Own and operate a consulting practice focused on delivering financial services solutions to banks, mortgage banks and mortgage brokers. Engage C-level decisions makers in the selection, planning, and implementation of Encompass. Work with key strategic partners to provide highly customized customer solutions designed to streamline loan origination operations and ensure compliance in a highly regulated industry. Scope, manage, and execute process improvement.

I helped growing businesses explore ways to improve their operations, gain business insights, and reduce risk. My goal was to assist businesses in understanding the value of cloud based solutions and help them assess if such a solution makes sense for them.I managed all education and sales conversations for our NetSuite, Birst and Salesforce practices with the assistance of my experienced technical teams. I ensured that our clients' strategic initiatives around these software platforms were successful and that they received the value they expected and beyond.

Hired to turn around the inside sales team. Tasked with analyzing regional challenges, developing a change management plan and executing. Drove performance improvement and strategic goal acquisition.• 54% contribution to revenue goal for region representing a 25% increase over 2012. • 206% to plan through Q2 2013. 115% to annual plan goal at end of Q2.• Achieved 122% of sales target on green field program within a 10 week time frame making it the most successful program launch in EnerNOC history.

Recruited to manage a major enterprise customer account. Drove revenue generation activities through creative initiatives and multi-pillar coordination. Developed and negotiated proposals tailored to meet client needs and achieve company revenue and margin goals. • Achieved 153% of annual revenue quota.• Created and deployed marketing campaign targeting Director and C-level executives that created over one million dollars in new opportunities. • Identified a green field opportunity in a well-seasoned account. Secured relationships with key executives to drive the opportunity. Facilitated contract negotiations. Managed first solution sale and close.

Grew and managed sales team of 40 sales representatives across seven states. Tasked with achievement of revenue and margin objectives. Addressed complex pricing and underwriting in coordination with senior management. Evaluated employees to ensure performance and messaging aligned with company strategic goals. Served as liaison directing all regional public relations and marketing events.• Recruited and trained sales account executives. Grew the team from 21 to 40. Drove regional growth from $100 MM to $235 MM in monthly sales volume.• Engineered the ongoing relationship between the sales and operations resulting in improved communications and a 40% reduction in compliance errors. • Researched and interpreted regional performance results and competitor’s strategic moves as a method to understand, prioritize, and coordinate division’s future direction.• Monitored, assessed, and managed regional profitability. Exception based pricing responsibility. Consistently overachieved weighted average coupon, beating company target.

Hunter-minded sales account executive known for consistency, reliability, integrity and closing. Sold to Director, Vice President and C-level executives. Responsible for new business development and on-going account management resulting in highly profitable repeat business. Evaluated complex consumer credit requests ensuring compliance to rules and regulations and recommended pricing structure. • Built client base from zero to over 100 within two years resulting in $20MM per month in sales.• Consistent over achievement of quota. Ranked #1 in region and top 10% company-wide. Top producer in the region industry wide.• Provided client business planning, marketing, and analysis assistance to enhance client growth and strengthen brand loyalty.

• Re-engineered process flow and employee job duties to improve efficiencies and reduce overhead. Managed change management process through re-organization. Developed and provided new training and facilitated employee buy-in. • Improved profitability through process improvement that enabled higher pull-through of deals, improved customer service, and resulted in fewer pricing adjustment. Designed and facilitated advanced educational modules that reduced operational inefficiencies and improved customer scorecards.• Managed loan quality and compliance with state and federal regulations to maintain high standings with investment bank and rating agencies. Authored and administered monthly audit reviews for loan underwriters and processors. Established on- going compliance monitoring processes monitored results to ensure risk management targets achieved.• Tracked and evaluated key performance results, reported division trends and progress to senior management, and recommended product and systems improvements.