Sales Social Media
Resume:
SUMMARY
Life-long learner and avid technophile with 17+ years of leadership experience in business development, sales, recruiting, marketing, corporate M&A, strategic business consulting, and enterprise technology solution roles
QUALIFICATIONS
17 years leadership experience in business development, sales, recruiting, marketing, corporate M&A, strategic business consulting, and enterprise technology solution roles
7 years in recruiting, training, and sales team development including candidate sourcing, interviewing, onboarding, training & development, and directing small and large sales teams and administrative staff
Extensive knowledge of using and selling enterprise software technology solutions including artificial intelligence, project management, CRMs, sales and marketing tools, recruiting tools, digital strategy, social media management, operations, communication & collaboration and leadership
Engaging speaker, presenter, & coach and have frequently led and participated products, services, start-ups and business competition pitches
PROFESSIONAL EXPERIENCE
Sesh
Head of Business Development/Capital Raise, Los Angeles, CA (01/20 to 06/20)
Grew database of enterprise prospects to over 50,000, target marketed researched early adopter groups & successfully generated large enterprise sales leads in Alpha and Beta stages of our artificial intelligence, machine-learning SaaS company product
Successfully led pre-seed and seed round fund raising efforts from angel, venture capital and family office investor groups
Led development of enterprise and corporate sales strategy for Empath, a patented Artificial intelligence, machine learning, “state of mind” sentiment analysis technology to bring emotional intelligence to users
Determined optimal performance of sales and marketing teams, and synthesized and delivered data- informed sales and investor reports to stakeholders on performance with support from data & analytics resources
Trained on agile work environments and neuroscience-based team learning platforms including lean canvasing, stand-ups, and retrospective meeting methods Impact Capital Group
Vice President of Sales & Marketing and Co-Founder, Los Angeles, CA (08/19 to 01/20)
Founding member of investment banking firm with a focus on matching impact investment companies with impact investors, private wealth and foundations focused on impact-first investments utilizing technology and database resources and personal relationship building strategies.
Successfully formed and demonstrated a new operational model of investment banking that decreased buyer and seller matching sales cycle time and time to close by over 25%.
Managed new and existing family offices, high-level centers of influence and advisory partner KJ KJ KATIE JANSEN
310-***-**** *****@**********.*** /IN/ADVISOLOGY
2
Diamond Capital Advisors
Director, Investment Banking, Los Angeles, CA (10/17 to 01/20)
Successfully led boutique investment banking business development and deal origination sales and marketing strategies through strategic partnerships, professional and industry events, networking, target marketing, referral partners, and centers of influence
Worked business valuations, buy and sell-side mergers & acquisitions, and capital raise deals across a wide range of industries and size deals
Participated in all aspects of IB process including drafting pitch decks, research & analysis, buyer selection, sales and marketing of deals to strategic and financial buyers, drafting teasers and information memorandum documents, facilitating due diligence meetings and assisting with the buyer negotiation process.
Advisology
Sales & Marketing Consultant, Milwaukee, WI/Los Angeles, CA (01/13 to 10/17)
Successful Sales, Marketing, Operations, Lead Generation, Business Planning, Technology and Digital and Traditional Marketing Strategy Business Consulting for resulting in an average of 25%+ increased revenue growth and overall profitability.
Provided strategic growth plans and activity management utilizing innovative technology with traditional sales and marketing strategies for independent and lower-middle market businesses in Southern CA and nationwide
Proven results in increasing client prospects, lead generation, meeting activity, networking event participation, target market penetration, 401(k) rollover and sales opportunities, time management effectiveness, operational efficiency, and overcoming strategic sales or technology utilization reluctance.
