Joe Ayala Email & Phone Number

Dallas, TX, US

Mountain View, California, US

• Own Client Relationships: Manage a portfolio of key accounts, serving as their main point of contact and trusted advisor.
• Drive Revenue Growth: Identify upsell and cross-sell opportunities by understanding client needs and leveraging deep product knowledge.
• Conduct EBRs/QBRs: Lead regular client meetings, including Executive & Quarterly Business Reviews, to discuss performance, explore new opportunities, and ensure client satisfaction.
• Onboard and Educate: Guide new clients through the onboarding process, providing training and resources to ensure successful adoption of Intuits Financial Software portfolio.
• Analyze and Optimize: Dive into client data to monitor usage, identify areas for improvement, and proactively address any potential issues.
• Collaborate Across Teams: Work closely with Sales, Product, and Support teams to bring client feedback into the company and advocate for continuous improvement.

Tokyo, Japan, JP

• Build proactive and strategic relationships with customers to thoroughly understand, document, and align client strategies and business outcomes.
• Monitor customer health scores and churn risk, taking ownership of addressing gaps internally by collaborating with the appropriate stakeholders to mitigate low health and/or at-risk customers.
• Attend regular customer executive business reviews to ensure alignment with customer success plans.
• Ensure the portfolio of accounts is prepared for renewal while monitoring for expansion opportunities with Trend Micro's advanced endpoint and Cloud offerings.
• Act as an internal advocate for the customer success philosophy and customer journey, ensuring its integration across the entire organization.
• Leverage Salesforce for effective customer management and data tracking.

• Invest and manage a portfolio of investments to obtain maximum returns
• Maintain a solid understanding of financial markets, pricing, strategies and market dynamics
• Interact with Capital Investment peers to critique daily/weekly log of investments and profitability
• Train new peers on-boarding to become Capital Investment Managers*Interact with Capital Investment peers to critique daily log of investments and profitability*Utilize TDAmeritrades robust ThinkOrSwim (TOS) charting.

Newbury, Berkshire, GB

• Leveraged and developed business relationships for solution-based selling and business development in the southeast territory
• Maintained awareness of market trends and internal product development to consult with and provide solutions that met the needs of customers
• Drafted sales proposals and worked cross-functionally to complete contracts that satisfied customer requirements and internal business objectives
• Served as a liaison to customers to advocate for any questions and concerns
• Actively engaged with potential customers through multiple media to raise awareness of business offerings
• Leveraged Salesforce for effective customer management and data tracking

Chicago, IL, US

• Develop and maintain relationships with the global Locke Lord teams/businesses and external vendors
• Investigate network outages, slowness and resolve and track solutions
• Improve and influence Locke Lord's network technologies and practices
• Maintain, troubleshoot, upgrade Cisco routers 2900ISR /switches 3850’s/nxos
• Provide LAN/WAN support, perform hands on problem determination, manage vendor/carrier problems TCP/IP
• Utilize Visio diagraming LAN/WAN physical/logical connections and layouts to trouble-shoot network infrastructure issues

New York, New York, US

• Provided LAN/WAN support, perform hands on problem determination, manage vendor/carrier problems TCP/IP
• Influenced and improve Citigroup's Network Operations practices and technologies experience with Cisco switches/routers and multiple monitoring
• Developed and maintain relationships with the global Citi teams/businesses and external vendors*Work with telecommunications circuit issues:T1,T3, DS3, OC12,NI/SJ, Demarc,CSU/DSU, vendors: AT&T, Verizon, Level 3

Lisle, Illinois, US

• Facilitated student success to achieve graduation goals
• Identified areas of challenges and find proper support to maximize time/finances used towards earning a degree
• Analyzed rate of progress towards each students program* Analyze rate of progress towards each students program* Identify areas of challenges, and find proper support to maximize time/finances used towards earning a.

• Generated sales for Disaster Recovery and Business Continuity for mid-market companies ($100 million to $1 billion revenue) in Dallas/Ft.Worth Area
• Established a pipeline of $500k within eight months
• Mentor new hires through sharing of experiences of sales process

Created business-to-business database sales for the promotional products industry through assigned territory for the Southeastern United States Region* Developed and maintained relationships with potential and existing clients through cold calling and continued follow ups.* Produced company-wide sales through group software presentations and weekly.

Round Rock, Texas, US

• Created business-to-business database sales for the promotional products industry through assigned territory for the Southeastern United States Region