Dedicated to servant leadership. 6+ years wearing multiple hats - from managing sales development teams to serving as main point of contact for C-level executives. A true people person, highly invested employee, driven by results.
Overview
6
6
years of professional experience
Work History
Client Engagement Manager
Paylocity
07.2023 - Current
Maintained a book of business comprising over 30 clients with an ARR of $6.2 million
Successfully extended contracts for 13 clients, securing 1-,2-, and 3-year terms within a 2-month span
Established strong rapport with C-level executives, understanding their business models and strategies and becoming a trusted advisor within my portfolio
Developed strong relationships with internal partners, fostering collaboration to enhance client satisfaction
Identified client business challenges and objectives, mapping Paylocity features and benefits to address these needs
Worked closely with Sales, Client Services, and other Paylocity divisions to drive solutions and improve client satisfaction
Identified opportunities for upselling additional products to meet clients’ strategic needs
Regularly consulted with clients on best practices, increasing product utilization and engagement across the client portfolio
Identified client retention risks and implemented mitigation plans, ensuring a 100% retention rate within the assigned portfolio
Identified areas of client dissatisfaction and advocated for solutions, resolving a range of operational issues on behalf of clients
Served as a strong advocate for clients, representing their needs and requirements to internal stakeholders.
Senior Account Manager/Senior Sales Development Manager
Reveneer
01.2018 - 01.2023
Conducted initial interviews with C-level executives to develop GTM sales playbooks and onboard new clients effectively in the SaaS industry
Build out and streamline the sales process from initial introduction calls to closed won business
Led and managed over 200 SDRs across 40 different industries
Coached SDRs on value proposition, email construction, time management, sales process, organization, data analysis, customer-facing skills, and overall career development
Managed and retained $450K MRR, equating to $5.4M ARR
Conducted monthly and quarterly business reviews with key stakeholders and executives
Successfully expanded into 48% of the existing client base, generating an additional $10K MRR per SDR
Held weekly 1:1 meetings with internal leaders to discuss KPIs, including connect/conversation rates, meetings scheduled/delivered rate, and opportunity progression
Delivered bi-annual performance reviews to determine employee promotions
Interviewed, hired, and trained new employees
Reported to executive stakeholders, identifying upsell opportunities, areas of improvement, ROI attainment, and SDR performance.
Education
Bachelor of Business Administration -
Plymouth State University
Plymouth, NH
12.2014
Skills
Expansive knowledge and experience using SFDC Reporting, Dashboards, Salesloft, Zoominfo, LinkedIn Sales Navigator
Interpersonal Skills: communication, collaboration, leadership, promoting equity and teamwork
Professional Skills: detail-oriented, negotiating, problem-solving, critical thinking
Relationship Management
Relationship Building
Strategic Planning
Client Base Retention
Timeline
Client Engagement Manager
Paylocity
07.2023 - Current
Senior Account Manager/Senior Sales Development Manager