Ian Poole

Ian Poole Email and Phone Number

Revenue Operations Manager at PatientNow @ PatientNow
englewood, colorado, united states
Ian Poole's Location
Asheville, North Carolina, United States, United States
Ian Poole's Contact Details

Ian Poole personal email

n/a
About Ian Poole

Music enthusiast with extensive and accomplished client success, project management, sales, and Revenue Operations in retail & mortgage banking, tech hardware and SaaS industries. Skilled at professional development, team motivation and revenue growth. Significant sales training and coaching experience, with an in-depth knowledge of internal operations and client success KPI's. Have a passion for building meaningful connections with people and organizations that make a difference in the world.

Ian Poole's Current Company Details
PatientNow

Patientnow

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Revenue Operations Manager at PatientNow
englewood, colorado, united states
Website:
patientnow.com
Employees:
39
Ian Poole Work Experience Details
  • Patientnow
    Revenue Operations Manager
    Patientnow Sep 2023 - Present
  • Thryv
    Lead Enablement & Revenue Operations
    Thryv Oct 2021 - Sep 2023
    Hendersonville, North Carolina, United States
  • Thryv
    Client Success Partner
    Thryv Jun 2021 - Oct 2021
  • Pema
    Client Success Manager
    Pema Oct 2020 - Mar 2021
  • Scw
    Head Of Channel Sales & Principal Account Executive
    Scw May 2019 - Jan 2020
    Asheville, North Carolina
    I oversaw the SCW Installer/Integrator Partner Program to help drive channel revenue and market growth while supporting our partner's businesses.-Manage relationships with our high volume, enterprise-level Installer and Integrator partner base-Oversee the growth of our new Integrator Partnership revenue stream-Manage the effort for regional office growth into new, emerging markets around the US-Coach and train sales team members on conversation tactics to secure new business-Ensure sales team members are acquiring new installer & integrator leads to grow that lucrative revenue branch
  • Galaxy Digital
    Business Development & Account Retention Manager
    Galaxy Digital Jul 2017 - Apr 2019
    Asheville, North Carolina
    "Connecting communities, building engagement." The Galaxy team is very similar to our customers in that we are passionate about making positive, lasting change in the communities in which we serve. Creating simple, community engagement software and supporting our customers to the absolute best of our ability is how we make that happen. -Managed our client retention portfolio, conducting demos and negotiating new contracts for clients who had recently changed software managers or executive directors-Regularly conducted a thorough internal audit of multiple company departments-Generated detailed reports on audit findings, emphasizing procedural efficiency to improve client relations & user experience.-Improved subscription renewal rates from 89% to 94% from year 1 to year 2 by analyzing, revamping and enhancing customer support and sales department practices & procedures.-Created relationships with various nonprofit, educational, and corporate verticals to sell and implement our software platforms-Conducted market research to determine best sales and marketing practices for focused sales campaigns-Data analysis for sales executive activity, product closing rates, and pipeline building for quarterly projections, team performance reviews, and sales coaching-Held scheduled calls to asses software needs, schedule software demonstrations, and report findings to our development team for future development-Demonstrated our software platform for nonprofits via screen-sharing webinars, presentations, and web conferences-Grew specific Habitat for Humanity revenue stream from scratch with list building, prospecting, demos, contract negotiations, and closing, overseeing a complete development and sales cycle effort for an entire new revenue branch
  • Wells Fargo Home Mortgage
    Mortgage Loan Processor
    Wells Fargo Home Mortgage Oct 2016 - Jul 2017
    Greenville, South Carolina
    -Processed and analyzed various types of home mortgage loans-Analyzed financial records, tax documents, portfolios, and insurance policies to recommend approval or declination status-Worked closely with legal teams, closing agents, and mortgage consultants to coordinate mortgage processing and closings
  • Real Estate Support Technology
    Digital Marketing Manager
    Real Estate Support Technology Jan 2014 - Jul 2017
    Flat Rock, North Carolina
    -Managed social media accounts for a large property management firm across the southeast-Oversaw Facebook, Twitter, and Instagram targeted campaigns to promote 26 different apartment complexes and drive occupancy rates-Coordinated social media campaigns promoting various "Live, Work, Play" and multi-family complexes during construction and grand opening of the properties-Managed team of head property managers to coach them on social media marketing and general property marketing to drive lease rates and company revenue-During acquisition of new properties, conducted market analysis to determine competitors rates per square foot. and made lease rate recommendations based on data findings & previous management's pricing roll
  • Pnc Bank
    Workplace Banking Manager
    Pnc Bank May 2015 - Apr 2016
    Arden, North Carolina
    -Sold Home Equity Lines of Credit, Auto Loans, Credit Cards, & Personal Lines of Credit to our large commercial clients' workforce-Managed the Workplace Banking program, where I would hold tabling events and corporate conference to sell incentive-based banking products to employees of companies that held large corporate accounts in the Western North Carolina market-Managed area branch and office sales people to promote our Wokplace Banking Program. Coached and trained them on the program and sales activities to grow market share and program revenue-Coordinated efforts with our business banking manager to grow corporate/commercial relationship market share in North Carolina-Coordinated with state lead office in Raleigh, NC to help add new commercial accounts by attending frequent management training and conferences
  • First Citizens Bank
    Financial Services Representative
    First Citizens Bank May 2014 - May 2015
    Hendersonville, North Carolina
    -Inside Sales to prospective clients & Outside Sales to current clients for retail banking products and loan products-Coordinated specified referrals to wealth management and business banking departments through training and subsequent qualification of prospect or client

Ian Poole Skills

Team Management Sales And Marketing Team Building Sales Market Research Retail Banking Business Development Direct Sales Account Management Consultative Selling Marketing Digital Marketing Software As A Service Cold Calling Coaching Lead Generation Business Relationship Management Leadership Sales Presentations Strategic Data Analysis Inside Sales Qualifying Prospects Sales Trainings Customer Base Account Executives Mortgage Banking Customer Retention Contract Negotiation Social Media Relationship Building Negotiation Security Security Management Corporate Security Security Awareness Physical Security Emerging Markets Outside Sales Sales Coaching Sales Forecasting Product Marketing Business Strategy Business Analysis Commercial Sales Sales And Marketing Leadership Sales Leadership Training Enterprise Technology Sales Enterprise Sales

Ian Poole Education Details

Frequently Asked Questions about Ian Poole

What company does Ian Poole work for?

Ian Poole works for Patientnow

What is Ian Poole's role at the current company?

Ian Poole's current role is Revenue Operations Manager at PatientNow.

What is Ian Poole's email address?

Ian Poole's email address is ia****@****use.com

What schools did Ian Poole attend?

Ian Poole attended The University Of Georgia.

What skills is Ian Poole known for?

Ian Poole has skills like Team Management, Sales And Marketing, Team Building, Sales, Market Research, Retail Banking, Business Development, Direct Sales, Account Management, Consultative Selling, Marketing, Digital Marketing.

Who are Ian Poole's colleagues?

Ian Poole's colleagues are Gregg Bessette, Sean Merriweather, Matthew Klein, Jorge Gamboa, Emily Fisher, William L., Erica Flores.

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