Work Experience
(November 2019 - November 2020) Account Executive
Crunchbase is a platform for finding business information about private and public companies. Crunchbase information includes investments and funding information, founding members and individuals in leadership positions, mergers and acquisitions, news, and industry trends.
As aN Account Executive my duties were:
• Working 1:1 with and SDR team to drive business on target accounts.
•Driving sales cycle from initial call to closed won and handoff to account management team.
(August 2018 - November 2019)
Account Executive, Mid-Market
Hustle helps turn talk into action by providing a person-to-person texting platform that allows businesses to engage their customers in real conversations at scale. Our platform gives teams the ability to initiate real conversations with people in one of the most intimate forms of communication - text messages.
As a Mid-Market Account Executive my duties were:
• Articulating Hustle's value proposition to key influencers and decision-makers to assess buying interest to both technical & economic buyers.
• Working with a BDR team to prospect into target organizations.
• Leading entire sales cycle from initial opportunity creation to finalizing opportunity outcome.
Insightly (November 2017 - July 2018)
Business Development Representative
Insightly provides customer relationship management software for small and midsize businesses. With more than 1.5 million users worldwide, Insightly is the world’s most popular CRM software for Google and Office 365 users.
As a Business Development Representative my duties were:
• Driving CRM adoption for the SMB market
• Helping customers understand value of CRM and project management
• Product focus includes: Contact Management, Workflow Automation, Automated lead mapping, Pipeline Management, API integrations, Advanced Role-Based Permissions and more!
KPIs:
250 Calls per week
100 Emails per week
10 Discovery calls scheduled per month
Adobe Systems, Inc. (January 2017 - November 2017)
(January 2017 - November 2017) Account Development Manager
Adobe is an American multinational computer software company. Adobe changes the world through digital experiences by helping our customers create, deliver and optimize content.
As an Account Development Manager my duties were:
Support sales efforts by establishing meaningful, mutually beneficial contacts within enterprise accounts.
Assist customers in understanding Adobe enterprise solutions, configuration, environment and how they fit within their current infrastructure and business processes.
Product focus includes: web content management, digital asset management, web analytics, campaign orchestration, analytic tools, mobile device digital content optimization and more.
Own and drive pipeline creation to meet yearly quota
KPIs:
• 143% YTD Quota Attainment
• Ran mini-series training for new hires and preparing them for their roles.
• Assisted public sector entities in the eastern United States leverage Adobe's industry-leading digital transformation technologies to better engage their citizens, improve their internal processes, and achieve their digital initiatives.
• Helped customers understand Adobe enterprise solutions, explore possible configurations, and determine software environment and how they fit within current infrastructure and business processes.
• Product focus included: web content management, digital asset management, web analytics, campaign orchestration, analytic tools, mobile device digital content optimization and more.
(June 2015-January 2016) Field Energy Advisor:
As a Field Energy Advisor my duties were as follows:
Generating leads as potential candidates for photovoltaic solar energy systems.
Door-to-door sales using a variety of sales techniques from impulse, opportunity cost, the Jones effect, and others.
Tracking all sales leads into a mobile iPad using Salesforce.
Using mobile technology to demonstrate solar system effectiveness compared to conventional energy usage and storage methods.
KPIs:
Set a regional record of 4 sales in a single month within my first 6 months
Lifetime 20% opportunity to close as a lead generator
Delivered a door to door sales pitch to over 2000 homes
SUNRUN (June 2015 - January 2017)
(February 2016-December 2016) Residential Solar Consultant:
Sunrun is the largest purely residential solar company in the US. They were one of the original pioneers of the solar as a service business model with their Power Purchase Agreement and currently have over 100,000 solar installations and operate in over 17 states.
As a Regional Sales Consultant my duties were:
Go on in-home sales appointments to close new business and provide an exceptional customer experience.
Run up to 10 company-set in-home appointments per week.
Self-generate business.
Master the delivery of Sunrun’s value proposition and competitive positioning.
Provide Sunrun’s and our Sales Management Team with reports, analysis and recommendations to continuously improve the performance of our sales efforts.
Visit Sunrun’s retail sales outlets to support Sunrun Retail Partnerships, evaluate in-store setups, and drive improvements to customer experience.
