Casey Estrada Email & Phone Number

Seattle, Washington, United States

Grow and manage pipeline of all active opportunities, creating and refining customer journey and internal processes in collaboration with COO and CMO. Lead sales and business development teams, which includes hiring and continued development of personnel.

Seattle, Washington, United States

Named Top Performing Contributor for all 4 quarters of 2022, generating revenue by sourcing new prospects and guiding diverse clientele through entire sales journey. Prepared and presented new funding opportunities, making recommendations to Investment Committee.Our mission is to empower underserved groups of business owners by providing them with access to growth capital, entrepreneurial expertise and strategic resources to enable them to build sustainable, profitable, and accretive… Show more Named Top Performing Contributor for all 4 quarters of 2022, generating revenue by sourcing new prospects and guiding diverse clientele through entire sales journey. Prepared and presented new funding opportunities, making recommendations to Investment Committee.Our mission is to empower underserved groups of business owners by providing them with access to growth capital, entrepreneurial expertise and strategic resources to enable them to build sustainable, profitable, and accretive legacy businesses. Show less

Headed sales organization and client experience, including strategy, implementation, and execution of go-to-market (GTM) plan. Designed and implemented end-to-end sales processes while building out customer relationship management (CRM) and reporting capabilities to manage and track pipeline.

Seattle, Washington, United States

Exceeded company goals for marketing qualified lead (MQL) and sales targets by developing projections and planning for annual strategy. Achieved record quarters for Q4 2019 and Q1 2020, directing strategy with CSO and CMO. Supervised and oversaw advancement for 15 total direct reports, including sales development representatives (SDRs), business development representatives (BDRs), and cold prospecting team. Coordinated multiple sales channels such as inbound, cold outbound, account management… Show more Exceeded company goals for marketing qualified lead (MQL) and sales targets by developing projections and planning for annual strategy. Achieved record quarters for Q4 2019 and Q1 2020, directing strategy with CSO and CMO. Supervised and oversaw advancement for 15 total direct reports, including sales development representatives (SDRs), business development representatives (BDRs), and cold prospecting team. Coordinated multiple sales channels such as inbound, cold outbound, account management, referrals, and affiliate partners. Show less

Seattle, Washington

Built out multiteam end-to-end sales process, including GTM strategy, while managing daily activities of SDR team.

Seattle, Washington

Supported investment directors with active pipeline opportunities; designed and maintained sales operations reports.

Seattle, Washington, United States

Oversaw day-to-day operations for bar and beverage program for neighborhood concept, creating visibility for brand by working with local media. Hired, trained, and developed new staff.

Greater Seattle Area

At Expeditors, I was enrolled in the rotational program for training managers and also ran the F2F desk which oversaw foreign-to-foreign transactions for Seattle-based customers. · Managed foreign to foreign transactions for local customers· Supervised and coordinated international teams during major product rollouts· Created price quotes for new/potential customers and updated pricing for current customers based off real-time market conditions· Oversaw all stages of product… Show more At Expeditors, I was enrolled in the rotational program for training managers and also ran the F2F desk which oversaw foreign-to-foreign transactions for Seattle-based customers. · Managed foreign to foreign transactions for local customers· Supervised and coordinated international teams during major product rollouts· Created price quotes for new/potential customers and updated pricing for current customers based off real-time market conditions· Oversaw all stages of product shipment, from origin to destination, while keeping customers updated on order status· Created and maintained customer database that included product usage, key contacts, opportunities for new sales and communication log Show less