Waddell & Reed
District Sales Director, Los Angeles, CA (11/14 to 02/16)
Successfully recruited, hired, trained, developed and oversaw a team of over 25 salespersons and 3 administrative staff growing the team over 40% in under 2 years and increasing overall revenue of district by over 30%
Led innovative training & development of team including sales planning & forecasting, lead generation, target marketing, marketing strategy, activity management, goal setting, appointment setting, referral training, strategic partnership building, overcoming objections, product training, meeting strategy, closing strategies, and client retention training
Asked to speak and train all company nation-wide district and regional leadership team at annual Leadership Conference on digital and social media strategies for better recruiting and selection and increasing average sales team revenue
EDUCATION
University of Wisconsin—Madison (1996-2000)
Bachelor of Arts, Behavioral Science and Law
University of Southern California Los Angeles (2006-2007) Continuing Education Courses, Real Estate Finance and Real Estate Investment CERTIFICATIONS, LICENSES, AWARDS
FINRA Series 7, 66, 63, and 24 Licenses
Named “Top 5” Nationwide Recruiting Director at MetLife and asked to help design and implement firm-wide Recruiting Best Practices (2011)
Awarded “First Place” as #1 sales team nationally by TICA (2005)
Invited to co-author “GAMA Next Ideas for Online Recruiting” (2016) 3
LinkedIn Certified Trainer and Recruiter
ACCOMPLISHMENTS
GAMA “Next Ideas for Online Recruiting”, Author, (2016)
LIMRA Social Media for Financial Services Annual Silver Bowl Awards Judge, (2013 & 2014)
NAIFA Inland Empire Keynote Speaker, (2014)
Financial Planning Association (FPA) Los Angeles Chapter Keynote Speaker, (2014)
Lakeforest Chamber of Commerce, "LinkedIn for Small Business Owners " Speaker, (2012)
RealShare Conference, Century Plaza Hotel Speaker and Panel Member, (2006)
Federation of Exchange Accommodators Annual Conference Panel Moderator, (2005) PROFESSIONAL TRAINING
Training by Sandler Sales Training, Inc.—Personal Sales Coaching for Financial Services Managers and Recruiters (2010)
Training by Steven Schiffman, DEI—Private Sales Training by Renowned Author, Lecturer and Sales Coach (2005)
Training by Sam Richter, Know More Center on Google Boolean Logic and Deep Web Research and lead generation
Training by Mark Sheer— Sales & Lead Generation through Referral Recruiting Process, Increasing Flow and Retention of Financial Professionals (2011)
Trainer and Coach for Digital and Social Strategy Selling / Invitee to LinkedIn’s annual
“Talent Connect” Conference (2013)
DISC Personality Profile Training (2014-2015)
TECHNOLOGY SOFTWARE TOOLS AND RESOURCES SKILLS
BUSINESS DEVELOPMENT & SALES
Sales Navigator
Pitchbook
Capital IQ
Crunchbase Pro
Crystal.io
Hubspot
Marketo
MailChimp
SurveyMonkey
GetProspect.io
Hunter.io
RocketReach
ZoomInfo
Persist IQ
Outfunnel
Mentions
eGrabber
Lead Leaper
GuideStar
WhoGottheNews
Crystal.io
SalesLoft
Mention
PayPal
Square
Close.io
GetResponse.io
LEADERSHIP & OPERATIONS
Trello
Slack
Monday.com
Asana
Evernote
Coggle
Miro
Zoom
Google Meet
Skype
GoTo Meeting
GoTo Webinar
Pipedrive
Drobox
DocuSign
DocSend
Join.me
Zoom
Google Docs
Stackshare.io
Microsoft
SurveyMonkey
Zoho Projects
Smartsheet
Crystal.io
Meyers-Briggs
Disc Assessment
Wrike
Peoplelogic.ai
MARKETING & RESEARCH
Sales Decks
Investor Decks
LinkedIn Publisher
Sales Navigator
UpLead
Keynote
PowerPoint
Figma
4
Marketo
Google Analytics
WordPress
Typeform
DocSend
MailChimp
Constant Contact
Klout
Bloglovin’
Contently
Scoop.it
Muck Rack
SurveyMonkey
Optimizely
SEMrush
Photoshop
Canva
GiphyCam
PicsArt
Pixlr.com
Evernote
SimilarWeb
ZoomInfo
Rapportive
Sprout Social
Hashtagify
Hootsuite Pro
TrendSpottr
Tweetdeck
Sales
Navigator
Pitchbook
Capital IQ
Tumblr
Keywords
RavensTools
CUSTOMER RELATIONSHIP MANAGEMENT (CRM):
Goldmine
Copper
Salesforce
Pipedrive
Close.io
Insightly
Zoho CRM
Close.io
Hubspot
EBix SmartOffice
HighRise CRM
Recruit CRM
Taleo
Pipeliner CRM
PROFESSIONAL AFFILIATIONS
Los Angeles Chamber of Commerce (2019 – Present)
Century City Chamber of Commerce, Chairperson (2018 - 2020)
Ellevate Network, Los Angeles, Member, (2018 – Present)
Association of Corporate Growth (ACG), Member, Los Angeles (2017- Present)
Exit Planning Institute (EPI), Member, Los Angeles (2017 – Present)
Financial Planning Association (FPA) Member and Speaker, (2003--2018)
GAMA International Member and Author, (2016)
National Association of Insurance & Financial Planners (NAIFA), Member & Speaker, (2006-2013)
LIMRA/LOMA “Silver Bowl Awards for Social Media” in Financial Services, Panel Judge, (2013 and 2014)
Commercial Real Estate Women (CREW) Member, (2007-2009)
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