Oregon State University

Technology: third-party risk management, regulatory compliance, global due diligence research

[AML RightSource acquired Blue Umbrella Limited]

Qualified and managed sales opportunities with Fortune 500 & 1000 target accounts across various industries to position a SaaS-based third-party risk management solution suite, including due diligence research services.

• Exceeded MQL opportunity metrics through daily outreach to target accounts per day.
• Attained a 100% success rate in securing discovery meetings with C-suite executives at enterprise companies by leveraging Seamless.ai and LinkedIn sales navigator.
• Performed discovery meetings to understand business needs, identify opportunities, and assess for alignment of products and services before scheduling demos with sales engineers.
• Executed effective sales pipeline strategies by tracking, nurturing, and forecasting activity using the HubSpot CRM database; shared white papers and scheduled webinars to cultivate leads.

AML RightSource

Business Development

Sourced new business opportunities in the construction and real estate industry by identifying and engaging with prospects and customers.

•	Leveraged social media and sales platforms to identify target accounts and stakeholders.
•	Met or exceeded demo and revenue goals by consulting on new sales / upsell opportunities.

Dimond Solutions, LLC

Business Development Consultant- Owner

Generated revenue by demonstrating the value of integrating AP automation into customers' ERP workflow for NetSuite users.

•	Secured new partnerships and revenues with Sage Construction & Real Estate business by collaborating with Sage and AvidXchange Product Manager to ensure mutual alignment.
•	Demonstrated the value of integrating our AP automation solution into customers' workflow.

AvidXchange, Inc.

Partner Alliance Program Manager | West Coast Sales

Generated and managed new customer ERP sales opportunities in the construction & real estate space. Worked with marketing and channel partners to identify, nurture, and close new revenue for the business unit.

• Contributed to meeting revenue goals through research and outreach to decision-makers.
• Achieved New License Revenue growth by generating qualified leads amidst CRM change.
• Routed leads after in-depth discovery to Account Executive channel sales partners based on their specialties.
• Exceeded conversion rates to sales-qualified leads by understanding unique business needs.
• Collaborated on marketing outreach campaigns and following up with leads through CRM.
• Targeted Accountants, Controllers, CFOs, and Estimators to introduce Sage’s ERP products.
• Created a lead generation plan to meet quota using social media tools to qualify leads.

Lori D.