Experienced Account Executive with a strong background in SaaS, financial automation, and B2B sales. Adept at engaging CFOs and finance leaders to deliver solutions that streamline the financial close, improve compliance, and integrate seamlessly with ERP systems. Known for exceeding quotas, driving new revenue, and accelerating pipeline growth through targeted ABM strategies. Brings a consultative approach to sales, with a deep understanding of accounting workflows, client pain points, and the value of automation in modern finance teams.
Delivered digital workflow and automation solutions for SMB and enterprise clients.
Conducted over high level executive-level demos, translating business needs into tailored solutions.
Collaborated with cross-functional teams to drive digital transformation initiatives.
Resolved complex technical issues, improving client retention through ongoing support.
Built and managed relationships with mortgage brokers nationwide, driving a 35% increase in client base.
Exceeded 130%+ quota YoY, generating $3M+ in annual mortgage revenue.
Trained brokers on UWM’s EASE platform, streamlining loan processes and boosting efficiency.
Optimized Salesforce CRM, reducing sales cycle time by 20%.
Kept clients competitive with timely updates on products, resources, and industry trends.
SaaS & Enterprise Sales (Mid-Market & SMB)