Jan 2022 – Feb 2024 · 2 yrs 1 mo

• This is Our Why – To provide our clients with a safe and joyful experience around the most emotional, sizeable and financially impactful purchase of their lives. We believe in executing with excellence to provide our clients delightful refuge around the most monumental purchase of a lifetime. More at www.DelightfulRefuge.com.
• Company AZ BK #0908763
• WA CL-247244 (NMLS #247244)
• California DFPI RMLA # 813H203 ; Licensed by the Department of Financial Protection and Innovation under the CA Residential Mortgage Lending Act
• Equal Housing Opportunity

Aug 2020 – Present · 5 yrs 8 mos · Remote

• Coach for Cindy Ertman’s transformational mortgage coaching business The Defining Difference.
• Helping top producing mortgage professionals achieve their professional and personal goals.
• Coaching on systems, process and execution to achieve profound results.

Apr 2019 – Jan 2022 · 2 yrs 9 mos · 600 University Street, Ste 2828, Seattle, WA 98101

Jan 2016 – Apr 2019 · 3 yrs 3 mos · Kirkland, WA

Jun 2013 – Feb 2015 · 1 yr 8 mos · Greater Seattle Area

• Generate market adoption throughout North America of SaaS beverage management for enterprise hospitality and restaurant groups.
• Sell and consult CXOs on value proposition of cost reduction and revenue generation through implementing BinWise.
• Helped developed SFDC integration with lead generation engines, lead management within SFDC, customized reporting, and lead tracking.
• Assisted Director of Sales to recruit and hire sales and marketing staff.
• Work with development on product initiative and future architecture of cloud-based software.
• Help onboard and train new hires on value proposition and sales processes.
• Build process and marketing initiatives within Sales Force to generate leads.
• Developed and implemented online inbound marketing via SEM and SEO.

Nov 2010 – Jan 2012 · 1 yr 2 mos · Seattle, Washington

• 152% over sales quota as of October 2011 and currently ranked number 3 sales executive in the company, in one of the most competitive markets in the United States.
• Secure appointments with VIP restaurants in Washington and Idaho to sell front of the house software solutions.
• Continuously engaged with the current Northwest customer base to troubleshoot issues, garner feedback and identify possible sales opportunity.
• Create and present tailored sales material to executive teams of large groups or hotel properties on the value of OpenTable’s software solutions.
• Entered the most competitive market in the United States and am strategically recapturing market share.
• Work synergistically with all departments, including engineering, product development, operations and customer relationship management in an effort to increase revenue and sales in Seattle’s competitive market landscape.
• Responsible for setting meetings, executing strategic follow-up and contract execution.

Mar 2006 – Mar 2016 · 10 yrs · Seattle

• Help clients build and execute sales operations from the ground up - SFDC integration; sales hiring, training and recruiting; contract development; pricing strategy.
• Expert in sales, marketing, social media and SEO.
• Provide clients with strategic sales, marketing and SEO support and execution.
• Implement strategic client relation processes and procedures to help clients increase customer retention, engagement and upsell opportunities.
• Manage SFDC integration for clients with robust marketing and internal software platforms, in an effort to streamline sales pipeline management and execution.
• Devise customized sales and marketing plans for small to medium sized business in an effort to increase leads and revenue.

Oct 2004 – Nov 2010 · 6 yrs 1 mo · Seattle, Washington

• Managed a field of remote sales force and operational staff through weekly one-on-ones, weekly sales meetings, ownership and accountability to weekly core measurements, and individual personal development and sales plans.
• Coached, motivated and mentored all direct reports through Quadrant’s 27 character qualities for business development needs, in an effort to increase client base, revenue, and closed volume.
• Developed and implemented annual business sand sales plans to increase revenue in a slowing market.
• Implemented new strategic sales initiatives for Quadrant Home Loans to increase revenue, via a strong partner relationships with builder, Quadrant
• Homes, and Wells Fargo Home Mortgage.
• Trained internal team and builder’s sales force on financial initiatives of over 50 people.
• Recruited, interviewed, hired, and trained new sales force to focus on leading sales results and excellent customer experience.
• Consistently had direct reports in national ranked top producer positions on a monthly basis.
• Oversaw closed production on average of $15-$25 million per month.
• Strictly monitored profit and loss statement and general ledger for my branch.

Jan 2004 – Oct 2004 · 9 mos · Kirkland, Washington

• Proactively visited Microsoft and pitched Write Image’s project management services in an effort to create leads and secure project dollars.
• Directed the creative and technical staff on each program and product launch to ensure both fiscal, brand, advertising and marketing objectives were accomplished.
• Managed several projects and teams at one time to fulfill the planning, execution and launch of new products.
• Worked exclusively on Microsoft products, including but not limited to MSFT Communications, MSN, and Live Communications Server.
• Managed project profit and loss statements, vendors, and contract team for each individual project and product launch.
• Attended client events to oversee product launches.

Jan 2002 – Jan 2004 · 2 yrs · Seattle, Washington

• Created and directed the first marketing and proactive sales’ campaign for MTG with the 2003 and 2004 marketing and sales plans for the firm.
• Worked closely with engineers to enhance current customer experience and identify possible upsell opportunities.
• Trained executive team on media and analyst communications, and speaking training.
• Pitched potential clients at trade shows and other marketing events for new business and sales’ leads.
• Identified the discipline areas through market research in an effort to organize MTG’s marketing approach and proactively sell to each area on a local, state, and federal level.
• Designed and wrote the first and second tier marketing material and marketing templates.
• Developed business processes for both marketing and sales activities.
• Managed and executed the public relations’ activities for the firm, consultants, and disciplines, including but not limited to press releases, media and analyst relations, speaking engagements, awards program, and proactive and reactive media opportunities.
• Researched and developed extensive calendar of 40 annual industry specific tradeshows, where I managed networking events, hosted clients, and represented MTG.
• Designed and developed Web site destination of trade knowledge depicting MTG’s brand and positioning the firm as an industry resource.

Jan 2000 – Jan 2002 · 2 yrs · Portland, Oregon Area

• Generated sales leads for my client Unicru using pitching and creative media strategies.
• Managed finances for account budgets, including out-of-pocket expenses and monthly fees of 10-30K per month.
• Provided ongoing strategic marketing and public relations’ counsel, including briefing documents, customer and sales’ interaction, and broadcast-roll development. Wrote press releases, case studies, CEO thought pieces, bylined articles and other press materials.
• Trained clients’ executive teams on media relations, speaker training, and branding communications.
• Planned and participated in marketing tradeshows and events, such as the National Retail Federation, Streaming Media West, and National Association of Broadcasting.
• Supported the launch of Activate’s $20 million broadcast operations facility.
• Assisted in sales meetings and planning sessions to employ marketing and public relation tactics to increase sales.
• Developed strategic plans for clients, including event coordination, crisis communications and long-term public relations’/marketing plans.
• Supported marketing and e-commerce efforts on employee benefits giant CIGNA and Web development firm ZAAZ. Launched and supported marketing and PR efforts for construction software development provider Timberline Software and previously CMGI owned corporate Webcasting company Activate.

Jan 1997 – Jan 2000 · 3 yrs