Stephanie D. Email & Phone Number

San Diego, California, Us

Lawmatics is the #1 legal software for law firms and attorneys, renowned for its comprehensive suite of tools designed to streamline operations and enhance client engagement. As a leader in legal tech, Lawmatics combines advanced CRM, marketing automation, and case management features to optimize workflows and drive business growth. Our strategic partnership with Clio further amplifies our capabilities, offering an integrated solution that empowers legal professionals to operate more efficiently and stay ahead in a competitive landscape.

San Diego, California, Us

• Consult with leadership on adopting new practices and creating + implementing new training material to assist in restructuring the S/BDR org• Partner with Account Management + Customer Success to maintain high levels of customer satisfaction through experiences planned by Blueboard’s white-glove concierge services• Collaborate with sales + marketing to facilitate action plans for upcoming product pushes and expansion projects

Boston, Ma, Us

• Created new training content to mentor incoming Account Executives and BDRs on: workflows, standards and expectations, call scripts, objection handling, best practices, and other FAQs• Consulted with key stakeholders to analyze cost-effectiveness and compliance risk of internal reimbursement processes• Managed book of business averaging 100-120 companies to schedule initial discovery calls and generate quotes, further collaborating with cross-functional teams throughout the sales cycle• Leveraged Motus knowledge and MEDDPICC to create industry-specific marketing campaigns, generating interest from key decision makers and champions

San Francisco, Ca, Us

Worked directly alongside business owners of all industries to identify areas of need and utilize my knowledge of Yelp's full suite of products to educate, recommend, and implement a custom advertising solution to drive more business to the client. Managed my own book of business and ran the full sales cycle from discovery to closing, never missing my quota during my time at Yelp. Acted as a mentor and resource of knowledge for new and/or struggling AE's to provide support and ultimately, improvement in their performance. Attended CEs and Leadership bootcamps to further contribute to my revenue and overall professional development.

• Named CEO after one year of successfully developing Ohio’s first legalized medical marijuana clinic, ensuring compliance and achieving high profitability through strategic and territorial growth• Oversee internal patient sales exceeding over $1 million in terms of invoice and retail sales receiving avg. 56% MoM increase• Created a self-sustaining business in terms of establishing a loyal renewing patient base by maintaining long-term provider to patient relationship • Identify growth opportunities by developing marketing strategies to target qualifiable patients using: B2B physician outreach, Google My Business + Google Ads, Facebook + Instagram marketing, networking, and affiliate programs• Provided one-on-one patient education on Ohio’s Medical Marijuana Program, financial assistance programs, qualifying medical conditions + records, and updates on ongoing changes to Ohio’s MMJ program• Hired and trained admins + doctors on the guidelines of hosting telemedicine appointments and patient qualification• Built relationships with outside referring doctors and mental health providers, Ohio’s Board of Pharmacy, and dispensary employees to ensure seamless experience for Releaf’s patients, maintaining a 4.95/5 star rating for the clinic• Technically proficient in operating numerous software platforms including: Dr. Chrono EHR, Practice Fusion EHR, Calendly, Square, Hootsuite, Canva, Vonage, and DocuSign

Columbus, Ohio, Us

• Recruited to oversee preparation of Rise Brands' first duel bar concept, connecting PINS to 16 bit as well as joining the No Soliciting team, a private bourbon speakeasy.• Develop and prepare craft cocktails in compliance with corporate standards and portion volumes• Operate Lavu POS system to ensure accurate itemized audit• Facilitate team culture among staff to inspire provision of quantifiable measure of excellent service • Promote corporate brand and venue amenities

Columbus, Ohio, Us

• Established the foundation for a new department designed to assist senior loan officers in housing market loan sales alongside a team of 12 individuals• Networked with prospective borrowers through Salesforce

La Isla, Quintana Roo, Mx

• Recruited by Indus Hotels to oversee preparation of Hilton Canopy's new rooftop concept, Goodale Station• Provided hospitality to visitors in effort to build brand value and increase guest retention• Created a professional yet warm and welcoming experience for each visitor • Monitored guest admittance and service in accordance with federal, state, local, and company regulations• Maintained inventory, serviceability, cleanliness, and organization of work space• Demonstrated leadership by training new additions to hospitality staff• Operated Micros POS system to balance transactional and daily sales reports

Columbia, Maryland, Us

• Managed 400+ accounts a day through Salesforce, and conversion rates ranked amongst the 90th percentile as a part time intern amongst fulltime employees• Streamlined and assessed online application process to forecast borrower’s readiness for refinance• Improved overall feedback scores by collaborating with borrowers and loan officers to increase efficiency of mortgage refinancing sales and anticipating client needs

• Oversaw preparation of sister location openings for parent companies • Trained over 50 new employees on our bottom line and overall company mission resulting in employee retention and overall sales increase • Increased my personal sales totals on average 38% YOY as a bartender