Denver, CO

• Managed a Salesforce pipeline of education and nonprofit accounts, documenting buyer needs, budget timing, quotes, and next-step owners.
• Qualified inbound requests by comparing product use case, delivery timeline, contract requirements, and purchasing authority before handoff.
• Maintained 102% average quarterly activity goal across calls, emails, demos scheduled, and quote follow-up during 2025.
• Partnered with customer service to resolve delivery and warranty questions that could affect reorder timing or account satisfaction.

Denver, CO

• Prepared price quotes, sample packets, reorder reminders, and delivery-date updates for small business customers.
• Updated CRM records after discovery calls with pain points, order history, competitor notes, and follow-up dates.
• Helped win repeat orders by coordinating artwork proofs, production questions, and rush-delivery expectations with operations.

• Segmented college housing prospects by purchasing window, prior order history, and product category before outbound outreach.
• Created call notes and email templates that kept follow-up tied to delivery deadlines and campus budget timing.

Denver, CO

• Completed coursework in sales management, buyer behavior, business communication, and market research.

• Completed internal training on consultative discovery, quote accuracy, objection handling, and CRM hygiene.
• Salesforce Trailhead modules in lead management, opportunities, and reports.

• Sales motion: inbound qualification, outbound follow-up, territory prospecting, reorder development.
• CRM: Salesforce pipeline notes, activity tracking, quote status, next-step ownership.
• Buyer communication: discovery calls, product recommendations, pricing questions, delivery expectations.
• Commercial process: quotes, contract terms, handoffs, customer-service coordination, reorder timing.

Denver, CO

• Owned full-cycle mid-market sales motion from discovery through negotiation for HR operations buyers evaluating workflow automation software.
• Maintained Salesforce opportunity hygiene across stage, close date, next step, MEDDICC notes, legal status, and mutual action plan fields.
• Achieved 108% of annual new-business quota in 2025 by expanding multi-threaded discovery and improving follow-up after technical demos.
• Partnered with solutions engineering and customer success to clarify integration questions, implementation risks, and expansion paths before close.

Denver, CO

• Sourced outbound meetings with HR, operations, and finance leaders by tailoring outreach to hiring volume, compliance needs, and workflow gaps.
• Qualified opportunities by documenting pain, current process, urgency, stakeholder map, and budget timing before AE handoff.
• Created objection notes for common integration and security questions that became part of team enablement materials.

Denver, CO

• Supported account managers with proposal drafts, client status notes, renewal reminders, and invoice follow-up for local business accounts.

• Built follow-up templates that tied demo takeaways to buyer pain, integration owners, security questions, and mutual action plan dates.
• Shared playbook with SDR and AE peers after comparing stalled opportunities with incomplete next-step notes.

Denver, CO

• Coursework included professional selling, business analytics, negotiation, and organizational behavior.

• MEDDICC discovery and mutual action plan training, 2024.
• Salesforce, Gong, Outreach, and proposal workflow training.

• Sales motion: full-cycle SaaS sales, outbound sourcing, discovery, demos, negotiation, close planning.
• CRM and tools: Salesforce, Gong, Outreach, LinkedIn Sales Navigator, mutual action plans.
• Buyer work: HR operations, workflow automation, security review, implementation planning, procurement.
• Commercial judgment: qualification, multi-threading, forecast notes, legal handoff, customer success alignment.