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Executive Summary

People driven and results focused professional with a history of award winning success in sales, client success, and biz dev leadership capacities for fast-paced technology and aggressive growth-focused companies.

An analytical change agent offering track record of increasing revenue, realizing consistent growth, and turning around under-performing operations.

A trusted leader offering experience innovating profitable initiatives, developing and implementing competitive strategies, and exceeding revenue/budgetary goals.

A quality human with an advanced emotional IQ and a history of thriving in challenging situations and influencing positive outcomes.

Current & Previous Success

Dec 2017Sep 2019

Director of Client Services

Modernize - Austin, TX

-Led a team of client success managers working with hundreds of clients and $25M in annual revenue to KPI success based on retention, lifetime value, up-sell revenue, and client health scores.
-Consistently exceeded revenue targets, eliminated staff turnover, and was instrumental in forging cross department success.
-Responsible for all aspects of building a successful team including designing objection handling talk tracks and playbooks, creating systems and procedures to support client health and growth, being the last line of defense for the company, empowering team member career growth and forging trust internally and externally.
-Built and maintained a trusted advisor relationship with customer stakeholders and executive sponsors
-Established strong partnerships within customer organization
-Developed new business with existing clients by managing account executives accounts via the customer journey from investment to implementation, ROI, and automation maturity
-Drove team to manage all financial aspects of client base including P&L, forecasting, and leakage mitigation, towards designated targets

Sep 2015Nov 2017

Enterprise Sales Manager

Modernize - Austin, TX

-Responsible for acquiring the company’s largest revenue partners, which created hundreds of new client accounts and propelled company revenue.

-Achieved 300% of revenue quote for the entire time in this role.

Sep 2012Sep 2015

Director of Regional Accounts

Modernize - Austin, TX

-Engaged with customers to build relationships that promoted loyalty while enabling them to fully utilize our products and achieve ROI as quickly as possible all while maximizing retention and creating delightful references
-Built and leveraged relationships with internal and external stakeholders to further the adoption of Modernize in the market
-Developed and executed against a set of goals to ensure consistent attainment of assigned sales quotas by creating a robust pipeline, leading the sales process and providing direction to improve sales close ratios
-Established playbooks for sales and customer success
-Worked with product marketing/management and engineering to maximize team success - from campaigns and content to informing the product roadmap to meeting sales needs
-Developed and grew talented customer success and sales teams while supporting operating cadences, evolution and helping the teams to measure success
-Created a sales and customer success training program to accelerate ramp time and allow employees to scale

Jan 2013Jan 2015

Director of Call Center

Modernize - Austin, TX

-Responsible for the development, implementation and management of call center related activities.

-Using Five9, managed a team of 20 agents working in five campaigns seven days a week.

-Quadrupled monthly revenue, designed and implemented a series of training modules, increased occupancy rate to over 96% while decreased after call work time by 70%.

July 2012September 2012

Regional Account Manager

Modernize

Responsible for managing clients to their KPI goals by advising them on best practices, measuring ROI, expanding budgets and territories, analyzing data and by using sophisticated business intelligence tools to optimize account performance.

20092012

Chief Sales Officer

Signature Capital - Austin, TX

-Created, designed, implemented and re-imagined all company operations for this equipment and automotive sales and leasing corporation.

-Recruited and managed a team of ten salespeople and two back-office team members, facilitated all leasing transactions, procured CRM and introduced customer management technologies; acted as liaison with all financial institutions, developed and nurtured client relationships, strengthened commercial transactions via networking and improved capabilities, and procured all office equipment contracts and goods.

-Led company to 300% sales growth and established solid foothold in the automotive leasing and heavy equipment leasing verticals.

20042009

Executive Manager

Henderson Hyundai - Henderson, NV

-Turned brick & mortar operation into an online leader through website creation and management, SEO development, targeted social media campaigns, and PPC marketing.

-Assembled an extraordinary management team that retailed between 250 and 400 units per month.

-Created, implemented, and directed off-site events; established monthly budgets and annual forecasts; directed all operations; budget creation and analysis responsibilities; coordinated with all vendors; introduced CRM and customer management technologies; designed and secured all used car advertising; consulted on new advertising; purchased all pre-owned vehicles; designed and led training regimens.

-Doubled pre-owned sales volume and tripled pre-owned profit per car (from $1000 to more than $3000) while operating sans a pre-owned car manager.

-Increased backend dollars to more than $1,800 per car, improved CSI scores to above regional and national levels (94.5), increased new vehicle gross by 50% and led parts and service to record levels.

Education

St. Patrick's College

Study Irish Literature and Gaelic at this highly regarded teaching college in Dublin, Ireland

Bachelors in English

SUNY @ Oneonta

Masters of Arts

C.W. Post University

Skills

Tech Skills

Salesforce, Qlikview, Five9 certified, Boberdoo, Trello, Office, Pulse, Slack, Namely,