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Professional Experience

A journey through account management, strategic consulting, and business operations with a focus on measurable results and innovative solutions.

280%
FY25 Quota
320%
Peak Quarter
100%
GRR Rate
3
Awards 2024
Career Journey

From startup operations to strategic account management

Each role has built on the foundation of the last, creating a unique blend of operational excellence and strategic relationship management.

Account Manager

Vena Solutions

Current
Aug 2024 - Present
1 year
Toronto, ON

Leading account management and expansion initiatives for strategic clients in the financial planning and analysis space.

Achieved 280% of FY25 quota with 320% peak quarter performance

Earned Rookie of the Year, President's Club, and 100% Club recognition

Maintained 100% Gross Revenue Retention (GRR) across portfolio

Built multi-threaded executive relationships driving expansion opportunities

Led complex pricing and SLA negotiations with C-suite stakeholders

Implemented AI-driven process improvements increasing efficiency by 40%

Account Management
Executive Relations
Pricing Strategy
SLA Negotiations
AI Process Optimization

Management Consultant

Optimus SBR

Mar 2020 - Jul 2024
4 years, 4 months
Toronto, ON

Delivered strategic business consulting across diverse industries, focusing on operational excellence and growth initiatives.

Led cross-functional teams on transformation projects for Fortune 500 clients

Developed data-driven strategies resulting in average 25% efficiency gains

Managed client relationships at executive level across 15+ concurrent projects

Specialized in process optimization and technology integration strategies

Mentored junior consultants and contributed to practice development

Strategic Planning
Process Optimization
Data Analysis
Client Management
Team Leadership

Business Operations Analyst

Hyre

May 2018 - Mar 2020
1 year, 10 months
Vancouver, BC

Supported business operations and growth initiatives for a fast-growing technology startup in the gig economy space.

Built operational frameworks supporting 200% company growth

Developed analytics dashboards tracking key performance metrics

Collaborated with product team on feature development and user experience

Managed vendor relationships and contract negotiations

Created process documentation and training materials

Business Operations
Analytics
Vendor Management
Process Documentation
Startup Growth

Awards & Recognition

Rookie of the Year

Vena Solutions

2024

Recognized for exceptional first-year performance and quota achievement

President's Club

Vena Solutions

2024

Elite recognition for top-tier sales performance and results delivery

100% Club

Vena Solutions

2024

Achievement award for exceeding quota targets and maintaining excellence

Certifications

MEDDPICC

MEDDIC Academy

2024

View

Continuous Learning

Always expanding knowledge in AI, sales methodologies, and emerging technologies

What Sets Me Apart

Results-Driven Approach

Consistently exceed targets through strategic planning, executive alignment, and data-driven decision making.

Relationship Excellence

Build lasting partnerships through trust, transparency, and genuine value creation at all organizational levels.

AI-Enhanced Workflows

Leverage artificial intelligence and automation to improve processes, enhance insights, and scale impact.

Ready to Discuss Opportunities?

Whether you're looking for an experienced account manager, want to learn about my approach to AI-enhanced sales processes, or explore collaboration opportunities, let's connect.