Salesforce

Account Executive

Monumental Shift

As a sales leader at the world's premier agency for marketing thought leaders, I am an expert in driving business development and sales success. My focus is on leveraging cutting-edge data analytics to manage and increase pipeline, while also developing and selling SaaS technology platforms. With a proven track record of success, I am dedicated to helping companies achieve their sales goals and drive growth.

Director of Sales

Brick&Mortar

Managed day-to-day sales operations for a Real Estate Brokerage start-up, catering to investors, development companies, and end users. Collaborated with the executive team to successfully create and execute sales strategies to drive year-over-year growth in a dynamic urban market. Proven track record of hiring, managing, and training a team of 15-20 sales agents while consistently achieving sales targets. Accountable for ongoing financial reporting, including quarterly and annual reconciliation of all business accounts. Expertise in sales management, business development, and sales success.

Director of Business Development

Fairholme Capital Management

Highly visible client-facing role responsible for separately managed accounts and partnership clients including high net-worth individuals, celebrities, trusts, investment funds, and family offices ($25MM minimum).
Collaborated with Bruce Berkowitz (2009 Morningstar Fund Manager of the Year & Fund
Manager of the Decade) to communicate and execute investment strategies and commentary to investors and prospective clients.
Liaison between Fairholme Capital Management, L.L.C., (the advisor to Fairholme Funds Inc. approximately $8B under management) and transfer agent/service provider, Bank of New York Mellon.

Investor Relations

The District LLC

Acted as Sales Manager and Financial Controller for business grossing over $1.25MM+ annually.
Managed $1MM annual operating budget and day-to-day finances, including payroll, A/P, A/R. Grew business by 20% on a year-over-year basis. Directed integrated marketing initiatives, business development, and sales strategies.

Director of Sales / Co-Owner

Charles Schwab

Created, implemented, and managed business development strategy for $1 Billion client base. Managed and coached branch representatives throughout sales development process.
Developed and closed $5 million in net new assets per quarter by managing relationships with affluent clients while aggregating new business through up-selling and cross-selling Schwab products. Partnered with corporate and retail brand marketing to execute national and regional campaigns to uncover new business opportunities. Acted as liaison between Investment Management partners and branch office.

Sales Manager & Investment Specialist II

Wit Capital

Registered representative for pre-IPO Fintech startup focused on sales development and customer service, where I consistently exceeded quarterly sales quotas.

Registered Sales Representative

As an Account Executive at Salesforce, the world's #1 customer success company, I leverage my data analytics and SaaS expertise to bring in new customers, manage revenue streams, and maintain solid account relationships. With over 10 years of experience in sales, I have a proven track record of delivering results and driving growth in dynamic and competitive markets.

My passion is to help companies achieve their sales goals and transform their businesses with cutting-edge technology solutions. I have successfully sold SaaS platforms and data-driven products to various industries, including real estate, marketing, and education. I excel at building rapport, negotiating, and closing deals with C-level executives and key decision-makers. I am also fluent in Spanish and English, which enables me to communicate effectively with diverse and global clients.

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