Sagewood Systems, Inc.Director Business Development
Oct. 2015 - Apr. 2017Santa Barbara, California Area● Oversaw customer success strategies for a large account portfolio, managed
onboarding and implementation processes for large-scale accounts, and worked
cross-departmentally to establish a holistic, customer-centric culture
● Implemented a CRM system through Salesforce, resulting in a centralized
location for sales tracking and customer engagement that increased retention by
25%
● Led market expansion approaches and designed a standardized customer
journey to improve client experiences, leading to a 30% client base increase in
less than 1 year
● Identified, delivered, and demonstrated solution value through custom research
and analysis, resulting in an increase in integrations, upgrades, and contract
renewals for 10+ large-scale accounts
● Developed presentations for existing and prospective customers and negotiated
and closed high-value contracts, increasing new business revenue by $1M+