*Oversee outbound sales efforts to the Higher Education and Non-profit markets*Quota carrying individual contributor. Ahead of quota for 1H of 2024 and on pace to exceed annual quota

• I led a team of Customer Partnership Managers dedicated to the successful growth of our customer base. Our Customer Partnership Team addresses customer renewals and product expansion. • I also owned cross-sell and full cycle expansion sales into our customer base. • In 2022, our team exceeded customer growth targets for cross-sell and expansions, hitting 113% of our annual quota and achieved 106% NRR. • Partner with CX Management to drive creative strategies to save accounts that are at risk of or have given notice to churn• Partner with CX and Marketing Management to drive outbound and inbound lead gen activities• Monitor and analyze Customer Growth performance metrics on process adherence, sales pipeline forecasting and execution, and customer retention• Hire, mentor, and retain high-performing Customer Partnership Managers• Develop presentations and proposals that communicate the value of our products in alignment with each customer’s needs and objectives• Lead contract negotiations as necessary and execute renewals, upsells, and cross-sell agreements

• Pioneered sales of new product after a company merger. Exceeded sales targets, closing 120% of quota. Awarded the Let People Run trophy for forging this new path • Quota carrying sales executive and closer• Responsible for proposal/RFP preparation, presentations and contract negotiation and creation• Engage with Marketing leadership across the nations top brands in retail, professional sports, restaurants, medical, insurance, healthcare, and higher education to successfully assess needs, business strategy, present solutions, and reach pricing decisions.

• Quota carrying sales executive and closer• Responsible for proposal/RFP preparation, presentations and contract negotiation and creation• Engage with C-level staff to establish positioning for products and services early in the sales cycle and negotiate with C-level, executive staff and board members to successfully reach pricing decisions

* Oversee outbound sales activity to bring on new customers to Personify's Constituent Management and Engagement (CME) solution* Manage a team of 4 Account Executives* Serve as liaison to Product and Services to drive growth into new markets* Responsible for total SaaS growth for CME business unit* Top Account Executive of the Year in first full year at Personify (2018)

• Quota carrying sales executive, exceeded quota in first year and named Account Executive of Year for first full year in 2018• Responsible for proposal/RFP preparation, presentations and contract negotiation and creation• Engage with C-level staff to establish positioning for products and services early in the sales cycle and negotiate with C-level, executive staff and board members to successfully reach pricing decisions

Energy and Sustainability Services• Identify potential candidates for Performance Contracting in the municipal and higher education market segments• Develop new business opportunities by building professional relationships• Educate clients on Performance Contracting and project financing options• Collaborate with engineers to prepare project work scope and cost estimates• Prepare and submit pricing and scope of work proposals• Generate and conduct sales presentations

• Winner of the Pinnacle Award 2 years in a row for top sales rep, achieving 164%, 134%, and 165% of plan for the past 3 years. • Responsible for proposal/RFP preparation, presentations and contract negotiation and creation• Engage with C-level staff to establish positioning for products and services early in the sales cycle and negotiate with C-level, executive staff and board members to successfully reach pricing decisions• Performance measured by key metrics including: quota, appointments scheduled, and overall sales activity

• #1 Account Executive in annual recurring revenue, making 123% of plan• Closed the first and the second largest deals in company history• Responsible for proposal/RFP preparation, presentations and contract negotiation and creation• Engage with C-level staff to establish positioning for products and services early in the sales cycle and negotiate with C-level, executive staff and board members to successfully reach pricing decisions• Performance measured by key metrics including: quota, appointments scheduled, and overall sales activity

• Pioneered a new role within the company focused on C-level relationship building and overall adoption of Daxko’s products within the largest customer base based on total spend with the company• Created key metric reporting for customers to assess overall system utilizations• Consulted customers on best practices and standard operating procedures to gain the most value out of products contracted and to improve overall business processes within the organization• Measured on NPS/Satisfaction scores given by customers as well as increase in adoption of tools like online registration tools, credit card processing changes to save money, etc.

* Managed implementations/conversions for non-profit operational software including all data conversion detail and required data mapping as well as implementation timeline and milestones* Facilitated meetings including key client officers as well as internal project teams to analyze client business processes for best practice consulting and client site configuration* Provided coaching, training and mentoring to team members new to the Project Manager role

*Fast starter with monthly sales objectives met within first two months of starting*Responsible for growing a local territory through servicing and growing existing customers and developing new business *Responsible for proposal/RFP preparation, presentations and contract negotiation and creation*Engage with workforce administration and C-level staff to establish positioning for products and services

* #1 Account Executive in annual recurring revenue through June 2010, closing over $1.2 Million in contract value* #1 Account Executive in 2009, closing over $3 Million in contract value and contributing to over 6% of total company growth and over 26% of 2009 growth* Promoted to Major Account Executive after 11 months in sales with a focus on the top 20% of market served in budget size and obtaining over 100% of quota since that time* Responsible for proposal/RFP preparation, presentations and contract negotiation and creation* Engage with C-level staff to establish positioning for products and services early in the sales cycle and negotiate with C-level, executive staff and board members to successfully reach pricing decisions* Performance measured by key metrics including: quota, call volume, presentation volume, site visits, etc.

* Contributed product and market expertise to the sales process to move more opportunities through the sales pipeline* Prepared and presented onsite and web-based demonstrations of company's multi-product offerings based on prospects needs as uncovered through the discovery process* Acted as liaison between the Sales Team and the Professional Services Team to ensure that Account Executives remained knowledgeable on all product offerings (new releases) and to ensure a smooth transition of information post-sale between teams

* Prepared and lead multiple training classes for new and existing clients on software applications* Developed and conducted company-wide new hire training programs and orientations as well as new customer training and documentation* Conducted customer-focused regional consulting and software training sessions Provided customer support and customer relationship management Managed special projects such as website content management and remote training presentations

* Managed implementations/conversions for non-profit operational software including all data conversion detail and required data mapping as well as implementation timeline and milestones* Facilitated meetings including key client officers as well as internal project teams to analyze client business processes for best practice consulting and client site configuration* Provided coaching, training and mentoring to team members new to the Project Manager

Two words: Cold Calls