Max Lee
San Jose
Summary
Compliance professional with proven ability to navigate complex regulatory landscapes and support organizational integrity. Known for fostering collaborative team environments and consistently achieving keys results by working with key stakeholders. Highly adaptable and reliable, with strong focus on attention to detail and analytical thinking.
Overview
5
5
years of professional experience
Work History
Sales Compliance Specialist
Sage Intacct
12.2022 - Current
- Developed the strategic framework, processes, and scope of the Opportunity Hub Program as a founding member to enhance the overall operational efficiency and customer experience of the Intacct Sales organization
- Implemented key operational changes within the Opportunity Hub to improve
- Spearheaded the launch of multiple projects such as the AE Self Sourced, Essentials, and ABX Programs by working with key stakeholders to identify needs and objectives, develop project scopes, and mitigate current and future risks within the proposed timeline while collecting feedback and managing ongoing concerns
- Facilitated the creation of the current reporting, documentation, and procedural rules and standards of the Opportunity Hub to continuously monitor, track, and identify possible strategic initiatives to continuously improve the transparency and efficiency of the Opportunity Hub
Sales Development Representative, Outbound
Sage Intacct
01.2021 - Current
- Responsible for new lead generation and outbound outreach to companies in the financial services, general business, and healthcare industries in the Northeast region
- Consistently reaching monthly quota goals as well as leading in team activity metrics such as calls, emails, LinkedIn messages, and new daily leads created
- Q2 2021 (200%), Q3 2021 (100%), and Q4 2021 (95%)
- Prepare and run initial discovery calls independently with prospects to qualify the opportunity based upon their needs, timeline, availability of budget, and any technical requirements needed
- Utilize accounting and technical product knowledge in order to effectively provide recommendations and solutions to high level stakeholders in a consultative and professional manner
Sales Development Representative
PatientPop
06.2019 - 10.2020
- Implemented a new strategic marketing campaign within the territory to optimize outreach and engagement in order to create self-generated inbounds, referrals, and other qualified leads via social media and email drip campaigns
- Prospected new leads based upon PatientPop's ideal customer profile and set up qualified appointments with healthcare organizations and medical practices in the South Florida area utilizing a heavy volume of calls, emails, LinkedIn, and social media
- Hit or exceeded pipeline generation quota of 15 meetings per month in Q4 2019 (126%), Q1 2020 (111%), and Q2 2020 (101%)
- Successfully built and managed outbound pipeline by building relationships with current customers for referrals, re-engaging with churned customers and disqualified opportunities, and consistently prospecting and sequencing 80 new prospects a month
- Implemented a new strategic marketing campaign within the territory to optimize outreach and engagement in order to create self-generated inbounds, referrals, and other qualified leads via social media and email drip campaigns
Education
Bachelor of Arts - Political Science, Technology Management Program Certificate
University of California, Santa Barbara
06.2019
Skills
- Compliance knowledge
- Compliance Oversight
- Compliance Monitoring
- Salesforce reporting
- Internal Auditing
- Process Implementation
- Documentation Review
- Project Management
- Operations Support
- Operations Management
- Data Analysis
- Project Oversight
Timeline
Sales Compliance Specialist
Sage Intacct
12.2022 - Current
Sales Development Representative, Outbound
Sage Intacct
01.2021 - Current
Sales Development Representative
PatientPop
06.2019 - 10.2020
Bachelor of Arts - Political Science, Technology Management Program Certificate
University of California, Santa Barbara
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