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Work Background
Business Development Consultant
HomesaviBusiness Development Consultant
Jan. 2022 - Oct. 2024California, United States● Manage stakeholder relationships, create marketing collateral, and conduct industry research and analysis to drive product development and support cross- departmental procedures and go-to-market strategies ● Collaborate with executives to identify business opportunities to build the company infrastructure and raise capital, resulting in 5+ successful investor pitches ● Conduct market research and analysis and work cross-functionally across Product, Marketing, Engineering, and Sales to develop the company brand, creating 30+ marketing and product deliverables in less than 1 year
Director Business Development
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+
Enterprise Account Manager | Enterprise Customer Success Manager
RightScale from FlexeraEnterprise Account Manager | Enterprise Customer Success Manager
May. 2013 - May. 2015Santa Barbara, California Area● Managed enterprise accounts and customer success strategies, gathered business requirements to create custom solutions, and led account setup, onboarding, integration, and implementation processes ● Promoted from managing 150+ customer accounts as a Customer Success Manager to managing 20 large-scale customer accounts as an Enterprise Account Manager ● Cultivated customer relationships from a consultative perspective, meeting quarterly sales quotas by 150 – 220%+ as the top revenue-generating Account Manager companywide ● Conducted analysis on customer trends and presented results and recommendations in quarterly business reviews, resulting in $1M in YoY sales and 100% contract renewals ● Collaborated cross-departmentally to ensure quick turnaround and add feature and solution enhancements to product roadmaps, improving customer experiences for accounts with $100K – $1M annual contracts
Director of Customer Success
Make It Work Inc.Director of Customer Success
Jan. 2001 - Jan. 2008● Managed enterprise accounts and customer success strategies, gathered business requirements to create custom solutions, and led account setup, onboarding, integration, and implementation processes ● Promoted from managing 150+ customer accounts as a Customer Success Manager to managing 20 large-scale customer accounts as an Enterprise Account Manager ● Cultivated customer relationships from a consultative perspective, meeting quarterly sales quotas by 150 – 220%+ as the top revenue generating Account LinkedIn Profile Rewrite Guide 4 Manager companywide ● Conducted analysis on customer trends and presented results and recommendations in quarterly business reviews, resulting in $1M in YoY sales and 100% contract renewals ● Collaborated cross-departmentally to ensure quick turnaround and add feature and solution enhancements to product roadmaps, improving customer experiences for accounts with $100K – $1M annual contracts
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