GIS Benefits is a national benefits technology and enrollment solutions firm founded in 2006 to help benefit brokers and preferred carrier partners deliver Fortune 500-caliber benefits to employers of all sizes. As a Leader of Benefits Technology and Sales Growth my role included:Internal Promotion of PlanSource with GIS Sales Team• Engaged with 20 GIS sales offices through virtual and in-person meetings to drive platform adoption.• Created and maintained internal marketing tools, identifying and evaluating broker, carrier, and employer opportunities.• Hosted platform demos and positioned PlanSource as a competitive solution, growing and managing a robust opportunity pipeline.• Strengthened partnerships with the PlanSource team, achieving increased collaboration and implementation efficiency.External Promotion of PlanSource with Brokers and Carriers• Built relationships with brokers and prospects through virtual and in-person engagements, identifying high-value opportunities.• Developed marketing materials to support brokers and carriers in promoting PlanSource to their clients.• Delivered platform demos and facilitated funding conversations, driving profitable growth and securing large-group cases.Responsibility for Successful Implementations• Led client readiness and implementation processes, ensuring timely and accurate delivery of new group installations.• Coordinated calls with clients, brokers, and internal teams to meet deadlines and exceed implementation expectations.• Partnered with GIS and PlanSource teams to streamline transitions and enhance client satisfaction post-enrollment.

In my role I support and expand PlanSource channel partners directly including brokers, enrollment firms, PEO's, value-added technology partners, HCM companies and TPA's to provide a best-in-class benefits technology solution to their customers.-Developed 5 times Pipeline Q1 ‘23 and worked with team to close high 6-figuretransaction for Reseller Channel Q4 '22. Spearheaded Western territory and new business development with enterprise level insurance brokers, enrollment firms, PEO's, value-added technology partners, HCM companies and TPA's. Built industry relationships at several trade shows including Limra/Loma, Insure Tech Connect, NAPEO Conf. Achieved sales goals and service targets by cultivating and securing new customer relationships in key accounts.

Results-driven PEO Sales Consultant | HR Solutions Expert | Passionate about driving business growth through tailored Benefits, Workers Compensation, Retirement, HR and Risk services at Paychex.-Achieved 400% of plan by closing largest transaction for office in 2022.Obtained 105% of quota 2019.-Created and Implemented HR strategy and product recommendations to assistCalifornia-based manufacturing company complete buyout from their globalparent 2020.-Developed several successful sales channels including insurance brokerages,CPA, and associations and demonstrated Return On Investment Analysis to key stakeholders to win new business by using superior knowledge of Microsoft Excel.Experienced PEO Sales Consultant with a dynamic track record of identifying and engaging prospective clients to drive the growth of Professional Employer Organization (PEO) services. Expertise in HR solutions combined with exceptional sales skills. Proficient in consultative selling, needs assessment, and delivering compelling presentations that showcase the value of Paychex's PEO offerings. Adept at building strong relationships with key stakeholders, creating customized proposals, and leading contract negotiations. Stay ahead of market trends and regulatory changes to refine sales strategies. Join me in optimizing HR operations and boosting business success.

Passionate Solutions Consultant at TriNet, focused on achieving exceptional results for clients. With a proven track record of translating complex challenges into tailored Benefits, Workers Compensation, Retirement, HR and Risk service solutions. I thrive on delivering value and exceeding expectations. Leveraging my expertise and TriNet's innovative offerings, I am dedicated to helping businesses optimize their strategies, streamline operations, and achieve success. Let's connect and collaborate to drive impactful outcomes together.-Achieved President's Club in 2015, 2017. Sold 14 transactions in 2017 by partnering across vertical product lines on 50% of transactions.-Promoted to Life Sciences (San Diego) vertical sales territory in 2018.-Built ecosystem on West Coast consisting of venture capital, and private equity firms in order to support their portfolio companies.

Strategic Enterprise Account Executive | Business Technology Solutions Expert | Cultivating Growth at Xerox CorporationManaged sales cycles and implementation processes for Enterprise Accounts in both private and public sectors for Greater San Diego Market.Experienced Enterprise Account Executive passionate about driving business growth through strategic relationships with large enterprise clients. Leveraging a consultative approach, I understand unique challenges, align technology solutions, and deliver measurable value. With a deep understanding of Xerox's comprehensive portfolio, including hardware, software, and managed services, I craft tailored solutions that drive efficiency and productivity. Collaborative and results-oriented, I excel in pipeline management, proposal development, and contract negotiation. Join me in transforming operations and advancing success in the competitive business technology solutions landscape.

Worked under top Multifamily producer during tenure that sold more than $300,000,000 in transactions per year.Achieved Top Ten Agent in gross sales National Manufactured Housing Communities Group – 2011, 2012.Earned First Year Agent recognition award my first year in San Diego office – 2011.Generated $5,000,000 in new business by representing buy and sell side – 2011, 2012.Integrated contact management software and database with over 3,000 contacts.Established presence in three new markets for the company: Las Vegas, Reno, Los Angeles County.

Meeting sales and closing budgets through community marketing, understanding competition, product knowledge, finance knowledge and prospect management.Worked with a team of 6 colleagues to oversee the entire home building process, from construction to financing.Exceeded community sales quota, Earned #1 team for new home sales Aliante Master Plan Community (Waterfall, North Las Vegas)