Matt Rosa Email & Phone Number

Dallas-Fort Worth Metroplex

• Advising over 150 HubSpot customers — from individual contributors to C-level executives — on how to use our software to achieve their business goals. • Leading 7+ pre-sales presentations monthly to C-Suite and VP-level stakeholders on new untapped HubSpot product lines; closely working with Account Executives on technical product questions to improve deal close rate.Metrics: H1'24 (first 6 months of 2024) → 104.59% of target on revenue retention → 115.79% of target on number of customer calls → 136% of target on high risk connected calls→ 119.9% of target on onboarding connected calls → 126.19% of target on sales qualified leadsFirst 12 months in role→ 104% of target on core metrics - net revenue retention (#8 in segment) and customer dollar retention (#7 in segment)→ 108% of target on number of customer calls→ 163% of target on sales qualified leads

Dallas-Fort Worth Metroplex

• Increased iPaaS adoption by consulting on customer’s tech stack and showcasing the benefits of unified data in terms of enhanced reporting, better automation, and increased security. • Implemented new strategies and processes for over 40 HubSpot accounts while maintaining high average customer satisfaction score of 9.7/10• Presented proof-of-concept demonstrations to a Fortune 500 company on lead scoring workflows and a SaaS integration to pass qualified opportunities from HubSpot to Salesforce.• Spearheaded the first cross-functional office hours between strategy and technical consultants for improved knowledge sharing.

Dallas-Fort Worth Metroplex

• Migrated 3 CRM databases into HubSpot and became point-person for executives on structuring relational databases.• Enriched and analyzed data with over 50 HubSpot custom reports and workflows; presented findings to C-Suite.• Delivered cloud-based CRM solutions and training onsite to senior leadership and individual contributors each quarter.

• Published a company whitepaper with a top landscape management company on water savings with SaaS products.• Engaged irrigation distributor network with new marketing initiatives and product promotions.

• Pitched 50+ directors at SoCal government agencies and school districts on cloud migration for water management.