- Core Account Director managing 3 install accounts.- Focused on customer success, strategic account planning, resource alignment, and partnership expansion.- Expand Salesforce footprint (iACV) by aligning with C-suite objectives and partnering with customer teams to drive digital transformation & business outcomesKey skills: executive mapping, POV development, project (deal) management, solution selling, and contracting.

- Core Account Executive managing 10 install accounts.- Focused on customer success, strategic account planning, resource alignment, and deal execution.- Expand Salesforce footprint (iACV) by aligning with C-suite goals and partnering with customer teams to drive digital transformation & business outcomesAE Sales Excellence Academy Member - FY24Key skills: multi-threading, POV development, complex solution selling, and contracting.

- Core AE responsible for driving net-new revenue across 30 install accounts and 200 new logo accounts.- Managed full Salesforce product suite sales, coordinating internal teams, implementation partners, and clients through deal cycles.- Consistently ranked in the top 10% of a team of 50+ AEs.Key skills: resource/team management, balancing up-sell/cross-sell with new logo prospecting, and building ROI-driven business cases.

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- Managed full sales cycle from prospecting to close.- Discovered new revenue streams, helping company grow ARR from $3M to $10M+.- Mentored SDRs/BDRs for future AE roles.Key skills: storytelling/demos, deal negotiation, and running effective sales cycles.

- Led outbound prospecting for net new customers.- Met meeting and pipeline quotas consistently.- Developed new sales cadence strategies using HubSpot; rolled them out to the BDR/SDR team.- Gained expertise in financial concepts, communication, and asking effective (qualifying) questions.YCharts is a cloud-based investment research and communication platform that helps investment firms grow AUM and make informed investment decisions for individuals and institutions.

-Managed accounts for over 50 customers located in the OK/TX area. -Worked alongside sales staff to ensure customers received the right product at the right time based on trending market conditions. -Worked to troubleshoot any issues that arose from within the system during the lifecycle of a sale-Worked with a small team on the implementation of a new program that was created to track and report order processes to help meet sales goals.-Used GoToMeeting to train new customers on how to successfully navigate CF's online portal

-Assisted a team of healthcare consultants that act as administrators to different medical practices in the Greater Kansas City area. -Tracked and monitored revenue for each practice; measured productivity of each physician to help them reach goals and maximize efficiency.