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Summary:

Accomplished software professional with a strong background in Pre-Sales, Sales, Customer Success, and Business Development. Solid track record supporting sales pipeline and developing opportunities by consulting with prospects and clients. Six years of specialized experience in Marketing Automation, and a total of twenty years experience across multiple industry sectors including CRM, ERP, Data Services, Identity Management, and Business Intelligence. Energetic and engaged, both as a team player and independent resource.

 

Skills:

ü  Marketing Automation	ü  ABM	ü  Lead-Gen
ü  Pre-Sales	ü  Customer Success	ü  Sales
ü  Business Development	ü  CRM	ü  Business Intelligence

Experience:

Folloze, Inc.               Pre-Sales and Alliances                                                                      Chicago, IL/San Mateo, CA

2016-Present              My work with Folloze utilizes a diverse skillset encompassing Sales, Marketing, Customer Success, and Business Development.  I am driven by the challenges of my prospects, partners, and customers to deliver unique ABM and Digital Marketing strategies that ultimately drive growth for Folloze.

 

Ë  Develop & deliver custom marketing strategies & product demos for prospects and customers

Ë  Responsible for the success and adoption of Folloze at Microsoft globally working hand-in-hand with executive leadership down to field level in the development and implementation of ABM strategies

Ë  Drive pipeline through strategic partners such as Marketo, Buntain & Partners, & Agent3 consulting with their prospects and clients on the use of Folloze within varying marketing technology stacks.

Ë  Integral part of the sales teams closing business with Adobe, ADP, Microsoft, PFG, and Autodesk

 

Marketo, Inc              Sr. CustomerAccount Manager                                             SouthernCA

2014-2016                  I worked with a select group of enterprise Marketo customers to foster partnership through strategic touches spread throughout the customer lifecycle from onboarding to renewal to ensure increased customer success, renewal rates, and adoption of new products.

 

Ë  Prospect, forecast, and close renewal, upsell/cross-sell opportunities

Ë  Identify and report on systemic gaps in customer facing processes and recommend improvements

Ë  Lead CAM team to ensure excellence in all aspects of the CAM program

Ë  Deliver customized reporting on customer adoption and success

Ë  Develop partnerships with strategic customers to increase customer success and adoption

 

2012-2014                  Sr. Customer SuccessManager

Responsible for Marketo’s marquis account relationships and worked to empower those customers to increase the ROI on their online marketing initiatives

 

Ë  As Sr. CSM, lead team members and promote an environment of high customer intimacy, sensitivity to business performance, and a high degree of situational awareness

Ë  Collaborated with customers such as 3M, Beechcraft, Rackspace and CenturyLink to develop and drive online marketing campaign initiatives

Ë  Track and report on key metrics for customer adoption, success andretention

 

  Guardian Analytics     CustomerSuccess Manager                                                                                                                              Mountain View, CA

2011-2012                 Recruitedtodesign,implement,andbuildtheCustomerSuccessprogramatGuardian,anonline banking and security application company experiencing rapidgrowth.

 

Ë  Responsible for all customer renewal agreements, upsell, and cross sell opportunities

Ë   Recognized for Sales Quota Achievement 2011

Ë   Implemented new customer reference tracking tool for reference call optimization

 

Point&Ship                  Director, Professional andClientServices                                    Walnut Creek, CA

2010-2011                    Responsible for all client-facing processes including Technical Support, Professional Services, and AccountManagementforPoint&ShipSoftwareInc.,theleaderinShippingExpenseManagement.

 

Ë  Managed a team of representatives delivering technical support and analytics to corporate clients.

Ë  Successfully managed client relationships driving increased revenue and customer satisfaction

Ë  Served as Project Manager for consulting engagements and customizations to Point&Ship.com

Ë  Responsible for contract renewals, up-sell, and rate negotiation

 

  Quova, Inc.                   Manager, Partner Development                                      Mountain View, CA

2008-2010                    ResponsibleforstrategicpartnershipsforQuova,inc.,aninformation technology company delivering IP geolocation for a myriad of applications including marketing, security and compliance

 

Ë  Prospected and sold IP Geolocation data for myriad of applications to companies including AutoTrader.com, Fiserv, Oracle, National City, Guardian Analytics, Cybersource, Arcot, etc

Ë  Developed GTM strategies with ISVs to market and sell geolocation enabled applications

Ë  Developed partner certification and training program

Ë  Managed Quova’s global partnership with Oracle for their identity management suite of products

 

Loan360                      Sr. Vice President of Lending                                                   Los Angeles, CA

2002-2008                    Ownedandmanagedaboutiquelendingfirmofferingresidential,commercialandconstructionlending in Southern California specializing in construction lending and the second homemarket.

 

Ë  Developed and managed relationships with local realtors and clients

Ë  Responsible for the success and mentoring of 6 loan officers working for Loan360

Ë  Implemented innovative technology for status notification of all parties to a loan transaction

 

Crystal Decisions         CustomerRelationshipManager                                             Los Angeles, CA

2000-2002                    Responsible for the success and development Crystal Decision’s largestcustomers

 

Ë  Built relationships with strategic customers including SBC, Nike, Apple, and Chevron

Ë  Identified over $600K in revenue opportunities from support and product upgrades

Ë  Supported two user groups developing agendas and driving participation

Ë  Consulted in the development of “New Customer Orientation Handbook” and program

 

 PeopleSoft,Inc             Sr. Account Manager                                                               Los Angeles, CA

 1999-2000                     Served as the sole CRM Account Manager for SouthernCalifornia

 

Ë  Oriented ERP Account Managers on Vantive customer expectations and implementations

Ë  Managed business relationships with all CRM customers increasing customer satisfaction

 

 1997-1999                   Customer Success Manager - Vantive

Customer Success Manager for an early leader in CRM, and served as a consultant to strategic         customers to assist in managing customer data and relationships.

 

Ë  Managed business relationships with 15 Fortune 500 companies from implementation to expansion

Ë  Developed and administrated 2 regional user groups

Ë  Achieved highest revenue targets of any Customer Success Manager in my region in 1998

Ë  Recognized for significant achievement by Chicago Sales Management 1998, and 1999

 

 EDUCATION AND TRAINING

1999	AMA – Project Management, Communications
1990-1991	University of Houston
1989-1990	McNeese State University

 

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