Results-driven Sales Professional with 10 years of experience in revenue generation and territory management. Expertise in prospecting, pipeline development, and navigating full sales cycles from discovery to close. Proven ability to simplify complex solutions and effectively influence decision makers through impactful presentations. Strong CRM proficiency and a data-driven approach enhance strategic decision-making.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Sales Development Representative (SDR)
HotelTechConsultant.com LLC
Portland, Oregon
10.2025 - Current
Generated qualified sales opportunities by engaging hotel decision makers across North America, enhancing lead pipeline.
Qualified leads and scheduled product demonstrations for hotel technology vendors, facilitating sales conversions.
Prospected hotel owners, management companies, and operators through targeted outreach, increasing brand visibility.
Manage CRM activities, pipeline updates, and prospect research using Apollo and HubSpot.
Collaborate with sales team to develop targeted outreach campaigns.
Support go-to-market initiatives for over 20 hotel technology companies.
Conduct market research to analyze industry trends and competitor offerings.
Work across technology verticals including operations, guest experience, and revenue management.
Sales Consultant/Advisor Channel Strategist
ValueBridge Wealth Management
Portland, OR
01.2022 - 10.2025
Construct and manage revenue pipeline linked to $23.5 million book of business, achieving six-figure annual revenue.
Generated new business through outbound prospecting and advisor partnerships, contributing to robust sales pipeline growth.
Delivered compelling product presentations and value-based positioning to key decision-makers, driving engagement and interest.
Conduct discovery calls to identify client needs, pain points, and solution alignment.
Develop proposals, pricing comparisons, and competitive analyses to support successful closing activities.
Maintained CRM hygiene by tracking outreach follow-ups and deal stages, ensuring accurate sales forecasting and reporting.
Senior Sales Consultant (B2B)
Vanguard Retirement Plan Access; The Vanguard Group
Scottsdale, USA
01.2017 - 01.2022
Manage multi-state territory of 200-300 partners to drive engagement and generate new business opportunities.
Conducted outbound outreach and product education, strengthening partner-driven pipeline.
Coordinated technical validation and onboarding, facilitating closing efforts for over $100 million in new business.
Collaborate with internal sales, product, and operations teams to expedite deal velocity.
Develop proposals, cost comparisons, and finalist materials for competitive sales cycles.
Delivered presentations and training sessions, increasing product adoption and partner competency.
Conduct needs assessments to guide prospects through product capabilities and implementation.
Enhance operational accuracy and reduce onboarding friction through process improvements.
Education
Bachelor of Art - Economics
Arizona State University
Tempe, AZ
Skills
Prospecting & lead generation
Lead qualification
Product demonstrations
Pipeline management
Sales forecasting
Proposal development
Objection handling
Account management
Partner engagement
Salesforce CRM
SaaS/tech fluency
Data analysis
Certification
FINRA Series 7, 63, 6, & SIE
Life, Health, Accident Insurance
Variable Life & Variable Annuity Insurance
Ongoing sales, product, and technical training
Timeline
Sales Development Representative (SDR)
HotelTechConsultant.com LLC
10.2025 - Current
Sales Consultant/Advisor Channel Strategist
ValueBridge Wealth Management
01.2022 - 10.2025
Senior Sales Consultant (B2B)
Vanguard Retirement Plan Access; The Vanguard Group