• Manage the creation and optimization of customer intake forms to streamline application process• Oversee continuous development of company brand and website, ensuring a user-friendly experience for all users• Develop and maintain policies and procedures for client and partner interaction• Improve and maintain the company lender matching algorithm, increasing the conversion ratio for customer applications• Analyze performance of platforms and identify areas for improvement

• Conceptualized, implemented, and optimized customer intakefunnel/flow that generated $1B+ in revenue over 18 months• Led critical data warehouse migration from Dropbox to AWS S3.Rapidly scaled data infrastructure to enable business growth• Directed team of 4 software engineers through, analysis, design,implementation and testing (QA) of two internal online portalsconnecting customer support team with external partner tax attorneyfirms. Reducing processing times by 50% and customer inquiries by 30%• Built custom API integration between HubSpot CRM and DocuSignusing Zapier to automate contracting process and significantly reducedaverage time to send contracts down from 30 minutes to 2minutes• Met regularly with executive leadership and internal and externalstakeholders to ensure adherence to critical product roadmap whileplanning for future product and services• Managed product roadmaps, aligning with company goals andensuring timely delivery of key features• Increased product adoption by identifying customer needs anddeveloping innovative product features• Developed new customer intake platform enabling secure accountcreation, built out complex API integration with multiple leadingpayroll and accounting software providers, speeding up applicationintake process and reducing risk of user error• Spearheaded strategic partnership with Big 4 accounting/audit firm toprovide customers with access to multiple new tax credits andIncentives services• Improved user experience by collaborating closely with design anddevelopment teams on UI/UX enhancements

• Built out generation and prospecting playbook through targeted outbound cold calls, LinkedIn, and CRM email campaign sequences. Enabling SDR team to secure to highly-qualified leads and schedule SaaS demo sessions with account executives Consistently exceeded KPIs while also finding ways to optimize our outreach and business processes• Built the sales pipeline and all reports in HubSpot to ensure a more fluid sales process with better exchange of information between departments• Developed HubSpot reporting to track and action real-time deal data and performance analytics to continuously improve the outcomes for the sales team, operations and engineering departments

• Prospected, qualified, and closed homeowners for premium pest control contracts• Improved the operational efficiency of a Southern California branch by 30% by optimizing the servicing routes

• Prospected, qualified and closed Financial Institution (Banks and CUs) CMOs and Senior executives nationwide to offer SaaS financial literacy solution in partnership with their local schools• Top performer on the SDR team. 200+% to quota with an average of 8 demos per week• Conducted UI/UX Quality Assurance (QA) for the Spanish version of the SaaS solution