At Aria Financial Group, I implement effective lead generation strategies, identify target markets, and utilize data-driven insights to optimize lead quality and conversion rates. I collaborate closely with cross-functional teams, including sales agents and marketing professionals, to ensure seamless lead handoff and alignment of efforts.My approach is centered around maintaining accurate lead information in our CRM system, track lead progress, and generate insightful reports. These reports provide valuable data and enable me to analyze performance metrics, identify areas for improvement, and propose effective strategies to enhance lead management processes. I compile financial reports to monitor the overall performance of agents across multiple carriers, ensuring a balanced profit and loss analysis of our leads program and distribution based on purchases

Experienced SaaS professional adept in development, program management and sales. Proven track record in driving software solutions from conception to market success. Skilled in strategic program planning, client relations, and leveraging transferable skills to excel in diverse roles. Ready to bring innovative solutions and leadership to the intersection of technology and business.

Coordinated several aspects of daily operations such as scheduling appointments, maintaining record of weekly billings, organizing, and distributing mass mailing of client letters and promotion to expand market reach and total salesDeveloped a system for monthly pet insurance that earned the company a 20% increase in profits for the yearAnalyzed market trends for proper marketing distribution that expanded the sales reach territory from the local market to a 100-mile radius Assisted with onboarding and training of 10+ new hires which included explaining benefits, fielding questions, and addressing concerns or complaints.