building the future of finance

Founder of Lighthouse Coffee and Wine, a craft cocktail and cafe experience located in the historic downtown of Waco, Texas. Specializing in a catered experience highlighting terroir in both coffee and wine, with unique cocktails, and a unique multiple course weekly dining experience.

2x Presidents Club

Managed +$4m ARR across a book of 470 accounts.

Led department-wide attainment at 196% with an effective churn rate under 1%.

Reviewed, analyzed, and implemented outreach procedures and solutions leading to a 40% effective increase in booked meetings, call attendance and upsells and metric attainment quarter over quarter.

Oversaw training and implementation of sales driven techniques to increase NDR and ARR +30% in 18 months followed by asset build out and training for customer facing resources.

Project managed Asana based projects to explore outreach initiatives and increase market presence.

Worked cross functionally to build out in house customer marketing spend and budgets to increase retention and consumer sentiment.

Worked extensively to segment the "Premium Tier" into specific verticals to further focus on upsell opportunities based on market. Worked directly with Legal and Compliance to build out conditional filtering for Cannabis specific organizations to ensure seamless onboarding and ensuring organizational financial compliance.

Gain the commitment of independent coffee shop owners to proceed to Odeko onboarding for local supply delivery and Odeko’s mobile ordering platform.

Leverage Odeko’s data-driven prospect database to develop new client relationships that help drive high-speed growth of partnerships in the market

Responsible for achieving monthly and quarterly goals of new shop growth

Keep meticulous records in our CRM tool (Hubspot), to report activity and conversations. This helps to enhance the customer experience in the customer’s journey with the rest of the Odeko success team.

Develop new and creative outbound strategies to create and nurture new market opportunities for growth and partnership.

Work closely with the onboarding and account management teams to ensure new customers have a smooth onboarding process and become long-term partners with Odeko

Work closely with Odeko’s vendor partners to collaborate in local coffee events and to conduct sampling campaigns for prospective customers

Assist in the formation and leadership of your city’s Odeko Cafe Council that brings together shop owners, baristas and roasters for information sharing and community building.

Play a vital role in all of these same sales and success efforts in the next Odeko cities - both virtually on the phone and occasionally traveling to another city to partner with the local MDM.

As the Onsite Implementation Specialist you are an asset to the customer onboarding process. The Specialist will be charged with ensuring a holistic approach to the onboarding process, including onsite customer visits to help streamline the onboarding process. Most importantly, this role is essential in setting the tone and establishing a positive relationship with our clients.