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Work Background
Accordant Company, LLCCustomer Success Manager
Apr. 2024Florham Park, New Jersey, United StatesAccordant is a leading ERP software vendor in the US and Canada. As a Sage Platinum Partner and Acumatica Gold Certified Partner, our focus is on developing integrated business software configurations, customization, training, and support for every stage of software implementation. Our expertise in software is deep-rooted, and our passion lies in aiding diverse organizations to excel.
Sylogist, Ltd.Senior Customer Success Manager
Feb. 2023 - Apr. 2024Littleton, Colorado, United StatesIn my present position, I orchestrate proactive software upgrade initiatives for esteemed Enterprise clients. I engage with influential C-level executives to effectively renew contracts and enhance overall contract value. I aid clients in configuring and navigating software programs, fostering a superior client experience while emphasizing value. • Oversaw renewals and facilitated add-on sales for a diverse clientele of 75 Nonprofit, NGO, and Religious Customers. • Augmented and executed software upgrade strategies for clients.
SAGE Intacct SoftwareCorporate Account Manager - Nonprofit Vertical
Jan. 2021 - Dec. 2023San Jose, California, United StatesAs a lead for the Nonprofit Customer Success Team, I exceeded monthly sales targets through strategic initiatives. Collaborating closely with top-level executives, I spearheaded efforts to broaden the adoption of Best in Breed SaaS solutions. My responsibilities included negotiating contracts and finalizing agreements to optimize profitability. Moreover, I proactively cultivated new business opportunities with our existing client base and identified key areas for enhancement to ensure consistent achievement of sales quotas. • Exceeded monthly quota for renewals and add-on sales consistently throughout the year by culminating in surpassing the annual target by a substantial margin.
• Administered renewals and upsell opportunities for 150 named accounts of Nonprofit Customers.
ARCOS LLCNational Account Manager
Jan. 2016 - Dec. 2020Columbus, Ohio AreaIn my role, I oversaw key accounts, focusing on both upselling to existing utility customers and acquiring new ones. This involved collecting and analyzing sales data and trends to inform strategic decisions. I was responsible for setting and tracking sales targets for regional account managers, ensuring alignment with organizational goals. Collaborating closely with the Sales and Marketing departments, I played a pivotal role in developing and implementing strategies for new product launches. • Scheduled and led meetings with C-suite executives and Directors in the 26-state territory west of Mississippi and half of Canada to sell the benefits of products and services, as well as the company's value proposition. • Revamped underperforming territory and achieved revenue growth from $800K to $4.75M during the time of service. • Received President's Club recognition in 2019 by outstripping the sales target of $4M with $4.75M in sales.
OneNFPDirector of Sales and Marketing
Jan. 2014 - Dec. 2016Boise, Idaho, United StatesI spearheaded the development and execution of holistic sales and marketing strategies for a startup company, driving its market presence and revenue growth. Through personalized sales techniques, I successfully onboarded new customers, prioritizing their satisfaction and long-term retention. Leveraging innovative marketing methodologies, I effectively engaged our target audience, maximizing brand visibility and market penetration. Collaborating closely with cross-functional teams, I optimized synergy between sales and marketing initiatives, ensuring cohesive efforts and impactful outcomes. • Pioneered strategic marketing drive to position the company as a leading software provider within the nonprofit sector on a global scale. • Established and nurtured partnership networks to boost sales for successfully securing cooperation with TechSoup for OneNFP. • Evaluated and supervised potential sales prospects, resulting in a commendable sales closure rate of 60%.
Serenic SoftwareCloud Business Unit Leader / Account Executive
Jan. 2013 - Dec. 2014Lakewood, COI directed the qualification and active sales processes for Serenic's cloud-based financial management solutions, specifically tailored to meet the accounting needs of nonprofit organizations within the low to mid-market segments. In addition, I led the lead qualification and active sales endeavors for DonorVision and Serenic's flagship CRM product. • Applied Microsoft's Global Road to Repeatability (GR2R) Prescriptive Sales Process at Serenic Software, leading efforts to guarantee successful adoption. • Served as project manager for steering development of software deployment strategy for cloud and SMB market. • Obtained quarterly sales goals to drive business growth.
Serenic SoftwareBusiness Development Manager
Jan. 2011 - Dec. 2013Lakewood, COI cultivated robust connections with C-level decision-makers to capitalize on sales prospects effectively. I meticulously managed the Microsoft CRM database, ensuring data accuracy and integrity. Additionally, I served as the ambassador for Serenic Software at industry trade shows and spearheaded client-centered events on-site. Furthermore, I was responsible for drafting sales contracts while ensuring strict compliance with established legal regulations and guidelines. • Generated leads for Serenic Software Enterprise Solutions in Northeastern US, European, and South Africa regions by consistently surpassing monthly quotas. • Directed a team of marketing professionals and effectively managed projects, resulting in a 30% upsurge in team productivity.
YouthBiz, Inc.Director of Development
Jan. 2010 - Dec. 2011Denver, COKey accomplishments included: • Developed strategic fundraising plan to ensure diversification of revenue to support organizational mission. • Managed the Annual Appeal Gift Campaign, Colorado Gives Day and Donor Recognition Strategy. • Tracked and analyzed fundraising plans, managing donor database and the sources of revenue.
Second Wind Fund of Metro DenverDevelopment Director & Executive Director
Jan. 2007 - Dec. 2010Greater Denver AreaKey accomplishments included: • Exceeded fundraising goals for FY’09 and FY’10 by 20%. • Responsible for designing and implementing strategic development plan to identify how to diversity funding.
• Oversaw community outreach efforts and communication with the community. • Developed and implemented an online giving platform and purchased a donor management system.
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