Customer Success & Sales Professional

Experience

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—  Experience  —


Portfolio Manager - Financial Services / TSP Capital - June 2020 - Current

Oakland, CA

  • Managed investment, lending, and asset management services, achieving portfolio growth from $500K to $1.4M in 36 months

  • Implemented strategic options writing and securities lending strategies to optimize portfolio performance

 

Senior Market Manager / LotLinx - October 2020 - April 2021

San Francisco, CA

  • Executed a proactive sales approach to expand market share and drive sales growth across California, Oregon, and Washington

  • Focused on aggressive prospecting and strategic sales initiatives to achieve revenue targets

 

Market Director - West, Franchise Sales & Customer Success / TrueCar - January 2019 - june 2020

San Francisco, CA

  • Directed revenue growth plans and unit volume goals for 750 regionalized franchise automotive retail accounts, managing a territory with an annualized revenue expectation of $25.0M

  • Led a team of ten Customer Success Managers, two Business Development Managers, and one Trade Success Manager to achieve sales targets

 

District Service Manager - West, Franchise Customer Success / TrueCar - June 2018 - January 2019

San Francisco, CA

  • Received the 2018 TrueCar Boom Award for leading the highest-performing C Success Manager team

  • Recruited, trained, and motivated the team to deliver exceptional customer service and drive revenue growth

 

Customer Success Manager / TrueCar - june 2016 - June 2018

San Francisco, CA

  • Awarded the 2017 TrueCar President's Club Award for outstanding performance in customer success

  • Provided specialized dealer training and process improvement plans to drive optimal results and enhance overall performance

 

Digital Media Consultant / Cars.com - June 2015 - June 2016

San Francisco, CA

  • Promoted to Digital Media Consultant for achieving 160% of goal net revenue for 12 consecutive months

  • Successfully marketed and managed online marketing solutions for automotive retail/wholesale operations

 

Digital Media Senior Representative / Cars.com - June 2014 - June 2015

San Francisco, CA

  • Managed a territory with an annualized revenue expectation of $1.3M, implementing SEO, SEM, Retargeting, and Social Media strategies

  • Utilized CRM Salesforce.com to streamline processes and improve customer engagement

 

Digital Media Representative / Cars.com - December 2011 - June 2014

Milwaukee, WI

  • Provided consultative expertise and training to automotive retail sales professionals, driving strategic positioning and process improvement

  • Delivered tailored solutions to meet customer needs and enhance business performance

 

General Sales Manager / David Hobbs Honda - January 2010 - July 2010

Glendale, WI

  • Managed annual gross profits of $1.5M and a $5M vehicle inventory, exceeding industry benchmarks in front-end operations

  • Trained and motivated a team of twenty sales and sales management personnel to achieve sales targets

 

District Sales Manager / YP - October 2008 - October 2009

Seattle, WA

  • Managed a team of 32 Account Managers generating $12M in annual revenue across the State of Washington

  • Led initiatives to improve product performance and customer satisfaction, resulting in a 30% increase in revenue

 

Executive Vice President / Educational Placement Services, Inc. - October 2006 - October 2009

Bonney Lake, WA

  • Founded and managed a start-up specializing in educational professional placements, generating over $100K in annual revenue within the first year

  • Oversaw all aspects of operations, including business development and customer relations

 

Premise Account Manager / YP - April 2007 - December 2007

Seattle, WA

  • Developed and managed print and online marketing solutions for small to mid-sized businesses, achieving significant cost savings through process improvements

  • Successfully penetrated new markets through cold-calling and referral development strategies