Background

I am an experienced client support professional with over a decade in customer facing roles. Skilled in Salesforce, reporting, and process management, I bring strong organizational abilities and a proven record of building positive relationships with both internal teams and customers. I’m detail oriented, adaptable, and eager to contribute to efficient operations while supporting the goals of the organization.

Job experience

• October 2024 - June 2025
  Senior Account Executive, Renewals
  Kapitus, LLc
  

  New York, NY, USA

  Manage a portfolio of 100+ mid-market business clients, driving retention and renewal outcomes through proactive engagement and consultative discovery.
  ● Consistently exceed quota by identifying opportunities for expansions and cross-sell, increasing account value while aligning solutions to customer goals.
  ● Guide customers through the renewal process, ensuring a smooth experience that strengthens relationships and reduces churn risk.
  ● Partner cross-functionally with Sales, Marketing, and Product teams to align customer feedback with business strategy and improve adoption outcomes.
  ● Deliver data-driven account reviews and performance insights, supporting customer decision-making and maximizing ROI.
  ● Achieved a 62%+ close rate on renewals, generating $1.7M in renewal pipeline and exceeding quarterly targets

• April 2022 - June 2024
  Account Executive → Sales Manager → Senior Account Executive
  Cardiff, Inc
  

  San Diego, CA, USA

  ● Promoted from Account Executive to Sales Manager, then returned to a senior AE role, demonstrating adaptability and consistent performance in new business and renewals.
  ● Managed end-to-end acquisition cycle, converting cold/warm leads into funded clients across diverse industries while mentoring and coaching junior reps to improve team close rates.
  ● Conducted 100+ outbound/inbound calls per day, leveraging CRM insights and financial analysis to package deals for underwriting and accelerate time to funding.
  ● Consistently exceeded quota with a 30%+ new client close rate and 50–60% renewal success rate, driving millions in funded loan volume.
  ● Partnered cross-functionally with underwriting, operations, and leadership to improve deal packaging, compliance accuracy, and client onboarding experience.
  ● Built strong client relationships, providing consultative guidance and aligning financial solutions to long-term business goals.

• June 2019 - March 2022
  Senior Loan representative
  BriteCap Financial
  

  North Hollywood, CA

  ● Managed both new customer and renewal loan options for small and mid-sized businesses, consistently exceeding performance targets.
  ● Conducted 50+ outbound calls per day along with inbound follow-ups, leveraging CRM tools to drive engagement and maintain a healthy pipeline.
  ● Achieved a 30% close rate on new originations and a 50–60% close rate on renewals, contributing to strong portfolio growth and client retention.
  ● Guided customers through financial documentation and underwriting requirements, ensuring compliance and a smooth funding experience.
  ● Partnered cross-functionally with underwriting and operations to shorten turnaround times and improve the client journey from application to funding.
  ● Built trust-based relationships that led to repeat business, referrals, and stronger renewal outcomes.

• September 2018 - June 2019
  Business Account Executive
  Spectrum, Charter
  

  Los Angeles, CA, USA

  ● Helped small business clients set up internet, phone, and managed services, guiding them through onboarding and ensuring installations matched business needs.
  ● Worked directly with owners and managers to uncover gaps in service, recommend solutions, and simplify complex tech into easy choices that built confidence.
  ● Balanced a book of new and existing accounts, handling upgrades, renewals, and contract negotiations while keeping churn low.
  ● Partnered with technical teams and installers to create smooth handoffs and ensure customers had a strong start with their new services.
  ● Consistently exceeded sales targets by focusing on relationships, clear communication, and showing real value instead of pushing quick wins.

• September 2009 - September 2018
  Solutions Sales Manager
  Verizon
  

  Los Angeles, CA, USA

  ● Exceeded sales quotas by creating a performance-driven environment and managing team KPIs.
  ● Coached sales reps on individual goals, client needs, and deal structure, improving close ratios and overall performance.
  ● Led onboarding and technical training sessions to improve employee readiness and sales confidence.
  ● Enhanced operational workflows and created feedback loops that improved productivity and customer service.
  ● Modeled world-class customer experience to drive loyalty and set consistent team standards.
  ● Applied formal sales methodologies to guide the team, ensuring consistent quota attainment and high customer satisfaction.