ABOUT

EXPERIENCE:

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KPMG LLP - Dallas, Texas, 2018 – April, 2020

Market Relationship Director

 

Hunter who drove sales relationships with targeted prospects and buying influences.  Led, managed and directed activities and tasks that created pipeline for professional services solutions.  Built and managed relationships and opportunities in the middle market across all industries.  Created high revenue generating sales opportunities while providing customized consulting solutions.  Led and developed relationships with prospects and maintained high levels of deep expertise in cross functional firm services and product offerings.  Drove collaborative relationship building activities with market leaders, partners, and engagement teams to help ensure teams were advised on important client matters.  Provided feedback from field experience to internal teams on competitive landscape. 

 

NOTABLE ACHIEVEMENTS

• Created target list of over 700 companies (Texas, Oklahoma and Colorado) with annual revenue of $10M - $26B.

• Generated over $1M in new business resulting in extensive pipeline for cross-functional KPMG solutions.

• Initiated over 300 sales meetings with key decision makers and stakeholders resulting in new relationships and new revenue.

• Identified untapped markets and expanded business with new projects and recurring annual work with mid-market companies where KPMG had not worked with previously.  Results included increased revenue and new and enhanced client relationships.

• Managed high-performing client service team focused on creating target list, researching, developing relationships, providing exceptional client service, securing meetings and closing deals.

• Trained in solution selling, conceptual selling, Market Edge and other sales methodologies.          

 

CFO Advisory Services - Dallas, Texas, 2017-2018

Director Business Development 

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Drove strategy for creating and executing outreach marketing efforts.   Helped clients tackle key financial operational challenges by using outsourced resources to improve profit and cash flow.  Identified ways to improve business performance as clients’ business grew or experienced staff turnover.  Partnered with clients to execute day-to-day activities, fill short-term vacancies or find permanent employees for key roles.  

 

NOTABLE ACHIEVEMENTS 

• Built target list of Dallas based companies including businesses in early stage growth to annual revenues of under $70M.

• Initiated an average of 12 meetings per week with 4 prospects/8 Centers of Influence (COIs). 

• Brought in 464 relationships to the firm. Primarily focused on C-suite targets.  Arranged 255 strategic meetings in 11 months in addition to planning and attending networking events.

• Designed and implemented a strategic sales plan to establish brand awareness to drive sales.  Implemented Salesforce CRM for pipeline development.

• Generated $500K in outsourced accounting services work.  Achieved target quota within 11 months through personal relationships and other networking contacts.

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