Established history of exceeding sales targets by utilizing consultative selling techniques and developing strategic solutions in lending and SaaS industries.
Overview
6
6
years of professional experience
Work History
Account Executive
LendSure Mortgage Company
02.2025 - Current
Manage full sales cycle for non-QM loan scenarios, partnering with mortgage brokers, lenders, and financial institutions from discovery through close.
Achieved 122% of Q1 quota by structuring complex solutions and educating partners on niche loan products.
Conduct 7–10 daily discovery calls with brokers, consistently producing 14+ qualified deals per week.
Apply in-depth non-QM underwriting knowledge to identify creative solutions often overlooked by competitors.
Tailor product presentations to each prospect’s pain points, aligning features to their goals and market needs.
Senior Account Manager
Vivo Technologies
06.2023 - 11.2024
Led high-velocity sales cycles (30 days avg) for AV and SaaS bundles, closing deals between $6K–$150K.
Increased average deal value by 20% through effective cross-selling of AV services and software packages.
Surpassed annual quota by 24% through strategic solution selling to SMB and mid-market clients.
Conducted 10–15 weekly demos and discovery meetings, guiding prospects through pricing, ROI, and objection handling.
Account Manager
Vivo Technologies
08.2022 - 06.2023
Hit 130% to quota, driving $150K+ in monthly revenue with a strong focus on short cycle closes.
Maintained a robust outbound pipeline using targeted email sequences and partner referrals.
Consulted with IT and operations leaders to introduce SaaS solutions that deepened customer relationships.
Leveraged CRM and AI-driven prospecting tools to streamline pipeline management and accelerate deal velocity.
Account Executive
BlueEQ
07.2021 - 06.2022
Managed 15-20 weekly discovery calls with HR and C-suite leaders, converting interest in professional development solutions into $50K+ monthly revenue.
Ranked in the top 10% of sales representatives nationally based on revenue generated, through personalized discovery, solution mapping, and high call activity.
Conducted consultative discovery calls with HR and C-suite leaders to uncover team development gaps and position tailored workshop solutions.
Internal Sales Executive
BlueEQ
10.2019 - 07.2021
Top-performing rep, consistently exceeding weekly activity and revenue targets in a fast-paced, metrics-driven environment.
Managed a high-volume inbound pipeline of prospects, conducting 20–30 discovery calls weekly and driving $7K–$10K in weekly revenue.
Led consultative sales conversations with sales, HR, and ops leaders to align leadership development programs with team performance goals.
Strategic Account Manager
ClearSource BPO (Thumbtack contract)
04.2019 - 10.2019
Executed high-volume outbound calls (80+ calls/day) to service providers, successfully converting leads for Thumbtack’s vendor network.
Ranked in the top 3 of 20 reps for conversion rates and revenue impact.
Managed sales pipeline in Salesforce and ran targeted email campaigns via MixMax to increase lead engagement and deal velocity.
Account Executive, LendSure Mortgage Company, 02/01/25, Present, Manage full sales cycle for non-QM loan scenarios, partnering with mortgage brokers, lenders, and financial institutions from discovery through close., Achieved 122% of Q1 quota by structuring complex solutions and educating partners on niche loan products., Conduct 7–10 daily discovery calls with brokers, consistently producing 14+ qualified deals per week., Apply in-depth non-QM underwriting knowledge to identify creative solutions often overlooked by competitors., Tailor product presentations to each prospect’s pain points, aligning features to their goals and market needs.
Senior Account Manager, Vivo Technologies, 06/01/23, 11/01/24, Led high-velocity sales cycles (30 days avg) for AV and SaaS bundles, closing deals between $6K–$150K., Increased average deal value by 20% through effective cross-selling of AV services and software packages., Managed 8+ inbound leads/week from manufacturing partners, consistently converting high-value opportunities., Surpassed annual quota by 24% through strategic solution selling to SMB and mid-market clients., Conducted 10–15 weekly demos and discovery meetings, guiding prospects through pricing, ROI, and objection handling.
Account Manager, Vivo Technologies, 08/01/22, 06/01/23, Hit 130% to quota, driving $150K+ in monthly revenue with a strong focus on short cycle closes., Maintained a robust outbound pipeline using targeted email sequences and partner referrals., Consulted with IT and operations leaders to introduce SaaS solutions that deepened customer relationships., Leveraged CRM and AI-driven prospecting tools to streamline pipeline management and accelerate deal velocity.
Account Executive, BlueEQ, 07/01/21, 06/01/22, Managed 15-20 weekly discovery calls with HR and C-suite leaders, converting interest in professional development solutions into $50K+ monthly revenue., Ranked in the top 10% of sales representatives nationally based on revenue generated, through personalized discovery, solution mapping, and high call activity., Conducted consultative discovery calls with HR and C-suite leaders to uncover team development gaps and position tailored workshop solutions.
Internal Sales Executive, BlueEQ, 10/01/19, 07/01/21, Top-performing rep, consistently exceeding weekly activity and revenue targets in a fast-paced, metrics-driven environment., Managed a high-volume inbound pipeline of prospects, conducting 20–30 discovery calls weekly and driving $7K–$10K in weekly revenue., Led consultative sales conversations with sales, HR, and ops leaders to align leadership development programs with team performance goals.
Strategic Account Manager, ClearSource BPO (Thumbtack contract), 04/01/19, 10/01/19, Executed high-volume outbound calls (80+ calls/day) to service providers, successfully converting leads for Thumbtack’s vendor network., Ranked in the top 3 of 20 reps for conversion rates and revenue impact., Managed sales pipeline in Salesforce and ran targeted email campaigns via MixMax to increase lead engagement and deal velocity.