WhiteWater Express Car Wash

General Manager

Finance

Helping people create a financial GPS so they can assess if they’re on target to reach their goals.

Finance Coach

Brandwatch

- Consistently surpassed renewal and growth goals, achieving 113% and 119% in Q2 and Q3 respectively, while meeting GRR team renewal targets each quarter since Q2 2022.
- Seamless transition of 60 clients, maintaining strong relationships and elevating team GRR by 20%

Customer Success Manager

TTI Success Insights

Value Added Associate

Certified Life Coach

SimpleBills

- Implemented 80 new clients between May and September 2021 – from first contact post sales to AM assignment.
- Owned client portfolio of $15M in Annual Contract Value
- Developed 15 Standard Operating Procedures bringing clarity and alignment to our internal teams.

Solution Account Manager

Senior Account Manager

SimpleBills is a complete utility management service that helps properties realize efficiencies with data-based decisions while providing residents a customer service experience you can be proud of.

Account Manager

Hartford Federal Credit Union

•	Provides professional customer service by identifying potential customers, initiating new accounts, and coordinating product demonstrations in collaboration with the Management Team.
•	Focus on continuous learning and development at the individual, team, and organizational levels by designing and deploying strategies, which will enhance people, processes, and performance.
•	Created strategic partnerships and gathered market information to gain a competitive advantage, leading to 20 new accounts by referral.

Business Development Manager

First Commons Bank, Newton Centre, MA

•	Lead audit operations and systems training which led to superior audit ratings and more knowledgeable team.
•	Received "Legendary Client Service" Award. 
•	Identified critical client needs through fostering strong client relationships and ongoing communications. 
•	Developed, trained and coached 5 new employees on the banking system.
•	Designed and facilitated learning programs to support performance processes.

Senior Client Service Representative

Antioch Waltham

•	Creatively collaborated with ministry team on development of curriculum. 
•	Identified emerging leaders and helped determine desired placement in ministry.

Youth Pastor/Ministry Intern

Bank of America

•	Accurately and efficiently completed 65 customer transactions daily.
•	Built trust with customers by effectively meeting their service needs.

Sales and Service Specialist

Passionate Customer Advocate Focused on Driving Customer-Centric Solutions

I have over 15 years of driving customer-centric solutions. From Banking to Customer Success I've carried this core value with me.

I've learned a lot over the last decade and a half, but something that's stuck with me is that we need to ask more questions. In my experience, when I hear a client tell me what they want, there's usually more to the story. By asking powerful questions I've been able to understand who, what, where and why in all these scenarios. It's not that I don't trust my customers, but I like to go the extra mile to truly understand what's led them to this solution.

Helping people is another core value - as an extravert it comes easily to me. Whether I'm training, presenting, coaching, or listening my objective is to help provide value. It's important that my customers know I am their catalytic resource to help them reach set out goals.

Dan Lathrop

CrowdStrike

Working with the Sales Enablement team to support sellers worldwide.

Sales Enablement, Content Development Manager

Washington University in St. Louis

Providing part-time assistance towards program goals and strategy needs.

Program and Strategy Consultant 

Manager - Technology & Leadership Center

Moveworks

Continuing all SDR enablement and working with AEs  for all Top of funnel and sales cycle skills, processes, and activities. 

Keeping AEs informed, educated, and actionable on any conversational and generative AI trends. 

GTM Software owner for our LMS MindTickle, Outreach, and more..

Manager, Conversational AI Sales Enablement

Leading enablement for the entire SDR org- SDRs, Seniors, Leaders, all promotional paths + early stage sellers. 

Moveworks is the first employee experience platform that uses AI to solve issues and prevent problems at work. It automatically resolves requests, communicates changes, and shows your team what to fix next — letting you turn moments of frustration into moments of magic. And because our conversational AI is fluent in nine languages, Moveworks delivers instant help around the world, from HQ to the home office.

SDR Sales Enablement | Learning & Development

Logz.io

I Led Sales Enablement for every sales and sales related role including pre-sales, SDRs, AEs, SEs, Account Managers, and leaders. 
Analyze your logs, metrics, and traces from across your environment on our scalable, easy to use cloud platform.

Manager - Global Sales Enablement | Learning & Development

The Agile Coach

Assisted in recruitment and retainment of new students for an "All in one" solution to become a Scrum Master, Business Analyst or Product Owner.

Instructor

Avatara 

<<Partner company with Abstrakt Marketing Group - Requested transfer to assist Avatara>>
*Built a sales development program from scratch for both channel partnerships + direct leads
*Remained in the trenches actively prospecting + selling
*Developed all SOPs, acquired all tech + software, and created all selling motions for outbound sales division
* Provided all Learning & Development for both teams.

Sales + Sales Development Director - Channel & Direct

Abstrakt Marketing Group

Led an organization of 25 full-time and part-time employees focusing on data enrichment, prospecting, and business development.

Partner Sales Manager

Partner Performance Manager of Campus Sales Programs 

Sales Development Representative - B2B | Intern Training leader

Maryville University of Saint Louis

Go Saints Event Coordinator + Vice President

Go Saints Program Coordinator

Steak n Shake

Wings Team Production Trainer (Corporate Trainer/NRO)

Production Trainer

Social Media Operator - MBO, GS, MRH

Social Media Operator

I'm an avid fan of the exclamation point! There aren't bad days, just bad moments! That's the philosophy I live my life by. Everyday has something to offer us. 

Currently: Walking alongside businesses and teams to scope full scale, customized learning & development training programs for their teams through WashU's Technology & Leadership Center. 

Open to: 1:1 coaching or full team consulting / development of training programs or sales/bizdev consulting. 

Sales Methodologies I'm trained on:
MEDDPICC/MEDDICC
Sandler Sales 
Challenger Sales
Gap/Value selling
Familiar with: NEAT, SPIN, SNAP
______________________________________________
My career has gone from a deep dive in the restaurant industry to event coordinating to sales. With years of selling, pipeline generation, and leadership under my belt I made the transition to where I'm at today in Sales Enablement and L&D. My key focus areas are L&D program scoping, Curriculum design, coaching, bootcamps, and full board enablement for sales/GTM orgs. Feel free to ask for any type of content/portfolio!

taplio

The Battle

Dan Lathrop

Bryant Webster

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