Aug 2024 – Mar 2025 · 7 mos

Apr 2021 – Sep 2024 · 3 yrs 5 mos

• Playvox arms modern businesses and BPOs with the most comprehensive, collaborative and insightful workforce engagement management suite of Workforce Management, Quality Assurance, Performance Management, Coaching, Learning and Agent Motivation software. Our automated and centralized solutions integrate with your existing platforms and empower agents, team leaders, QA analysts, and managers with the tools and real-time intelligence needed to improve the customer experience, agent engagement and revenue generation within hours.

Apr 2019 – Apr 2021 · 2 yrs · Denver, CO

• Calabrio is the customer experience intelligence company that empowers organizations to enrich human interactions. Through AI-driven analytics, Calabrio uncovers customer behavior and sentiment, and derives compelling insights from the contact center. Organizations choose Calabrio for its ability to understand customer needs and the overall experience it provides, from implementation to ongoing support.

Jan 2018 – Jan 2019 · 1 yr

•  Senior Sales Executive responsible for developing global go to market strategy for analytics product line including global sales team training, sales execution, pipeline development, opportunity qualification, marketing campaign development, partner channel management and executive reporting. Prior role responsibilities as WFO sales overlay for entire West Coast account executive team included opportunity identification, sales execution, client strategy development and program oversight and implementation completion.
•  Achieved quota club attainment with over $10M+ in complex WFO and analytics program deployments both in 2017 & 2018. Grew analytics product sales over 250% between 2017 & 2018 while creating a global product sales pipeline for analytics of over $32M for 2019.
•  Specialized in sales over $250K across business verticals including Healthcare, Retail, Financial Services, Hospitality, Transportation and BPO’s. Comprehensive expert in all stages of sales process from territory management, pipeline develop, and opportunity identification through client strategy creation, stakeholder meeting delivery, deal structuring and negotiations. Centrally focused on client success and developing a compelling value proposition for both internal and external stakeholders.

Jan 2017 – Jan 2018 · 1 yr

• Partnered with client organizations including Fortune 100 & 500 companies to develop complex multi-year technology roadmap strategies. Collaborated with senior level including C-suite executives to implement various technology solutions. Subject matter expert on comprehensive product portfolio that included Workforce Management, Quality Management, Performance Management, Mobile Apps, IVR & ACD systems and Speech and Engagement Analytics platforms.

Jan 2011 – Jan 2016 · 5 yrs · Centennial, Colorado

• Member of executive leadership team which managed 200+ employee group that interfaces with financial advisors, individual shareholders, third party administrators and internal clients and stakeholders.
• Delivered award winning client service experience by creating a collaborative culture focused on meeting client expectations and needs. 2014 ICMI Large Contact Center Gold Award Winner.
• Enhanced Oppenheimerfunds competitive position by delivering business, financial and operational results that allow the firm to continue to pursue its larger growth strategy.
• Fostered a positive work environment focused on empowerment, engagement and education. Denver Top Large Companies to Work For 2013, 2014, 2015, 2016.

Jan 2006 – Jan 2011 · 5 yrs

• Director of Curian Capitals National Sales Desk- Separately Managed Account Asset Manager.

Jan 2001 – Jan 2005 · 4 yrs

• Partner in Wealth Management Advisory business in Scottsdale Arizona.

Jan 1997 – Jan 2001 · 4 yrs

• Investment Associate for $250 Million AUM Wealth Management Group.