Results-driven Account Manager with 3+ years of SaaS sales experience at ZoomInfo, achieving 108% quota through a disciplined, data-driven approach to self-sourced pipeline generation and relationship-based growth.
Overview
8
8
years of professional experience
Work History
Account Manager – SMB
ZoomInfo
03.2022 - 04.2025
Managed a portfolio of approximately 180 existing customer accounts with a focus on retention and revenue growth.
Achieved 108% of quota by independently sourcing and developing new business opportunities within a book of 180 SMB accounts without any SDR support.
Leveraged client referrals and established relationships to identify and develop new business opportunities.
Conducted engaging online product demonstrations that effectively communicated value and drove conversions.
Maintained accurate sales forecasts and opportunity pipelines using Salesforce and Clari.
Utilized a comprehensive tech stack to engage clients, drive revenue growth, and deliver exceptional customer service.
Collaborated with multiple different internal teams to strategize and close deals through inside sales efforts.
Consistently delivered well-prepared, insightful, and professional client interactions to build trust and drive outcomes.
Customer Service Representative
MFS Investment Management
01.2020 - 02.2022
Responding to incoming phone calls from broker/dealers as well as existing and potential MFS clients about MFS products.
Using multiple different programs to process and document a variety of routine and complex financial as well as non-financial transactions while meeting or exceeding department standards for productivity and quality.
Interacting with other departments within the Service Center to resolve problems and answer questions.
Communicating by telephone, email, and fax correspondence with shareholders, participants, broker/dealers and others to verify information and clarify requests or provide appropriate documentation to customers as requested.
Research Analyst Intern
Park/Lexington Advisors
06.2018 - 08.2018
Tracking and analyzing expenses of mutual funds, pension funds, and substantial hedge funds.
Working with partners to compile research into presentations for the asset managers.
Working with Investment Managers and Asset Owners to provide transparency into transaction and fund expenses.
Helping to work with them in not only understanding their expenses, but also institute strategies to reduce costs.
Helping clients set-up and/or optimize their funds and firms.
Providing services that are tailored to clients’ unique needs and strategic goals, driving results that directly enhance the bottom-line, creating value while reducing cost.
Assistant Front Desk Manager
Stanley Hotel
06.2017 - 08.2017
In charge of overseeing all guest services including bookings, concierge services, accounting, etc.
In charge of compiling reports for management using multiple different computer systems, including occupancy reports and financial information.
Providing a vast array of information to guests as well as colleagues from other departments.
Keeping in direct touch with upper management to maintain and develop the hotel as well as it’s image.
Education
Bachelor of Arts - History
Hobart William Smith College
Geneva, NY
05.2019
Skills
SaaS Sales & Account Management
Self-Sourced Pipeline Generation & Prospecting
CRM Data Integrity & Optimization (Salesforce, Clari)
June 2015, Varsity Lacrosse Captain, Quad Varsity Letter Award, Kevin Plumber Award., Ceramics Club Co-Founder and President. Graduated with distinction in 3D Arts. Twice showcased by the Tyler School of art in 2014 and 2015 and offered scholarship for outstanding achievement in ceramics within the Philadelphia area