Catalyst Software

Catalyst is the leading customer growth engine for your go-to-market team that unlocks insights on how to easily grow and retain revenue from your #1 asset, your customers.

Community Manager

Sendoso

→ Managed a private community with 500+ members to provide new campaign ideas, resources, and content to increase product adoption and user experience.

→ Collaborate with customer success and account management team to identify and build out new case studies.

→ Hosted quarterly group reference event to increase upsell, which led to $25K in closed won attribution.

Customer Community Manager

Sendoso is the leading Sending Platform (SP) that delivers modern direct mail, personalized gifts, eGifts, and other physical impressions at scale.

→ Spearheaded the creation of an efficient way to pull metrics for Executive Business Reviews from 1 hour to 15 minutes by implementing a cross-functional review process in collaboration with business operations.

→ Partner with 9 CSMs to help manage their book of business with our largest accounts; a total book of business ARR > $2M.

→ Created custom reports for our top enterprise customers to provide insights and data usage.

Core Contributions: ⤵
» Built out CSA Playbook within the first month of joining.

Customer Success Associate

TigerGraph

→ Managed entire direct mail campaign to accelerate opportunities which led to $9M influenced pipeline with $35k budget.

→ Championed and owned Drift launch, creating $45K in pipeline in a few weeks.

→ Focused on driving top-of-funnel prospects further in conversion and into the sales cycle to increase pipeline.

→ Collaborate with field marketing and marketing ops to drive attendees for webinars, & in-person events.

→ Owned marketing tech stack: Sendoso, HubSpot, & Drift.

Marketing Program Specialist

TigerGraph is a platform for advanced analytics and machine learning on connected data.  

Core Contributions: ⤵
» FY22 Q1: 104% - Quota Attainment 
» FY22 Q2: 201% - Quota Attainment
» Generated $1.2M in pipeline FY22 Q2.
» Sourced $200k in closed-won business.

Sales Development Representative

DataStax

DataStax is the open, multi-cloud stack for modern data apps. DataStax gives enterprises the freedom of choice, simplicity, and true cloud economics to deploy massive data, delivered via APIs, powering rich interactions on multi-cloud, open-source and Kubernetes.

→ Daily use of Sendoso, SFDC, LinkedIn Sales Navigator, Outreach, ZoomInfo, Drift, and Engagio, to increase workflow proficiency.

→ Implemented a standard pre-sales process for identifying opportunities, generating interest, solution verification, and prospect education.

→ Collaborated with marketing team to initiate and drive new campaigns to events, product launches, webinars, and technical workshops.

Core Contributions: ⤵
» Sourced > 500k in new pipeline.
» Achieved over 125% of quota MoM.
» Exceeded Stage 2 Annual Quota Attainment: FY19 – 125%

Business Development Representative

Wells Fargo

→ Responsible for the entire customer journey from onboarding, retention, expansion, renewal, and providing ongoing customer support.

→ Developed success plans for customers that outline their critical success factors, metrics for success, key project deliverable milestones, and address any potential issues with a resolution plan of action.

→ Effectively acquired, managed, and grew account relationships with higher value clients with annual gross sales of $1MM to $10MM.

→ Consistently driving new business by nurturing and converting a network of individuals in the Greater Bay Region. 

Core Contributions: ⤵
» Closed Won $1.5M in loan production FY19 Q2.
» Grew customer portfolio by 45% to over 250 clients within my first 12 months.
» Maintained a 90%+ average CSAT score from direct customer survey responses, resulting in earlier renewals and increased platform adoption in Treasury Management.

Business Relationship Manager

→ Identified and implemented new projects/programs from start to finish to deliver on business management strategy and operational plans.

→ Consolidated, analyzed, and interpreted customer activity to provide data-driven recommendations to increase customer retention.

→ Managed weekly, monthly, and quarterly executive-level status reports to manage business risks such as Regulation E, BSA, and OFAC. 

Core Contributions: ⤵
» #1 BA averaging 300 completed service jobs before SLA deadline per month before promotion. (Company Record)

Business Associate

→ Partnered with mortgage and business specialists to build customized solutions and help clients leverage the full value of focused loan and investment opportunities.

→ Effectively prospected on lead generations from partner referrals, cold calls, and networking events.

Core Contributions: ⤵
» Exceeded all quarter and annual goals contributing more than 30% of the branches total production.

Personal Banker II

Personal Banker

Teller

Community Manager @ Catalyst Software

In 2019, I pivoted from working in financial services to a growth-stage start-up.

Outside of work, I enjoy: 

→ Being outdoors. 🏕️
→ Exploring new boba spots. 🧋
→ Hip-Hop/R&B music, especially 90s/2000s throwback. 🎵

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