We just announced our $3M Pre-Seed. Watch our launch video & support us on Product Hunt.
Financial Coach
My objective is to have a valuable impact, leveraging my skillset and becoming a pivotal part of the organization’s competitive advantage. I aim to challenge my professional growth and continue my success within an organization dedicated to driving visibility within the marketplace. My natural devotion to taking a client-centric approach has effectively assisted me in developing strategic partnerships and ongoing relationships with my clients. Working directly with consumers, C-suite, and executive leadership across all industries, has polished my conceptual understanding of the business process landscape. Constructing a framework with leadership to drive mutual alignment of company metrics, KPIs, and sustainability, is where I have found success as a contributor. Controlling the process from start to finish, instituting timelines, providing guidance towards their goals, has resulted in genuine client relationships, and evolved my reputation as a trusted advisor. As I continue my progression as a sales professional, the intentionality remains aimed towards paving a path to success as a future leader, client expert, and driver for effective sales strategies.
I am best suited for a position that requires me to proactively strategize around driving organizational growth and implementing business solutions that mutually drive client and organizational success. I enjoy working in fast paced, ever changing landscapes that allow continuous learning and uncovering complex challenges that require comprehensive solutions. I look forward to continuing to orchestrate strategized business solutions for organizations or clients seeking greater market share, driving brand visibility, and maximizing operational efficiencies to drive profitability.

Northwestern Mutual · Full-time

⚫ Modern Workforce Strategies for Medium & Large Enterprise organizations ⚫ Provide Consultative approach to understand decision makers, decision making criteria, timeline, budget, & centers of influence ⚫ Maintain expertise of verticalized industry/market trends, challenges, workforce strategies, and competitive HRIS landscape ⚫ Time & attendance collection hardware, software, EOR & Payroll systems ⚫ Data insight, reporting, benchmarking, analytics, forecasting, job costing, & workforce strategies ⚫ Complex integrations to GL/Accounting software & integration to ERP systems ⚫ HR workflows, onboarding, recruiting, learning management systems, performance management, & compliance ⚫ Drive value of internal TPA partner, benefits administration, carrier EDI files, Flexible benefits (FSA, HAS, HRA), & COBRA ⚫ Success driving ROI & competitive PEO unbundling ⚫ Closely manage existing accounts and continuous updates to available services ⚫ Partnerships with Certified Public Accountants, Financial advisors, Third party Administrators, Wholesalers, Carriers, Employee Benefit Brokers, Commercial insurance Broker, and Third-party HR consultants ⚫ Cold-calling and valuable self-generated leads propelled by strong profiling ⚫ Utilization of Zoominfo, Highspot, OneNote, Zywave, Principal, Spekit, and Salesforce ⚫ Individually Partnering with the Sales enablement team to assist new hire classes with best practices, situational role playing, objection handling, individual shadowing opportunities, & interactive feedback ⚫ Manage client escalations and retention-based conversations ⚫ Hybrid meetings & various virtual meeting spaces (Zoom/Microsoft Teams/Google Meet) ⚫ Pipeline maintenance within Salesforce CRM & Microsoft PowerPoint Presentations ⚫ Hosting local networking/educational events with partners ⚫ Partake in implementation calls with the client to ensure full execution of projects ⚫ Consistent demonstration implementing Mutual Engagement Plans & Superior negation skills


Claim it to keep it up to date, or request removal. We're happy to help either way.



Chat with Clera and we'll introduce you to the right opportunities.
This profile is based on publicly available information. Ali is not affiliated with or endorsed by Clera. Privacy policy.
Your AI-talent agent. Connecting talents with dream jobs.
© 2026 Clera Labs, Inc.

⚫ Human Capital Management SaaS for the Mid Enterprise space ⚫ Driving executive alignment with C-Suite, HR Executives, COIs, and key decision makers throughout the full sales cycle to effectively understand organizational operations ⚫ Explore market trends, industry specific challenges, competition, understanding our key differentiators and competitive advantage within the market ⚫ Immense knowledge of APIs, Integrations (both 360 & 180 degree), ERP systems, Applicant tracking systems, Benefit Administration, workforce management, learning management systems, and talent management tools ⚫ Layered understanding of organizational operations and challenges ⚫ Extensive Cold Calling, Email, and in-person prospect drops to generate self-sourced leads ⚫ Create PowerPoint presentations for prospective C-suite executives on ROI, benchmarking, and analytics ⚫ Control of the Full Sales Cycle, from self-sourced lead generation, presentation decks, Demos, proposal, implementation, and Go-live date ⚫ Utilization of provided Sales tools such as Zoominfo, Marketo, Outreach, MiEdge, Demandbase, Calendly, Seismic, Highspot, Reachdesk, and Salesforce to generate a strategic cadence for pipeline growth ⚫ MEDDIC sales Methodology ⚫ Worked with Marketing & Sales enablement team to collaborate on successful strategies and feedback ⚫ Verticalized Familiarity of day-to-day operations within the healthcare, manufacturing, hospitality, retail, nonprofit, recruitment, educational, and professional services ⚫ Building strategic partnerships by aligning a mutual action plan with financial advisors, TPAs, benefit brokers, CPAs, and vendors ⚫ Full Coordination of Networking/Marketing events with prospective partners/vendors to educate and drive visibility of the Paycor Brand Skills: Marketing · Solution Selling · Business Development · Customer Relationship Management (CRM) · Sales Forecasting · Management · Advertising · Sales Management · Customer Satisfaction · Sales & Marketing · Cold Calling · Presentation Skills · Customer Experience · Marketing Strategy

