• Manage business finances, sales & marketing, brand management, contribute to management & direction of day-to-day business processes.•. Contributes to stability, operation & 200% year over year growth of the business to more than 600 monthly clients• Participates in strategic operations planning including cost management, project management, implementation of company health benefits, 401k, & accounting/bookkeeping.• Facilitated implementation of technology stack, contributed to transition from TheraNest to InSync EHR system, managed transition from Optum Health Information Technology solutions to Magellan Health care for Medicaid clients • Manage QuickBooks, E-Signature software, company software conversion from Google to Microsoft 365 • Facilitate daily IT support & escalations, and implemented commercial grade internet across entire business suite.

• Facilitated highly effective territory coverage by identifying key decision-makers in the sales cycle from lead generation through solution selling to coordinate demos and discovery sessions with the Account Executive focused on driving account acquisition, conversions, and revenue generation.• Conducted in-depth analysis and research of customer, the market scenario, competitors, industry trends, and historical data to inform and influence territory strategic planning and prospect outreach. • Set and held qualified discovery calls and advanced customer to demo with Account Executive and employed SaaS product solutions knowledge to provide recommendations.• Hired as RedTeam’s first SDR tasked with designing, implementing, iterating, and scaling all internal frameworks, communication cadences, process flows, and tactics to support business development. • Built e-mail sequences, road maps, talk tracks, and repeatable processes for team growth.

• Enabled the sales cycle involving lead generation and solutions selling through pain point and needs analysis to identify offerings aligned to client requirements that drove satisfaction and demo coordination; gained and leveraged an in-depth understanding of the company product portfolio.• Sourced the largest SDR-to-AE closed won deal in the history of PandaDoc and the second largest overall closed won deal ever in the history of PandaDoc. • Achieved the most closed won revenue by any SDR in closed won deals.• Prepared and delivered critical reports with projected analytics and forecasts concerning production and key performance indicators (KPIs) to inform strategic planning and identify new opportunities. • Selected as WIN Team Capitan by sales management by working with and leading other sales personnel to conduct gap analysis, implement process improvements, and reinforce best practices.• Assessed WIN Team progress to goals and reported to sales management on a weekly basis.

• Drove the sales and business development lifecycle comprising lead generation, pipeline management, consultative sales and solutions, client relations, meeting coordination, and industry networking.• Coordinated effectively with internal and external stakeholders such as account managers and executives to sustain a clear line of communication on client strategies that boosted profitability. • Employed need, data, and trend analysis with a strong understanding of the product portfolio, and the ability to demo the Clearwater system, to inform client choices through tailored recommendations.• Established a record of success through adept outbound activity identifying pain points for prospects and the ability to multi-thread accounts to identify and connect with key decision-makers. • Earned BDR of the week three times and generated significant recurring revenue won from sourcing.• Facilitated sales service activities at all touch points of the sales cycle including setting and holding initial calls and demos, account relations management, proposal creation, issue resolution, stakeholder communications, and documentation.

• Independently managed all aspects of prospecting, lead generation, networking, relationship building, sales cycle advancement, and deal close to drive revenue generation and form a book of business. • Consulted prospects and clients as a trusted advisor through adept needs analysis and financial acumen to inform decision-making processes and provide tailored solutions.

• Led the underwriting lifecycle for auto loans using raw credit reports to assess risk scenarios and eligibility, applying sound decision making and analytical thinking skills in all determinations.• Exhibited outstanding territory management abilities with oversight of several dealerships and monthly production goals; consistently achieved key performance indicators (KPIs).• Transformed an underperforming territory by establishing and advancing relationships, as well as driving follow-up efforts resulting in the territory fulfilling the target for the first time in five years.• Established repayment expectancy based on income, debt-to-income ratios, and financial stability. • Negotiated structure and commitment of loans from the dealership and managed and maintained production log to track hundreds of loan applications monthly to confirm funding for approved loans.

• Upheld a first-rate customer experience by fostering relationships through research, analysis, and needs-based assessments focused on identifying tailored financial solutions that address both sales and service needs; drove satisfaction, retention, and loyalty alongside uncovering new opportunities. • Maintained continuous follow up with customers and negotiation with underwriters throughout the entire application process. • Earned recognition as a top performer in the district during role tenure, served as a specialized branch Business Champion, and was the sole producer in origination of all business products and loans.• Achieved the status as the top performer in WOW customer service in individual customer reviews.• Selected as a leader to champion district training for several new and junior staff on platform utilization, banking products, and customer relationship management (CRM) to optimize results. • Executed sign, close, and origination of applications in accordance with standard operating procedures (SOPs) and best practices; led in-depth financial information analyses and educated customers.

• Conducted outbound calls to originate business production, write-ups from raw credit reports for underwriter use in approving applications as well as full disclosure and explanation of the credit report.

• Interned as an independently contracted financial representative. Certified to consult and sell Life Insurance, Health Insurance, Disability Insurance, and Long Term Care Insurance as well as conduct wealth accumulation consultation services with clients. Received Idaho State Insurance License.

• Summer Intern - Responsibilities included renting cars, picking up customers, consulting with insurance companies, managing and performing daily call backs, managing branch personal relationship with body shops and customer service. Received outstanding intern scholarship from Enterprise Rent-a-Car summer 2007.