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Top sales manager, national account manager, sales/account representative, and business development director | WashU MBA/CSM Scrum Master who adds significant revenue to an organization to generate prosperity, examining key performance metrics to recognize opportunities to drive revenue and profit in fintech, manufacturing, technology or cybersecurity sales/business development beaver.matt@gmail.comKEY ACCOMPLISHMENTS► Grew assets under management from 0 to $52M and 600+ accounts (Edward Jones)► Increased new accounts from 0 to 30 resulting in $7M in client assets (GRIT Financial)► Added branch assets under management by $120M in 18 months (Ameriprise)► Strengthened branch revenue by 39% y-o-y from $3.9M to $5.5M (Ameriprise)EDUCATION / TRAINING / CERTIFICATIONS- MBA, Master of Business and Administration from Washington University in St. Louis- BA, Bachelor of Arts, Finance/International Business Chinese Language and Business from Saint Louis University- Certified ScrumMaster certification through Scrum Alliance- Multicultural and Language Adaptability training through the Beijing Center, Beijing, China - Certificate in Mission Theology. Fuller Theological CenterKEY SKILLS AND EXPERTISE- Attained an MBA from prestigious Washington University in Saint Louis- Certified ScrumMaster- Expert in Customer Relationship Management (CRM)- FinTech, Technology, Financial Planning & Wealth Management- Mergers and Acquisitions- Multicultural/Language Adaptability- Process Development/Improvement - Program Project Management- Relationship Management- Salesforce.com- Time Management- Zoominfo.comADDITIONAL STRENGTHS (Alphabetical)Account Management, Agile Methodologies, Analytical Skills, Automated Confirmation Transaction (ACT) Proficiency, Business Development, Business-to-Business (B2B), Certified ScrumMaster, Cold Calling, Communication, Contract Negotiation, Cross-functional Team Leadership, Customer Satisfaction/Service, Cybersecurity, Direct Sales, Financial Analysis/Modeling, Interpersonal Skills, Investments, Leadership/Management, Manufacturing Background, Marketing Strategy, Organization Skills, Portfolio Management, Pre-Sales Technical Consulting, Presentations/Public Speaking, Risk Management, Sales, Sales Management, Sales Operations/Presentations/Process, SaaS, Strategic Planning, Strategy, Team Leadership, Teamwork, Technology Background, Time ManagementCOMPUTER/CRM SKILLS- Expert in Salesforce- ZoomInfo/Go-to-market intelligence platforms- Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)- Coral Draw- ACT
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Business Development ManagerFactur Jun 2023 - PresentIndianapolis, Indiana, Us -
Director Of Business DevelopmentVeryable Mar 2022 - Jun 2023Dallas, Texas, UsOn-demand labor is the key to beating uncertainty, because the old way of doing things won't cut it. Take control of your work with Veryable's on-demand labor marketplace for manufacturing, logistics and warehousing labor. Our flexible labor solution connects businesses with high-quality workers at the click of a button, enabling higher productivity and a competitive edge. For workers, Veryable provides immediate access to work, the ability to control their own schedule, opportunities to build new skills, and next-day pay.• Promote and uphold Veryable’s company values, reputation, and culture.• Conduct site visits and consultations to build and cultivate strategic accounts and partnerships.• Present to potential clients, educating them on the value of using Veryable’s platform.• Create strategic roadmaps to onboard new clients/establish benchmarks for their success through Veryable.• Develop target lists, build brand awareness and initiate/maintain relationships with clients through various forms of communication (cold calls, email campaigns, social media).• Manage CRM (Customer Relationship Management) and identify scalable ways to generate interest and attract clients.• Leverage LinkedIn, ZoomInfo, Hubspot, etc. to manage the business development process.• Maintain compliance with operational and business development metrics.• Conduct market research to stay current on industry and market trends to remain competitive.• Provide a product-market fit feedback loop into the product management.• Collaborate with regional team to deliver maximum value, execute team goals, and grow Veryable’s Dallas area footprint. -
National Account Manager -- Fintech Saas Territorial Business Development, Sales, Account ManagementCyberguide Jan 2020 - Feb 2022► Lead business development and outbound sales calls resulting in successfully closing multiple cybersecurity organizations on strategic, fiscally sound cybersecurity services to protect their businesses. ► Utilize Customer Relationship Management (CRM) to prospect at least 10 qualified leads per month, conduct face-to-face and virtual sales calls with organizations throughout the United States. ► Contact new and existing customers to discuss how their needs could be met through specific cybersecurity products and services.► Serve as the spark plug for creating/using holistic cybersecurity planning tools to enable businesses to make fiscally responsible decisions that prepare and protect their organizations from cyber-attacks.► Contract with four cybersecurity organizations to set 10 demonstration meetings per month.► Execute sales and marketing strategies to drive profitable growth and actively engage with potential clients to learn their business, anticipate their needs, and then propose innovate solutions.► Establish, maintain and lead key customer relationships and sales for target accounts.► Assess clients' needs and use appropriate expertise/solutions to ensure profitable sales.► Present and communicate effectively with c-level executive, immediately establishing credibility.
