Sarah Potts — Sales Manager at Tebra
Work experience
Tebra
Manager Partner Success | 01/2018 - 12/2023
(formerly, PatientPop)
Innovative tech solutions provider specializing in software development, data analytics, and emerging technologies, dedicated to empowering private healthcare practices for digital
transformation.
Manager, Partner Success
2018-2023
● Developed relationships with key stakeholders and maintained a focus on driving
business value across the partner lifecycle, from onboarding through renewal,
serving as the primary point of contact
● Strategically recruited and led a dynamic team of two Partner Success Managers,
achieving 110% attainment in partner growth and renewals
● Orchestrated joint go-to-market strategies and product launches with partners;
including developing sales collateral, case studies, and running interactive sessions
● Partnered with Engineering and Product to develop partner specific API's and UI's,
resulting in enhanced integration capabilities, improved user experiences, and increased customer satisfaction scores
● Developed, monitored, and reported on partner KPI's, proactively identifying areas
for opportunity and growth
● Built and delivered Quarterly Business Reviews to C-level Executives and other
key decision makers
● Managed all partner escalations and worked cross-functionally with Support and CS to ensure timely resolutions
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Senior Customer Success Manager | 01/2017 - 12/2018
Successfully managed a portfolio of 100 strategic and enterprise accounts, driving
30% increase in overall retention
● Consistently exceeded quarterly revenue upsell targets, achieving 120% attainment
quarter over quarter
● Trusted advisor to accounts; proactively driving product adoption, success, and retention to enable customers to achieve their strategic objectives
● Conducted periodic trainings with clients on new product features and releases
● Built and delivered Quarterly Business Reviews, identifying areas for opportunity
and growth
● Collaborated with sales and partner teams on all cross-sell initiatives
● Owned entire customer lifecycle from launch through renewal
● Coordinated with Engineering and Product teams in providing report analysis of trends in customer behavior and user experience, resulting in 3 new feature updates
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Outdoor Tech, Inc.,
Outdoor Tech, Inc. specializes in selling outdoor and adventure-focused technology and
accessories. They offer a range of products designed to enhance outdoor experiences and adventure activities. Product offerings include bluetooth audio devices, portable power
banks and headlights.
Backcountry.com
Sales Manager | 01/2015 - 12/2017
Managed and operated major key retailers in the U.S., in addition to 6 national rep
agencies
● Exceeded sales quota 120% annually two consecutive years and opened over 50 new doors
● Onboarded and launched select CE and e-commerce retailers: Backcountry.com,
Zappos, REI
● Led revenue projections and production forecasting processes with various internal
and external groups
● Recruited, hired and led sales reps and independent agencies within each territory
● Built and executed special sales programs, promotions and quarterly marketing
campaigns
Outdoor Tech, Inc.
Sales Manager | 12/2015 - 12/2015
One of Inc500's fastest growing private companies in the US (#329 in '14, #237 in '15), Outdoor Tech®'s goal from the beginning has been to address the ever growing issue of blending a modern lifestyle in the age of mobile technology with the drive to be outdoors.
Responsible for US sales and expansion, including management of 6 national rep agencies within each territory:
-Promotion & Sales: Key account prospecting and closing with primary focus on bike and run, online campaign management, account growth
-Forecasting: Quarterly item and revenue forecasts in conjunction with product team
-Marketing: Developed online marketing campaigns for product launches, in-store POP displays, online merchandising
Quiksilver
Key Account Manager | 01/2014 - 12/2014
Managed and operated key retailers including, but not limited to, JC Penney,
Bealls and Kohl's department stores
● Communicated timelines and deliverables to all sales managers and production
● Managed and maintained relationships with accounts, buyers and production
● Created strategies to maximize sell through, profit, revenue and market share
Quiksilver
Key Account Coordinator | 04/2014 - 10/2014
• Manage and maintain relationships with buyers and vendors
• Act as liaison between production and sales ensuring all account deliverables and timelines are acheived
• Field customer support requests and resolve any underlying causes of account problems
• Coordinate with buyers and sales reps to ensure all orders are shipped in a timely fashion
• Generate all sales tools including UPC files, order forms and ATS reports
• Perform all daily EDI through SAP
Arbor Snowboards
Inside Sales Manager | 01/2011 - 12/2013
● Managed all in-bound inquiries, including dealer, prospect and sales calls
● Operated multiple email accounts and social media, I.e., Instagram, Facebook,
Twitter
● Assisted with planning and attending all trade shows (SIA, Surf Expo, Outdoor Retailer)
● Provided sales support for snowboard and apparel sales managers
Arbor Snowboards
Dealer Services | 12/2011 - 10/2013
• Managed all inbound inquiries, including, but not limited to, dealer, prospect and sales calls
• Handled scheduling and coordinating between warehouses
• Trade show planning and assistance
• Assisted both snowboard and apparel sales managers
• In-house contact for all dealers and sales reps
Hollywood Tentworks
Marketing Account Manager | 01/2007 - 12/2011
Managed 150 client accounts and projects including The Hollywood Bowl, Bob
Gail Events and Nightvision Entertainment
● Estimated project costs, wrote client bids and created final project contracts
● Managed a staff of 20 involving processing expense reports, equipment procurement and human resources
Hollywood Tentworks
Account Manager | 01/2007 - 01/2010
Managed 150 client accounts and 30 projects, including The Hollywood Bowl, Bob Gail Events and Nightvision Entertainment
• Estimate project costs, write client bids and create final project contracts
• Manage client projects through kickoff to final delivery, including coordinating with colleagues and outside contractors
• Coordinate with city and county to obtain proper permits, ensuring all local and state ordinances are followed
• Supervise all event productions, acting as onsite representative of the company and an advocate for client success
• Accounts payable and receivable – responsible for all revenue and billings, 60 clients/year
• Sales & Marketing – managed Facebook and Twitter accounts, fabricated brochures, made outside sales calls
• Created daily work schedules for all employees to ensure all client deliverables and timelines are achieved
• Managed a staff of 20 involving processing expense reports, equipment procurement and human resources
