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.
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
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
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