• Managing top tier of accounts with $50k+ ARR and/or 10K+ employees• Managed implementation & training of ChurnZero CS platform which included cross collaboration between CS, IT/Security, Product, Sales & Marketing• Honored with February Champion of the Month Award for recognition of the "Take Ownership" company value

• Built & managed the Customer Success Engineering program with the goal of providing CSM's with product experts to help our customers achieve maximum value from our platform• Worked cross-functionally with related teams such as Professional Services, Solutions & Onboarding to better understand their roles in the customer journey so we could provide our customers with a world class experience• Intentionally created a culture of team-based growth & process improvement so that all voices are heard and all team members experienced ownership of projects• Conducted weekly team & 1:1 meetings focused on solving challenges together by crafting creative solutions• Performed call reviews to offer guidance and suggestions to improve call structure, call control & explanation of features & value

• Directly managed up to 10 coaches• Conducted weekly 1:1 meetings with coaches to provide guidance and suggestions to improve their performance as a coach• Reviewed calls and provided written feedback to offer suggestions on how to better handle customer interactions, alternative workflow suggestions and presentation skills• Co-developed processes to help increase team education and process efficiency

• Cowrote the profile of the Coaching Lead role, focused on group learning, collaborative growth & process improvement• Created the Workflow Wednesday concept, which evolved into weekly Feature Drills during squad meetings• Led weekly squad meetings to discuss challenges encountered during coaching calls, process changes and improvement and features-based discussions resulting in creative solutions to customer needs

• Conducted 405 coaching calls with customers ranging from SMB to MidMarket to Enterprise• Spent 256+ hours with customers as an expert product consultant focused on understanding their use cases, processes, challenges and desired solutions• Achieved a 4.9/5 average feedback score based on 208 responses• As the 2nd full time ClickUp Coach, assisted with the creation of the coaching call process and workflows

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• Served as primary customer contact and liaison to top 30% of the North American named account base.• Conducted live and remote Quarterly Business Reviews with key stakeholders, reviewing the status of account relationship and value assessment in addition to providing product demos of new and emerging solutions. • Provided direct tech support as necessary and gathered client feedback of product value. Communicated with internal product development teams to guide the future direction of product and service solutions. • Designed & supervised implementation process and strategy.

• Regional Account Executive for USA, Canada & Mexico, selling Digital Asset Management solutions to SMBs, mid-market and enterprise clients. • Generated new business opportunities and lead generation campaigns through live networking events, cold calling, account based and vertical based LinkedIn marketing. • Managed the entire sales cycle, from prospecting and closing deals to implementation and adoption. • Reported on revenue generation and sales opportunities in Zoho & Salesforce by stage for the month, quarter and year.

Classy is a technology company that helps organizations mobilize their community to solve social problems more effectively and efficiently. Since launching in 2011, Classy has helped more than 1,800 social enterprises including Oxfam, The World Food Programme and National Geographic to raise hundreds of millions of dollars. Classy also hosts the Collaborative and Classy Awards to recognize excellence in social innovation. Based in San Diego, CA, Classy employs a staff of 130 people and is backed by investors including Mithril and Salesforce Ventures. For more information, visit www.classy.org or follow Classy on Twitter: @Classy.

• Developed security solutions customer demo template process which increased customer's understanding of our security portfolio to ensure retention and added upsell opportunities by 25% • Managed over 300 accounts per year while successfully maintaining strategic relationships with decision makers and influencers • Worked closely with marketing and technical groups to communicate product enhancement feedback • Achieved 135% of upsell opportunity target

• Initially held role of Advertising/Marketing Sales Consultant, where managed advertising campaigns and prospected and qualified leads (2004-2005)• Assumed function of Operations Manager in 08/2005, where managed division • Served as a primary point of contact for customers and key stakeholders and distributors• Track monthly forecasts to achieve maximum revenue and profitability

• Assumed role of Sales Manager within first year in newly-created sales division, where promoted software subscriptions and supervised new sales team of 3 • Promoted to Regional Sales Rep in 2000, where managed software renewals and new business generation in Western U.S. and supported team of 15 Strategic Partners• Created sales plans, strategies and custom service packages • Delivered sales presentations • Trained a portfolio of 10 Strategic Partners on selling techniques • Prepared monthly and quarterly revenue forecasts • Worked closely with Regional Sales Managers, Inside Sales Team and Strategic Partners

• Managed portfolio of 20,000+ clients, to include individual consumers, corporations, and resellers, as well as govt and educational accounts• Cultivated relationships with leading distributors and manufacturers (e.g. Canon, Epson, HP)• Updated client server database with 5,000+ computer peripherals