⚫B2B SaaS (Software as a Service) Sales / SMB Restaurant Technology Sales in a Quota Driven Environment ⚫Full Sales Cycle Software Sales via Zoom meetings or in-person ⚫Establishing strategic relationships with vendors such as U.S. Foods & Sysco for mutual lead generation ⚫Prospecting and lead generation through Cold-calls, Walk-ins, social media, networking ⚫Utilizing Salesforce as the CRM to convert self-sourced leads, managing next steps, booking meetings through Chili piper, sending Contracts through DocuSign ⚫True Objective handling through a strong business and operations Discovery process held in Preliminary Client Meetings ⚫Connecting front & back of house operations through a combination of software technology with direct experience in the industry ⚫Tailored, in-depth Microsoft PowerPoint presentations for each individual client ⚫Generating ROI (Return on Investment) for Restaurants by understanding their unique business operations and having a strong understanding of Toast Software Technology ⚫Helping Business Owners understand how SaaS will be utilized as a streamlined, revenue driving service to further growth Skills: Marketing · Solution Selling · Sales · Customer Relationship Management (CRM) · Sales Forecasting · Training · Lead Generation · Advertising · Sales Management · Software as a Service (SaaS) · Account Management · Customer Satisfaction · Sales & Marketing · New Business Development · Direct Sales · Business-to-Business (B2B) · Cold Calling · Presentation Skills · Customer Experience · Marketing Strategy

⚫ Analyze business accounts for areas of potential growth or value-added services ⚫ Discover, convert, and manage small/ medium business accounts assigned within my territory ⚫ Use salesforce to submit and create leads for an organized means of developing a business portfolio ⚫ Have a strong understanding and specialization in the products available to cater to a business’s specific needs ⚫ Overcoming objects by explaining the true value and actively listening to how the business operates on a day-to-day basis Skills: Marketing · Solution Selling · Business Development · Customer Relationship Management (CRM) · Sales Forecasting · Training · Management · Sales Management · Customer Satisfaction · Sales & Marketing · Cold Calling · Presentation Skills · Customer Experience · Marketing Strategy
⚫ Trained, developed, and familiarized reps with the Salesforce platform to submit leads ⚫ Trained reps with a hands-on approach to help them understand the importance of customer experience and integrity ⚫ Held monthly meetings with reps to help overcome consumer objects through active listening and develop areas of opportunity ⚫ Created individualized goals for reps to help them achieve a strategic selling habit ⚫ Ensured team targets were met by tracking daily metrics and targets ⚫ Handled risk and in-store inventory management to ensure that products were in the system ⚫ Consistently made sure store followed company standards, while ensuring that proper promotions were being advertised to compliance ⚫ Apple Masters Training Certified to help specified issues or concerns with Apple Products Skills: Solution Selling · Business Development · Customer Relationship Management (CRM) · Sales Forecasting · Training · Management · Customer Satisfaction · Customer Experience
⚫ Sold Products and services to consumers in an individual commission-based environment, while having maintained balanced metrics ⚫ Resolved technological issues that were affiliated with Verizon Wireless products and services Skills: Solution Selling · Customer Satisfaction · Customer Experience

⚫ Created and assembling store displays to create an attractive appearance for customers ⚫ Assured that companywide promotions were being applied to in-store transactions ⚫ Handled customer escalations and concerns to ensure they were being taken care of in a proper manner ⚫ Handled Inventory and shipment to ensure products were properly taken into the system ⚫ Strategically scheduled employees shifts for the entire store, from back of house to the front Skills: Solution Selling · Customer Satisfaction · Customer Experience

⚫ Addressed all customer questions and concerns ⚫ Managed and created all front-end employee schedules ⚫ Assisted cashiers in transactions and resolved system errors ⚫ Adequately trained new cashiers in the position Skills: Customer Satisfaction · Customer Experience