Lori Read Email & Phone Number

Tulsa, Ok, Us

As Co-founder of Pinnacle Genie, I empower CEOs to elevate their leadership and organizational performance. At Pinnacle Genie, our approach is equally valuable to private equity firms, where we provide in-depth due diligence and support to optimize portfolio company value and achieve exit goals.

Plano, Texas, Us

In my role at RKD, I was promoted to Executive Vice President of Strategic Growth and was a member of the executive leadership team. Coached, mentored and developed a high-performing sales team that built a $50M pipeline in fourteen months to achieve the organization's growth goals.Architected and executed comprehensive outbound sales strategies that generated over $12M in gross annual contract value in the first twelve months. Collaborated with the product team to develop new solutions. Additionally, I worked closely with the client experience teams to identify and implement solutions to meet the needs of target audiences.Established and nurtured strategic partnerships and alliances to enhance service offerings and market reach.Developed and monitored (KPIs) to ensure alignment with organizational goals and drive continuous improvement.Oversaw the strategic growth budget to ensure efficient allocation of resources and maximize ROI.Engaged with internal and external stakeholders to align growth initiatives with broader organizational objectives and prospect needs.

Plano, Texas, Us

I established the outbound sales function, incorporating outbound sales, sales enablement, and sales operations, with a focus on acquiring new clients and increasing net annual contract value (ACV) for the agency. In my role, I provided coaching, education, and motivation to the team, along with support for prospecting efforts.

Niwot, Co, Us

As the SVP of Strategic Partnerships, I focused on building and nurturing relationships with C-suite executives and leadership teams of agency partners to retain and grow revenue from the existing client base.I spearheaded the acquisition of one of the largest clients for the political division and leveraged my pre-existing relationships with key at-risk clients to establish direct communication channels, which ultimately led to retaining and growing their business.Identified and capitalized on opportunities to expand service offerings and drive revenue growth within the existing client base.Collaborated with internal teams and agency partners to develop and implement strategies that align with client needs and organizational objectives.Gathered and analyzing market data to provide insights and recommendations for strategic retention and increased wallet share initiatives.Worked closely with sales, marketing, and product teams to deliver integrated solutions that meet client needs.

Lanham, Md, Us

As Chief Sales Officer for a large enterprise conglomerate consisting of over 30 companies, I was responsible for leading the overall sales strategy and execution across diverse business units and was a member of the executive leadership team reporting directly to the enterprise CEO. I worked with key stakeholders to design comprehensive sales strategies to drive revenue growth and market expansion across all companies.Overseeing sales targets and performance metrics to ensure consistent achievement of revenue goals.Conducted in-depth market research to identify trends, opportunities, and competitive threats.Built and maintained strong relationships with key clients and stakeholders to enhance customer satisfaction and loyalty.Worked closely with business unit presidents and technology leads to align sales initiatives with overall business objectives.Streamlined sales processes and implemented best practices to increase efficiency and effectiveness.In this role, I successfully unified the sales efforts of multiple companies, resulting in winning relationships from several major brands that generated $10M in revenue growth opportunities' and strengthened market presence for the enterprise.

Industry leader of donation and remittance processing, data management, cyber security and CRM database solution for the non-profit industry.

Creating engaged sales cultures in this tough banking environment!

Tulsa, Ok, Us

Oklahoma City, Oklahoma, Us

Commercial Business Development

Treasury Management Sales, Client Manager, Sales Manager-Financial Vertical Market

Kansas City, Mo, Us

Charlotte, Nc, Us

Education record

Health Coaching

Women In Leadership Program