Paul Rhodes - Senior Director Account Management,

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Work Background

Keller Williams Realty, Inc.Fractional Head of Growth & Operations

Aug. 2023Capitola, California, United States• Building a fractional real estate fund practice from the ground up, specializing in commercial and residential investment properties where I am serving as Fractional Head of Growth. • Successfully managed complex negotiations and financial transactions as Executor of a Family Trust, demonstrating strong analytical and problem-solving skills applicable to high-value sales • Completed rigorous training California Real Estate programs and licensing requirements, demonstrating commitment to professional development • Successfully negotiated and closed real estate transactions, demonstrating strong deal-making skills and an understanding of complex financial agreements • Harvard Professional & Executive Development; Negotiations, Leading with Finance, and Leadership Impact & Management

SS&C AdventSenior Director, Global Acct Management – Client Revenue Growth FinTech

Apr. 2018 - Aug. 2023San Francisco, California, United States• Led and Transformed Renewals Sales team to the top producing revenue team at Advent catering to Small, Mid-Market, and Enterprise Asset and Advisory Wealth Corporations, managing a client base with ~$650 million in Annual Recurring Revenue (ARR). • Developed and executed comprehensive account plans to identify opportunities for upselling, cross-selling, and expanding SS&C Advent's footprint within existing client organizations. • Drove revenue growth by identifying new business opportunities, negotiating contracts, and collaborating with internal teams to deliver solutions that meet client needs. • Oversaw Account Management-Renewals, Operations. Products; Portfolio Management, Accounting Solutions, Payments, Data Management, CRM for Financial Services, etc. • Transformed the Renewals Organization from a previously underperforming back-office team into a dynamic, high-performing revenue group that prioritizes client satisfaction above all else. • Worked as an Executive Member of the Strategic Leadership Team and Profit & Loss Committee. • Implemented and restructured value approach initiative to the renewals process for client expansion.

ScaleCXGrowth ConsultingGeneral Manager-Principle Sales, CX, Operation SMB-Enterprise FinTech

Mar. 2016 - Apr. 2018San Francisco, California, United States• Offered SaaS early and late stage companies the framework/groundwork for achieving success, working independently as a contractor. • Developed and restructured the path from Lead Generation to Customer Acquisition, catering Small Businesses through Enterprise Sales. • Provided consultation for e-commerce, Sales Development, Inside Sales, Direct Sales, Partner & Channel Alliance, Marketing, Operations, Customer Support, and Customer Success operations. • Designed and implemented Process, Systems, Personnel, Performance Management, and KPI’s for Success with Series A-D Funded Companies • Developed and executed strategies for success in Series A-D funded companies through establishment and optimization of processes, systems, personnel management, performance evaluation frameworks, and KPIs.

InsideView, IncVice President Sales & Customer Success SMB-Enterprise

Nov. 2012 - Feb. 2016San Francisco, California, United States• Introduced innovative AI through Conversica in 2013 that allowed for automated human-like responses to emails. • Led to 120% 3-year over year average improvement and a 200% enhancement in both inbound and outbound sales development, including outsourced functions for outbound sales development. • Led to a 35-point increase in Customer Retention and NPS of 75 by restructuring the Customer Success operations. • Developed an outsourced SDR team that outperformed the in-house SDRs team with an impressive 3:1 ratio. • Increased the overall revenue from $15 million in SMB/Mid-Market to an impressive $98 million through Sales Enablement and International Expansion initiatives. • Led upselling/cross-selling across Direct, Indirect, and Customer Success leading to $2.8MM improvement YOY. • Introduced call coaching-gamification software to drive improvements in retention rates, NPS, client engagement and the conversion of trial users to paid customers, achieving 40% overall improvement in scores in the first year. • Led overhaul of the Customer Success organization with 18 Customer Success Managers (CSMs). • Supervised 2 Directors covering SDRs, SMB and Mid-Market sales, leading a team of 40 employees across various departments: Sales Development/ Enablement, Telesales, Mid-Market/Enterprise GTM for International Sales, Professional Services, US Small Business Territory AE’s, Partnership, and Customer Success Organization. • Recruited, trained and mentored a high-performing sales team, fostering a culture of collaboration, accountability, and continuous improvement. • Identified new business opportunities and market trends within the SMB and Enterprise segments. • Acted as New Initiatives Leader and Go-To-Market Owner for India Sales, Marketing, and Customer Success. • Drove significant increase in customer growth and retention by leveraging value over tech data. • Worked as a visionary leader and participant in InsideView's Executive Team and Corporate Steering Committee.

IntuitSenior Manager Group Leader, QuickBooks Online Division FinTech

Apr. 2006 - May. 2012Mountain View, California, United States• Recognized in the Intuit President Club 2009, 2010 and 2011. • Organizational 3rd line Leader 350 employees for Sales, Support, Operations, Enablement-Training. • Shifted a team of ~120 support personnel from an outsourced model to a newly established, remote US-based team. • Reduced attrition by 23% by implementing crucial procedures and training initiatives within the support organization, contributing to an $80 million increase in revenue. • Expanded the sales team from 32 to 95 representatives, escalating growth from $20M to $550M. • Introduced innovation by incorporating chat as a hybrid sales development and acquisition channel. • Steered the Training/Enablement organization to hyper-focus on SPIN methodology training.