Business Development & Sales Enthusiast | SaaS Aficionado | Committed to Fueling Growth and Client Success.
Overview
16
16
years of professional experience
Work History
Senior Principal, Account Executive
Bonterra Tech
03.2022 - Current
Built and nurtured strong client relationships, consistently delivering exceptional service and exceeding client expectations.
Mentored junior-level Business Development Representatives (BDRs), fostering their professional growth, enhancing product knowledge, and improving relationship management abilities.
Collaborated cross-functionally with Accounting, Marketing, Operations, Data Services, and Business Development teams to optimize day-to-day processes, resulting in improved efficiency, productivity and lead generation.
Developed and presented training modules for the leadership team, supporting the development of the Mid-Market team.
Cultivated and maintained relationships with over 200 nonprofit organization (NPO) clients, gaining a deep understanding of their needs and providing tailored solutions, resulting in high client satisfaction and loyalty.
Charitable Program Coordinator
Ropes & Gray, LLP.
02.2017 - 03.2022
Established and managed the firm's charitable program, advising the Managing Partner and firm Chair on sponsorship events, donations, and initiatives to enhance business development opportunities and firm-wide visibility.
Analyzed, identified, mitigated, and escalated potential risks related to the firm's giving strategy, ensuring the execution aligned with strategic objectives.
Led the FP&A team in centralizing and tracking firm-wide charitable spending, enabling accurate financial reporting and analysis.
Provided oversight and guidance to firm attorneys, senior members, and support staff on best practices for streamlining the giving process globally.
Acted as the main point of contact for over 250 nonprofits globally, facilitating charitable donations, sponsored events, and partnerships.
Collaborated with the marketing team to develop brand marketing strategies for all charitable efforts.
Worked cross-functionally with Pro Bono, Alumni, Health & Wellness, Women's Forum, DEI, and other departments to expand external relationships with nonprofits and clients, driving firm visibility and supporting firm-wide initiatives.
Assisted a client in the early stages of establishment of a Corporate Social Responsibility (CSR) program.
Business Development Assistant
Ropes & Gray, llp
05.2016 - 02.2017
Managed the firm's charitable giving initiatives and budget, providing guidance to the Managing Partner on the selection of charities for sponsorship events, donations, and initiatives.
Oversaw the budget for the Business Development department, ensuring effective allocation of resources, including workforce planning.
Organized and hosted internal team-building events to promote collaboration and morale.
Account Specialist
Enterprise Holdings, LLC
09.2013 - 05.2016
Supervised nine major insurance accounts and directed a seven-city territory of retail rental offices, driving sales growth through effective marketing strategies and training initiatives.
Planned and executed Continuing Education Course events for local insurance agencies, enhancing brand visibility and client relationships.
Conducted sales and marketing training courses for retail employees at all levels, improving their skills and performance.
Managed local vendors and built a strong portfolio through monthly marketing blitzes.
Created, analyzed, and tracked sales growth, account receivables, and area marketing involvement using Excel.
Mentored new employees and facilitated training in mediation and conflict resolution.
Account Representative
Enterprise Holdings, LLC
07.2011 - 09.2013
Managed and cultivated relationships with two major insurance companies, serving as their primary point of contact and ensuring their satisfaction.
Led the sales and marketing growth of a three-city territory of retail offices through training, development, and effective management.
Organized and executed quarterly events to establish and strengthen vendor business relationships, contributing to business expansion and success.
Successfully led a team to improve overall customer satisfaction scores by implementing a comprehensive branch operational plan, which included employee training initiatives.
Acted as the key contact for top referral accounts, managing all business matters including customer service, accounting, and sales transactions.
Directed sales and marketing events, leveraging innovative strategies to drive business growth.
Mentored junior-level employees, providing guidance and support to help them define their goals and advance their careers.
Management Trainee
Enterprise Holdings, LLC
12.2007 - 12.2008
Completed comprehensive training courses in communication, employee development, customer service, sales, marketing, problem-solving, conflict management, time management, and budgeting.
Recognized for outstanding sales performance, consistently achieving top-ranking results.
Education
Bachelor of Arts - Communications
University of Tampa
Tampa, FL
05.2007
Associate of Arts - Liberal Arts And Sciences
Dean College
Franklin, MA
05.2005
Skills
Relationship Building: Proficient in fostering and nurturing client relationships
Strategic Planning & Execution: Adept at developing and implementing strategic initiatives for business growth
Research & Analysis: Skilled in conducting comprehensive research and data analysis to drive informed decisions
Collaboration & Coordination: Effective in collaborating with colleagues and stakeholders to achieve common goals
Database Management & Reporting: Experienced in managing databases and generating insightful reports
Editing & Proofreading: Detail-oriented with a strong ability to ensure written content is error-free
Software Proficiency: Microsoft Office, Salesforce, SalesLoft, Loopio, LinkedIn Sales Navigator, Crayon, HighSpot, Cognism, Zoom, and other CRM applications
Timeline
Senior Principal, Account Executive
Bonterra Tech
03.2022 - Current
Charitable Program Coordinator
Ropes & Gray, LLP.
02.2017 - 03.2022
Business Development Assistant
Ropes & Gray, llp
05.2016 - 02.2017
Account Specialist
Enterprise Holdings, LLC
09.2013 - 05.2016
Account Representative
Enterprise Holdings, LLC
07.2011 - 09.2013
Management Assistant
Enterprise Holdings, LLC
12.2008 - 07.2011
Management Trainee
Enterprise Holdings, LLC
12.2007 - 12.2008
Bachelor of Arts - Communications
University of Tampa
Associate of Arts - Liberal Arts And Sciences
Dean College
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