1331 Solutions, Toronto, Canada Jul 2022 – Oct 2022
Director, Recruiting A client and candidate oriented leader who emphasises relationship building in the acquisition of A+ candidates for: Accounting, Engineering and IT.
- Built and enhanced a multi channel candidate acquisition process
- Implemented and configured the Ceipal ATS (Applicant Tracking System)
- Built a pipeline of candidate valued at 1,250, 000 in my first 45 days
- Added multiple new clients to our roster
Flosum, Toronto, Canada Nov 2020 – Jun 2022
Director Global Strategic Alliances An alliance and partnership accelerator that excels at creating producing partnerships through the C-suite, alliances, technical and functional stakeholders. Able to take a partner though product overview, functional, technical enablement, and logo share in a rapid manner.
- Converted the Center of Excellence for the world #1 Salesforce implementor into a $1,000,000 annual partnership
- Able to accelerate GSI and product partnerships from infancy to sales team collaboration and full logo share
- Support all aspects of partner acceleration. Content creation, marketing planning, technical and functional enablement, sales enablement and facilitating product integration discussions.
NexJ Systems, Toronto, Canada Oct 2018 - Apr 2020
Pre-Sales Engineer, Solutions Consultant A results-driven sales and presentation specialist, for enterprise and mid-market CRM, that drives business development alongside Account Executives and Account Managers via thorough research, deep discovery, refined messaging, exceptional presentations, success planning and Consultative Selling (Challenger Model).
- Builds partnerships with prospects by understanding their project requirements and success criteria
- Provide exemplary pre-sales expertise through functional presentations and ongoing sales consultation
- Drive business development with: POV and POC support, crafting use cases, ROI calculations, demonstration videos, webinars, competitor matrix, demo script and messaging enhancement
- Maintains demo environments with high attention to detail, professional looking and targeted data, while adhering to security and operational protocols
- Anchored conference activations
- Works collaboratively with: Product, Messaging and Marketing during the development, launch and refinement of products and campaigns
- Develop and maintain regulatory and business knowledge of industry direction and trends
- Researched and calculated the total addressable market and assembled competitor matrix for a new product launch
- Enhanced Go To Market strategy, developed messaging, created contact exhaustion strategy to support inside sales
Strongpoint, Toronto, Canada May 2016 – Aug 2018
Pre-Sales Engineer Sep 2017 – Aug 2018
Presentation specialist, in NetSuite and Salesforce with the ability to provide tactical and strategic enhancement of: Demand Generation, Account Executives sales cycle, Sales Engineering resources, Account Management productivity, Product Development, Marketing and Conference / Sponsorship programs
- Provide exemplary pre-sales expertise through functional and product presentations and ongoing sales consultation
- Maintained a 99% “interest generated” and 40% close rate
- Drive business development with: crafted use cases, ROI calculations, demonstration videos, Q&A library, webinars, competitor matrix and training materials
- Spearheaded the success of our conference and road shows program. Set company records by booking over 100 demonstrations in Q4 2017 – Q1-Q2 2018
- Driving business development initiatives at SuiteWorld, Dreamforce, TrailheaDX and within NetSuite and Salesforce User Groups
- Pipeline Analysis and Reporting, Sales Forecasting, team training and new hire onboarding
Producing Manager of Inside Sales Nov 2017 - Mar 2018
A respected leader in Inside Sales that innovated our program from test trial to effective business unit with a 30-day path to profitability per new employee.
- Researched and trialed Proof of Concept for Inside Sales Team
- Launched ISR program from the ground up including, premium target research, simplified messaging, contact exhaustion strategy, CRM optimization, ISR training, reporting creation and scaled for growth
- Fostered 250% growth in team prospect generation
Partner Channel Manager / Account Executive May 2016 – Aug 2017
Responsible for driving new opportunities and growing revenue through building strong relationships with our strategic, implementation and alliance partners
- Built strong client relationships with C-level executives to present revenue drivers and shape the relationship in terms of expectations, planning, strategy, and execution
- Developed 30+ NetSuite Partners and helped them achieve their business goals
- Increased Partner revenue by 200%
- Defined and executed account sales plans for assigned Named Accounts and then met and exceeded sales goals, through prospecting, qualifying, managing and closing sales opportunities
- Worked closely with prospect companies’ top executives to articulate business requirements, and deliver technical solutions involving long-term customer relationships
CIBC, Toronto, Canada Nov. 2005 – Apr. 2016
Senior Supervisor, Special Products Apr. 2014 – Apr. 2016
Coached a team of up to 15 customer service and administration representatives to achieve a high level of productivity and customer satisfaction while supporting Wood Gundy Investment Advisors.
- Coached team for development enhanced training paths and provided ongoing enhancement of training tools resulting in multiple team quarterly achievement awards and 33% of team exceeded expectations
- Processed 400% more call quality reviews and delivered ongoing coaching.
- Selected for MyClient rollout as Subject Matter Expert and improved Service Level Agreement success by 15%
CIBC, Toronto, Canada Nov. 2010 – Mar. 2014
Portfolio Administrator
Enhanced policies and procedures as I traded bonds, debentures and equities. Processed allocations, FX, block trades and adjusted portfolio weightings.
- Expertise of market mechanics, financial analysis, investment products and trading platforms
- Enhanced validation and tracking processes by improving audit controls and transparency
- Consolidated training materials, re-mastered new hire checklists and platforms which minimized errors
- Created an accrued interest comparison calculator used to resolve discrepancies of bonds between systems