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Registered Independent Advisor -- Business Development, Sales, Account And Operations ManagementGrit Wealth Management 2018 - 2020GRIT Wealth Management was a St. Louis-based financial advisory firm. ► Initiated every aspect of the firm structure, sales function, and process from the ground up.► Identified, analyzed and provided consulting to accept or mitigate uncertainty in asset decisions. ► Increased accounts and revenue from 0 to 30, 0 to $7 million AUM (Assets Under Management).► Selected and used technology, customer relationship management (CRM), portfolio management, financial planning, document management/storage, data aggregation, portfolio management, and billing to secure and manage accounts.► Handled risk management by analyzing and quantifying the potential for losses according to client risk tolerance.► Worked cross-functionally to identify the biggest opportunities for improvement and drove execution towards business results.► Oversaw and managed large, complex, high visibility and strategic investment accounts.► Developed new accounts and expanded existing accounts.► Conducted face-to-face meetings including presentations, webinars and product demonstrations by phone.► Acted as a trusted advisor to clients, shared insights, and continually identified revenue opportunities.► Analyzed and used data for in-depth evaluation of accounts to recognize revenue opportunities and drive sales.► Strategically and effectively navigated large, complex enterprise organizations.► Understood and complied with applicable laws, regulations and rules set forth by Federal, State and Local governmental authorities.► Fully complied with the code of ethics and company policies.► Exhibited a strong understanding and the ability to learn and operate the organization's propriety system, CRM (Customer Relationship Management) processes, as well as software programs, such as Microsoft Office Suite (Excel, Word, PowerPoint).► Created breakthrough print and digital branding and marketing including website, catalog, and client documentation.
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Account Manager / District Manager -- Sales, Business DevelopmentAmeriprise Financial Services, Inc. 2015 - 2018Minneapolis, Mn, UsAmeriprise Financial is a diversified financial services company that provides wealth management, asset management, insurance, annuities, and estate planning.► Directed leadership, planning, organizing, recruiting, mergers & acquisitions, negotiations and compliance for $550 million in financial assets and 7,000+ accounts► Cross-sold/up-sold diverse financial products through effective client management and by managing and growing the client base and assets►Managed team of 20 people, including 15 advisors and five staff members► Increased branch assets under management by $120 million over 18 months by employing metrics-driven, strategy creation, and through continuous process implementation and training and increased branch revenue by 39% year over year from $3.9 million to $5.5 million► Created branch insurance process increasing sales/contracts resulting in moving the branch from the bottom 5 in the nation to a top 5 branch in year over year growth► Created the branch’s insurance sales process to move the branch from the bottom 5 in the nation for insurance sales to a top 5 branch in year over year growth► Ensured that 100% of the financial advisors in the branch increased year-over-year revenue for the first time since the inception of the branch 20 years earlier► Oversaw more than $30 million in assets which generated $300,000 in recurring revenue► Recruited and trained three senior financial advisors and ensured that they were ready to succeed► Provided compliance risk management for $500 million in assets► Helped shape clients' financial futures for each stage in their lives► Engaged in extensive coaching and training to further financial advocacy abilities► Met with clients/prospects & developed a service model to provide solutions to support their financial goals to build a strong book of business► Teamed with financial advisors to achieve program standards/advance training► Followed high standards of ethics and legal/regulatory requirements -
Account Manager - Sales, Business Development, Account ServiceEdward Jones 2008 - 2015St. Louis, Mo, UsEdwardJones, is a leading financial services firm serving investment clients in the U.S. &d Canada through its more than 15,000 branches network and 19,000 financial advisors.► Exceeded all metrics to drive sales expectations to more than 150% of standard for seven years► Grew accounts/revenue from 0 to 600 and from 0 to $52 million AUM (Assets Under Management)► Accumulated revenue from 0 to more than $4.5 million► Was #1 in the St. Louis region for insurance contracts written/premiums collected► Served as a key advisor on University City's critically important school district bond issue► Provided 600 account asset protection strategies tailored to client risk tolerance► Partnered with clients to help them achieve their long-term financial goals, including retirement, building wealth, estate strategies, funding education, etc. ► Developed/grew the practice from scratch (including extensive door-to-door sales), supported by branch office support, a home-office team, and other financial advisors► Benefitted from a loyal network of personal/professional local contacts to engage with for referrals► Showcased the ability to build strong relationships and deliver superior client service► Employed a deep knowledge of corporate principles and practices including finance, human resources, information systems, marketing, compliance, legal, etc. to perform duties► Understood the work, responsibilities, success factors, and expectations of being a financial advisor position and utilized strong organizational and project management skills► Displayed persuasive interpersonal, written and verbal communication abilities, strong presentation skills, and the ability to negotiate with general partners, regional leaders and other associates► Researched and understood the investments available to clients, as well as the regulations surrounding client suitability and the general rules of the industry► Attained Series 7 & Series 66 licenses to be able to offer securities
Matt Beaver, Mba, Csm Skills
Matt Beaver, Mba, Csm Education Details
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Washington University In St. Louis - Olin Business SchoolMba -
The Beijing CenterLanguage/International Business
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Saint Louis UniversityInternational Business
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Fuller Theological SeminaryMission Theology
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St. John Vianney High School
Frequently Asked Questions about Matt Beaver, Mba, Csm
What company does Matt Beaver, Mba, Csm work for?
Matt Beaver, Mba, Csm works for Factur
What is Matt Beaver, Mba, Csm's role at the current company?
Matt Beaver, Mba, Csm's current role is Business Development Manager.
What is Matt Beaver, Mba, Csm's email address?
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What is Matt Beaver, Mba, Csm's direct phone number?
Matt Beaver, Mba, Csm's direct phone number is +131422*****
What schools did Matt Beaver, Mba, Csm attend?
Matt Beaver, Mba, Csm attended Washington University In St. Louis - Olin Business School, The Beijing Center, Saint Louis University, Fuller Theological Seminary, St. John Vianney High School.
What are some of Matt Beaver, Mba, Csm's interests?
Matt Beaver, Mba, Csm has interest in Edward Jones Investments, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Poverty Alleviation, Restaurants, The Economist, Louis Cardinals.
What skills is Matt Beaver, Mba, Csm known for?
Matt Beaver, Mba, Csm has skills like Revenue And Profit Growth, Business Development, Program Management, Growth Strategies.
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