- Facilitating joint sales efforts with channel partners, including joint customer meetings, product demonstrations, and presentations.- Fostering strategic partnerships with key financial service companies to understand their needs and align Source Defense's SaaS solution accordingly.- Positioning Source Defense's SaaS solution as a valuable addition to partners' offerings, highlighting its unique benefits and competitive advantages.- Playing a key role in developing and nurturing long-term partner relationships, contributing to the expansion of Source Defense's partner ecosystem and market reach.- Collaborating with internal teams to develop tailored sales enablement materials and resources that effectively communicate the value proposition of Source Defense's SaaS solution to partners.- Playing an active role in internal sales meetings and strategy sessions, sharing market insights and partner feedback to inform decision-making and refine sales strategies.- Projecting net new revenue of $5M.

- Identifying data monetization opportunities, including high-value deliverables, resulting in $12M in expense savings for a logistics industry leader.- Advising a client-side security software (SaaS) company on business development, pricing, organizational mapping, and competitive intelligence for a top 10 public FinTech company.- Orchestrating collaborative sales efforts with partners, positioning SaaS solutions strategically.

- Built and led a team that drove over $40M of annual recurring revenue in data and analytics products. - Sold directly to top brokerage firms by expanding revenue across the client organization.- Leveraged channel partners to scale selling to financial services companies.- Exceeded quotas in 2022 (113%) and 2023 (116%) with annual contract values up to $1.5M.- Partnered cross functionally with internal enterprise sales leaders, sales engineers, and product managers to deliver complex enterprise data solutions to top financial institutions.

- Drove over $16M of annual recurring revenue through data and analytics licenses.- Sold directly to top brokerage firms including including Schwab, Fidelity, E*TRADE, Vanguard, and Edward Jones.- Achieved a 10% revenue growth to meet the 2021 quota (100%) with annual contract values up to $1.5 million.- Nurtured existing client relationships to increase revenue across the broader organization.- Collaborated with cross functional teams to deliver a unified, customer-focused solution.- Elevated to the next position following the successful turnaround of a previously underperforming segment

- Drove over $2.7M of annual recurring revenue through data and analytics licenses. - Sold directly to enterprise financial clients including Chase, AMEX, Discover, and U.S. Bank.- Achieved 124% of quota in 2020 by using a value-based selling approach.- Partnered with internal enterprise sales leaders, sales engineers, and product managers. - Exceeded growth expectations which led to my next role in the Brokerage vertical.- Up to 50% travel.

- Built and developed growth strategies to expand the partnership channel.- Grew revenue by 11% in the first year and increased overall channel revenue by 13%.- Identified multiple new data distribution strategies and net new clients, leveraging consultancies like PWC, Accenture, and Claritas to enable scale and revenue growth.- Up to 70% travel.- Built and developed growth strategies to expand the partnership channel.- Grew revenue by 11% in the first year and increased overall channel revenue by 13%.- Identified multiple new data distribution strategies and net new clients, leveraging consultancies like PWC, Accenture, and Claritas to enable scale and revenue growth.- Up to 70% travel.

- Spearheaded revenue growth for a new insurance product, achieving annual revenue over $10,000,000.- Supported the product development and sales, closing key contracts with CEFIA, ALEO (a division of Bosch), and Sun Edison.- Acted as a board member, representing Assurant's interests in collaboration with a partner.

- Developed relationships with C-level executives at strategic retailers and OEMs.- Negotiated and won a $15M, five-year contract with a global OEM

- Led a new wholesale lending office in Atlanta, overseeing all business and operations functions to include site selection, staffing, sales & marketing and client management. - Controlled the budget with full P&L responsibility.- Grew business from $9 million to over $600 million in annual originations and $10 million in EBITDA.

- Managed 25% of sales regions with seven account executives - Successfully renegotiated long-term contracts, consistently exceeding planned sales goals.