Summary
Overview
Work History
Education
Skills
Timeline
Generic

Haley Kerstetter

Santa Clara

Summary

Results-oriented professional known for securing high-value contracts and simplifying complex technical discussions. Achieved significant revenue growth through effective leadership and cross-selling strategies.

Overview

10
10
years of professional experience

Work History

Managing Director, Accounting

Intapp
Palo Alto
07.2025 - Current
  • Promoted to deepen relationships and cross-sell new solutions with key stakeholders across enterprise accounts within existing client base.
  • On track for 90% of $1.2M quota attainment.
  • On track for 95% of $6.3M in client retention quota

Associate Managing Director, Accounting

Intapp
Boston
12.2022 - 06.2025
  • Focused on acquiring new logos for accounts exceeding $1M in ACV potential within the accounting industry.
  • Negotiated complex contracts with enterprise clients across multiple stakeholders to ensure profitable outcomes for the company.
  • Translated complex technical discussions into clear, actionable insights for clients.
  • Coordinated sales ecosystem components—outreach, solution engineers, professional services, and legal—to drive successful client outcomes.
  • FY '25: Achieved 200% of new sales quota, President Club recipient, New Logo Award Winner
  • FY '24: Achieved 185% of new sales quota, President's Club recipient, New Logo award winner
  • FY '23: Achieved 101% of new sales quota, Rookie of the Year award winner

Account Executive, Education

Salesforce
Boston
02.2022 - 12.2022

● Promoted to Account Executive, grew territory 150% YTD

● Managed 243 secondary education institutions selling CRM, SIS, Marketing & additional cloud-based solutions to C-Suite

● Exceeded pipe generation goals by 205% Q1 & Q2 FY ‘23

● Leader in all sales activities for SMB, MM and For Profit sector

● Executed complex sales cycles by managing multiple ISV and implementation partners

Business Development Representative, Enterprise

Salesforce
Nashville
03.2021 - 02.2022

● Top performing EDU BDR by Compass Metrics, #1 in closed ACV

● Attained 107% of sales target for Q1, FY ‘22

● Attained 132% of sales target for for Q2, FY ‘22

● Attained 205% of sales target for Q3, FY ‘22

Associate Director of Development, Law

Vanderbilt University
Nashville
06.2019 - 03.2021

Managed a portfolio of 95 constituents to secure donations.

Solicited $1.3 million in gifts from new and recurring donors, surpassing fundraising goal by 20%

● Solicited over $1.3 million in gifts from new and recurring donors and exceeded goal by 20%

Development Officer

The University of Southern Mississippi
Hattiesburg
06.2016 - 06.2019

● Secured over $1.5 million in gifts from alumni, donors, and corporations within first two fiscal years, enhancing fundraising efforts

● Managed portfolio of 110 constituents for College of Arts & Sciences, securing $850,000 in philanthropic gifts, strengthening donor relations

  • Developed and implemented fundraising strategies to enhance university programs.
  • Cultivated relationships with alumni and community members for engagement initiatives.
  • Coordinated events and activities to promote university objectives and outreach efforts.

Education

MBA -

The University of Southern Mississippi
Hattiesburg, MS
01-2020

Bachelor of Arts - Public Relations

Penn State University
State College, PA
01-2016

Skills

  • Sales Strategy
  • Revenue Forecasting
  • Prospect Acquisition & Retention
  • Contract Negotiation
  • MEDDPICC & Challenger Sale Methodology
  • Salesforce & DealCloud CRM
  • C-Suite Presentation Presence

Timeline

Managing Director, Accounting

Intapp
07.2025 - Current

Associate Managing Director, Accounting

Intapp
12.2022 - 06.2025

Account Executive, Education

Salesforce
02.2022 - 12.2022

Business Development Representative, Enterprise

Salesforce
03.2021 - 02.2022

Associate Director of Development, Law

Vanderbilt University
06.2019 - 03.2021

Development Officer

The University of Southern Mississippi
06.2016 - 06.2019

MBA -

The University of Southern Mississippi

Bachelor of Arts - Public Relations

Penn State University
Haley Kerstetter