Natasha Friesen
Calgary,Canada
Summary
Strategic and results-driven business development professional with 15+ years of experience driving sales growth, strengthening client relationships, and enabling teams through technology adoption and training. Proven track record of expanding sales pipelines, leading client engagement initiatives, and executing high-impact events. Skilled at leveraging CRM systems, coaching leadership teams, and aligning business development strategies with organizational goals.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Client Strategist
PwC Canada
01.2014 - 01.2024
- Expanded sales pipeline by 166% ($9M → $24M) by coaching partner teams on CRM adoption and optimizing opportunity tracking.
- Acted as Salesforce Subject Matter Expert, training 200+ partners and staff across Calgary and Vancouver; developed reporting tools and improved adoption firmwide.
- Partnered with senior leadership to design and execute account strategies, including client needs assessments, relationship mapping, and opportunity identification.
- Organized and delivered client-facing events (seminars, showcases, appreciation events), including a cross-city Tax Technology Showcase featuring keynote speakers and panels, strengthening client relationships and brand presence.
- Supported client satisfaction initiatives through survey design, reporting, and follow-ups to ensure long-term retention.
- Took a career break from Sept 2024–present 2025 to focus on professional development and personal responsibilities. During this time, I completed the Fundamentals of Real Estate course and have explored other ways to improve myself personally and professionally.
Sales Coordinator
Fidelity Investments Canada Ltd.
01.2011 - 01.2014
- Drove brand awareness by scheduling client meetings for territory wholesalers, overcoming objections, and uncovering opportunities.
- Collected client insights to shape fund launch strategies and sales targets.
- Planned and executed targeted client events (Golf Tournaments, Spa Days, Iron Chef classes) aligned with business priorities.
- Coordinated charitable donations and sponsorships in collaboration with compliance teams.
- Managed team budgets, expense reporting, and compliance standards for entertainment and gifting.
Marketing & Advertising Consultant
Kelowna Capital News
01.2010 - 01.2011
- Consistently achieved and exceeded sales targets through acquisition and retention of advertising accounts.
- Designed and implemented custom advertising campaigns to increase client visibility and sales.
- Built lasting business relationships across the Okanagan Valley market.
Inside Sales Representative
Shaw Communications
01.2009 - 01.2010
- Delivered B2C inside sales, meeting and exceeding revenue and service targets.
- Strengthened customer loyalty through tailored product and service recommendations.
Shift Supervisor
Starbucks Coffee
01.2000 - 01.2009
Education
Bachelor of Business Administration - Marketing
Okanagan College
01.2008
Skills
- Strategic Account Management & Growth
- Client Engagement & Retention
- CRM Systems (Salesforce, Microsoft Dynamics)
- Business Development Campaigns
- Sales Enablement & Training Facilitation
- Event Planning & Execution
- Leadership & Team Collaboration
Certification
- Certified Scrum Master – 2023
- PwC Enhanced Pursuit Planning (EPP) Leadership Training – 2019
- PwC Train the Trainer – Salesforce – 2016
- Fundamentals of Real Estate
- Gallup StrengthsFinder 2.0 – Strategic, Responsibility, Input, Intellection, Adaptability
Languages
English
Timeline
Client Strategist
PwC Canada
01.2014 - 01.2024
Sales Coordinator
Fidelity Investments Canada Ltd.
01.2011 - 01.2014
Marketing & Advertising Consultant
Kelowna Capital News
01.2010 - 01.2011
Inside Sales Representative
Shaw Communications
01.2009 - 01.2010
Shift Supervisor
Starbucks Coffee
01.2000 - 01.2009
Bachelor of Business Administration - Marketing
Okanagan College