Thomson Reuters

I work with our largest law firm clients, building relationships, increasing awareness, and sharing best practices around utilizing CI tools that provide legal market intelligence and financial benchmarking insights that our clients use to set and guide their strategic growth initiatives.  I partner with clients in a consultative manner to understand each client's growth initiatives, reputation, and market footprint so that I can share targeted solutions that will be impactful for their business.

Senior Sales Executive

WIT Legal, LLC

WIT (formerly a division of DOAR, Inc.) is an expert witness agency representing the world's top consulting and testifying experts.  

During my time at DOAR and WIT Legal I established new client relationships and business by calling on partners from elite law firms while working to identify and address their expert witness needs in a wide range of litigation issues.  Focused on key practice areas including IP, energy, class actions, mass torts, financial services, complex commercial disputes, and white-collar crimes.  Competed in a crowded and competitive market by providing a high level of service and dedication to my clients, monitoring emerging trends in litigation, having a deep understanding of specific matters attorneys are handling, and finding the best expert to match those needs.  Surpassed performance goals.

Client Manager at WIT Legal, LLC (formerly DOAR, Inc.)

DOAR, Inc.

Having spent more than twenty years consulting with law firms and in-house counsel regarding litigation and business development research, I leveraged that experience to fully understand the needs of DOAR’s clients and then match DOAR’s wide range of consulting services with a client’s particular case needs.  I provided expertise on the retention of industry and academic experts who can best advance a client’s litigation strategy and served as the key liaison between clients and trial consulting teams to ensure seamless communication and success.

Litigation Consultant

Surpassed retention and new business quotas by managing team of business development client managers and sales executives, as well as acting as product expert and sales specialist for competitive intelligence and artificial intelligence products.

- Hired, trained, managed, and mentored specialty teams that consistently retained and grew over $32M in competitive intelligence business development software subscriptions with professional service organizations in a crowded and competitive market.

- Consistently surpassed team growth goals while driving excellence with a product that developed one of the highest retention rates within organization. 

- Created account management, sales representative and client training programs.

- Known as "must have" presenter to close new business.

- Developed reputation as thought leader and trusted advisor to industry clients while consulting on use of competitive intelligence for strategy, business growth insights, strategic planning, competitive threats, merger analysis, practice growth analysis, and more.

- Acted as product spokesperson and best practices expert for business development tools related to competitive intelligence, business intelligence, customer and enterprise relationship management software, and legal analytics involving artificial intelligence (AI).

- Spoke frequently at conferences, thought leadership programs, and in-house client events.

National Manager, Business Development

Worked closely with prominent law firms and corporations throughout the United States, guiding them in obtaining and utilizing competitive intelligence to gain an edge in winning cases, satisfying clients and strategically guiding business growth. 

- Led sales presentations, managed customer trials, onboarded new clients, created internal and external training programs, and created customer loyalty and product retention by providing best-in-class customer service.

- Built a desire for change within client organizations through discussions around technology, client needs, and best practices in the legal industry.  Discussions resulted in development of trusted advisor relationship, new business, and contract growth.

- Developed a reputation of high client satisfaction with the most demanding and high-profile clients.

- Negotiated contract renewals and upsell contracts with law firm clients.  Handled full sales process with corporate clients.  Supported competitive intelligence, business intelligence, and enterprise relationship management (ERM) business development tools.  

- Recognized within department as integral to the sales process and client retention success.

National Manager and Sales Specialist, Business Development

Consulted with law firms and companies nationwide on strategic business development initiatives and the use of competitive intelligence tools for business growth.

Senior Business Development Consultant

West Law Firm Account Manager
West Corporate Account Manager
Westlaw Academic Account Manager

Worked in law firm, corporate, government and academic segments in a consultative sales role providing  training, identifying product needs, negotiating contracts, and keeping clients happy.

- Earned Representative of the Year for exceeding client and usage preference goals.
- Earned Century Club membership (surpassing 100% of quota) eight consecutive years.
- Recognized nationally and regionally for consistently exceeding revenue goals.
- Spoke frequently at industry events, law firms, companies, and law schools.
- Developed and implemented numerous programs that increased customer retention rates.
- Managed large team of remote part-time employees.

Account Manager

Experienced business development sales and client management professional with proven record of leading teams, growing business, and helping clients make smart, data-based decisions to impact legal strategy and business growth. Specialist in legal industry business technologies with a deep understanding of competitive intelligence, market research, CRM/ERM tools, legal research, and artificial intelligence.  Customer-centric approach, client advocate, and evangelist for change that will truly make a difference within an organization.  

Key strengths include:  competitive intelligence, business development, artificial intelligence, consultative selling, product expertise, legal research, sales process, management organizational skills, strong presentation skills, public speaking, sales operations, training development programs, strategy, and expert witness assessment and placement.

Admitted to State Bar of Texas (inactive)

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