Shanaya Joseph
Montréal,QC
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sales Development Representative
Coveo
Montreal, Quebec
07.2025 - Current
- Supported expansion strategy across 207 accounts and collaborated with 50 Account Managers to drive cross-sell and upsell within existing customers.
- Generated $951,795 CAD in closed ACV, reaching 48.81% quota attainment within the first 4 months post ramp-up.
- Designed a quarterly Expansion Tracker adopted by the team to improve pipeline visibility, prioritization, and follow-through.
Senior Associate
Dialectica
Montréal
10.2024 - 06.2025
- Generated $316,725 in sales over 1.4 years as Senior Associate on Dialectica's highest-performing account globally, consistently exceeding performance benchmarks and driving client satisfaction.
- Completed the required KPIs in 8 months for Manager, exceeding the expected timeline of 12 months.
- Managed 5-8 concurrent projects under tight timelines, sourcing and screening experts across niche markets using both conventional platforms and creative outreach methods.
- Total Projects: 83.
- Mentored 2 junior associates into top-performers outputting an average sales of $20,000 of largest account within 3 months.
- Executed a high-impact ROI initiative to improve sourcing strategy in negotiation-heavy verticals; the model was adopted office-wide in Montreal, boosting team efficiency and overall sales output.
Intern
Franklin Templeton Investment Firm
Toronto, Ontario
05.2022 - 08.2022
- Analyzed over 35 companies' financial statements to present market share and Asset Under management reports for the wholesaler conference.
- Curated an information sheet of over 2500 target clients.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Developed financial models and presentation decks to display strategy and forecast revenue.
Program Design
South Asian Women's Tamil Collective
Hamilton, Ontario
02.2022 - 05.2022
- Designed a culturally responsive mentorship program within the Markham/Toronto area for 20 young women aged 15-25.
- Successfully attained 5 sponsorship and 2 motivational speakers by creating a master Excel document containing viable companies, details of product/service and individualized sponsorship emails.
- Designed welcome packages for all participants of the 2-day conference.
- Streamlined the outreach process by creating automated email templates for outreach and reducing the time spent by 50%.
Branch Office Administrator
Edward Jones Investment Firm
Mississauga, Ontario
01.2021 - 05.2022
- Well-versed with processing systems such as Mutual Funds, Insurance/Pension Admission, and Retirement Admission to efficiently complete financial requests and prepare Financial Advisors for day-to-day activities.
- Ensured Financial Advisor is briefed on all activities by providing support on operational, administrative, and procedural matters with timely identification and analysis of potentially significant and politically sensitive issues, monitored resolution, and provided appropriate report-back.
Education
Honours Bachelor of Commerce - Minor in Humanities
McMaster University
01.2023
References
- Patrick Graham, Vice President, Regional Sales, patrick.graham@franklintempleton.ca
- Renata Povilonis, Branch Office Administrator, rpovilonis74@gmail.com
Awards
Lockhart Scholarship, Awarded $10,000 entry scholarship for the Integrated Business and Humanities Program at McMaster University.
Languages
English
Native/ Bilingual
Malayalam
Native/ Bilingual
French
Limited
Certification
CFP Candidate
Timeline
Sales Development Representative
Coveo
07.2025 - Current
Senior Associate
Dialectica
10.2024 - 06.2025
Intern
Franklin Templeton Investment Firm
05.2022 - 08.2022
Program Design
South Asian Women's Tamil Collective
02.2022 - 05.2022
Branch Office Administrator
Edward Jones Investment Firm
01.2021 - 05.2022
Honours Bachelor of Commerce - Minor in Humanities
McMaster University