• Client Discovery & Needs Assessment: Regularly conduct in-depth discovery discussions and product demos with C-Suites, legal departments, and corporate development teams, identifying business process pain points while highlighting key features of DFIN’s suite of solutions to meet prospect’s strategic goals – leading to $3M+ of annual revenue achievement and 4 years of President’s Circle.• Sales Partnership: Partner with field sales in the Bay Area and Pacific Northwest to build a strong pipeline through top-of-funnel meeting creation. A multi-year presenter at DFIN’s SKO Conference to share market success driven by sales development / field sales teamwork.• Internal Solution Customization: Drive adoption of sales enablement technologies (Highspot, Outreach.io, Gong, 6sense, Drift, ZoomInfo, Salesforce.com, LinkedIn Sales Navigator) leading to a digital transformation of the sales development role and an increase in revenue.• Certifications: Achieved certifications in MEDDPICC, Command of the Message, and Command of the Sale

• Revenue Impact: Expanded DataSite’s footprint into legal teams as a Contract Management (CM) solution, recognizing $2M in revenue within 24 months of product inception, while driving platform usage and adoption.• Cross-functional Collaboration: Critical bridge between sales, product and clients - mentoring sales team on use case, deal strategy, and value propositions for CM while liaising with the product team on roadmap priorities and feature development details.• Tailored Solutions: Led product presentations, created proof of concepts, and assisted with implementation based on detailed client discovery and business process mapping.

• Leadership & Mentoring: Managed a multilingual, multi-shift, customer success team focusing on mentorship, teamwork, and product knowledge. Increased employee retention rates through employee engagement in a volunteering initiative and offering strategic project responsibilities. Mentored team members on client interactions and problem-solving.• Strategic Planning: Led the strategic development of an adjacent market for our data room solution to broaden the scope of prospects into corporate legal departments as a contract management solution, resulting in an increase in recurring revenue. Flushed out standard operating procedures, customer success processes, sales training, platform pricing, budget creation and conducted prospect focus groups.• Client Adoption & Retention: Ensured seamless client experiences by aligning standard operating procedures amongst multiple departments including product, QA, billing, A/R and legal. Also increased client retention by 18% and CSAT scores by 12% through restructuring workflows and customer success product certification resulting in the achievement of a Gold Stevie Award for the team in Customer Service.