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 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

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

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

• 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

● 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