Gerry Smith

• 2023: 136% quota attainment, presidents club, top sales rep, closed largest deal in company history - $2m ARR
• 2022: 126% quota attainment, presidents club, top sales rep, closed largest deal in company history (at the time) - $1.7m ARR
• Identification and development of key accounts that have the best chance of closing
• Drove 12 new business opportunities from 50 target accounts (24%) with total ARR value of $7.5m.
• Strategic consultant and partner to prospects, ensuring Coconut is part of their customer engagement roadmaps
• Presenting to SVP & C-Suite audiences

• 2021: 240% ARR quota attainment, presidents club, top sales rep, closed largest deal in company history x2 (at the time): $670,000 & $758,000 ARR
• 2020: 167% ARR quota attainment, presidents club, top sales rep, closed largest deal in company history (at the time) - $479,000 ARR
• Responsible for managing renewals for a $3.2m book of business
• Responsible for renewing & expanding usage of Coconuts products through cross-sells and upsells, within Coconut's highest value accounts
• Built trusted relationships with stakeholders from the Director level through to C-suite at some of the largest enterprises in North America.
• By closely understanding clients’ needs & goals, I’ve helped expand their Coconut footprint to improve their operational efficiencies, increase revenues, and improve customer and staff NPS.

• Developed inaugural Customer Success function at Coconut Software which included implementation and customer success functions
• Hired and managed a team of 4 Customer Success managers
• Managed department budget, headcount forecasting, department KPIs
• Formalized the Customer lifecycle process from Sales Closing -> Ongoing Support
• Introduced the CS framework for post-launch support, QBRs & year-end reviews

Key Results:

• 0% churn rate during tenure
• 97.4% Customer Satisfaction score resulting in numerous referrals & case studies
• Reduced average implementation time-to-launch by 33% by streamlining the onboarding process and introducing software tools to automate processes.

• Employee #14 and & first project manager hired by VC funded startup Coconut Software
• Responsible for managing large scale software delivery and change management strategies for enterprise customers in the financial and retail sector: Bell Canada, Rogers Communications, Capital One, First West Credit Union
• Leader in PM department, responsible for managing growth, team member development and onboarding 4 team members within first year
• Developed and implemented cross functional processes to improve the customer experience and streamline internal efficiencies
• Created C-level executive reporting and department KPI scorecard presentations both internally and externally.

• Project Management of multiple software projects with combined value of over $2,200,000 using modern project management methodologies in the education and government sectors

• Working with Clients such as Nespresso, TUI and Hilti Tools to define solution specifications, and manage the custom development & extension of SAP ByDesign, Customer OnDemand and the SAP Cloud Suite