• Managed the entirety of the sales cycle for white-label partners, from lead qualification to closing, to account management and support• Closed 90+ new business accounts, resulting in $300,000+ in annually recurring revenue• Assisted in the interviewing and hiring process, and conducted training of new sales employees

• Assisting in the early growth initiative during the startup phase, playing a vital role in sales, planning and budgeting, product features and functionalities, etc.• Played a key role in partnership conversations with many large organizations, particularly Electronic Medical Record companies

• Conducted research and wrote academic case studies to be published in the Professor’s management textbook for Professor Bruce Bachenheimer- Director of Entrepreneurial Studies• Helped plan and establish the Entrepreneurship Lab to provide business resources to Pace University students for Professor Michael Szenberg- Economics Department Chair• Editor for various economics articles and documents written by Professor Szenberg and his collaborators

• Assisted in realizing and documenting all policies, procedures, rules and regulations, resulting in an all-inclusive procedure manual• Assisted in the assessment of employees and in leading employee meetings

• Achieved significant user growth through strategic outreach, corporate sponsorships, and affiliate partnerships• Designed and constructed proposals and PowerPoint presentations to obtain corporate partnerships

• Reviewed and organized client data to assist financial advisors in determining appropriate financial planning