Jun 2022 – May 2024 · 1 yr 11 mos

• ● Over a ten-year span grew our industry apps BDC/SDR team from 3 to 40+ headcount
• ● Generated an average of $200M in pipeline leading to $25M in closed rev. annually
• ● Annually oversaw 40-80 SDRs in demand generation across 4-6 industry verticals
• ● Led a team of 4-8 SDR regional managers across NA, LAD & EMEA
• ● Achieved an average of 120% attainment over 10 years in SDR leadership
• ● Responsible for hiring, training and promoting 200+ SDRs over 10 years
• ● Led cross LOB demand generation collaboration
• ● Drove GTM demand generation planning and execution
• ● Developed and implemented inbound lead management best practices
• ● Defined and implemented lead and opportunity qualification processes
• ● Developed our internal onboarding processes, and ongoing sales skill development
• ● Worked alongside operations teams in tool development, roll out and adoption
• ● Promoted a diverse, inclusive work environment supporting multiple infinity groups

Jul 2017 – Jan 2022 · 4 yrs 6 mos

Oct 2014 – Jun 2017 · 2 yrs 8 mos

Aug 2012 – Oct 2014 · 2 yrs 2 mos

May 2011 – Aug 2012 · 1 yr 3 mos

• ● Responsible for generating applications net new pipeline across the Northeast
• ● Applications: ERP, BI, CRM, HCM, EPM, PLM, GRC, CX
• ● Generated over $15M in new sales opportunities resulting $3M in closed revenue
• ● Awarded FY2012 Applications BDC of the year (selected across 80 BDCs)
• ● Coached and mentored multiple BDC new hires, Q2 FY2012 Mentor of the Quarter
• ● Developed and led Oracle BDC nationwide training “Peer Connect”

Mar 2010 – May 2011 · 1 yr 2 mos

• Responsible for prospecting & new business development in support of 70 CM’s in the BAML SE Region
• Developed and fostered relationships with both BAC team members and C level prospects
• Gathered business intelligence, and qualified potential BAC clients for Client Manager teams

Oct 2008 – Mar 2009 · 5 mos

• Developed banking relationships with BAML mass affluent client base
• Obtained Series 6 and Series 63 licenses
• Mentored team associates focusing on improving credit sales within the division

Dec 2007 – Oct 2008 · 10 mos

• Developed and executed corporate-approved business plan
• Managed entire branch operations including recruiting, customer service, accounting and budgeting (P&L)
• Ensured branch compliance with corporate and industry standards
• Developed marketing initiatives and lead generation strategies

Apr 2007 – Dec 2007 · 8 mos

• Consistently ranked in the top 10% of loan originators
• Developed and managed partnerships with collection agencies, credit unions and local banks
• Responsible for loan origination and processing loan applications
• Mentored and trained newly hired loan officers

Mar 2005 – Mar 2007 · 2 yrs

• Consistently ranked in the top 10% of loan originators
• Developed and managed partnerships with collection agencies, credit unions and local banks
• Responsible for loan origination and processing loan applications
• Mentored and trained newly hired loan officers

Jan 2004 – Mar 2005 · 1 yr 2 mos

• Ranked #1 in sales in 2004 for (Danvers, MA branch)
• Ranked in the top 20% of account executives in 2004
• Sold loan and insurance products via outbound sales
• Originated consumer loans, mortgage products & insurance products
• Mentored and trained newly hired loan officers
• Participated in customer service activities (account maintenance, processed payments etc...)