Patrick Vaughn-Boyer, Csm, Ssm Email & Phone Number

Syracuse, Ut, Us

Salt Lake City Metropolitan Area

Salt Lake City Metropolitan Area

Drive the growth of Filevine's legal case management software. I engage with potential clients to understand their unique needs, and introduce them to the benefits of Filevine. I act as the initial point of contact and help guide prospects through the early stages of the sales funnel, ensuring a smooth transition of our sales team for further engagement and closure.Helping Customers Succeed:- Needs assessment - Conduct in-depth discussion to understand challenges faced by each… Show more Drive the growth of Filevine's legal case management software. I engage with potential clients to understand their unique needs, and introduce them to the benefits of Filevine. I act as the initial point of contact and help guide prospects through the early stages of the sales funnel, ensuring a smooth transition of our sales team for further engagement and closure.Helping Customers Succeed:- Needs assessment - Conduct in-depth discussion to understand challenges faced by each prospect to provide the most relevant information. - Educational resources - Provide prospects with educational materials and resources to help them make informed decisions about adopting Filevine.- Feedback loop - Gather feedback from potential clients to continuously improve the outreach and product demonstration process, ensuring we address all customer concerns effectively.- Transition support - Ensure smooth handoff to customer success teams, providing detailed notes and insights to facilitate ongoing support and success for new clients. Show less

Salt Lake City, Utah, United States

Engaged in a 4-week SDR Training Course, focused on skills related to:- Cold Outreach - cold calling, cold emails, LinkedIn Messaging, etc.- Overcoming/handling objections, active listening/"re-personalizing" the benefits- How to properly treat a prospect after a scheduled event to increase show rates/close rates- Start with WHY - Simon Sinek (This lays a foundation for the proper motivation).- Extreme Ownership - Jacko Willink (This puts the responsibility onto me to take… Show more Engaged in a 4-week SDR Training Course, focused on skills related to:- Cold Outreach - cold calling, cold emails, LinkedIn Messaging, etc.- Overcoming/handling objections, active listening/"re-personalizing" the benefits- How to properly treat a prospect after a scheduled event to increase show rates/close rates- Start with WHY - Simon Sinek (This lays a foundation for the proper motivation).- Extreme Ownership - Jacko Willink (This puts the responsibility onto me to take complete ownership of my skillset, effort, & results). Show less

Lakewood, Colorado, United States

Led hybrid infrastructure and software projects, merging Waterfall and Agile methodologies. Managed thorough documentation of user stories and bugs, emphasizing story dependencies through collaboration. Effectively communicated project status for timely delivery to the project team, IT management, sponsors, and vendors.

Led the Scrum team, ensuring timely deliveries and maintaining high quality. Managed release and sprint planning, tracked KPIs, and participated in Scrum of Scrum sessions for team health assessments. Collaborated with product owners and development team on backlog refinement and story estimation.

Atlanta, Georgia, United States

Enhanced workflow by resolving issues, decoding stakeholder expectations, and coordinating plan releases, utilizing the Kanban method. Delivered timely information and reports to clients, executives, and technical leadership for seamless project execution.