Charlie Smith

Charlie Smith Email and Phone Number

Sales and Solutions Engineer @ Bonsai
New York, United States
Charlie Smith's Location
Brooklyn, New York, United States, United States
Charlie Smith's Contact Details

Charlie Smith personal email

n/a

Charlie Smith phone numbers

About Charlie Smith

Transitioned to Data Analytics after spending 3 years in a consultative sales role with a SaaS company. Currently driving new business with large nonprofits (Average ARR $58M) by finding growth opportunities in their web, email and financial data. I’ve been consistently described by managers as gritty, empathetic and a fast learner.Full portfolio - charliecsmith.com

Charlie Smith's Current Company Details
Bonsai

Bonsai

View
Sales and Solutions Engineer
New York, United States
Website:
bonsai.llc
Employees:
17
Charlie Smith Work Experience Details
  • Bonsai
    Sales And Solutions Engineer
    Bonsai
    New York, United States
  • Nextafter
    Data Analyst
    Nextafter Dec 2022 - Present
    Plano, Tx, Us
    -Analyze clients' financial and marketing data to inform projected revenue from work performed by the agency - Build data pipelines using Fivetran that connect clients' email and website data to projects in BigQuery- Write SQL queries to analyze millions of website visits and identify key traffic funnels (Paid, Organic, etc.)- Create dashboards in Data Studio to track KPIs for financial performance, website traffic and marketing efforts- Perform technical audits using Google Analytics to identify poorly tracked KPIs such as Revenue and marketing success- Present data-backed insights to external and internal C-suite stakeholders showcasing growth strategies
  • Moneythink
    Moneythink Young Professional Board
    Moneythink Jan 2022 - Present
    San Francisco Bay Area , Ca, Us
    Moneythink is a tech-driven college-success organization that provides big solutions to the interrelated challenges of affordability, student graduation, and debt.I am currently serving on its Young Professional Board, as a member of the fundraising committee
  • Classy.Org
    Account Executive
    Classy.Org Feb 2021 - Nov 2022
    San Diego, Ca, Us
    -Managed a pipeline of 750 small and mid-sized nonprofits at all stages of the sales cycle- Built 10+ custom Salesforce dashboards utilized by the entire sales team to manage pipeline and attainment- Achieved 85% Annual Closed Won Attainment in FY2022
  • Classy.Org
    Sales Development Representative
    Classy.Org Aug 2019 - Feb 2021
    San Diego, Ca, Us
    - Qualified 1,000+ potential sales leads and managed a pipeline of opportunities for 30+ Account Managers- Award: SDR of the Year - FY2021- Performance: FY2021 - 92% pipeline generation quota | 101% (sourced closed-won business quota)
  • Blockforce Capital
    Operations And Investment Analyst
    Blockforce Capital Jul 2018 - Jul 2019
    San Diego, California, Us
    - Developed a detailed scoring system to assess the security and viability of the firm's 10+ trading counterparties- Assisted the sales team to secure $3M average investments by focusing on prospecting- Provided a daily status report of the fund to the Chief Investment Officer
  • Ucla Business Transfer Network (Btn)
    Ceo
    Ucla Business Transfer Network (Btn) Sep 2017 - Jun 2018
    Los Angeles, California, Us
    We are a growing network of motivated and business-minded transfer and non-traditional students. We work to give networking and professional growth opportunities to the UCLA community.
  • University Of California, Los Angeles
    Lead Programming Peer For The Financial Wellness Program
    University Of California, Los Angeles Sep 2017 - Jun 2018
    Los Angeles, Ca, Us
    The mission of UCLA’s Financial Wellness Program is to empower all Bruins to confidently navigate their finances in a way that supports their overall well-being. This program fosters financial literacy skills through workshops, coaching and online educational efforts. Additionally, we aim to encourage students to know who, when and why to ask for help. Overall, the program centralizes and advocates for student economic support services on campus.
  • Moneythink
    Director Of Curriculum - Ucla Chapter
    Moneythink Oct 2016 - Jun 2018
    San Francisco Bay Area , Ca, Us
    Moneythink harnesses the power of people and technology to bring transparency to college costs so that all students are equipped to invest in their futures.
  • Wondery
    Acquisitions Intern
    Wondery Jan 2017 - Apr 2017
    Culver City, California, Us
    Wondery is the largest independent podcast publisher in the world. Launched in 2016, and known for its immersive podcasts, Wondery became the fastest network to join the Top 10 ranker by Podtrac, propelled by hit shows such as Dr Death, Dirty John, American History Tellers, Business Wars, The Shrink Next Door and Gladiator. Twenty of Wondery’s shows have reached # 1 on Apple Podcasts, and Wondery is the only publisher to have simultaneously claimed the # 1 and # 2 ‘Top New Podcasts” slots on an annual Podtrac ranker.
  • Cso Sports Officials
    Basketball Referee
    Cso Sports Officials Oct 2012 - Jun 2016
    Officiate local youth basketball games. Communicate rules of the game of basketball effectively. Make connections with sports leagues, coaches, and youth in the North County area.

Charlie Smith Skills

Microsoft Office Customer Service Microsoft Excel Microsoft Word Powerpoint Project Management Restaurants Community Outreach Strategic Communications Management

Charlie Smith Education Details

  • Ucla
    Ucla
    Economics
  • San Diego Miramar College
    San Diego Miramar College
    Social Sciences
  • Mt. Carmel High School
    Mt. Carmel High School

Frequently Asked Questions about Charlie Smith

What company does Charlie Smith work for?

Charlie Smith works for Bonsai

What is Charlie Smith's role at the current company?

Charlie Smith's current role is Sales and Solutions Engineer.

What is Charlie Smith's email address?

Charlie Smith's email address is ch****@****mac.com

What is Charlie Smith's direct phone number?

Charlie Smith's direct phone number is +176084*****

What schools did Charlie Smith attend?

Charlie Smith attended Ucla, San Diego Miramar College, Mt. Carmel High School.

What skills is Charlie Smith known for?

Charlie Smith has skills like Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Powerpoint, Project Management, Restaurants, Community Outreach, Strategic Communications, Management.

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