Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
ProcessUnityCustomer Account Manager
Jan. 2023Boston, Massachusetts, United States➙ Serve as a representative of the company at onsite customer meetings, summits, trade shows, and events, generating incremental and new business. ➙ Preside over the mentoring of a BDR on career development toward a client account manager (CAM) role. ➙ Competency in achieving or surpassing sales targets and KPIs. ➙ Drivie growth by identifying upselling and cross-selling opportunities within existing accounts. ➙ Assessment of client needs to deliver customized solutions and serve as the main point of contact with internal teams. ➙ Prepare, negotiate and close profitable contracts and service agreements. ➙ Collaboratie with marketing, support, product, and customer success teams to deliver a seamless customer experience. Key Highlights: ➙ Key role as one of only two team members earn President’s Club honors in both 2023 and 2024; one of the few to achieve the H1 Bonus ➙ Consistent recognition with written and verbal praise from customers for exceptional service and relationship building. ➙ Competency in reversing customer churn, converting at-risk accounts into renewals or upsells. ➙ Exceeding 140% of the 2023 sales target without an assigned manager, demonstrating strong initiative and a self-directed learning approach. ➙ Receiving a rare “Exceptional Performance” rating for excellence beyond expectations.
ProcessUnityInside Sales Team Manager
Feb. 2021 - Jan. 2023Boston, Massachusetts and Fargo, North Dakota➙ Maintenance of a structured and consistent outreach process through phone and email to follow up, nurture, and qualify inbound and outbound leads. ➙ Balancing team leadership with individual contributions, continuing to generate net new leads while mentoring the team. Key Highlights: ➙ Engagement and education of prospective clients to build trust and awareness, successfully converting qualified leads into sales-ready opportunities for seamless handoff to the Senior Account Executive for closure. ➙ Attaining a fast-tracked promotion from a senior enterprise manager to BDR manager based on performance and leadership potential. ➙ Oversight of a team of eight new BDRs by successfully ramping them to exceed goals and performance expectations. ➙ Achievement of personal sales targets, earned bonuses, and led in spiffs and sales contests as a single contributor and as a team.
ComplianceLineBusiness Development Representative
Sep. 2020 - Feb. 2021Charlotte, North Carolina, United States and Fargo, North Dakota➙ Guidance to a new SDR Team on qualification techniques and inside sales strategy, including in-person training on phone skills and Salesforce best practices. ➙ Partnership with C-level executives to define and elevate the inside sales function. ➙ Development of sales sequences and outreach strategies using ZoomInfo, LinkedIn, and personal networks to drive engagement. ➙ Formulation of marketing bullet points to support the sales cycle and improve messaging alignment. ➙ Contribution to the Continuous Improvement Team, driving initiatives aligned with company growth objectives. Key Highlights: ➙ Cultivation with a strong healthcare and life sciences network, launching targeted campaigns focused on compliance and ethics. ➙ Conversion of new and dormant leads into qualified opportunities for account managers. ➙ Successful selling of solutions, including compliance training, whistleblower hotline services, and sanction screening.
SAI Global ComplianceAccount Development - Integrated Risk Management
Oct. 2014 - Sep. 2020Atlanta, GA and Fargo, NDSAI Global offers solutions based on your specific requirements.
-Compliance 360 provides a broad platform for addressing your comprehensive GRC requirements and protecting your brand. Widely deployed in highly regulated industries, this cost-effective, SaaS-based solution assists more than 250,000 compliance, governance and audit professionals every day.
-Digital Manager 360 (formerly Modulo Risk Manager) helps streamline and improve organization's entire data and IT risk program. The core modules include Risk Management, Cybersecurity and Vulnerability, Risk Management, Compliance Management, Policy Management and Workflow Management - including incident management. -EHS Manager 360 (formerly Cintellate) allows businesses to identify, manage, monitor and report on realtime EHS and risk management obligations. We offer world class data security, fast time to value and a true configurable and scalable solution.
LeanKitSenior Account Executive
Mar. 2013 - Jan. 2014Nashville, TN and Fargo, NDCoached current and potential customers in expert in Agile, Lean and Kanban methodologies. Accomplishments include - brainstorming, implementing, promoting a weekly live demonstration, creating a weekly "tip" that is used by customers and spread in social media, driving a salesforce implementation to help increase sales, streamline the sales processes and track all customer related communications. Super star at consistent global customer contact and acquisition,evolving messaging, mentoring of sales team, account management and expansion, invoicing, pricing, support and troubleshoot support tickets via email, phone and screen share for current and potential clients, promote and attend industry gatherings, company visits, other duties as needed!
ThoughtWorksNew Market Relations
May. 2012 - Mar. 2013San Francisco Bay Area/FargoA part of the Professional Services North America - Western Region team. Forged new client relationships by cold calling, referrals and networking. Nurtured contact, targeted accounts and transitioned to Client Principals when well qualified. Developed and tracked target prospect lists within strategic targeting framework. Communicated needs of the target company client, mapped stakeholders and applied consistent ThoughtWorks’ messaging. Conceptualized, created value proposition and executed customer facing events in target cities. Results included: increased awareness, thought leadership, face-to-face interaction, net new meetings, renewed communication and relationships with existing contacts.
