About Me.
Hey there! With over 10 years of experience in accounting, 4 years ago I decided to switch things up and transitioned to software sales, sticking to fintech where my strengths lie. I've become passionate about helping accounting teams grow and thrive, being able to access impactful technology with ease. I'm excited to share my knowledge and expertise with you. So take a look around and lets connect. Thanks for dropping by!
Experience
Skilled professional with an ability to communicate authentically with prospects, but also effectively with internal terms to keep processes in place and keep goals and initiatives moving forward. My experience in the Accounting and Finance industry makes the sales process for FinTech products easy and manageable.
March 2020 - Present
Invoiced, Inc
Account Executive
Field inbound warm leads, build relationships from the initial product demo through contract and implementation handoff. Key in helping build strategy and process for newly developed Sales team, and training new hires. Consistently outperformed quotas between 110%-150% YoY for the last 3 years.
November 2018 - March 2020
Invoiced, Inc
Customer Success Manager
Oversee all enterprise-level customer implementations; ensures onboarding with minimal disruption of existing processes. Created standard internal implementation process from end-to-end and continued support for all enterprise accounts. Personally manage all customers from project kick off through go-live and continue to support and maintain the relationship through the duration of the contract. Help troubleshoot issues and work closely with users to incorporate process improvements, including advanced process guidance and implementation. Liaise with the development team regarding custom work and bug fixes. Contribute to the sales process and onsite trade shows.
September 2015 - November 2018
Independent Contractor - Small Business Accounting
tuit certified QuickBooks ProAdvisor for Desktop, Online, and Enterprise. Handled QuickBooks conversion and implementation needs, and any ongoing bookkeeping work including trial balance correction, balance sheet reconciliations, inventory upload and issue management, month end, quarter end and fiscal year end closings.