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Work Background
OneStream SoftwareNamed Account Executive
Aug. 2022 - Apr. 2025Boise, Idaho, United StatesOneStream Software provides a market-leading intelligent finance platform that reduces the complexity of financial operations. OneStream unleashes the power of finance by unifying corporate performance management (CPM) processes such as planning, financial close & consolidation, reporting and analytics through a single, extensible solution. We empower the enterprise with financial and operational insights to support faster and more informed decision-making. All in a cloud platform designed to continually evolve and scale with your organization. For more information visit OneStreamSoftware.com.
DocuSignSenior Account Executive
Apr. 2017 - Aug. 2022Keeping life and business moving forward DocuSign® is changing how business gets done by empowering more than 250,000 companies and 100 million users in 188 countries to sign, send and manage documents anytime, anywhere, on any device, with confidence. DocuSign replaces printing, faxing, scanning and overnighting documents with the easiest, fastest, most trusted way to make every approval and decision digital. Organizations of all sizes and industries are accelerating contracts, approvals and workflows with DocuSign’s Digital Transaction Management (DTM) platform and eSignature solution. DocuSign keeps life and business moving forward. DocuSign Facts
More than 100 million users in 188 countries
More than 250,000 companies
More than 130,000 new unique users join The DocuSign Global Trust Network every day
More than 62% of documents are completed within one hour on The DocuSign Global Trust Network
The Wall Street Journal ranked DocuSign #6 on its list of "Next Big Things" out of 5,900 companies considered
DocuSign offers transaction management services and is the National Association of REALTORS® Official and Exclusive provider of electronic signature services under the REALTOR Benefits® Program
DocuSign is the official eSignature provider to the Big 'I' and its 250,000 members
10 of the top 15 U.S. financial services companies use DocuSign
13 of the top 15 U.S. insurance carriers use DocuSign
More than 1,000 credit unions use DocuSign
DocuSign is available in 43 languages What is Digital Transaction Management?
Digital Transaction Management is a category of cloud software designed to help individuals and organizations of all sizes, industries and geographies safely and securely manage approvals, decisions, contracts, and workflows 100% digitally.
GartnerSenior Account Executive
May. 2010 - Jan. 2016Boise, Idaho AreaI work with IT executives and leaders every day to realize the full potential of IT and business alignment, initiative prioritization, project effectiveness, and making better decisions every day through interaction, topical research delivery, and open access to over 1,000 subject-matter-expert Research Analysts. Gartner’s advice and insight is used to validate and advance IT decisions to accelerate business results. I am responsible for delivering solutions that result in tangible business benefits and realized value that can be measured in increased revenue, cost reduction, risk mitigation, time to market, and organization-specific technology decisions that help to drive success in the organization.
Specialties:
Business and technology strategies and their effective alignment
• Developing and executing sales and marketing strategies • Excellent interpersonal and communication skills; building trust-based and value-added relationships is imperative for success
• Strong understanding of the sales process including the communication, interpersonal, analytical, and conflict resolution skills necessary to succeed in a sales career. • Customer service strategies- Relentless focus on delivering value to the client; understanding that helping the client succeed is one of the primary the mission-critical priorities of what I do Gartner, Inc. (NYSE: IT) is the world's leading information technology research and advisory company. We deliver the technology-related insight necessary for our clients to make the right decisions, every day. We are the valuable partner to clients in over 13,000 distinct organizations. We work with every client to research, analyze and interpret the business of IT within the context of their individual role. Founded in 1979, Gartner is headquartered in Stamford, Connecticut, USA, and has 5,700 associates, including more than 1,435 research analysts and consultants, and clients in 85 countries.
Concur TechnologiesRegional Sales Executive
Oct. 2005 - May. 2010• Focus of direct selling to CFO/CIO/CEO/CTO level.
• Development of executive presentations to relate a total cost of ownership, value proposition and explain the financial, operational and business impacts of our expense management solution maximizing Return on Investment.
• Channel selling through over 500 Value Added Resources.
• Direct selling with US Bank, Citi Group, American Express and an assortment of travel management companies.
• Focus on direct selling, developed own lead generation through contact database & cold calling methods.
• Developed cold calling scripts through extensive Sandler Sales training
• Experience in selling Hosted Software
• Understanding of deployment, implementation and integration of products into 3rd party payroll and ERP systems.
2007 MVP
2009 Presidents Club
Breakwater SecurityAccount Manager
Feb. 2004 - May. 2005Greater Seattle Area• Managed marquee Northwest accounts including: Nordstroms, Western Wireless, Port of Seattle, and Matsushita (Panasonic Avionics). • Successfully sold managed services, professional services, and products into accounts.
• Produced and closed over $1,000,000 in new business within the first twelve months of employment consistently exceeding quota.
• Built pipeline from $300,000 to $1,000,000 in two quarters.
EnvisionInside Sales
Oct. 2003 - Feb. 2004Greater Seattle Area• Managed key accounts including: Starbucks, Nordstroms, and Philips Oral Healthcare.
• Placed a minimum of 50 outbound calls a day. • Successfully learned new technology to direct sales internally.
ESSIAccount Manager
Jan. 2003 - Jul. 2003Greater Seattle Area• Identified, researched, and cultivated new client accounts focusing on key verticals: banking, healthcare, and utilities. • Actively prospected and closed new business
• Aggressively cold called 20 new accounts daily, growing pipeline by 50%, quarter over quarter.
Orion DevelopmentInside Sales
Sep. 2002 - Jan. 2003
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