Open to opportunities

Bethanie Smith

@bethaniesmith

Message

Client growth strategist who turns executive objectives into win plans and measurable revenue outcomes.

United States

Message

What I'm looking for

I’m looking to drive national or enterprise growth as a trusted executive advisor—owning pursuit and RFP strategy, rebuilding accounts, and guiding teams through M&A and client integration with measurable, outcome-based results.

I’m a client growth strategist with 15+ years serving as a trusted advisor to executives in complex, high-stakes industries—construction, healthcare, and M&A. I build growth by asking better questions: translating business objectives into concrete plans, spotting opportunities others haven’t considered, and staying accountable to outcomes rather than activity.

As Director of Business Development at Leopardo Construction, I drive national growth strategy—evaluating new markets, leading RFP strategy and proposal development across a $130M national healthcare portfolio, and returning six multi-million-dollar dormant accounts to active revenue. Previously, I served as an Account Executive overseeing a regional portfolio of 143 accounts totaling $5M, developed pursuit collateral and RFP responses that converted to contracts, and led client education programs positioning the firm as an advisor. Earlier roles included guiding 43 completed acquisitions through post-close growth as an M&A / Client Integration Manager, and leading client experience initiatives such as CRM implementation and operational accuracy at Lauer Wealth.

Experience

Work history, roles, and key accomplishments

Current

Director of Business Development

Current

Leopardo Construction

Mar 2025 - Present (1 year 4 months)

Drive the firm’s national growth strategy by evaluating new markets and shaping pursuit strategy for previously uncompetitive opportunities. Rebuild dormant and lapsed client relationships, and lead RFP strategy and tailored win planning across a $130M national healthcare portfolio.

Growth Strategy Strategic Account Planning New Business Development

Account Executive, Business Development

Ryan Fireprotection

Nov 2023 - Mar 2025 (1 year 4 months)

Serve as strategic partner for a 143-account regional portfolio totaling $5M across hospital systems, architects, engineers, and facility owners. Lead pursuit collateral and RFP responses, and run an architect/engineer/facility lunch-and-learn education program to generate qualified opportunities.

New Business Development Strategic Account Planning Strategic RFP Responses

M&A / Client Integration Manager

Teamshares

Nov 2021 - Nov 2023 (2 years)

Guide 43 completed acquisitions by serving as each client’s primary strategic partner through acquisition decision-making, post-close growth, and ongoing executive check-ins. Coordinate cross-functional collaboration to move deals through close and integration, including contracting support and leadership transitions for acquired companies.

Cross functional Leadership Contract Development

Director of Client Experience

Lauer Wealth

Dec 2019 - Nov 2021 (1 year 11 months)

Manage a client relationship portfolio as the primary point of contact, ensuring responsive service, proactive communication, and timely resolution of account needs. Coordinate client onboarding and advisory meetings, and lead CRM implementation and optimization to improve data management, workflow efficiency, and team adoption.

Salesforce HubSpot Microsoft Dynamics Zoho Zendesk

Senior Account Manager

Secant Healthcare

Nov 2008 - Dec 2019 (11 years 1 month)

Manage long-term enterprise healthcare client relationships over an 11-year tenure while bringing in new business and growing the client base. Partner on complex healthcare data migrations and draft/assemble client contracts aligned to client business objectives.

Strategic Account Planning Contract Development