Since the beginning of the pandemic, I have leveraged my diverse background in enterprise software sales, web design, business analysis, project leadership, and financial services and partnered with several companies. Successfully onboarding new clients and completing contract work to mitigate pandemic disruptions. 

I have worked with start-ups, healthcare companies, web development agencies, digital marketing technologies, customer engagement, and cybersecurity. 

I have partnerships specializing in providing tailored website solutions for B2B companies. I have led Agile development teams to execute interactive media strategies, managed sprint planning, defined project scopes, documented requirements, and engineered successful project turnarounds. 

Additionally, I have overseen the full sales cycle for digital workflow management software solutions, created customer presentations, proposals, and web demonstrations, and negotiated pricing and contract terms to close deals. 

Throughout my career, I have demonstrated resilience, adaptability, and a commitment to driving revenue growth and operational efficiency through strategic sales and project management.

Consulting & Partnering - Sales/Web Development/Business Analysis/PM

JRM Web Marketing

JRM Web Marketing is a B2B WordPress agency serving clients nationally. Under the expertise of our team of web developers, we specialize in providing tailored WordPress website solutions for B2B companies. Our services include website audits, creation or redesign, continuous maintenance, web vitals optimization, and adaptable web development support.

We focus on building strong partnerships with our clients and serving as a website partner for their marketing team. By improving website load times, optimizing web vitals, and enhancing user experience, we help increase lead conversions and ultimately drive revenue growth. Our solutions, crafted by our experienced web developers, also bolster their online presence, making it easier for their ideal buyer to find them. If you're looking to elevate your website's performance and drive tangible business outcomes, we're here to help. Feel free to reach out to us.

Web Consultant

Halo Media LLC

We are a team of digital-native designers, developers, and entrepreneurial minds solving business challenges of every shape and size. We help our clients form deep, meaningful relationships with their audience through technology.

Steer roadmap for Agile development teams executing interactive media strategy, development, and implementation. Lead sprint planning using Kanban Board within JIRA and meetings that elicit, gather, discover, and document requirements and acceptance criteria. Define MVP scope for projects while identifying project key stakeholders as well as user personas and needs. Set a clear team vision and mission while monitoring team health, surfacing risks related to team members, and measuring team motivation levels. Command story writing, gherkin script, and backlog refinement in addition to creating functional documentation utilizing BPMN modeling techniques to map out business process flow in Visio and FlowMapp. Triage simultaneous projects, ensuring all stay on time and on budget, being mindful of scope creep, and tracking change requests/management. Collaborate with product owners to prioritize user stories for sprint planning and story point estimation with development and QA teams.

- Produced positive relationships with the stakeholders through proactive communication, ensuring clients understood the scope and limitations of the project while setting realistic expectations for delivery. 
- Engineered a successful project turn around for a failing project and moved onto the implementation team.

Business Analyst / Delivery Management

AutoVitals

The AutoVitals’ team is obsessed with enabling auto repair shops to achieve results never before possible with traditional paper-based methods. The Digital Shop ® Advantage means the most innovative and impactful products, a commitment to developing and instilling industry best practices in everything we do, and the automotive industry’s most thriving and collaborative online community.
Achieved 175%+ of quota.

Account Executive

Stibo Systems

Stibo Systems’ unique business-first, people-centric approach has made our MDM solutions the choice of forward-thinking companies around the world representing a broad cross-section of industries.

Working together, we’ve helped them unlock the strategic value of their master data in order to improve the customer experience, spur innovation and drive business growth.

In doing so, we’ve also empowered them to create an essential data-driven foundation for competitive differentiation and digital transformation.

A privately held subsidiary of the Stibo A/S group, founded in 1794, Stibo Systems is headquartered in Aarhus, Denmark. From the start, we've had a vision for the future that’s led to a history of innovation.

Role
•	Sold Master Data Management (MDM) solutions into mid-market organizations, in all industry verticals, $1 Billion and under in annual revenue
•	Targeted large companies Retail, Distribution, Manufacturing and Finance
•	Territory covered around 19 states in the West Region of the United States
•	Provide insight into how MDM can improve business processes and increase revenue
•	Lead meetings and demonstrations onsite and online. Around 25% Travel expectation 
•	Participate in personal and partner-based outbound campaigns.
•	Coordinated responses to RFIs/RFPs.

Sales Executive

OpenText

OpenText offers EIM software systems and services that let you build a cohesive information management strategy that leverages existing assets, meets urgent needs and establishes a fast path to the future. We believe that good information strategy is good business strategy, and that an effective EIM strategy requires three things: Information Readiness, Information Capabilities, and Information Confidence.

"The next information revolution asks, What is the MEANING of information, and what is its PURPOSE? And this is leading rapidly to redefining the tasks to be done with the help of information, and with it, to redefining the institutions that do these tasks." - Peter Drucker

Role:
•	Sold a platform of Enterprise Information Management (EIM) solutions into mid-markets organizations around $1 Billion and under in annual revenue in all verticals. 
•	Cross-sold OpenText products EIM to existing customers as well as new customers on license sales. 
•	Territory covered around 15 states in the West Region of the United States
•	Closed business from channel relationships with resellers and system integrators.  
•	Qualify leads generated by account development teams and marketing campaigns and convert leads into closed sales opportunities 
•	Developed quotes and responded to RFIs/RFPs, coordinate and present online demonstrations of OpenText products and services
•	Utilized Salesforce, Discovery.org and LinkedIn as tools to manage sales cycles from prospecting to close.  
•	Possessed working knowledge of OpenText’s 7 pillar platform; Customer Experience Management (CEM), Digital Process Automation (DPA), Business Network, Enterprise Content Management (ECM), Discovery, Security, and AI & Analytics
•	Won every internal sales presentation competition entered.

