As an Account Executive at Affirma, I specialize in helping businesses drive digital transformation through innovative technology solutions. With a focus on strategic consulting, in technology, digital and business services, I work closely with clients to understand their unique challenges and deliver tailored solutions that enhance efficiency, scalability, and growth. At Affirma, we empower our customers to thrive in an ever-evolving digital landscape by providing expert guidance and world-class solutions, from cloud services to enterprise applications. Let's connect and explore how we can create lasting value together.Affirma's Services: • Data and Analytics • Custom Development • Cloud Services • Modern Workplace • CRM • Project/Program Management • Business Process Outsourcing • Marketing & Full Digital Agency Services • Creative Design | UI and UX Design | Content Creation• AITypes of Engagements: • Managed Service Engagements • Project Based Engagements • Staff Augmentation

•New Logo outbound AE •Selling our full suite of AI enabled devices, software suite, and spend management platform•Responsible for prospecting to close through implementation and handoff

• #1 rep in 2023 for entire cards division, 317% quota attainment• Presidents Club winner•Founding AE on the upper commercial sales team•Sell to both new logo and expansion opportunities for companies up to 99 vehicles •Responsible for creating and establishing sales SOP's• Stand up core functions for financial sales division•Collaborate enablement with SDR's and other AE's to align on best practicesMotive builds technology to improve the safety, productivity, and profitability of businesses that power the physical economy. Our team serves more than 120,000 businesses, across a wide range of industries. The Motive Card offers innovative financial solutions that empower businesses to reach their goals. My focus is on delivering this powerful tool designed to revolutionize the way you manage and optimize your financial decisions through enhanced productivity, reduced fraud, automated operations, and unlocking capital.

Actively deepens existing customer relationships through routine calling activity and develops new Business Banking relationship opportunities through business development activities and networking. Serve as the main point of contact for the business relationship for all things banking (lending, treasury management, payment solutions, credit, deposits and more).•Responsible for sourcing scored credit requests up to $500,000 including equipment, vehicles, operating capital and more. •Manages and grows a portfolio of small and medium sized business while externally sourcing commercial opportunities.•Prospect local business for to drive new revenue to the bank for business loans, credit, SBA lending and deposit relationships.•Work with inbound leads from marketing efforts to explore various products to enhance business.•Run cashflow and credit analysis to determine lending parameters and fit for customers.

• Acted as AE when needed on top of AM duties• Responsible for handling and qualifying inbound leads • Book presentations with qualified leads and demonstrate value of the B2B network • Close qualified leads and guide through first 90 days of activation to repeat business• Network and prospect for outbound lead generation• Cold outreach through calling and email sequences in collaboration with marketing efforts to generate new business and leads

BizX is a community of business’s that buy and sell from each other without using cash, and using the digital private currency the BizX Dollar. Since 2002 BizX has brokered and processed over $1.1 billion in transactions and has saved companies over $500 million in cash. • Manage a book of 200+ clients across all industries to leverage their spare capacity and offset operating expenses and increase cash flows. Focus includes media companies, non-profits and trade industries• Consult with small and medium size businesses to broker transactions throughout the network of nearly 7,000 businesses to provide barter based financial solutions and growth opportunities• Identify client needs and help procure various products and services related to company goals. Act as a project manager from discovery to completion of a project or campaign • Lead clients through media campaigns and strategic implementation to support marketing efforts• Network and identify other companies that would be a valuable addition to the BizX community

Wyndham Destinations is the largest timeshare company in the world through all of its subsidiary companies and breadth of ownership, providing owners with an affordable solution to having a vacation home all over the world. • Developed sales, telesales and account management skills• Excelled in a fast paced, professional sales environment• Enhanced customer service, listening, and demonstration abilities• Made upwards of 200 calls a day to upsell current owners

Helps individuals achieve a more secure future for themselves, their families, and businesses by providing a wide range or products and services to address their needs and goals. He can also work with clients in creating a financial plan that will serve their needs over time. Please let Steve know how he might be able to help you realize your vision for the future.