Sarah Potts

(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

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 ㅡ 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.

● 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

• 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

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

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