Spearheading the creation and execution of highly targeted, scalable revenue generation processes for niche product launches across diverse industries, including higher education, construction, and marketing agencies.Key Responsibilities:• Develop and implement customized GTM strategies for rapid market penetration, with goals of achieving up to 90% saturation in targeted segments• Drive channel partnerships, direct sales efforts, and demand-generation initiatives• Create and optimize AI-enhanced sales processes from lead generation through to deal closure• Serve as a technical evangelist, representing Data Collaborative's sub-brands and products at industry-specific events• Oversee the development of tailored outreach strategies, including email campaigns and strategic partnerships• Lead competitive analysis and positioning refinement to maximize market impact• Implement and iterate on focused sales execution processes, continuously optimizing based on performance metricsExpertise in leveraging low-code platforms like QuickBase and integration services to deliver custom IT solutions across various industries, driving business transformation and operational efficiency.

Key Responsibilities:• Develop and refine cutting-edge outreach strategies tailored by sector• Lead competitive analysis and market positioning efforts to give our clients a strategic edge• Craft and implement AI-powered customer and competitor insights• Design and optimize lead generation and qualification processes• Conduct industry feedback sessions and workshops to validate and refine strategies• Create detailed customer profiles and buying personas for targeted sales approaches• Oversee the development and execution of email campaigns and cold-calling strategies• Drive continuous improvement through data-driven decision making and performance metricsAt Calliope Sales, we're pioneering the concept of "Revenue Accelerators" - versatile experts who blend sales and marketing functions to deliver holistic, agile, and hyper-efficient growth strategies. My role is to ensure we're always at the forefront of this evolution, leveraging AI tools and cross-functional expertise to achieve unprecedented results for our clients.

• Promoted to target mid-market accounts with employee headcounts between 5-10k. • On-target to exceed $700k quota in 2023.• Generated pipeline in excess of $4mm in ARR with large mid-market employers.• Served as liaison for in-person marketing events for Northeastern region - SIOP.

• The fastest ramp from demo training certified to closed-won deal in company history at < 45 days.• Charged with defining approach to new market segment <2,500 employee groups.• Led the segment globally and proved the concept for a previously untapped market - which led to the addition of 6 regional directors to be onboarded globally.• Achieved 100%+ of quota in Q3/Q4 of 2021.

• Recognized as the top-performing SDR in 2020 - building pipelines in excess of $4mm for the Enterprise Account Executive team.• Overachieved quota by 150%, bringing in opportunities with Enterprise grade clients and some of Fuel50's largest logos.• Drafted outreach strategy and wrote cadences used by BDR team.•Hired and trained new BDR recruits in US & Europe.

• Consistently exceeded monthly & quarterly sales quotas by 150%• Set an average of 10 monthly meetings for the Enterprise Account Executive team (10k+ Employees)• Managed new client acquisition strategy for territories as needed - Southwest, Southeast, Midwest, Northeast & Mid-Atlantic.

- 82 client relationships amounting to more than $300 mm in assets under management.- Managed Donor Advised Fund and charitable gifting process- Coordinate communication between the trading desk, funding, custodial banks, legal and tax department, accounting, and portfolio managers to resolve issues.- Responsible for client onboarding & retention process- Collaboration with the Portfolio Managers and other staff to manage all aspects of client relationships.- Create client presentation materials, monitor cash balances, process transfers, gifts of appreciated stock, and the onboarding of new accounts.- Interviewed, contributed to hiring decisions & trained portfolio management team members- Developed strategy for the monitoring of client-directed holdings to provide systematic follow-up and prevention of mistakes.