PitchBook Data

• Hired as the number 4 NYC sales hire in 2015. Office had less than 10 total employees (including customer success and editorial). Grew NYC sales team to over 150 team members and helped grow entire NYC office to 350 team members.

• Currently serve as the most senior sales leader in NYC as Head of Global Sales Strategy and Operations reporting directly to the Chief Revenue Officer.

Hired initial SDR team in NYC

Created first NYC intern program.

• Managed Account Executive new business team.

• Created new leadership structure to promote aspiring sales reps to deputy managers. By crafting initiatives to help develop and grow my team into leaders, the 6 team members that were originally on my team in 2017 have all gone on to serve in senior leadership roles. All current team leaders were disciples of my intial management.

• Formalized office hiring process to scale team to over 150 SDRs, BDRs and Account Executives. Interviewed over 600 candidates. Spearheaded the implementation of hiring software (Underdog.io and Hired) to revamp hiring and created new “case study” report assessment for interview process to screen qualified candidates.

• Pioneered repeatable outbound motion for the office. Developed playbooks and frameworks for prospecting

• Led the SDR function while acting as Account Executive.

• Grew New York sales team from 4 sales reps to 80+ sales reps. Created Associated Director hierarchy (sub-manager) to exceed hiring targets while developing junior members into leadership positions.

• Selected as one of three finalists (among 1,5000 team members) for 2020 Employee of the Year (Ultimate Panther). This award is given to an employee who embodies every PitchBook value exceptionally well.

• Created an initiative to grow and distinguish team members called MNFY (Make a Name For

____
Helped to grow
Organized the office move from 155 5th Ave to our new office in 315 Park Ave South

Lead cross-department collaboration with marketing, product, human resources and sales enablement. Worked with Marketing Department to analyze which client types were the largest addressable market (highest marketing conversion but lowest close rate).
o Developed a 6-week department-wide training that resulted in a 10% increase in company-wide close rate.
Manager

and high performance (for 15 quarters running, I have led the highest-achieving new business team in the New York office).

• Currently serve as the most senior sales leader in NYC as Head of Global Sales Strategy and Operations reporting directly to the Chief Revenue Officer.

• Own forecasting for the New Business team by identifying opportunities and threats to business growth and provide recommendations to mitigate risks and capitalize opportunities to leaders accordingly.

• Added net new sales revenue in 2022 of $73M and added close to $69M in new sales revenue in 2023.

• Revamped global training program to improve productivity of sales reps in down market. Established rubric scoring of key sales competencies with monthly accountability and action plans to improve deficient areas.

• #DFDF DFD DFDF DFSD Manage P&L for New Sales department, hiring projections,

• Started initiative to reduce CAC by segmenting account types and creating new team that is less cost. Putting higher LTV accounts in the hands of more seasoned reps. Segmenting higher valued LTV accounts to Sr. Sales Account Executives.

• Lead the global and regional sales planning, target setting and coverage models to drive go-to-market strategy, growth and productivity including crafting a vision for the long-term success of the sales organization as the department scales.

• Led the sales integration of Leveraged Commentary & Data ($750M acquisition) to PitchBook Data. Combined Pitchbook’s sales processes into the LCD GTM strategy to equip sales team with how to sell LCD. Generate $350,000 in new sales within first 3 months of acquisition.

• Partner with Marketing, Revenue Operations, Data Operations, Product and other internal teams to develop and execute lead flow and pipeline generation initiatives. Additionally, partner with Finance and the People team on sales compensation design, planning and ongoing communication for Sales roles.