KPIs:
Lifetime 27% Opportunity to Close | Lifetime 36% Sit to Close
Achieved "Pacesetter" national award within first 6 months
Self-generated more than 20% of my sales from referrals and events
CAL POLY STUDENTS ACTIVE FOR ENDING RAPE (SAFER) (May 2014-May 2015):
(May 2014-May 2015) Presenter and Intern:
Safer is an organization dedicated to increasing awareness on sexual assault prevention as well as a host of other awareness topics such as gender equity, ending abusive relationships, and social justice.
At Safer I acted in two capacities:
Presenter
Intern
As a Presenter my duties were as follows:
Using Public Speaking skills to give presentations to students to help increase student awareness on sexual assault prevention.
Create and edit graphic presentations to showcase daily examples of inequity and improper behavior.
Teach students how to react and behave in unfamiliar situations and give them the tools necessary to confront situations as they encounter them.
As an Intern my duties were as follows:
Reviewing and improving the infrastructure of the organization's data storage.
Grant Application writing.
CREATIVE MEDIATION (May 2014-December 2014):
(May 2014-December 2014) Community Mediation Intern:
Creative Mediation is dedicated to helping people transform serious disputes into workable agreements within the community. As a service, they are committed to providing people from all backgrounds a safe place to achieve positive working relationships.
During my 4th year at Cal Poly I had 64 hours of facilitative mediation training and over 30 hours of mediation experience.
As an Intern my duties were as follows:
Working with Lead Associate and CM staff to determine weekly responsibilities.
Learning about the mediation and facilitation processes through formal and informal training and observation.
Assisting with conflict coaching and mediation service delivery, attending Small Claims Court whenever possible.
Entering case information into the database (Filemaker Pro).
Answering phones and greet clients.
Assisting with office administration and meeting preparation.
Participating in fundraising and marketing efforts.
Identifying opportunities to expand link between CM, Cuesta and Cal Poly.
NETAPP, INC (May 2014 - September 2014):
Click to see my NetApp Intern Showcase Video
(2014) Community Relations and Sales Leadership Intern:
I interned in Community Relations under Jerome Goyhenetche and Jan Stewart and organized volunteer events for employees and underwent over 400+ hours to technological sales training.
As an Intern my duties were as follows:
• Compiling data on total corporate giving.
• Creating spreadsheets and graphic representations of total giving data totaling over $4M.
• Plan volunteer events for employees.
• Learning the technology channel sales funneling process.
• Sales Partnerships between tech companies.
• Sales account management
• 400+ Hours of Inside/Outside/Channel Sales Training
• Collaboration Sales projects with Bay Area Tech companies
MINDBODY, INC (May 2013 - May 2014)
(2013-2014) Sales Intern:
Mindbody is a company that leverages business management technology for fitness and health related businesses to better the health of the world. I got an opportunity to work under a senior associate named Charlie Goodwin and current North American Sales Manager Brandon Roberts. This job was mainly cold calling and sales development. Here I also learned prospecting and self-led lead generation.
As a Sales Intern my duties were as follows:
• Prospected for, maintained and built a personal sales funnel.
• Generated new leads every day adding to over 100+ a month.
• Learned the importance of developing an “elevator pitch” and did minor background analysis on cold-calling prospects.
• Developed and utilized cold calling skills in over 50 cold calls a day, 5 days a week.
• Exceeded sales quotas and maintained above a 20% close rate, with a workplace average of 14%.
• Utilized Salesforce to set tasks, run sales reports, and accomplish goals.
• Rotated with sales rep positions and learned how to close on tech sales.
• Experimented with sales engineering and using data to enforce workplace optimization.
GYMNAZO (May 2013 - August 2014)
(2013) Marketing Intern:
Gymnazo is an innovative fitness center located in San Luis Obispo. While here I worked under Michael Hughes and helped him manage marketing tasks.
As a Marketing Intern my duties were as follows:
Consulted the New Times SLO and other local magazines about press releases and ad campaigns.
Reached out to local businesses to find prices for marketing materials and develop a community marketing price guide to help ease the marketing process.
Implemented social media marketing campaigns that included incentives such as special pricing and promotional sessions.
Used Hootsuite, MINDBODY, and a host of other marketing software to achieve goals.
Created client profiles and developed plans to market towards them.
Did competitor analysis and charted our gym's strengths and weaknesses in comparison.
Helped film and edit a professional promotional video.