CRS is the single platform for all credit, fraud, and compliance needs, helping companies make powerful, accurate, data-driven decisions. As a Credit Reporting Agency and certified reseller for Experian®, TransUnion®, and Equifax®, CRS partners and integrates with bureaus and other providers to simplify vetting, compliance, and security processes. We work with the bureaus on your behalf, while unlocking multiple data sources with a single credit API connection.

Director Relationship Management

Truework

Led a team of four highly-skilled customer success teammates in a remote working environment.

Offered seamless client onboarding support for mortgage lenders transitioning to our Teams Platform.
Utilized CRM to track individual client interactions and identify potential candidates for upgrades.

Engaged with 20+ users per week via phone and video ensuring their individual success and satisfaction.
Acted as the voice for our users, communicating their experience and needs to internal product teams.
Worked closely with Live Chat Support Specialists to provide timely and exceptional client support.

Launched the "Loan Processor Podcast" to drive awareness and generate demand on LinkedIn.

Truework is changing the way personal information is shared when buying a home, leasing an apartment, or getting a new job. Starting with employment and income data, Truework is building a network of verified identity, empowering individuals to own and control their personal information.

Team Lead | Mortgage

Equinox

Responsible for the day-to-day management and motivation of 24 individual Membership Advisors.
Nominated for Equinox RSM of the Year, consistently finishing above plan achieving 7.8mm ARR.

Held our teams accountable to daily activity metrics and aggressive monthly membership goals.
Managed the flow of inbound leads and owned the quality of our sales process from start to finish.
Conducted weekly coaching calls and role-plays to better support our teams and address skill gaps.

Led monthly in-classroom sales training programs for hundreds of new sales hires and managers:

Lead Generation Best Practices
Making Phone Calls that Count
Mastering your Day
Discovery Process
Objection Handling
Closing the Sale
DiSC Assessment Training 

Leveraged Salesforce CRM to generate reports and identify trends across multiple locations.
Created and distributed 40+ video training resources that were widely adopted across the organization.
Introduced repeatable, scalable lead-driving initiatives resulting in 131% YOY increase in referral leads.

Regional Sales Manager

Managed a portfolio of 20+ key partners including Disney, Netflix, and SpaceX.
Increased corporate member count across six locations 103% YOY.
Met and exceeded sales goals, finishing 116% YTD and 720k ARR.

Conducted regular check-ins and business reviews with Benefits Leaders and Wellness Champions to address programming needs and plan wellness events that supported company initiatives: Heart Health, Mindful Eating, New Hire Orientations and Health Fairs. 

Negotiated partnership renewal terms on an annual basis, collaborating with legal team and sales operations to ensure a timely and efficient renewal process.

Led quarterly workshops for Membership Advisors to strengthen their skill sets and understanding of the Equinox High Performance Living Program to fully maximize in-club opportunities.

Account Manager

Senior Membership Advisor

Membership Advisor

Membership Coordinator

I specialize in early stage fintech relationship management. My current focus is credit data as-a-service with CRS.

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