Learning and Development Specialist supporting LPL Financial

• Strategically driving sales process design and improvement and leading a team of Revenue Operations, Marketing and Strategic Partnerships supporting account executives, SDR, account management and customer success. • Created a strategic vision and methodology to launch a cross-functional sales process leveraging CRM data and analytics to support the teams in speed to close and proficiency in sales efforts.• Effectively delivered a consultative selling methodology, playbook, and process to create universal customer experience from top of the funnel through closed-won and continued relationships with customers which resulted in a 96% retention rate. • Successfully championed and project managed the transition from Salesforce to HubSpot CRM within 8 weeks with minimal impact to revenue generation.• Developed a strategic approach with KPIs and coaching to enable sales to realize more wins and identify patterns to ensure efficiencies and conversion rates in the sales process which led to a 20% increase in sales YOY productivity.

Driving transformational change and development for the sales organization within AvidXchange. Ensuring our sales organization is well equipped with tools, process and readiness enablement to successfully close deals and increase revenue. Effectively leading a team of learning professionals to drive excellence across 8 verticals as well as 3 telesales teams. Executing on driving sales process improvement, recursive training and interactive learning strategy through Kickoff and QBR sessions.

Works with Sales Performance Executives, Client Development Group (CDG)/ Small Business Banking (SBB) sales channel leaders and market leadership teams to grow revenue and deepen client relationships. Assesses training needs and works with learning partners to deliver relevant training curriculum that develops sales effectiveness skills for client managers. Enables client managers and small business bankers to improve revenue growth by providing training, support and tools to maximize effectiveness of client calling activities.

 Learning and Performance Support for Corporate Credit and Transaction Banking. Partner and consult with 17 global senior executives to sculpt learning solutions and performance support that aligns to strategic priorities and goals of sales force and product development to drive revenue. Lead and coach a team of Learning Consultants who drive learning solutions and performance support for the CCTB organization. Partner with Global Treasury Sales Performance Executives, Product Deployment, and Sales Enablement teams to drive launches, adoption and change management to assure financial goals are met.

Provide learning and performance support solutions to the Global Treasury Sales leadership, officers and analysts which drive towards business impact and revenue generation.

Lead a team of 12 Instructional Designers and Developers. We provide learning solutions to our Global Commerical and Investment Banking, Chief Financial Officer group, Enterprise Technology and Operations group as well as Chief Administrative office group associates - servicing business banking, middle market and treasury products.