- Collaborate closely with Fintegra’s President and senior leadership to drive business development initiatives- Identify, onboard, and manage high-quality Independent Sales Organizations (ISOs) partners- Cultivate and optimize relationships with ISO partners- Maintain direct relationships with small business owners who have received funding- Coordinate with various teams within Fintegra, including underwriting, collections, marketing, and operations- Utilize and optimize Fintegra’s proprietary Apex platform

As an Account Executive, I foster and nurture robust partnerships with our valued clientele, delving into their unique operational requirements and delivering tailored Semrush solutions to drive their growth. I excel in prospecting, executing sales calls, conducting engaging product demonstrations, and building rapport to achieve outstanding results.

First-round capital investor and key advisor for the startup. As a reliable and trusted resource, I advise, create critical connections with potential investors, and build morale and culture. I guide leadership on sales goals, targets, and verticals.Key Accomplishments:I was integral to facilitating key introductions with Fortune 50 companies that included SAP, MGM, McDonald, Caesers, and Trinity Health System leading to a significant boost in investment dollars.I developed and implemented ideas and strategies to advance a growing market share.

Responsible for all business development initiatives for Morey Creative Studios, which consists of prospecting new “right fit” retainer and design-build opportunities, cultivating relationships among current clients that might possibly upgrade service tiers, managing the inbound sales leads, forecasting sales and building pipeline activity reports for ownership. Tactical responsibilities include:-Establishing thoughtful sales sequences in the HubSpot CRM that help convert “right fit”prospects into clients.-Cultivating a database of prospects that would benefit from Morey Creative’s services.-Work directly with ownership to develop new products and services that are in demand and withinMorey’s capabilities.-Representing the organization at networking events.-Collaborating with account managers to facilitate all new client on-boarding projects.

The face of the company and I promoted the company’s products and services to new and existing clients and advisors. I developed and oversaw new business opportunities and cultivated long-term relationships with 600+ certified financial professionals and billion-dollar organizations. I managed the entire sales life cycle. I created all marketing collateral and other distributable materials. Clients: Transamerica, Nationwide, John Hancock, Empower, and Wells FargoKey Accomplishments:I succeeded in closing 90 new opportunities annually and $250K in new business revenue YOY by creating, delivering, and converting new business proposals on a consistent basis while effectively managing and expanding on current partners lines of business. I achieved and exceeded KPIs and OKRs by locating and following on new leads and fostering positive interactions and relationships with vendors and advisors.

I managed the Philadelphia region sales pipeline totaling $9M in business annually and $2M in new business. I hired, led, and motivated a sales team of high-performing Sales Representatives to consistently meet and surpass sales goals and quotas. I designed and implemented strategic sales plans that expanded the company’s footprint and customer base. Clients: Toyota, AT&T, Verizon, McDonald’s, Nike, Reebok, Berkshire Hathaway, BMW, and NestleKey Accomplishments:I generated annual revenue of $7.1M in six Southeastern PA countries in a highly competitive market by utilizing strong sales abilities, excelling at lead generation, and in-depth knowledge of the marketplace. I succeeded in negotiated contracts valued up to $280K with Fortune 500 companies through outstanding relationship building and persuasive skills. I pioneered remuneration and incentive programs for the overall sales organization to achieve desired sales results. As the youngest member of the team, I earned the respect of peers.