Professional Experience

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Account Executive, Channel Partnerships

BILL

2024 - Present

Leading partnership growth, enabling accounting and wealth management firms to enhance their financial service offerings in alignment with their tech stack, accounting systems, and objectives.​

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• Driving revenue and product adoption through technical demonstrations, effective discovery with clear articulation of value and ROI, and consistent multi-channel engagement. Specializing in accounting firms, bookkeepers, wealth management, family offices, and other partner firms.

• Exceeded quota by over 100% for every quarter in 2025 YTD (Q1 2025, Q2 2025, and Q3 2025), with monthly quota attainment ranging from 100% to 250%. on average.

• Achieved recognition as one of the three top earners for Q2 of 2025, earning over 315% of quota in April 2025. 

• Providing tailored demos showcasing Accounts Payable, Accounts Receivable, and Expense Management platforms, leveraging expertise in cross-selling, technical knowledge, and demonstration of value.

• Maintaining consistent engagement, with 95% of clients contacted at least once every three weeks through custom newsletters, open office hours, tailored materials, strategy sessions, and on-demand meetings, while providing same-day responses to all inbound communications.

• Collaborating cross-functionally with several departments including technical solution consultants, marketing, CX, and multiple GTM teams to ensure seamless onboarding, increased product utilization, and market alignment for company-wide growth.

• Led department-wide trainings, attend events for new and prospective partners, and optimized several processes to streamline cross-departmental collaboration and support team members as the first external hire in two years.

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Senior Dedicated Account Executive

CorpNet, Incorporated

2018 - 2023

Empowering entrepreneurs and professionals with services related to business creation, compliance, finance, and more.

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• Developed and executed strategies to identify and obtain new business, maintained an active pipeline, managed complex sales in full, cultivated relationships and high-producing accounts. 

• Specialized in Partners and direct-consumer clients, throughout all segments from SMB to Enterprise.​

  • Partner clients consisted of CPAs and other tax professionals, bookkeepers, attorneys, consultants, investors, financial advisors, fintech, and other types of professionals and entrepreneurs.

  • Direct-consumer clients consisted of entrepreneurs, business owners and C-Suite decision makers, investors, investment firms, and more.

• Became the highest earner in the history of the company and consistently exceeded quotas and KPIs.

  • Earned the highest year-end sales revenues company-wide for 2019-2023.

  • Exceeded quota consistently, earning between 172% and 261% from 2019-2023.

  • Consistently earned the highest monthly sales company-wide, including 11 months in 2022. 

  • Increased average monthly sales revenues over 585% in three years.

  • Surpassed the highest KPI target for “Partner First Sales” each month from 2018-2023.

• Owned and managed over 10,000 accounts throughout, leveraging a base of approximately 1,000 inactive accounts and expertise in lead conversion and relationship cultivation.

• Onboarded and built relationships with over 7,000 Partners throughout, with 60% placing their first sale within the first six months of onboarding, and 80% remaining active thereafter (1+ orders per year).

• Led a team with dedicated account coordinators, compliance specialists and appointment setters.

• Earned the reputation as an industry expert and trusted advisor amongst clients and colleagues. Led several Lives, webinars, provided mentorship, advised on internal processes and procedures, created content, and gave presentations on a variety of topics including guidance for Partners.

• Received several glowing reviews, many of which appear on CorpNet Inc’s Trustpilot.com page and on the "Testimonials" page of this site.

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Senior Account Executive (Senior Associate)

NAI Capital, Inc.

2014 - 2018

Southern California commercial real estate brokerage subsidiary of NAI Global, catering to all types of commercial properties.

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• Commercial property sales, focused on SMB and Mid-Market, with accompanying Enterprise.

• Earned a spot in the prestigious “Top 3 Brokers of the Month” in under a year, due to the sale of a 35,000 SF industrial property acquired through an independently created and executed canvassing plan.

• Monthly revenues consistently exceeded $1mm, and yearly revenues consistently exceeded $15mm. 

• Attained membership in the prestigious, invite-only Industrial Real Estate Organization, AIR.

• Created and implemented prospecting plans, marketing campaigns, and configured a custom CRM through Salesforce to track properties and contacts.

• Represented notable companies and brands, several of which are listed on the "Testimonials" page.

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Earlier Professional History

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• Account Executive (Associate)
  Commercial Asset Group, Inc.
  2012 - 2014
   

• Property Manager & Associate
  Loramar Equities, Inc.
  2009 - 2013

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• Property Management Administrator

Fields Investments

2010 - 2011​

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• Executive Assistant
  NAI Capital, Inc.
  2007 - 2011