AgencyKPI is an Insurtech company in Austin, Texas that provides a business intelligence platform for insurance networks, independent agencies, and insurers. The people at AgencyKPI are an unparalleled combination of experienced insurance industry leaders along with exceptional data scientists, software developers and business strategists, and we are looking for the right people with the right skills to join us.During a time when most Insurtech companies claim that disruption is the path to the future, AgencyKPI is developing software platforms that support Harmony, Understanding, and Balance between all partners and vendors in the insurance industry. Why this approach? Because we have a fundamental belief that insurance agencies, networks, carriers and wholesalers desire to deepen their relationships through mutual understanding and the harmonizing and balancing of their collective efforts.

Built GTM motion from scratch, hired AE & BDR teams, sales processes (documented), implemented technology stack (SFDC, Klenty, ZI, LI SalesNavigator), reports/DBs, territory design & automated lead routing, accurate MoM forecasting, quota/compensation plans. Also established 5 partnerships during tenure. Seed to Series A | 0-1m ARR(Sales & Marketing department layoffs)

Breathe Life is honored to be recognized as one of the world’s most innovative InsurTech companies on the 2020 InsurTech 100. The annual InsurTech 100 recognizes the most innovative companies transforming the global insurance industry. I worked with carriers and large fraternal organizations to revolutionize life insurance distribution through a hybrid model. (Acquired by SE2)

Hunter role selling into the Midwest region of the US focused on competitive takeaways and selling Vertafore suite of software applications into assigned prospect list of independent insurance agencies. The average deal size was 6 figures.

Presidents Club 2018

I scaled the ISR team from a team of 2 ISRs to a global team (US/APAC/EMEA) of 17 (including a Team Lead and a Sales Manager). I successfully transformed the ISR team from a small struggling team of 2 into a group that exceeded quota and was filled with top-tier talent. I implemented processes across multiple departments including Sales, Marketing, Business Development, Advocacy, Pre-Sales, and Partner teams. My focus falls on strategy, culture, process, training, and implementation of technology to improve efficiency. Player-coach working with Fortune 500 companies like Microsoft, Google, 3M, Farmers Insurance, BASF, and Daimler. Series C to Series D122% Quota Attainment 2017

I originally joined Vertafore as an individual contributor selling SaaS to the agency side of the insurance industry's addressable marketplace. I was consistent year-over-year, over performing my quota by enough to always make the CEO circle club. In my final year as an IC (2013), I was recognized with Vertafore's top honor, "Salesperson of the year". I delivered 240% of quota and maintained a 66% close rate against a company-wide 25% average close rate. This recognition catapulted me into a leadership role and for the next three years, I was successful in parlaying my sales skills into management skills. I led a team of 15 AE's and AM's and was successful in over performing my team's number. I sent and joined most of my reps on each year's CEO circle sales trip and was able to coach and promote many of my reps into leadership roles, the field team and also the enterprise sales team. I was part of the sales leadership team that assisted with growing TPG shareholder value by over 1.3b by way of a successful sale to Bain Capital and Vista Equity Partners.CEO Circle of Excellence 2011, 2012, 2013, 2014, 2015, 2016

OE is a SaaS model company that provides an overlay control for large building's chilled water plants. With these controls (utilizing the Hartman LOOP technology) large buildings are able to substantially reduce energy expense. I was responsible for the northeastern states of the US and was able to introduce these capital projects to large PE groups, building owners, CFO's, plant managers/engineers, and property management groups.

This was my entry into the SaaS marketplace and where I cut my teeth in technology sales. I was hired on as a lead qualifying rep whom quickly excelled as a top performer and subsequently was promoted to the Account Executive team. As an AE, I continued to consistently over perform my quota selling into the SMB marketplace.