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Joelle Vail

Professional Summary



Professional Overview



Joelle Vail is a seasoned C-suite executive with extensive experience driving revenue growth and operational excellence across the software and human capital management industries. As the Chief Revenue Officer (CRO) at BrightPlan, she is responsible for leading the company's sales, marketing, and customer success functions, focusing on delivering exceptional value to clients and accelerating the organization's market expansion.

Experience Summary



Current Role



As the CRO of BrightPlan, a leading provider of comprehensive financial wellness solutions, Joelle is spearheading the company's revenue-generating strategies and initiatives. She oversees a high-performing team of sales, marketing, and customer success professionals, ensuring seamless client onboarding, engagement, and retention. Under her leadership, BrightPlan has experienced significant revenue growth and expanded its market reach, solidifying its position as a trusted partner for businesses seeking to empower their employees' financial well-being.

Career Progression



Prior to her current role, Joelle held several key leadership positions, including Chief Operating Officer and Chief Revenue Officer at Capital Factory, a prominent startup accelerator and venture capital firm. She also served as the Chief Alliance Officer and Chief Revenue Officer at Ascentis Human Capital Management Software, where she played a pivotal role in driving the company's sales, strategic partnerships, and operational optimization. Earlier in her career, Joelle gained valuable experience as a Regional Sales Executive at Paychex, Inc., a leading provider of payroll and human resource services, and as an Assistant Controller at Kleinwort Benson Holding Inc/ParTec Inc.

Academic Background



Joelle holds a Bachelor's degree in Accounting and Finance, equipping her with a solid foundation in financial management and data-driven decision-making.

Areas of Expertise



  • Revenue growth and sales strategy

  • Operational optimization and efficiency

  • Strategic partnership development

  • Customer success and client engagement

  • Human capital management and workforce development

  • Financial analysis and reporting


Professional Impact



Throughout her career, Joelle has demonstrated a track record of driving transformative change, delivering innovative solutions, and fostering collaborative partnerships. Her ability to align cross-functional teams, identify growth opportunities, and implement data-driven strategies has consistently enabled the organizations she has served to achieve their revenue and market expansion goals.

Conclusion



Joelle Vail's extensive experience, exceptional leadership skills, and deep industry knowledge make her a valuable asset to BrightPlan and the broader financial wellness and human capital management sectors. As the CRO, she is poised to continue her professional trajectory, positioning the company for sustained growth and solidifying its position as a trusted partner for businesses and their employees.