● Helping develop processes to allow for friction-less donations to non-profit organizations

Optimized Salesforce configuration through custom add-ons, enhancing the pipeline andsales process for over 30 salespeople, resulting in a 15% increase in time saved on businessprocesses● Led the top-performing sales team at the company, driving 26% more revenue year-over-yearand $5,000,000 in ACV● Coached 18 B2B SaaS sales reps to execute outbound cold calls and in-person visits,improving productivity by developing a structured sales process● Analyzed sales statistics to determine sales potential, pipeline management strategy, andforecasting leveraging Tableau, Gainsight, and Vizio● Designed and facilitated weekly training for the sales department, collaboration with theonboarding and service departments to provide pertinent content resulting in increasedproductivity and efficiency● Partnered directly with the Director of Strategic Operations on a go-to-market strategy forNationwide launch of 2 new product offerings netting $4 million if ACV for the first year

● Brought visibility into daily activity metrics in Salesforce for the entire department, resultingin a 56% increase in individual rep sales for Q1 of 2019● Spearheaded project to migrate 3 billion records to Salesforce from Oracle CRM, designingand implementing a full transition plan through collaboration with IT, product and marketingdivisions● Nominated as Salesforce Admin, creating and executing strategic validation rules● Led the #1 sales team in Texas, coaching and mentoring a team of 30 reps● Overachieved team sales target by 29% for 2019 through one-on-one sales coaching, training,and pipeline management● Oversaw plans to acquire new clients through direct sales and B2B marketing visits

● Pioneered consultative B2B sales with broker-owners of national real estate firms● Maintained the highest lead-to-close percentage across the entire team at 18%● Sold $750K of a product within the first 6 months, earned top 5% consultant ranking● Consistently exceeded outbound and cold calling metrics as well as closing inbound leads

● Captained multiple #1 sales teams, boosting team performance through coaching● Ranked top 1% of consultants for FY2013 across 500 sales professionals● Drove $6.5M in asset growth and transfers, transcending goals for 2 years running● Oversaw and developed client relationships, identifying up-sell opportunities across my bookof business