Owned full sales cycle from pipeline generation to close within the SMB Financial Services vertical, selling the Salesforce Customer 360 platform (Sales Cloud, Service Cloud, Marketing Cloud, Agentforce, Tableau, MuleSoft, and Slack)
Collaborated cross-functionally with Solution Engineers, SDRs, and Customer Success to design and deliver tailored, value-based solutions aligned to client business goals
Led executive-level discovery and aligned Salesforce's platform capabilities to key strategic initiatives, resulting in accelerated deal velocity and higher ACV
Structured creative pricing and contract terms to overcome blockers and drive deal closure under tight timelines
Maintained
Consistently exceeded quota, achieving 110% in Q4 FY25 and 132% in Q1 FY26
Closed the largest Agentforce (AI Agent) deal across the organization to date
Achieved a 90% win rate on new logo opportunities since start of tenure
Business Development Representative
Salesforce Inc
07.2023 - 10.2024
Collaborated with AE’s to strategically target high value prospects within Accounts
Successful uncovered net new opportunities through multi-channel prospecting leading to closed business
Managed and nurtured leads through all stages of the sales cycle
114% Annual Quota Attainment
809% Closed Won attainment - $8,010,035
Received the Enterprise Top Performers award in my organization
Sales Development Representative
Alteryx
12.2021 - 06.2023
Sourced pipeline by effectively researching and identifying potential leads through various channels (cold calling, emails, LinkedIn Sales Navigator, ZoomInfo)
Consistently led the organization in metric attainment (calls, emails, personalized outreach)
Awarded SDR of the quarter - Q3 2022
111% Annual Quota Attainment
Led team of 21 reps in Closed Won Revenue - $353,365
Staff Tax Accountant
Windes
04.2021 - 12.2021
Prepared and reviewed federal and state tax returns for individuals and businesses specifically within Oil & Gas and Manufacturing Industries
Conducted detailed tax research to ensure compliance with current regulations.
Assisted in quarterly and annual tax planning strategies for clients.
Collaborated with CPA's to provide our clients with the best possible tax strategy and positioning
Tax Intern
Windes
01.2021 - 04.2021
Gained experience using tax & bookkeeping software (CCH ProSystems & Quickbooks) and Excel to streamline calculations and document management
Collaborated with the tax team to ensure accurate and timely filing during peak busy season periods
Developed foundational knowledge of accounting workflows, tax regulations, and client service best practices
Education
Bachelor of Arts - Business (Corporate Accounting)
Arizona State University
Tempe, AZ
05-2020
Skills
Soft Skills
Client Relationship Building
Account Management
Pipeline Management
Strategic Selling
Objection Handling
Sales Execution
Hard Skills
Salesforce
ZoomInfo
LinkedIn Sales Navigator
Salesloft
Microsoft Suite
CCH ProSystems
Quickbooks
Certification
Salesforce Agentforce Certification
Salesforce Certified Sales Professional
Alteryx Foundational Micro-Credential
UCSD Accounting Certificate
QuickBooks Bookkeeper ProAdvisor
QuickBooks Payroll ProAdvisor
Timeline
Account Executive
Salesforce Inc
11.2024 - Current
Business Development Representative
Salesforce Inc
07.2023 - 10.2024
Sales Development Representative
Alteryx
12.2021 - 06.2023
Staff Tax Accountant
Windes
04.2021 - 12.2021
Tax Intern
Windes
01.2021 - 04.2021
Bachelor of Arts - Business (Corporate Accounting)