Sales coaching and training

Software license management application for technology firms, governments and other organizations that use engineering software. Sold cloud-based and on-premise versions.• Top ranked salesperson in company. Helped US division to reach record sales.• Developed prospecting lists with marketing apps Sales Navigator and ZoomInfo.• Contacted IT / CAD managers to offer solutions for better management of costly software licenses. • Scheduled meetings to present & demo our product, then set up trial evaluations.• Sent negotiated price quotes / proposals and held follow-up meetings.• Closed sales & managed customer accounts. Had a 90% annual renewal rate.

SaaS for universities and nonprofits. Michelangelo is a database tool for increasing fundraising productivity. OCS is partnered with the University of Washington• Made 50-100 strategic phone calls each day• Scheduled and conducted online demonstrations of the software - averaged 2-3 demos per day• Positioned product as a solution to overcome weaknesses in fundraising processes • Set up trials for interested parties to evaluate it• Increased the user base and established market share for this startup

Marketing programs for small businesses to target local consumers over cellular networks• Initiated outgoing marketing activities each day• Developed awareness of our advertising solutions with business management• Demonstrated the benefits for local businesses to use location-based marketing • Secured 12-month contracts for services • Exceeded 170% of sales quota

Appraisal management technology services to financial institutions• Worked territory consisting of 10 states • Ranked #1 on sales team for business development• Set up online meetings with decision makers• Prospects were shown presentations of S1 services • Got commitment to begin a trial of our services and then sign 2-year agreement

IT services to firms in the San Diego area • Engaged in cold calling and other marketing activities • Scheduled face-to-face meetings with potential customers • Discovered IT issues and needs by questioning and listening• Developed and presented proposals• Obtained agreement by demonstrating our services as the best solutions