ThoughtWorks StudiosDirector/Senior Account Manager, Workshops and Customer Advocacy
Aug. 2010 - May. 2012Austin, TX/Fargo, NDDeveloped integrated event marketing plans that included objectives and key milestones for a range of events, including workshops, seminars, user group participation and eLearning.
Collaborated with stakeholders to coordinate all marketing aspects of live and online workshops. Ensured targets were met for reporting, maintaining online registration sites, revenue and logistics.
Maintained and managed a regional-participation model leveraged by territory field representatives.
ThoughtWorks StudiosStudios Account Manager - Western North America
Aug. 2010 - May. 2012Collaborated with professional sales, product management, marketing and legal to ensure high levels of customer satisfaction and to promote long-term account retention. Handled inbound leads and guided them through revenue generation. Consistently achieved quota and pipeline development goals for sales; executed quotations and lead follow up. Was an integral part of a team of marketing, inside sales and programming to conceptualize and implement a “sand box” version of software.
ApprovaBusiness Development Manager
Sep. 2009 - Dec. 2009Initiated and fostered relationships with F2000 companies calling on VP/CxO level. Targeted specific campaigns with precise messaging for appropriate arena. Create new leads and contacts for entry into “new” technology arena – process insight – while pre-selling solution. Prospect, qualify, navigate through accounts to continuously be a major contributor to the sales pipeline.
Oversight SystemsBusiness Solutions Advisor
Apr. 2008 - Jul. 2009Researched and engaged F500 leads, utilizing unique lead generation methods. Accelerated sales process through initial qualification and discovery phase. Conveyed necessity of and need for a continuous controls monitoring solution to potential customers, in a 6 -12 month sales cycle. Integral part of solution selling team throughout sales process, positioned as customer advocate
Created reports, tracked sales campaigns and utilized sales tools, including salesforce.com, to ensure a strong lead base and fat pipeline. Worked as part of Federal team, working with all levels of management. Sponsored and utillized target specific campaigns with very precise messaging. Served as a coach, mentor and informal manager to telesales team.
AxentisBusiness Development Manager
Feb. 2006 - Mar. 2007Created qualified opportunities to pass to Senior Account Managers based on BANT methodology
Researched/became subject matter expert on various Governance, Risk and Compliance topics including privacy, pretexting, vendor management, Sarbanes Oxley
Worked on/completed basic messaging, coordinated pricing, data sheets and other supporting materials for various offerings
Aggressively worked with Account Managers and Subject Matter Experts to drive on site visits, to procure and complete RFP requests and to find additional lead sources
Continually cleaned up salesforce records
Became salesforce report “expert” = solely responsible for creating, tracking and monitoring various sales and marketing reports
Doubled attendance to 2006 Sales Conference within a matter of two weeks of concentrated efforts
Worked with Pre Sales Specialists and Senior Account Executives to set up web ex demonstrations and to ensure each demo was targeted and personalized to potential clients requirements.
Paisley ConsultingSales Manager
Nov. 2003 - Feb. 2006Executed cold call methodology, created solution interest by identifying business requirements, projects, decision makers, timeline and budget criteria. Controlled sales leads through the sales cycle: suspect to prospect to qualified to forecast to closing the deal (customer). Led other Sales Managers on time management, qualifying and closing techniques. Exceeded sales goals with an average of over 150% (up to $225,000) through constant relationship building and account management. Conceptualized and implemented the Partner Management Program
Became subject matter expert on Sarbanes Oxley rules and regulations.
Convenience Learning InternationalProject Manager/Programmer
Apr. 1998 - Oct. 2003Created, programmed and customized interactive CD-ROM courses on various titles, specializing in OSHA software. Produced and directed customer specific eLearning training courses. Sold specialized projects, interactive courses, computer hardware/software and high-end multimedia hardware and software.
Influenced clients on buying standards through technology lifecycle for hardware and software products. Developed a long term, leading practice approach to product sourcing, leveraging talent and best practices. Consulted business managers, project managers and engineers on needed product/services to create consistent and correct quotes and purchase orders.
EntexInside Sales Manager
Apr. 1994 - Apr. 1998Hired as phone representative/customer service for existing clients, entering orders and researching complaints
Promoted to Account Representative and partnered with Senior Account Manager. Retained existing business partnerships with Fortune 500 companies as well as solicited and established new business both local and out of state
Sold both computer hardware and software
Managed several project rollouts for large customers
Determined pricing for service contracts and outsourced personnel
Managed and mentored Inside Sales Representative at Corporate Headquarters
Coors Brewing CompanySales Assistant
Jan. 1992 - Dec. 1994Support for sales team, distributors and vendors - including events, online reporting, usage of computerized tracking programs (CoorsLink). Helped with local Accounts Payable and Receivable.
Wings Financial Credit UnionPC Specialist
Jan. 1990 - Dec. 1994
Intch is a Professional Networking App for the Future of WorkSee more people like Kristi on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
749372 people
15
Project Manager, Consultant
39
CEO @ Papillon
15
Business Development Manager @ Lewis Stevenson Office Solutions
226312 people
39
CEO @ Papillon
15
Business Development Manager @ Lewis Stevenson Office Solutions
15
Consultant for construction project management and construction company turnaround. @ Self Employed