As the Vice President of New Business Development at Expana, I lead a dynamic sales team in driving revenue growth and expanding market presence for our innovative commodity market intelligence platform. My role involves:• Strategic Leadership: Develop and execute comprehensive sales strategies that align with corporate goals.• Team Development: Build and mentor a high-performing sales team, fostering a culture of accountability and continuous improvement, leading to enhanced team productivity and morale.• Client Engagement: Cultivate strong relationships with key clients and stakeholders, ensuring exceptional customer service and a deep understanding of client needs.• Market Expansion: Identify and pursue new business opportunities in emerging markets, leading to the successful launch in the LATAM region, which contributed to a 5% increase in market share.• Data-Driven Decisions: Implement data analytics tools to track sales performance and customer feedback, enabling informed decision-making and optimized sales processes.• Cross-Functional Collaboration: Work closely with marketing, product development, and data teams to align sales efforts with overall business objectives and enhance the client experience.

As a Global Strategic Product Partnerships Manager at Amazon, I led initiatives to drive growth, innovation, and customer value through high-impact partnerships across Amazon’s global product lines. My role focused on identifying and cultivating strategic relationships with industry-leading partners, structuring complex agreements, and collaborating with cross-functional teams to deliver enhanced product experiences and drive revenue. By leveraging market insights and Amazon’s scale, I built and managed a diverse portfolio of partnerships that supported product expansion and positioned Amazon as a leader in the technology space. Through data-driven strategy and relentless execution, I contributed to Amazon’s success in delivering innovative solutions and exceptional value to our customers worldwide.

As the Vice President of Sales at RIA in a Box, I was instrumental in driving revenue growth and enhancing our market presence for our innovative compliance solutions tailored to the financial services industry. In this role, I focused on:• Strategic Vision: Developed and executed comprehensive sales strategies that aligned with COMPLY’s long-term goals, driving significant revenue growth and market expansion.• Opportunity Identification: Analyzed market trends and customer needs to uncover new business opportunities, leading to the successful launch of the West Coast region.• Partnership Development: Built and maintained strategic partnerships with key stakeholders, leveraging collaborative opportunities to enhance service offerings and market reach.• Cross-Functional Leadership: Collaborated with sales, marketing, and product teams to ensure alignment in business objectives and maximized the impact of new initiatives.• Client Engagement: Engaged with potential clients to understand their challenges and demonstrated how COMPLY’s solutions could address their needs, resulting in strong client relationships and increased sales.• Performance Metrics: Established and monitored key performance indicators (KPIs) to assess the effectiveness of business development efforts and inform data-driven strategies.

As a Regional Sales Manager at Morningstar, I drove revenue growth and market expansion by leading a high-performing sales team focused on delivering Morningstar’s data, research, and analytics solutions to key clients. I managed regional strategies, from prospecting and relationship building to contract negotiations, consistently achieving and exceeding sales targets. By developing tailored solutions and leveraging deep market insights, I enabled clients to make informed, data-driven investment decisions. My role required strong cross-functional collaboration and leadership to drive customer success and establish Morningstar as a trusted partner within the financial services industry.

I was responsible for representing Morningstar’s cloud software products, tools and services to the appropriate individual, advisor or institutional client. I worked closely with the client solution consultants, relationship managers, product development teams, marketing and other sales teams for the solutions I represented. My main objectives were to maintain and grow my book of business with an external sales partner, generate new clients and revenue through outbound call campaigns and inbound calls, develop and maintain client relationships, demonstrate extensive product knowledge to our potential client base, and exceed individual and team sales goals.

I served as the talent coordinator inspiring actions through a journey of discovery to identify what is truly important for the candidate whether it was with our organization or not. Managed and developed relationships with over 20 existing financial advisors, business owners and centers of influence to identify talent within their natural markets. We targeted successful career changers and sold them on the lifestyle and impact that the financial consultant opportunity entails. I worked directly with upper management to develop leaders and improve the company's bottom line. I was in charge of the full sales-cycle process: cold/warm calls, scheduling meetings, interviews, client presentations, gathering requirements, providing solutions and managing results. Increased employee retention by 50% and created an on boarding manual for future HR employees.

My partner and I used multiple platforms to research target clients and developed a strategy to get in touch with decision makers. Set up face to face meetings and coffees with potential business partners to establish and maintain new client relationships. Networked at local events to meet with potential leads in an effort to build and maintain great referral networks within the industry. Worked in tandem with the Chief Financial Planner to define and execute a holistic financial planning strategy to fulfill client needs. Followed up on existing business to ensure quality control, repeat and new business development.

Developed and implemented PR strategies including a succinct communication plan. Built relationships with the media. Researched, wrote and distributed press materials to targeted media. Oversaw content production (videos, social media and PR stunts). Arranged press conferences and events. Oversaw and collected market research and data. Sourced and managed speaking opportunities.

As a sales representative I achieved $15,000 in career sales, which advanced me to the field trainer position. I served on the office key staff, worked with the office manager to set and achieve sales goals, motivated the office team, and provided guidance to new representatives. Led direct training for new reps by example, brought them on appointments, observed and critiqued their techniques, and demonstrated specific skills and approaches to the sales process. Participated in specialized training to present new products under development. Managed booths at fairs and shows, which included coordinating the sales staff and schedule, negotiated and purchased space, and ordered displays and consignments.