Amy Reid
Los Angeles
Summary
- 6 years of sales & business development in a Tech and Finance environments
- Over 10 years of managing partner and customer relations in fast-growth environments
Overview
13
13
years of professional experience
Work History
Senior Associate, Business Development
Diversis Capital
08.2022 - Current
- Proactively source and evaluated investment opportunities through extensive networking, industry events, and market analysis
- Cultivate and maintain strong relationships with institutional investors, high-net-worth individuals, and industry professionals, positioning the firm as a trusted partners for investment opportunities
- Conduct thorough market research, financial analysis, and participate in due diligence to identify potential investment opportunities, resulting in increased portfolio value
Manager, Business Development
ServiceTitan
03.2021 - 07.2022
- Manage 20+ Association + Supplier partners, accounting for roughly 6% of company's annual recurring revenue
- Partnerships bringing in $100k+ in new monthly recurring revenue
- Developed Executive Briefs to evaluate existing partnerships and deal terms, with potential company annual savings of up to $600k
- Created assessments for potential new partners in various segments of the industry, and successfully signed 6 new partnerships unlocking over 2500 new leads
- Create and drive go-to-market strategies for new partners, developing sales, marketing, and product initiatives
- Conducted Monthly Business Reviews and evaluated report data to proactively adjust and forecast OKRs
- Lead cross-functional support with Sales, Customer Experience, Enablement, Product, Marketing, & Operations to ensure partners and mutual customers receive premium experience
- Handled all partner & mutual customer escalations, preventing an average of $25k of potential churn each month
Senior FinTech Account Executive
ServiceTitan
06.2018 - 03.2021
- Consistently achieved over 125% of quarterly sales goals
- Successfully closed 890 opportunities generating ~$6M Annual Recurring Revenue
- Won 2020 FinTech AE of the Year
- Contributed to successful launch of new FinTech feature, Service Finance
- Led revamp of FinTech product enablement and sales training for cross functional teams, resulting in
FinTech Team achieving 105% of annual sales goal - Spearheaded sales training for new FinTech products with Product, Enablement, and Marketing
Co-Founder & Co-Lead, APacTitans (API ERG Charter)
ServiceTitan
02.2020 - 06.2021
- Launched and led diversity charter for API-identifying employees and allies, garnering 200+ members
- Planned and produced charter events (healing sessions, panel discussions, happy hours, guest speakers, etc.)
Manager, Client Services
Media Funding
05.2011 - 06.2018
- Primary resource to client base of direct response multi-channel campaigns
- Coordinated clients through entire loan boarding process resulting in loan approvals for campaigns, which generated >$10M in advanced loans
- Presented KPI's using industry-specific marketing data to analyze campaign's performance on a weekly basis, and strategic in helping campaigns double its advertising spend while maintaining a strong ROI
- Revamped entire loan boarding process to increase sales productivity and reduce loan approval timeline from 8 weeks to 3-4 weeks
Education
Bachelor of Arts - Sociology
University of California, Los Angeles
Los Angeles06.2009
Skills
- Microsoft Office, Salesforce, Tableau, Google Suite, Zoom, Slack, Atlassian (JIRA, Confluence, Servicedesk), Asana, Calendly, Google Analytics, Seismic, Teams, DealCloud, Outreach, Pitchbook, SourceScrub, Lusha, GoTo, Notion
- Communication, Customer Experience, Partner Management, SaaS, Business Development, Teamwork, Business Operations Improvement, Strategic Thinking, Marketing Product Strategy, Collaboration, Finance, GTM Strategy, Partner Negotiation, Sales, Private Equity
Hobbies
Traveling, camping, hiking, concerts, reading, gardening, diving
Timeline
Senior Associate, Business Development
Diversis Capital
08.2022 - Current
Manager, Business Development
ServiceTitan
03.2021 - 07.2022
Co-Founder & Co-Lead, APacTitans (API ERG Charter)
ServiceTitan
02.2020 - 06.2021
Senior FinTech Account Executive
ServiceTitan
06.2018 - 03.2021
Manager, Client Services
Media Funding
05.2011 - 06.2018
Bachelor of Arts - Sociology
University of California, Los Angeles
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