SaaS account executive with 5 years selling workflow software to mid-market operations and finance teams. Achieved 118% average quota attainment across 8 quarters through disciplined outbound, consultative discovery, and multi-threaded enterprise selling.

B2B SaaS Company

Closed $1.7M in new ARR in 2025, finishing at 124% of quota across 42 mid-market deals with an average contract value of $41K.

Built 3.4x pipeline coverage by targeting finance and operations leaders with trigger-based outbound sequences, partner referrals, and executive multi-threading.

Improved win rate from 22% to 31% by standardizing discovery around pain, buying process, business impact, and mutual success criteria.

Maintained 96% forecast accuracy by keeping Salesforce opportunity stages, next steps, and close plans current for weekly pipeline reviews.

Workflow Services Company

Sourced $2.2M qualified pipeline and 34 sales-accepted opportunities through outbound email, phone, and LinkedIn sequences.

Partnered with account executives to refine persona-specific talk tracks that increased meeting conversion by 18%.

Promoted to closing role after ranking in the top 12% of BDR team for sourced pipeline and clean CRM handoff quality.

Customer success manager with 6 years managing enterprise and mid-market SaaS portfolios up to $5.2M ARR. Improved gross retention, expansion, and product adoption through onboarding redesign, health scoring, QBRs, and executive stakeholder management.

B2B SaaS Company

Managed 58-account portfolio representing $5.2M ARR, improving gross revenue retention from 91% to 96% through risk reviews and success-plan discipline.

Created onboarding playbook that reduced median time-to-value from 41 days to 26 days for new mid-market customers.

Drove $740K expansion ARR by identifying usage growth, building executive business cases, and partnering with sales on renewal timing.

Led QBR program focused on adoption, business outcomes, and next-quarter priorities, increasing executive attendance by 34%.

Customer Operations Company

Guided 120+ customer implementations through setup, training, and go-live readiness with a 97% on-time launch rate.

Documented recurring onboarding blockers and partnered with product to simplify permissions setup for admin users.

Executive Renewal Review

Built quarterly renewal-risk review for top 25 accounts, combining adoption, support sentiment, business outcomes, and expansion timing.

Data analyst with 4 years turning messy operational and customer data into SQL models, dashboards, and recurring decision reports. Strong in stakeholder intake, metric definitions, and clear recommendations for non-technical teams.

Operations Technology Company

Rebuilt weekly revenue dashboard from manual spreadsheets into governed SQL tables and Tableau views, cutting reporting time from 6 hours to 45 minutes.

Defined activation, retention, and support-response KPIs with product and customer teams, resolving metric conflicts that had produced three competing executive reports.

Identified workflow bottleneck affecting 18% of enterprise onboarding tasks and recommended routing changes that reduced median completion time by 2.4 days.

Regional Services Company

Analyzed staffing, volume, and SLA data across 12 locations to create weekly coverage forecast used by field managers.

Audited 220,000 transaction records for duplicate and missing values, improving billing accuracy before month-end close.

Customer Retention Cohort Analysis

Built SQL cohort model and dashboard showing retention by acquisition channel, plan type, and onboarding completion; surfaced a 9-point gap tied to setup delays.

Data Quality Rules Library

Defined validation checks for duplicate accounts, missing owner fields, and stale lifecycle stages, reducing recurring manual cleanup before monthly reporting.

Continuing coursework: intermediate SQL, dashboard design, and statistics for business decisions