Stephen Montoya Email & Phone Number

Austin, Texas, United States

As an Account Manager at ePayPolicy, I own the end-to-end customer relationship, managing a pipeline of ~200 accounts. I excel in setting up Account Reviews, driving electronic payments adoption, and identifying upsell/cross-sell opportunities. My goal is to delight clients with each interaction and contribute to ePayPolicy's market reputation.Key Responsibilities:-Drive revenue by developing new accounts and expanding existing ones.-Consistently engage with key customers to… Show more As an Account Manager at ePayPolicy, I own the end-to-end customer relationship, managing a pipeline of ~200 accounts. I excel in setting up Account Reviews, driving electronic payments adoption, and identifying upsell/cross-sell opportunities. My goal is to delight clients with each interaction and contribute to ePayPolicy's market reputation.Key Responsibilities:-Drive revenue by developing new accounts and expanding existing ones.-Consistently engage with key customers to showcase new offerings and increase electronic payment adoption.-Leverage data to prioritize customer touch points and create growth plans.-Utilize Salesforce and project management tools for efficient workflow and progress tracking. Show less

Austin, Texas Metropolitan Area

During my time at StovePOS, I played a role in revolutionizing restaurant technology solutions. StovePOS provided new Point-of-Sale (POS), kiosks, and back-of-kitchen technology, entrusting me with the responsibility of consulting on technology packages and establishing meaningful connections with restaurant owners and operators.

Austin, Texas Metropolitan Area

As an Account Executive for Strategic Accounts at ChowNow from January 2022 to July 2022, I executed a buyer-centric sales process, effectively addressing real-world challenges faced by clients. My responsibilities included prospecting potential restaurant partners through diverse channels such as internet research, social media, cold calling, and event networking. I conducted product consultations and demonstrations, positioning our offerings as solutions to restaurant owners' pain points, and… Show more As an Account Executive for Strategic Accounts at ChowNow from January 2022 to July 2022, I executed a buyer-centric sales process, effectively addressing real-world challenges faced by clients. My responsibilities included prospecting potential restaurant partners through diverse channels such as internet research, social media, cold calling, and event networking. I conducted product consultations and demonstrations, positioning our offerings as solutions to restaurant owners' pain points, and successfully negotiated agreements. To expand our client base, I utilized the professional networks of current restaurant partners. Collaboration with the assigned Business Development Rep was integral in optimizing sales strategies and increasing market penetration. Additionally, I played a key role in cultivating and growing strategic partnerships within the ChowNow Marketplace. Show less

Austin, Texas, United States

I've collaborated with middle and high school educators to launch diverse international travel programs, expanding opportunities for students worldwide. I excel in acquiring new customers, forecasting key metrics, and ensuring seamless delivery of client travel experiences. As a mentor and team lead, I've contributed significantly to business growth by improving team metrics, driving referrals, and championing incentives for referral business. My commitment to excellence reflects in fostering… Show more I've collaborated with middle and high school educators to launch diverse international travel programs, expanding opportunities for students worldwide. I excel in acquiring new customers, forecasting key metrics, and ensuring seamless delivery of client travel experiences. As a mentor and team lead, I've contributed significantly to business growth by improving team metrics, driving referrals, and championing incentives for referral business. My commitment to excellence reflects in fostering success within the teams I've been a part of. Show less

Denver, Colorado, United States

Denver, Co

Oversee the development of school travel programs for Northern Wisconsin. Develop referrals into schools and districts that do not have travel programs or work with other companies.

Greater Denver Area

Supported territory managers in 3 states to set up educational tour and grow their school portfolio.Coordinated incoming web leads between the other regional consultants and territory managers.

Highlands Ranch, Co

Residential and Commercial Lending originating over $14 million a year.Developed and maintained a customer base resulting in new deposits in excess of $300,000.Portfolio underwriting and financial analysis. Supervised branch operations. Managed the customer complaint resolution process.Managed the loan collection process.Managed and planned bank and community events.Human Resources Officer for the banking market coordinating 5 branch locations. Helped implement… Show more Residential and Commercial Lending originating over $14 million a year.Developed and maintained a customer base resulting in new deposits in excess of $300,000.Portfolio underwriting and financial analysis. Supervised branch operations. Managed the customer complaint resolution process.Managed the loan collection process.Managed and planned bank and community events.Human Resources Officer for the banking market coordinating 5 branch locations. Helped implement and establish new human resources practices. Show less

Littleton, Co

Bank operations management and team building lead.Supervised the new accounts department and teller line. Assisted in the loan processing of commercial and residential lending.

Alumni Relations

Provided general office support and assisted staff members with all Alumni Relation events.Manage RSVP lists using Imodules and Microsoft Excel.Assigned event/project lead on three Homecoming events for the University Alumni Association.

Nmsu Alumni Relations

Managed 25 student delegate ambassadors and outreach events.Coordinated professional networking events.Provided administrative support for the Alumni Association officersHelped build new/maintain relationships with alumni from multiple generations.

Las Cruces, New Mexico Area

Assisted customers with clothing sales and customer support.Managed the implementation of sales floor seasonal updates and marketing. Managed merchandise shipments and stockroom organization.