Svp - Small Business Strategic Alliance Development
Charlotte, Nc, Us
I was chosen to handle Small Business Strategic Development as the Senior Vice President where I established a distribution process, including implementing Salesforce CRM for the inside sales organization. During my tenure, I developed comprehensive short and long-term small business referral program strategy and managed third party vendor relationships and contract negotiations and was the business owner of the Small Business Online Community, developing strategy, KPI’s, and design.• Developed strategic alliance concept testing and streamlined referral process• Provided referral programs with FinTech, Legal, Accounting, & Small Business development companies. • Establish offers and contact strategy, resulting in $20M in new revenue in two years • Developed automated delivery of analytics and KPI’s to track program performance with A/B testing.• Reengineered referral process and rapidly grew revenue stream by tens of millions of dollars in two years.• Expanded product line to include Merrill Edge Investments. • Managed Small Business Online Community strategy and drove Digital Content, SEO, SEM, and Marketing Automation for Sales follow-up• Drove digital marketing automation, nurture process for handling online and alliance leads.Skills Utilized: Accounting, Affiliate Marketing, Affiliate Share, Agile, Alliances & Planning, Analysis, Budget and Data Analysis, Checking, Credit Cards, Database Design & Management, Demand Deposit Accounts, Fair Lending, FinTech, FCRA, Financial Reporting, Forecasting & Modeling, Growth Strategies, Leadership, Measurement, Mentoring, Merchant Services, Mortgage, MS Access, MS Excel, MS-Office, VBA, Needs Analysis, Performance Measurement & Metrics, Process Analysis, Process Design, Process Improvement, Process Reengineering, Referral Programs, Reorganizations, Resource Optimization, SaaS, SQL, Strategic Roadmaps, SWOT, Team Building, Technology, Tracking, Training, Vendor Management, Work From Home, Remote team mgt, ABM