc.
West Chester, PA
06.2020 - 03.2024
- Consistently achieved sales targets and boosted regional sales by implementing targeted inbound and outbound sales strategies.
- Fostered strong client relationships, including key public school districts like Miami-Dade County Public Schools (largest Scoir client and the 3rd largest school district in U.S.).
- Summarized and synthesized market/prospect feedback for
product teams. - Developed internal processes for increased efficiency by identifying areas of improvement across the sales and customer success teams.
- Increased client satisfaction with timely resolution of escalated issues and proactive communication on product updates.
- Secured key high school and district accounts with customized sales presentations showcasing unique value propositions tailored to prospective needs.
Associate Director of Client Services
DT Investment Partners, LLC
Chadds Ford, PA
06.2017 - 06.2020
- Proactively worked with potential and existing clients to develop comprehensive financial, retirement and investment allocation plans following a detailed needs assessment and determination for each client’s risk tolerance, investment objectives and financial goals.
- Responsible for tracking leads and guiding prospective clients through the full sales cycle with continued follow-up and personalized communications and presentations.
- Oversaw all aspects of new client on-boarding and responsible for ensuring client satisfaction and client retention.
- Fostered open communication with new clients about the rebalance of their investment portfolios.
- Assisted CEO with building and maintaining the firm’s ultra high new worth consulting relationships for clients with $30mm-100mm net worth.
- Collaborated with clients’ CPAs, attorneys, and other advisors to establish trust and to ensure an integrated approach to private wealth management.
Education
Bachelor of Business Administration - Business Management & Marketing
James Madison University
Harrisonburg05.2017
Skills
- Revenue generation and new business development
- Client services, relationship management, and cross-functional team collaboration
- Strategic thinker with strong attention to detail
- Exceptional interpersonal skills
- Efficient contributor & proficient with technology (Hubspot CRM, Salesforce CRM, Asana, WordPress, Microsoft Office, SaaS, eMoney, Cheshire Wealth Management, Advent Portfolio Accounting System)
Timeline
Regional Manager of High School Partnerships
Scoir, Inc.
06.2020 - 03.2024
Associate Director of Client Services
DT Investment Partners, LLC
06.2017 - 06.2020
Bachelor of Business Administration - Business Management & Marketing
James Madison University