BonitaSoft

Bonitasoft BPM, which offers a low code BPM-based application platform for digital transformation. I had been with the company since April 2011. For most my time with Bonitasoft my territory was all industry verticals in North America. In later years, my territory become more specialized focusing only on the financial vertical in NA. 

I was responsible for the full sales cycle:
•	Qualifying personal and marketing generated leads
•	Solution Development with all Stakeholders
•	Virtual or onsite Demonstrations / Presentations
•	Working with Bonitasoft Technical Partners
•	Cost-Benefit Analysis
•	Negotiating proposals with Executive Teams, Procurement and Legal departments
•	Face to face meetings / Travel
•	Closing Contractual Agreements
•	Managing Client’s Subscriptions
•	Up-selling and Continuing to growing the relationship with the client

Most of my conversations were with software developers and C-level IT leaders. The target market for Bonitasoft is mid-large corporations in diverse verticals. I have experience with managing accounts in Finance, Energy, Multi-media, Education, Non-Profits, etc. Regarding my achievements at Bonitasoft, I have been consistently recognized by the executive team as a top sales representative 5 years in a row by managing sales cycles from beginning to end.  Achieved 134% of quota for 2016, 91% of quota for 2015, 158% of quota for 2014, 112% of quota for 2013, and 120% of quota for 2012

Senior Sales, North America

Citi

As a bank officer, I was primarily responsible to create my own sales campaigns and marketing strategies to generate new checking accounts, savings accounts, credit cards, personal loans and home loans for individuals and organizations. I often went to businesses in the community to work with them to provide banking options for their employees. I collaborated with team-members from departments in Business Accounts, Mortgages and Wealth Management. I served as a Notary and was responsible to review many other sensitive and legal documents. I was entrusted to open and close the branch and often worked 5 to 6 days a week. 

Also, I saw my role as a banker in its truest sense, as a trusted member of the community. My job was to offer the members of the San Carlos community feedback on their banking practices and have discussions with clients around buying behaviors and lifestyle requirements. During the Great Recession, I could answer questions around personal finances, patiently walk through difficult financial decisions that had major impact on my client's life and relationships. Many clients would come in just to have a friendly conversation. It was my responsibility to find ways to upgrade and enhance their banking experience and leverage Citibank's rewards program so that their financial behaviors were beneficial to their banking experience

Sales / Personal Banker

Franklin Templeton Investments

At Franklin Templeton, it was my responsibility to be a licensed securities professional. I was required to complete the Series 6 and 63 license and function as sort of a financial advisor to other financial advisors from other financial services firms.  My role was to have conversations with financial advisors from organizations like Morgan Stanley, Wells Fargo, Merrill Lynch, LPL, etc.  These advisors were looking to me to provide insight on how best to use Franklin Templeton’s rich portfolio of funds for their clients’ wealth management goals.
 
Since Franklin’s family of funds was global and diverse, touching just about every single asset class in the world of investments, it was important for me to daily and consistently research global markets in relation to the Franklin Templeton funds. It was my responsibility to have a skillful regard to prudent investment strategy and use Franklin Templeton funds to create impressive hypothetical investment scenarios which helped the financial advisor close business from tens of thousands of dollars to multi-million dollar trades.  I could help financial advisors find prudent ways to help their clients through the beginning of the Great Recession.

I was entrusted to train new sales staff on location and at satellite locations. Was sent on three separate occasions by management to train a new team of Sales Associates and Internal Wholesalers in Franklin’s sister branch in Sacramento, CA. Showed leadership by hosting several of the Franklin’s Sales department’s Competitive Sales Series (CSS) competitions which allowed new sales reps to give better sales presentations.

Senior Sales Associate

Hayward Unified School District

Taught special education class in partnership with HUSD, Seneca Center, and Alameda County for Sept. 2003 – Mar 2004.  Instructed students identified by the institution as emotionally disturbed adolescents from ages 14-18. Familiar with writing Individual Education Plans (IEPs). Responsible for teaching several different subjects like Math, World History, American History, English, etc. Responsible for coordinating meeting between District Staff, outside agencies and parents to discuss students’ educational program. Responsible to create lesson plans that meet the need of every individual student. Substitute taught classes from K-12, and was often specially requested by full-time teachers in the district.

 Teacher

I specialize in empowering small to mid-sized companies with two strategic assets: Website Development and Sales Process. With extensive experience in B2B sales, I excel at driving web development projects, leading agile teams, and building productive relationships with stakeholders.

Web Development: A professional, user-friendly website enhances your brand, attracts customers, and boosts sales. It’s the heart of your brand’s online presence, building trust and credibility while facilitating seamless transactions. I am in certified UX/UI design, skilled in business analysis, design thinking, gherkin script, coding (HTML, CSS, ..) and agile project management.  I partner with designers and technical leaders to deliver solutions that meet client needs, ensuring operational excellence and relationship building. 

Senior Sales Executive: Consistently driven impressive results in B2B sales across various industries, including finance, energy, multimedia, education, and non-profit. Known for exceeding sales targets, averaging 110% over 15 years, I excel in strategic sales process optimization, customer-centric selling, and leadership. My experience includes managing full sales cycles, developing and maintaining client relationships, and delivering tailored software solutions. Notable achievements include exceeding sales targets. I have a proven track record of driving revenue and adoption through innovative sales strategies. My strategic sales initiatives consistently deliver strong results, leveraging diverse technology platforms for digital transformation.

Known for solving complex issues and leading teams to generate significant returns, I am committed to elevating businesses with these strategic assets for sustained success and growth.

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