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Work Background
Director of Sales
Online Protection ManagementDirector of Sales
Mar. 2022Miami, Florida, United StatesEstablished security firm experiencing rapid growth. We provide custom security systems as well as secondary layer protocols.
Sales Director
Tithe.lySales Director
Oct. 2016 - Mar. 2022Miami-Fort Lauderdale AreaManage sales for market disruptor of SaaS solutions (e.g., customer app/management system) to churches globally. Client base grew to 30,000+ clients (20x growth) by 2020; added 12,000 customers during COVID. Collect and relay customer feedback to the product development team to improve the software user experience/interface (UX/UI). Work with the marketing department to develop sales collateral that boosts product introductions and generates quality leads. Trained and mentored the global sales staff throughout the US, Canada, and Australia. Currently, support the sales team with the Director of Sales. Established and delivered sales training materials that outlined best practices for sourcing, closing, and growing sales. Met with c-level staff and media team; negotiated contract terms and conditions. Launched sales culture by first recruiting and hiring top sales talent with value and drive. Coached sales executives through selling challenges and roadblocks as the company has grown 100% YOY. Recruited to this start-up with $20M in revenue in 2016; joined the company as employee #4. Introduced new policies, procedures, and systems for the newly established sales department.
Retirement Planner
District Options LLCRetirement Planner
Nov. 2012 - Oct. 2016Greater San Diego AreaSold early retirement and investment products, including life insurance policies (term) and fixed index annuities. Addressed optimal investment strategies for California Teachers/CalPERS (California Public Employees’ Retirement System. Grew leads and built sales from the ground floor, which eventually placed more than $9M in the sales pipeline. Managed the client onboarding process that included writing contracts and scheduling medical exams. Utilized software that provided estimated retirement payouts along with online service portals (e.g., social security calculator) that further aided customers with selecting the right retirement vehicle and policies.
Sales Manager
Emerald Connect, Inc.Sales Manager
May. 2011 - Jan. 2013Greater San Diego AreaManaged and trained 22 sales reps that generated an estimated $17M in revenue annually. Transformed an ineffective outbound call strategy by using solution-selling techniques, reducing the number of outbound calls, and systemizing follow-up procedures. Boosted sales conversions by 15%. Overhauled policies, processes, and procedures for the sales department. Recognized lost revenue opportunities and issues due to low performers and skills gaps. Overhauled the sales training and onboarding program to provide new sales approaches and improve team engagement and performance. Added $1M in net revenue after its launch. Recognized unprofitable product line (seminars) and initiated a complete restructuring, reducing overhead costs and improving net revenue by $1M. Introduced advanced strategies that optimized insights/ROI reporting that could be leveraged to segment sales leads, grow per-account sales, and improve customer satisfaction levels.
Senior Sales Manager
Mitchell InternationalSenior Sales Manager
Dec. 2004 - Feb. 2010Managed inside B2B sales team that supported new sales, client retention and product support for tech solutions/SaaS provider to the collision repair industry.
Sales Executive
Garnier GroupSales Executive
Jan. 2004 - Dec. 2004Managed a $1.8M book of business for technology assets, including lab, computer, and printed circuit board manufacturing equipment. Finished 100% of quota for the year.
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