Review Request 2 - Re-organized - SAS Enterprise Sales Outline

Hi- I submitted this outline but re-arranged based on feedback (Thank you for everyone who has so far!). Would love additional feedback and if this outline makes sense…Thank you!! Looking to Submit later this fall as some events upcoming I’d like to include.

1 (CV)

  1. Personal Statement

  2. Recommendation Letters (Current Global Head of Sales, CEO of Financial Services within Fintech Partner, CRO of Fintech Partner and previous Boss at first Fintech job

  3. Mandatory Criteria (MC) Evidence
    • MC 1: Led Fintech Growth of Product-led digital technology Company
    o Narrative: Senior Enterprise Account Executive leading all Enterprise Account deals in 2023/2024. Top contributor in segment for second year in a row and leading all enterprise opportunities in wealth management segment.
    o Evidence Structure:
     Evidence 1: Screenshot of current and past pipeline for 2023/2024 revenue contribution toward company (over 150% of quota) with evidence of paid commission pay stubs for clients brought on and snapshot of performance dashboard in salesforce of performance metrics. Letter of Rec above to collaborate on sales numbers and 150% expectation. Screenshot also of pipeline to hit that.
     Evidence 2: Salary / commission structure (highest tier in industry, will provide benchmarks) and screenshot of equity

MC 2: Next Generation:
Narrative 1) Next Generation Leadership Cohort Leadership participation at previous firm
Narrative 2) Student Volunteer Experience in Financial Services / Fintech at large Global Industry Conferences

Evidence 3: Screenshot, pictures, and articles on both programs, Media coverage about the programs, outline of agenda for both

Evidence 4: Letter of Recommendation from the Founder of both programs and financial services industry expert who worked with me in 2020-2023, going over my participation and leadership in both and outline and structure of both programs

Optional Criteria

  1. • OC 3: As an Sr.Enterprise Account Exec launched new product concept and partnership with a mutual client to build revenue for 2024/2025 and Worked with VP of Marketing on additional significant events and rev generation of current firm
    o Narrative 1: I worked with our Product and Partnership team to bring on a new large strategic initiative with a partner that is launching a new concept so our company can have an all in one digital / tech forward solution rather than just part of the process. Contributing to revenue and strategy for 2024 and 2025
    Narrative 2: Working with our VP of Marketing to generated leads including Product Virtual Webinars I am hosting/leading, executed on my idea of a charity dog walk event at huge industry conference that resulted in 200+ registrations, and linking to over $100K of revenue
    o Evidence Structure:
     Evidence 5) Company press release with the new partnership and innovation announcing the new client fintech partner and myself quoted on details of the initiative / how it will change the product offering and CEO of Partner quoted about the initiative

 Evidence 6) letter of Recommendation from CEO of client/partner from above, discussing outcome for 2024 and future 2025 expectations for growth of both firms and partnership

 Evidence 7) VP of Marketing Reference Letter on collaboration of Dog Walking event, Product Webinar, and other initiatives I’ve lead generating revenue. As page 3 will submit pictures and screenshot of events, webinars with me leading it, screenshot of dog event at conference and pics from the event itself

  1. (OC2) - Contributions to the Community and Volunteering Outside of Work
    OC 2: Narrative1: After losing my brother in 2017, my family started a nonprofit to provide resources for long term sober living and to help with mental health. I handle all the digital technology marketing and revenue generating through crowd fundraising with a fintech partner Classy. Events in last 5 years that has thousands of attendees and national media attention. I lead the digital campaign for us to drive revenue for our Nonprofit. Raising over $250,000 through digital marketing, social media campaigns, and events.
    o Evidence Structure:
     Evidence 8) Website of nonprofit with Links to Media and videos of us speaking with the campaign with me and my family being interviewed about our story etc. screenshot with link to digital tech platform we partner with showing the revenue brought in and Fund Raising marketing Campaign I generated after speaking with the colleges. One university raised $16,000, along with a player’s page currently at $3,600 as a direct result from our speech/event/digital campaign

OC2 Narrative 2: Women in Fintech Initiatives

 Narrative- I am actively in 2 women in Fintech groups, Women in Tech as a global ambassador and NYC Women in Fintech. I am leading and hosting an NYC Fintech Women event upcoming on Nov 13th with100+ RSVPs (will include outcome) paired with a charity Canine Companions to raise money for dogs who are service animals to people with disabilities.

Evidence 9) Women in Fintech group participation screenshots, Wall street Women Alliance Group screenshot of linked in highlighting my name as being selected as a leader in the cohort in 2020, and screenshot of the Women’s group within current company as part of DEI initiative I created that is being launched in Q1 2025

Evidence 10) Screenshot of NYC Fintech Women event invite, pictures of event, screenshot of fundraising page for Canine Companions with Fintech participation of NYC Women in Fintech showing success of event