Detail-oriented business & marketing professional with over ten years of experience in the finance industry. Excellent interpersonal and communication skills; team player and self-starter; enjoys the respect of peers. Client service-oriented; solid administrative, organizational, and software skills.
Overview
21
21
years of professional experience
Work History
Business Development Representative
Blackline
Qualify marketing-generated leads from campaigns, website programs, conferences, and other channels
Discover and qualify meetings with prospective clients through outbound prospecting into target contacts and organizations
Work with prospects to thoroughly understand and align their needs with our solutions
Handle software capability questions in the sales qualification process
Achieve, and exceed, weekly/monthly/quarterly metrics (appointments, qualified leads, new contacts, etc.)
Assist and coordinate with marketing campaigns as necessary
Manage prospecting status, data integrity, and weekly forecasting in Salesforce.com and Outreach.
Marketing Associate Manager
Conexus
07.2023 - Current
Source and qualify leads
Responsible for setting up face-to-face meetings for the partners of our Executive recruiting firm
Cold call highest-level finance and accounting executives at Fortune 1000 companies to introduce the company, articulate value and schedule face-to-face meetings
Schedule meetings with existing prospects and clients on a set rotation
Source open C-level positions from LinkedIn and job postings
Enable partners to fill orders.
Recruiting Associate
The DLC Group (An Addison Group Company)
05.2017 - 04.2020
Reporting directly to our Director of Talent Acquisition, sourced resumes of Big 4 CPA's and Top MBAs via LinkedIn, ZipRecruiter, Indeed, CareerBuilder, and Monster for in-house recruiters to support hiring criteria for full-time finance and accounting consultants
Reached out to candidates directly to introduce unique consulting opportunities
Executed candidate screening via phone to identify qualified candidates and determined qualification for moving to the next phase of the interview process
Handled onboarding of new consultant hires from welcome call all the way through reference checks and new hire orientation
Reported weekly, monthly, and quarterly metrics to executive team.
Client Services Associate
The DLC Group (An Addison Group Company)
01.2006 - 04.2017
Responsible for setting up face-to-face meetings for our Managing Directors throughout multiple markets of a 35 Million Dollar Finance and Accounting Consulting Firm
Cold call highest-level finance and accounting executives at Fortune 1000 companies to introduce the company, articulate value and schedule face-to-face meetings
Schedule meetings with existing prospects and clients on a set rotation
Build and maintain client relationships through follow-up on regularly scheduled intervals
Expanding prospective client list by asking for referrals from current, incoming, and known clients
Recruit and train new Client Services Associates for the team
Assist in the placement and hiring of finance and accounting consultants
Complete administrative requests including project profiles, engagement confirmations, database updates, marketing material coordination, and other ad hoc project needs.
Outside Sales Representative
ADP
08.2005 - 01.2006
Sold payroll services to the small business division of an 8 billion dollar corporation via foot canvassing, cold calling, CPA networking, and referrals
Hit 100% of sales quota each month, earning top 15% of the region for the most challenging month of the year, earning recognition and a company ski trip
Completed an 8-week intensive training program.
Inside Sales Representative
Morningstar Financial
03.2004 - 07.2005
Sold print and software subscriptions to retail and professional investors
Consistently exceeded sales goal by 40%
Recognized as top rep, on a team of 12, by earning additional prospects.
Education
BS, Applied Psychology -
University of Illinois (UIC)
Chicago, Illinois
01.2002
Skills
CRM Management
Cold-calling
Salesforce
Relationship Building
Lead Development
Lead prospecting
Customer Relationship Management
CRM Software
Career Experience
Conexus, Glendale, California, Marketing Associate Manager, MM/DD/YY, MM/DD/YY, Source and qualify leads, Responsible for setting up face-to-face meetings for the partners of our Executive recruiting firm, Cold call highest-level finance and accounting executives at Fortune 1000 companies to introduce the company, articulate value and schedule face-to-face meetings., Schedule meetings with existing prospects and clients to on a set rotation, Source open C-level positions from linkedin and job postings, Enable partners to fill orders
Blackline, Woodland Hills, California, Business Development Representative, MM/DD/YY, MM/DD/YY, Qualify marketing-generated leads from campaigns, website programs, conferences, and other channels., Discover and qualify meetings with prospective clients through outbound prospecting into target contacts and organizations., Work with prospects to thoroughly understand and align their needs with our solutions., Handle software capability questions in the sales qualification process., Achieve, and exceed, weekly/monthly/quarterly metrics (appointments, qualified leads, new contacts, etc.)., Assist and coordinate with marketing campaigns as necessary., Manage prospecting status, data integrity, and weekly forecasting in Salesforce.com and Outreach.
The DLC Group (An Addison Group Company), Woodland Hills, California, Recruiting Associate, MM/DD/YY, MM/DD/YY, Reporting directly to our Director of Talent Acquisition, sourced resumes of Big 4 CPA's and Top MBAs via Linkedin, ZipRecruiter, Indeed, CareerBuilder, and Monster for in-house recruiters to support hiring criteria for full-time finance and accounting consultants., Reached out to candidates directly to introduce unique consulting opportunities., Executed candidate screening via phone to identify qualified candidates and determined qualification for moving to next phase of interview process., Handled onboarding of new consultant hires from welcome call all the way through reference checks and new hire orientation., Reported weekly, monthly and quarterly metrics to executive team.
The DLC Group (An Addison Group Company), Woodland Hills, California, Client Services Associate, MM/DD/YY, MM/DD/YY, Responsible for setting up face-to-face meetings for our Managing Directors throughout multiple markets of 35 Million Dollar Finance and Accounting Consulting Firm., Cold call highest-level finance and accounting executives at Fortune 1000 companies to introduce the company, articulate value and schedule face-to-face meetings., Schedule meetings with existing prospects and clients to on a set rotation, Build and maintain client relationships through follow-up on regularly scheduled intervals, Expanding prospective client list by asking for referrals from current, incoming and known clients, Recruit and train new Client Services Associates for the team; Assist in the placement and hiring of finance and accounting consultants; and Complete administrative requests including project profiles, engagement confirmations, database updates, marketing material coordination and other ad hoc project needs
ADP, Woodland Hills, California, Outside Sales Representative, MM/DD/YY, MM/DD/YY, Sold payroll services to small business division of 8 billon dollar corporation via foot canvassing, cold calling, CPA networking and referrals., Hit 100% of sales quota each month, earning top 15% of region for the most challenging month of the year, earning recognition and company ski trip., Completed 8 week intensive trainign program
Morningstar Financial, Chicago, Illinois, Inside Sales Representative, MM/DD/YY, MM/DD/YY, Sold print and software subscriptions to retail and professional investors., Consistently exceed sales goal by 40%, Recognized as top rep, on a team of 12, by earning additional prospects
Timeline
Marketing Associate Manager
Conexus
07.2023 - Current
Recruiting Associate
The DLC Group (An Addison Group Company)
05.2017 - 04.2020
Client Services Associate
The DLC Group (An Addison Group Company)
01.2006 - 04.2017
Outside Sales Representative
ADP
08.2005 - 01.2006
Inside Sales Representative
Morningstar Financial
03.2004 - 07.2005
Business Development Representative
Blackline
BS, Applied Psychology -
University of Illinois (UIC)
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