Yotpo

Yotpo is an eCommerce retention marketing platform offering integrated solutions for Loyalty & Referrals, Email & SMS Marketing, Reviews, and Visual UGC — saving time and increasing ROI for brands of all sizes.

Mid-Market/Enterprise Business Development Representative

- 235% overall quota attainment. 
- $397k in new business pipeline generated.
- Sourced $53k in new business revenue for the company.

Q3:
- 322% quota attainment during Ramp (August 2023 & September 2023).
- $122k in new business pipeline generated. 
- Sourced $24k in new business revenue for the company.

Q4:
- 148% quota attainment (October 2023; last month of ramp, November 2023 & December 2023).
- $275k in new business pipeline generated. 
- Sourced $29k in new business revenue for the company.

Sales Development Representative, Inbound

Alive & Free Consulting

• Lead prospects through a 7-step sales process to uncover pain points and empower them to step into our transformative solution to accelerate their cash flow, time freedom and overall impact
• Track personal pipeline and sales activity via CRM system to ensure consistent revenue and business growth
• Conduct warm leads triage via text communications and 5-10 minute phone calls prior to setting an appointment with myself or another Enrollment Specialist on the team
• Establish relationships with prospects via Zoom communications and engagement of visual presentations
• Generated $46,694 in revenue for the company by closing 18 customers on business/personal solutions YTD
• Complete at least 1-hour of sales training daily to cultivate a personal standard for ethical business practices
• Partner with Sales Development team to create innovative follow-up strategies to pique interest in leads
 • Ensure precise recording of phone and text message interactions with potential clients in Close CRM
• Send out Video Sales Letter (VSL) and other marketing materials to leads to effectively engage and prepare them for sales calls
• Consistently follow up with previous customers to ensure their satisfaction, build a strong relationship, and eventually request referrals
• Practice objection handling, tonality, and cadence for sales calls through role-playing sessions with sales manager and team

Account Executive

Morgan Stanley

Provided exceptional client service and efficiently managed tax operations, ensuring accurate reporting and compliance with regulatory requirements.

Tax Reporting Associate

JPMorgan Chase & Co.

• Played a key role in executing audit ready initiatives, ensuring accurate SEC filings, and facilitating timely reporting of 10-K and 10-Q financial statements.
• Collaborated closely with marketing teams to design and execute tailored financial strategies for credit card portfolios, ensuring alignment between financial goals and marketing objectives, optimizing budget allocation, maximizing return on investment (ROI), and driving overall business growth.

Financial Analyst

Building a #BetterWorkingWorld by providing trust through assurance and helping organizations grow, transform & operate.

Audit Intern

State University of New York at Plattsburgh

Financial Accounting Tutor

• Oversaw membership events that ultimately resulted in an increase in chapter membership by 30%
• Executed new, clear, and attainable goals to revitalize the structure of the Executive Board in accordance with the organization’s motto, “Lifting As We Climb”
• Fundraised over $5,000 from various resources on campus in order to cover transportation, lodging, and registration expenses of 14 students attending the 40th Annual Eastern Region Student Conference 
•Implemented internship program, as a form of succession planning, in order to mentor potential candidates to take office in the succeeding Executive Board

National Association of Black Accountants, Inc. Student Chapter President

Helping brands get more from their eCommerce retention marketing with connected solutions that maximize the value of their customers.

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