Warmly,

We combine Clearbit, Demandbase & Bombora Intent, AI Chat, Live Chat, and Auto-Sequencing under 1 roof for Sales and Marketing teams.

Founding Engagement Manager, Product and Business Strategy

RevGenius

Member

RocketReach

- Achieved 110% quota overall.
- Supported the Account Management team by expanding existing accounts and facilitating meetings for
renewals and upsells.
- Collaborated closely with the sales and marketing teams, providing valuable insights and contributing to the development of new sales strategies.
- Acted as team administrator for sequencing tool, Outreach, and created omni-channel sequences for team use to connect with prospects.   
- Played a pivotal role in competitor analysis and market research to stay up-to-date on emerging trends and changes in the industry, presented these to the sales team through trainings.
- Identified and capitalized on inbound, outbound and expansion opportunities.
- Successfully managed and executed multiple projects simultaneously, demonstrating strong organizational and project management skills; i.e. new outbound initiatives, trainings, prospecting, calls, etc.

Account Development Representative

#GirlsClub

- 9-month program focused on developing essential sales management skills through virtual courses, live webinars, and personalized 1:1 mentoring with Sales Leaders.
- Gained exclusive insights from Digital Sales Expert and Sales Leaders with direct feedback from hiring managers, fostering a well-rounded skill set and exposure to valuable industry perspectives.

Certified GirlsClub Protege

Lusha

- Achieved 118% quota overall.
- Proactively reached out to active users on an outbound basis to drive adoption, grow accounts, and qualify sales opportunities.
- Handled new leads from distribution router while also building net new pipeline via LinkedIn and cold calling.
- Acted as a team liaison and administrator between Lusha and the engagement platform, Salesloft.
- Conducted training sessions for sales teams, focusing on effective communication, process improvement, and industry trends to enhance overall team performance.

Business Development Representative

- Achieved 135% quota overall.
- Engaged with prospects on an inbound basis, to nurture and qualify opportunities.
- Addressed new leads with the fastest response time company-wide.
- Ran an average of 5-10 discovery calls each day before passing opportunities to the Account Executive team.
- Acted as a subject matter expert on Lusha product offerings.

Sales Development Representative

Devoted Health

- Supervised high-level cases for over 80 Service Guides with resolutions within 5 business days or less.
- Coordinated and facilitated the New Hire Mentor Program involving scheduling, shadowing, and practice.
- Acted in a supervisory capacity to assist Service Guides and resolve escalated member issues.
- Supported Service Guides by monitoring and answering benefit-related questions during live calls via Slack.

Senior Member Service Guide

- Developed complete understanding of benefit offerings to investigate and resolve member inquiries.
- Documented accurate and complete information regarding member needs and interactions.
- Designed SOPs for the continuing education and skill training of the Service Guide department.
- Communicated with other team members and departments for 100% same-day case resolution rate.
- Facilitated various training courses for 60+ new hires and other departments like Sales and the Medical Group.

Member Service Guide

The Cape Cod Five Cents Savings Bank

- Provided guidance and support to 10+ employees for transactions requiring higher authority.
- Developed and maintained relationships with high value customers during their interactions with the branch.
- Managed branch cash limits by sending and receiving shipments, replenishing and balancing ATMs,
and meeting business demands and cash limits.
- Conducted weekly and quarterly audits on cash dispensers, coin machine, teller drawers, and cash vault.
- Ensured adherence to bank policies and procedures including security measures and dual control.

Financial Service Representative Supervisor

- Provided excellent customer care relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures.
- Determined customer’s existing and prospective financial needs and identified referrals to other business lines i.e. Investment Services, Retirement Services, Trust & Asset Management, etc.
- Communicated with clients during the various stages of the loan process from application to closing.

Financial Service Representative

Customer Success Manager @ Warmly,

As a Customer Success Manager at Warmly, I help sales and marketing teams leverage the power of data, AI, and automation to connect with their prospects and grow their revenue. I work closely with our clients to understand their needs, provide solutions, and ensure their satisfaction and retention.

I have a strong background in sales where I supported account management, and contributed to sales strategy and market research. I am also a certified GirlsClub Protege and a member of RevGenius, where I receive mentorship and training to advance my career and learn from diverse experts and peers. 

I hold dual Bachelor of Science degrees in Kinesiology and Exercise Science and Public Health from the University of Massachusetts Amherst, where I developed a passion for fitness and holistic wellness. I am always eager to learn new skills, connect with diverse people, and contribute to meaningful causes.

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