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Skills

  • Customer Acquisition Cost (CAC) Reduction
  • Direct report mentorship
  • KPI Development and Monitoring
  • Payment plan processing
  • Contract lifecycle management
  • Basic accounting principles
  • Partnership development
  • Relationship development
  • Customer Churn Mitigation
  • Cost of Acquisition Reduction

Work Experiences

  • Aligned sales, marketing, and customer support around a unified revenue growth strategy, resulting in $6 in new customer contracts.
  • Achieved 16% higher conversion rates.
  • Achieved results within the past year.
  • Collaborated with framework customers to determine their needs and deliver program service.
  • Collaborated with product development teams.
  • Coached and mentored 4 direct reports, raising overall team performance and securing Innovation Award for best sales department.
  • Oversaw the delivery of standard project by system team, which resulted in process.
  • Achieved successful integration.
  • Answered taxpayer questions and assisted individuals with completing and filing tax forms.
  • Achieved Excellence Award for ‘Most Improved Revenue Growth’.

Summaries

  • Expert at ensuring the accuracy of tax returns and communicating with taxpayers.
  • Achieved multimillion-dollar profit increases.
  • Achieved 59% growth in new business.
  • Achieved 83% new customer acquisitions.
  • Aligned resources accordingly.
  • Expert at accurately transcribing updated demographics and other data from taxpayers.
  • Adept at implementing omnichannel campaign strategies.
  • Achieved 70% team growth in productivity year-over-year.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Adept at leveraging cross-functional leadership.

Accomplishments

  • Negotiated and closed strategic partnerships with 5 key industry players, contributing over $4 in additional annual revenue.
  • Championed the standardization of KPI tracking across departments, facilitating real-time analytics and improving decision-making efficiency.
  • Coached and mentored a team of 4 sales managers, boosting overall team performance and earning recognition as 'Sales Team of the Year' at Outstanding Service Award.
  • Implemented upsell and cross-sell strategies, boosting the average revenue per customer by 17 within the past year.
  • Led a territory expansion that opened 5 new markets, delivering 60% revenue growth in previously untapped regions.
  • Established revenue-generating partnerships with 16 key stakeholders, capturing an additional $2 in new business.
  • Streamlined contract negotiations with key partners, reducing deal closure times by 71% through enhanced contract templates.
  • Led internal operational audit aimed at uncovering cost-efficiencies, achieving a year-over-year profit margin improvement of 53%.
  • Onboarded and mentored team members across finance, achieving a 58% improvement in employee retention.
  • Developed and refined a comprehensive KPI framework that aligned with quarterly objectives, improving departmental performance by 83%.

Affiliations

  • American Marketing Association
  • Strategic Account Management Association (SAMA) member
  • Project Management Institute
  • Revenue Collective Member since 2024
  • Member of The Conference Board
  • Association for Supply Chain Management (APICS)
  • Association of Information Technology Professionals
  • Rotary International
  • Association of National Advertisers (ANA)
  • Certified Member, International Institute of Business Analysis (IIBA)

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Certified Public Accountant
  • Microsoft Certified Systems Engineer (MCSE)
  • Direct Response Strategy Certification – MarketingProfs
  • Certified Business Analysis Professional (CBAP)
  • Data Analytics for Business Professionals – framework
  • Certified Negotiation Expert (CNE) - Brightline
  • Certified Contract Negotiator (CCN) – Professional Negotiation Institute
  • First Aid/CPR Certified
  • Certified Key Account Manager (CKAM) – Association of Key Account Managers

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