Riley Anderson

EMPLOYMENT HISTORY Snap Projections SR PRODUCT SPECIALIST, GROWTH,- *Recently acquired by WealthBar Financial 10/2019 RI LEY ANDERSON, CPA Full stack customer facing professional INTRO Hi, I'm Riley! A CPA with a distaste for traditional accounting and an unusual passion for startups, sales and customer success. Most recently I lead inside sales, growth and customer success as employee #4 at recently aquired Canadian fintech startup. CAREER VALUES 1. 2. 3. 4. Feel challenged and uncomfortable often Be as helpful to as many people as possible Join a team thats passionate in their work Flexible hours & remote work options CORE STRENGTHS - Sales: Consultative Selling & product demos Success: Helping is the new selling Communication: An empathetic listener Lead Gen: Email & Linkedin Marketing Entrepreneurial: Creative problem solver Tech: Webinar host, onboarding specialist Snap Projections is a Canadian Fintech SaaS startup that provides modern financial planning software to financial planners. I was hired as employee #4 and became responsible for the following. SMB Sales Metric: Consistently hit monthly goals for new customers Responsible for full cycle sales: prospecting -> product demos -> POCs -> closing of individual, SMB and SME accounts. Closed deals with leading Canadian credit unions and investment dealers Conducted dozens of webinars with hundreds of attendees Customer Success Metric: Consistently kept revenue retention above 97% Responsible growing accounts and finding expansion opportunities Lead on-boarding, ongoing engagement and training programs to drive initial demonstrated value, increase adoption and utilization Developed dozens of customer success stories and testimonials Created and executed the quarterly review process for large accounts SNAP PROJECTIONS COMMERCIALIZATION ASSOCIATE,- Snap Projections is a Canadian Fintech SaaS startup that launched in 2015 to provide modern financial planning software to financial planners. I was hired as employee #4 with these key responsibilities. Account Executive Metric: Product demos scheduled & new customers signups Personally scheduled and delivered 1,000+ product demos Prioritized, planned and executed numerous outbound and inbound sales and marketing strategies via email, LinkedIn, phone and more. Customer Support Metric: Consistently kept customer churn below 3% Responded to hundreds of technical inquires and solved customer problems vis email, chat, video calls and phone calls Created a database/course of product video tutorials Outlined product feature enhancement opportunities for the product team BDO ACCOUNTANT,- BDO Canada has 100+ offices and 3000 professionals accross Canada and the world. CONTACT DETAILS: Telephone: 1 - Email:-LinkedIn: /rileypanderson Location: Lethrbridge, Alberta Canada Web: www.about.me/rileya - Provided compliance and tax services to many organizations and individuals in a variety of industries. - I personally developed a new system for how the company delivers it's personal tax services and was recognized by managmeent for it's success in using technology to increase efficiencies and accuracy. - Took lead for office business development and spearheaded several firm marketing initiatives ie. Chamber of Commerce / BDO Top 40 under 40 programs and events. ACADEMIC HISTORY Canadian Western School of Business CHARTERED PROFESSIONAL ACCOUNTANT, 2017 - Completed the CPA designation with a focus in tax & assurance - Featured in recent CPA Alberta magazine: Link pg.20 University of Lethbridge RI LEY ANDERSON, CPA Full stack customer facing professional BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNTING, 2014 - Graduated with distinction - Competed in accounting and marketing focused case competitions - I visit the campus regularly to answer questions regarding my career path and mentor future CPA's Blockchain A-Z™ LEARN HOW TO BUILD YOUR FIRST BLOCKCHAIN, 2019 - Developed an understanding of the theory behind cryptocurrency transactions, smart contracts and blockchains - Developed my own Cryptocurrency, smart contract and blockchain TOOLS / TECHNOLOGY GoToWebinar (Hosting Webinars) Join.me (Product Demos) Drift (Online Chat via website) HelpScout (Customer support ticketing) Convert Kit (customer nurturing campaigns) Customer.io (customer onboarding) Zoom (team and customer meetings) Loom (Short support tutorials) Gsuite (docs, slides, forms, sheets) Close.io (Sales focused CRM) QuickMail (Email automation and statistics) LInkedIn (Prospecting and marketing tools) Stripe (Accepting payments) Canva (Marketing and sales materials) Qwilr (Sales proposals) Product Board (Customer feedback tracking) Jira (Product issue tracking) RELEVENT EXPERIENCE CO-OWNER AT FIVE DOLLAR WINDOWS,- Co-founded a residential and commercial window cleaning company to assist with education expenses. I hired three employees in the first year. I personally designed the website, logo, and other promotional materials. PARTICIPATED AT GLOBAL STARTUP YOUTH, 2013 I was 1 of 250 applicants worldwide selected to travel to Malaysia (all expenses paid) to assist local start-up enthusiasts to create companies to come up with solutions to the country’s unique and other worldwide problems. VOLUNTEERING PROAID AFTRICA PROJECTS, 2011 I travelled to Ghana, Africa with only my younger sister. Together we spent 3 months teaching English, constructing schools and volunteering in orphanages in various remote villages. Leading up to our departure we were able to assist in the founding of PROaid Africa Projects. An NGO created to continue to offer support in the areas we visited. CONTACT DETAILS: Telephone: 1 - Email:-LinkedIn: /rileypanderson Location: Lethrbridge, Alberta Canada Web: www.rileyanderson.ca HOBBIES & INTERESTS - Being Dad :) Onewheel-ing Cryptocurrency Youtube & Vlogging (A Day With Dad) Running / Cycling Travelling