Tracy C

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Founding BDR

Maxima AI

Nov 2025 - Current (11 months)

Maxima is an AI-native platform transforming the entire record-to-report process. Built on agentic AI, it automates key close activities from reconciliations and journal entries to transaction matching, flux analysis, and task management, helping finance teams close faster, smarter, and with greater accuracy. Our mission is to eliminate manual work, streamline compliance, and give CFOs real-time visibility without replacing their ERP.

Outbound Sales Development Representative

Splashtop Inc.

Jun 2024 - May 2025 (1 year)

Consistently exceeded sales targets, making 150+ outbound calls daily and prospecting 100+ qualified contacts weekly, with a strong focus on relationship-building with key decision-makers. Ranked at the top of the SDR leaderboard, earning both the “Rookie SDR of the Year” (2024) award and “SDR of the Quarter” (2025) in recognition of top performance and consistent results. Developed and executed strategies to improve team performance, including creating refined filters for Ideal Customer Profiles (ICPs) to ensure targeted, high-conversion outreach. Partnered closely with Account Executives to identify high-potential prospects, tailor solutions to client needs, and facilitate seamless lead handoffs. Led onboarding and training sessions for n

Global Partners Program Intern

Five9

May 2022 - Aug 2022 (4 months)

Produced color-coded maps of channel sale managers based on region and continent, while improving efficiency by 20% through compiling data to ensure numerous documents were aligned for the Global Partner sales team. Created the "Internal Partner Locator" tool to organize and structure data for 150+ partnerships using both Salesforce Database and Microsoft Excel to help the team find and access information efficiently. Enhanced the existing partnership portfolio, adjusting the focus from quantity to quality by one-third through warm calling, emailing, and reconnecting with over 50 previous partners to reassess and elevate the collaboration. Assisted the global sales team by delivering daily updates for legal contracts and ensuring timely not

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Diversity and Inclusion Program Coordinator

Oct 2021 - May 2022 (8 months)

Implemented the Birthday-In-a-Box program to provide birthday parties for 25 families experiencing homelessness, serving 120 children throughout the Bay Area. Increased connections by maintaining kind and effective communication with 10 current partnerships, while simultaneously reaching out to over 12 shelters for new partnerships via phone and email. Developed new program strategies for improvement and effectiveness by creating Excel reports through analyzing data from partnership feedback via creating Google Surveys. Managed and facilitated engaging educational experiences for children at pop-up mobile museums appealing to 200+ young participants fostering curiosity and hands-on learning activities.

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Server

Shellshock Seafood house

Dec 2019 - Mar 2020 (4 months)

Exhibited client service skills to provide an exceptional level of customer service while managing up to 10 parties simultaneously. Performed multiple tasks at once, under heavy time constraints while maintaining quality assurance procedures and protocol. Responded to guest's questions regarding 20+ menu items and alcoholic beverages. Prepared an extensive menu of specialty beverages, including cocktails, wine, and beer to serve customers.

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Server

Ktown Korean BBQ

Nov 2017 - Jul 2019 (1 year 9 months)

Mentored and trained new employees to consistently offer professional, friendly, and engaging service. Organized and participated in off-site catering events for up to 200 people. Swiftly and successfully resolved conflict resulting in customer satisfaction 100% of the time.

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Server

A’s sushi

Sep 2016 - Jan 2017 (5 months)

Warmly greeted new and returning customers and developed relationships resulting in customer loyalty. Provided administrative support by answering 20+ inbound calls while explaining promotions and accommodating dietary restrictions. Memorized over 30 menu items and rotating specials to give customized recommendations to guests.

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Tracy C

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Behavioral traits