- We implement tools and systems, provide quick staffing, and handle workforce management for marketing, sales, customer service, and rev ops teams
- Some of our key clients include Lebron James, Mike Tyson, Yes Theory, and Jamie Lee Curtis

- Lead channel sales funnel management for the northeast region, focusing on partnerships with benefits brokers from top firms catering to mid-market clients
- Worked through complex sales cycles with multiple stakeholders while following the MEDDPICC sales methodology

- Developed a multi-channel approach for our outbound sales motion utilizing the most up to date tools and GTM strategies
- Upon joining Bamboo I lead efforts to develop the first outbound sales motion for the company by identifying untouched leads within the CRM
- This lead to tremendous revenue opportunities for BambooHR

- Presented and demonstrated the value of our software & solutions to prospective customers who were predominately at Director & C-Level at numerous size companies
- Utilized & designed a multi-channel prospecting approach including email, social media, zoominfo, etc
- Brought in new logo during a key go to market period in which I lead my team in revenue for the quarter that we were able to get acquired
- Use and maintain data in company tools + CRM with the goal of effectively managing pipeline and providing detailed insight to the rest of the team, built a book of business of $200K plus from converted MQL’s & self prospected leads
- Strategized with prospects to discover pain points & come up with custom solutions depending on the business needs of various sized businesses at different stages (Primarily technology companies and startups)
- Drove engagement, retention and growth with my process & independent research on various industries
- Identified opportunities for process improvements and collaborate with the team to execute on these projects by utilizing feedback, organization, & critical problem solving

- Engaged with prospective customers via phone, text, and email as well as nurturing borrowers within various points of the refinance process
- Licensed in Mortgage Loan Origination by the NMLS in Alabama, California, Connecticut, DC, Florida, Georgia, Michigan, Nebraska, New Hampshire, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, Vermont, Virginia, and West Virginia
- Manage my own pipeline consisting of loans under my name in various stages of the refinance process such as pre lock, processing, underwriting, conditional approval, and closing
- Build an existing relationship with my clients to deliver expertise on the current housing market as well as mortgage trends and strategies in order to meet their financial goals
- Mentorship and daily meetings with my associate home advisor who works under me in order to assist with locking in potential clients as well as some loan processing work
- Working against a quota which consists of locks, funds, conversion, and several other percentages related to my ability to transform potential clients into borrowers
- Work closely with other departments in order to solve challenging problems which may potentially arise during the process
- Adapt to change during a company wide business model shift with many moving parts while still delivering a high quality of work and attention to detail

- Continued to partner with small and mid sized business owners and executives to execute advertising plans during the pandemic at a higher level
- I was able to solve tough problems in a changing world in order to fully fulfill my existing clients as well as new clients business needs during a time where there was a high level of uncertainty
- Daily outreach to various businesses (B2B) and worked against a quota
- Partnered with a smaller team through a period of staff shrinking with a larger pipeline of leads to manage

- Worked in a mid-sized team to analyze different small to medium sized businesses in designated territories and introduce them to Yelps Ad-Tech
- Contributed to a monthly team quota as well as surpassing a personal quota which was consistently achieved every single month
- Built a high level of proficiency in Salesforce
- Maintained a healthy pipeline of around 120 clients a day while dealing with a high level of outbound calls and emails
- Assisted in customizing ads and pages for clients, as well as day to day account management as well as strategic advertising plans based off of their industries

- Curated company social media accounts and content creation that brought thousands of interactions and followers to our accounts
- Managed the online marketplace by keeping promotions and products up to date as well as assisting customer problems over the phone
- Strategized with other teams in modernizing and revamping the company’s identity with consumers by analyzing visitor data as well as purchase data
- Partnered closely with the graphic design team, buying, and operations team to come up with long term marketing and distribution strategies for new products by targeting specific regions and demographics