- Montgomery Street, San Francisco, CA 94105
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Accomplished Sales and Marketing Executive with 21 years of B2B sales in highly competitive markets. Innovative producer experienced in acquiring, expanding and managing key corporate accounts. Distinguished performance in SMB market, Fortune 500-1000 and global/national accounts. Demonstrates a passion for building relationships and establishing strategic partnerships to generate essential business opportunities.
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*6/6/2015-Record Breaking Week- $355,513.00, *7/25/2015-Record Breaking Week- $357,377.00, *8/1/2015-Record Breaking Week- $384,945.00, *2012-Recognition Most Profitable Web Services Sales, *2010 Q1, Q2-SE Division Top Bank Unit Producer, *2009 Q2, Q3, Q4-SE Division Top Bank Unit Producer, *2006-Promotion EVP, *2006-Partner Sales 42 New Contracts, *2004-Promotion Training Team, *2005-Promotion Agent Bank Sales, *2001-Retention Award
Iheartmedia, Inc. – Franklin, NJ,
- Sales and support of national key accounts.
- Negotiate Master Distribution Agreements, vendor contracts, multi-unit pricing, proprietary product allocation, logistics and customer broker relations.
- Conduct business reviews to improve distribution, streamline procurement, reduce loss and recommend strategies for improvement.
- Coordinate expedited orders, resolve carrier and supplier issues and manage the day to day processes for customers.
- Collaborate with multiple departments, operating companies and manufacturers to improve processes and efficiency for optimal customer experience.
- Create new revenue streams through cross-sales/penetration.
Alteryx Inc. – Arlington, VA,
- Managed sales and marketing of the West coast region increasing market share and brand recognition; selling business services and financial products to small to mid sized businesses.
- Selling technology, software, hardware and outsourced services to reduce risk, ensure compliance, streamline operations and enable growth to SMB market.
- Developed strategic alliances and partnerships for referral sources.
- Oversaw client retention, channel sales, new product marketing and education of the company's largest accounts and referral partners including 140 financial institutions, Merrill Lynch, Morgan Stanley, Humana and CUNA.
- Designed "Generating Referrals Best Practices", developed company's referral training program and launched Newtek Meet or Beat EPP Program (2010-current).
- Payroll Development Team: developed in-house payroll service platform/HR services/Tax/Talent Management division.
- Increased revenue 61% Web/SEO Services, 68% Merchant Services, 58% Payroll Services and closed over $12M in loans.
Harris Computer Systems – King Of Prussia, PA,
- Outside sales ADP Small Business Services, Payroll, HR outsourcing, HR software/hardware, Risk Management and Tax services.
- Multiple Awards for Top Sales, increasing sales level by 70% in 2009 alone; 97% penetration of existing customers.
- Increased bank unit sales 93%: cultivated ADP Top Bank Referral Source SE Region: CCBG-$2.5B assets; 84 units; 200 leads/mo.
- Developed a method of branch training that aligned with front line goals and increased new accounts (51%) for bank partners.
- Grew Certified Public Accounting channel by 44%.
Bloomin' Brands, Inc. – Charleston, SC,
- Sales and marketing of Newtek's business service lines: Electronic Payment Processing, Web Hosting, Data Center Services, Web Design and Development, Payroll, Insurance Services and Business Lending.
- Managed branch operations, internal and external sales staff, 75 client banks and customer service in the organization's largest region.
- Developed strategies for maximizing Merrill Lynch and Morgan Stanley relations and presented in market roll-outs.
- Increased territory sales by 82% and performed full sales cycle duties with 95% close rate.
- Grew contract sales 93% by closing 42 partner agreements which generated 350 referrals monthly.
Wilshire Colorado Partners, LLC. – City, STATE,
- Represented the company CAPCO investment opportunities and managed existing portfolio.
- Facilitate SBA loans working directly with U.S. Small Business Administration- Colorado District Office, Colorado Office of Economic Development and International Trade, Colorado SBDC Network and the United States Department of Agriculture Rural Development.
- Acted as communications liaison delivering presentations and lectures to large forums of lenders, business owners and attendees of SBA resource classes.
National Processing Company (NPC), A Vantiv Company – City, STATE,
- Outside sales- VISA/MasterCard/Discover/American Express/EBT, mobile processing, web payment gateways, hardware/software, online shopping cart tools, ACH, RDC, gift/loyalty cards and ECC.
- Closed 26-32 new merchant accounts monthly; 40+ cold calls daily.
- Promotion to Sales Training Team to mentor and train new sales representatives and internal telemarketers.
- Promotion to Agent Bank Sales, assigned to Sterling Bank, the company's largest and most valuable bank partner.
- Contracted 6 new banks closed 92% bank referrals.
- Led expansion into new market by creating a satellite office in Colorado.
Ricoh Americas Corporation – City, STATE,
- Major Account Sales network multi-functional devices, service, software and eDocument Management technology to Fortune 500+.
- Sold the 1st eDocument system in the state.
- Awarded Top Sales and Top 5 Highest Profitability 2001.
Sam Houston State University - Huntsville, TX
Deans List Honors- 5 semesters
Kaplan Financial - Denver, CO
Licensing Course Completion
2010-2014 Denver, CO Chamber of Commerce,2011-2016 CO Restaurant Association, 2010-2014 Mt West Credit Union Association-CO/AZ/WY, 2011 Small Business Advisory Council-CO, 2011-2014 Colorado Credit Union System (COLOCU), 2007 Professional Women in Business Organization, Delta Delta Delta Alumni, 2008-2009 Jackson County, FL Chamber of Commerce Board of Directors, Ambassador, Committee/Co-Chair Membership Drive 2008
Salesforce.com, Oracle, SAP, Fusion, AS400, Legacy, SPINS, Lotus Notes, WordPress, Shopify, USAePay, Authorize.net, PayPal, Intuit, Volusion, SaaS, CRMs, Squarespace, PinnacleCart, QuickBooks, OMEX
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- Kaplan Financial
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