Sep 2025 – Dec 2025 · 3 mos · On-site

Oct 2024 – Sep 2025 · 11 mos

• Planned and Organized Events
• Managed Membership and Engagement
• Owned and Collaborated on tasks as an Active member

May 2023 – Sep 2025 · 2 yrs 4 mos

• Drove over $1.5M in new customer business and expansions.
• Helped to drive 115% of Customer Dollar Retention, increasingly reducing churn 10%+ QoQ.
• Executed 275% Customer Engagements, helping to onboard new customers and creating quick product adoption.
• Accomplished over 100% of activity, actively and cumulatively communicating value to new customers.
• Maintained active relationship with Champions and Executives to increase implementations.
• Planned, coordinated and executed tasks for projects that spearheaded marketing initiatives, leading to $1M+ ARR increase in overall sales efforts.
• Facilitated re-engagement strategies for potential customers through collaboration, teamwork, problem-solving, consultative skills, and effective internal resource utilization.
• Led the transition from mid-market to enterprise level operations within 9 months, demonstrating effective strategic planning and execution.
• Developed and executed a strategic plan through project management, defining and setting goals resulting in a 3x quota attainment within the first 2 months.
• Fostered stakeholder engagement and managed relationships with Account Executives (AEs) and clients, resulting in $36K+ deals and development of a robust sales pipeline.
• Implemented innovative strategies and provided leadership as the first ever SDR Team MVP, driving team performance improvements via effective project management and mentorship.
• Received 3 promotions from Mid-Market SDR, to Enterprise SDR and Sales Project Lead, to CSM.

Sep 2022 – May 2023 · 8 mos

May 2021 – Apr 2022 · 11 mos · California, United States · Remote

• Led a team of 3, multi-tasking and cross functionally operating to initiate, plan, execute and present cost analysis, needs analysis, vendor procurement, and client presentation to meet goals for an eClosing project, saving the company ~$1mm YoY.
• Enhanced accuracy and efficiency by optimizing the funding process via analysis of the current process, setting clear objectives, streamlining procedures and monitoring performance, reducing processing time by 48%.
• Cultivated stakeholder engagement and created continuous improvements and strategy for onboarding (questionnaire and interviewing guide), increasing employee retention by 50%.

Apr 2019 – Apr 2021 · 2 yrs · Kansas City, Missouri, United States · Hybrid

• Conducted high-impact team meetings to examine procedures and team results, share key information and project updates, and deliver strategic guidance that drove decision making and increased QA score to 99%.
• Led a team of 8 direct reports while evaluating productivity scores, providing analytical feedback, and exercising management skills.
• Increased funding volume by effectively deploying the bulk wire automation project including testing for quality assurance, evaluating the technology, and meeting deadlines, resulting in a YOY profit increase by 20%+.
• Developed a company-wide program through planning, organization and managing all aspects of the initiative including vendor selection, scheduling, project budgeting, etc, resulting in profit generation for numerous companies.

Sep 2015 – Feb 2019 · 3 yrs 5 mos · United States · On-site

• Initiated and directed digitization project, converting backdated documents into a digitized form, resulting in production and process increase of ~40%.
• Served as primary project consultant for customer facing projects, advising and guiding project teams, stakeholders and customers throughout the project lifecycle, facilitating decision-making and ensuring project success, while maintaining client retention rates between ~98%.