Account Coordinator at Sunbit (2025-07 – Present)
- Own the full onboarding and implementation lifecycle for 30–40 dental and healthcare office accounts each month, configuring Sunbit's BNPL platform to fit each practice's workflow and guiding them to a successful go-live.
- Run live training sessions with front-office staff, coaching them to offer financing consistently and confidently across both prime and subprime patient segments.
- Monitor usage dashboards to spot trends and proactively reach out with best practices, helping push average purchases per practice up to 4.3 a month with an average loan value around $1,200.
- Act as the day-to-day point of contact for client questions, partnering with sales, support, and product teams to diagnose and resolve system bottlenecks quickly.
- Walk practices through compliance requirements and risk policies, and flag suspicious activity to the internal risk team when needed.
Sales Specialist at Aura (2024-04 – 2025-07)
- Built trusted, long-term relationships with key accounts through regular check-ins, consistently hitting 100% of quota month over month.
- Owned customer retention end-to-end — fielding inbound cancellation requests and running outbound save campaigns to protect recurring revenue.
- Trained new hires on product knowledge and sales process, helping ramp them to full productivity faster.
- Partnered with Salesforce architects to improve workflows across sales and retention operations.
- Advised customers on online security and digital asset protection, translating technical concepts into clear, actionable guidance.
Paid Media Account Manager at Logical Position (2023-10 – 2024-03)
- Served as the main point of contact for a book of small-to-medium business clients' PPC campaigns and broader digital marketing strategy.
- Built performance reports and presented results and growth opportunities to senior management.
- Kept accurate CRM records across multiple accounts while managing competing deadlines.
- Provided hands-on technical support to clients when campaigns needed troubleshooting.
Renewal Account Manager at MarketStar (Asana Account) (2022-08 – 2023-10)
- Managed contract renewals for Asana's mid-market customers, negotiating terms and pricing to maximize revenue retention.
- Identified upsell and cross-sell opportunities within the existing customer base to grow account value.
- Reported on renewal rates and customer trends to leadership to inform planning and strategy.
- Partnered with finance, sales, and support teams to resolve customer escalations quickly.
Account Executive – Sales at Yelp (2020-11 – 2021-12)
- Built relationships with small business owners across the US and Canada to grow their advertising with Yelp, bringing in over $105K in sales revenue within 12 months.
- Advised customers on which advertising options fit their goals and handled escalations with a focus on long-term retention.
Account Manager, B2B Business Development at MarketStar (Dropbox Account) (2018-10 – 2020-04)
- Maintained a 91% customer satisfaction score for 12 straight months while managing up to 80+ chat interactions a day.
- Gathered client feedback through pilot programs that led to real changes in Dropbox's site and app UX, including pricing and landing pages.
- Helped customers with product training, plan upgrades, and getting more value out of their subscription.
- Sat in on weekly meetings with Dropbox's marketing and product teams to share customer feedback.
Credit Repair Specialist at Lexington Law (2018-05 – 2018-10)
- Built rapport with clients, explained services clearly, and managed inbound/outbound calls about credit history.
- Converted 20% of inbound credit repair inquiries into sales.
