Joined through acquisition of Visual Lease in October 2024Focused on Net New Logo Go-To-Market Strategy• Sales Strategy & Execution• Territory & Structure Overhaul• Rep Onboarding & Development

Sales Planning and Execution: Designing and implementing a strategic sales plan that expands the company’s customer base and ensures its strong presence. Setting comprehensive goals for performance and growth.Launched the companies first Carbon Accounting application for the ESG vertical resulting in complex deal negotiation. Evaluate trends via BI analyst and Salesforce to identify areas for improvement and surface best-practices to enhance customer experience and revenue growth.Cross-collaborate with stakeholder departments to actualize go-to-market strategies, develop training curriculum, and meet hiring goals. Oversee existing clients and grow new clients by creating strong relationships and deeper long-term partnerships.Leading internally and externally in the team’s adoption of our platform to increase NPS and reduce customer churn.Use data and our multiple products to provide clients with solutions on how, where, and when to reach their desired customer.Reporting directly to the Chief Revenue Officer responsible for outbound prospecting strategies to increase customer acquisition and revenue team of 9, individual contributors for net new logo and Global Account Management division which consist of Small business, Mid-markets and enterprise segments Provide guidance and leadership to a team of Account Executives, fostering a high-performance culture and ensuring alignment with the company's sales objectives.Sales Process Implementation: Champion the implementation of sales processes, ensuring consistency and efficiency across the team. Document and refine these processes as needed to optimize performance.Responsible for managing sales operations including pipeline and forecasting, and achieving quarterly and yearly bookings targets Manage sales staff to ensure achievement of yearly quota

Responsible for revenue growth, customer retention and cross functional support team for global enterprise customer vertical of manufacturing and software for the Northeast.Responsible for driving and developing revenue targets for the generative AI, Intelligent Automation and machine learning applications. Instill sound pipeline generation practices on a weekly basis that results in quality conversions and demos setResponsible for accurately forecasting and delivering on monthly/quarterly sales revenue targets

Conducting on-site and remote customer meetings to include initial pitch presentations and demos with marketing qualified leads.Attending tradeshows and other events in order to develop leads.Conducting standard and custom product demos and answer technical Q&AInterfacing with client technical teams to present our product architecture, engage in solutioning discussions customized to the client and overcoming technical objections, if anyCollaborating with our sales engineers to manage and execute Proof of Concept exercises where the sales engineer will go onsite to build a Bot (i.e., process automation) live in front of the client automating one of the client’s processes using their systems in a test environment.Leading RFX responses coordinating with our RFX team, sales engineers, products team and services team as required.Coordinating closely with technical support, engineering and service resources to align solution design with client’s business requirements.Working closely with key management team to ensure product success and define future roadmap.Knowledge of business process managementThorough knowledge of consultative selling including prospecting, qualifying, presenting, trial closing, objection handling and closingHigh energy with ability to excel in an entrepreneurial, fast changing environmentExperience and knowledge of working with channel partners such as “Big 4” advisories and leading System Integrators an advantage

Start up FINTECH ERP Enterprise Account Hunter, focusing on acquisition and securing net new logos companies, such as travel & leisure logo Wyndham and life science &technology company Medidata Solutions.Achieved ranking of #6 out of 40 Enterprise Sales Executives in terms of quota achievementNamed Enterprise Rookie of the Year Account Executive out of a class of 15 new hires.Extensive focus on FASB accounting standards to drive net-new revenue.

First hire in the New York market for net new Record to Report application Cadency, that did not have 1 customer live or in beta. I hunted and closed the companies first logo for SAAS application.2013: Ranked #1 out of 20 North America Account Executive in terms of net new revenue with achievement of 119% of quota 2014: Ranked number 2 out of 20 North America Accounts Executives in terms of net new revenue and quota achievement of 104% Developed pipeline and closed net new logo customers such as Bunge, American Express, MetLife, BlackRock, Ascena and New York Life. Extensive development and strategy sessions with KPMG and EY to increase territory penetration for NY enterprise territory.Jointly responsible for leading the sales go-to-market motion, working closely with the marketing team to further develop demand gen and sales strategies.

Extensive focus on lease creation and lease portfolio management to meet Financial Accounting Standards Board (FASB) accounting standards for enterprise customers in NY/NJ markets.Focus on lease accounting standards, to drive competitive displacement via technology refresh programs

Ranked top 5% in terms of net new revenue generated for bank channel investment service & wealth management division.1 of only 20 individuals recognized by Senior Management, as one of the top performers in the country Extensive cold calling and business development to drive net new revenue.First line of compliance to track KYC and AML

New York City territoryThrough extensive cold calling increased product penetration within Edward Jones and LPL resulting in an increase of net new revenue of $3 million dollars to $5 million on a monthly basis.

Built an Inside Sales team of 12+ quota-carrying account executives.Reported to Chief National Sales Officer2005: Promoted to Assistant Vice President to Manage a team of 8 internal wholesalers supporting external distribution team that focused on UBS, Citigroup, Merrill Lynch and JP Morgan ChaseExtensive prospecting and focus on product cross sell which lead to be only 2 of 40 Internal Wholesaler Members being named to President Club.

Customer Service Trade Support: 1999 to 2000Promoted to Sales for internet-based options trading platform: 2000 to 2001.2001-2004 :Promoted to 401K- Corporate Retirement Plan Consultant for medium to large privately held organizations. Secured NASDAQ Licenses: Series 7,4,24,55, 66