Develop, maintain and oversee the relationship between company and it’s clients. These duties Onboarding new clients, auditing client accounts, reviewing data and details with clients and/or client’s organization, providing monthly reporting, maintaining multiple spreadsheets, utilizing tools and management software, conducting regular calls and meetings with both internal teams and clients.

Independently manage the daily workflow of partner onboarding. Assist in defining project deliverables, setting schedules, running implementation meeting and resolving business and technical issues. Guide the partners through a basic orientation of the product via a virtual meeting and serve as trainer in all onboarding sessions. Identify and clarify issues while working collaboratively to achieve prompt resolutions. Serves as a brand ambassador in all partner interactions. Act as facilitator for top priority accounts and escalated Customer Service issues.

Assisted VP of Sales with hiring, training, sales metrics and territory management. Responsible for complete utilization of SalesForce CRM. Support sales and customer service through more than 10x growth of the sales organization and geographic footprint. Played a key role in the transition/migration of 40+ account executives from DealOn to ReachDeals. Responsible for all cross-functional communication from deal submittal through deal fullfillment and merchant payment. Drove change initiatives and developed supporting processes and training to assure successful implementation with accountable metrics. Developed and delivered sales training and customer support training to internal staff. Led sales and service improvement projects such as new technology and new sales procedures. Ensured consistent metrics, reporting and internal communications throughout the organization. Worked collaboratively with technical team as customer impacting issues arose. First Account Executive hired as start up DealOn.com meeting or exceeding sales goals on a consistent basis.

Led all aspects of banner advertising and partnership sales to ensure that monthly and annual sales goals are exceeded. Responded and developed compelling RFP responses to meet client goals and objectives. Analyze and optimize client campaigns to ensure goals are achieved. Responsible for all client relationships including sales, reporting/tracking, budgeting and management. Provided leadership, vision, coordination and direction to sales representatives via weekly meetings and four legged calls.

Conducted daily sales calls with prospective retail mortgage brokers by introducing the company, developing a profile, providing a value proposition and documenting the results within the company CRM. Managed new broker package process with potential new mortgage lenders by providing broker package, assisting as necessary in answering basic questions and escalating, if needed, to Sales Manager and other appropriate company channels. Responsible for training new mortgage lenders to properly submit and structure loans to meet company submission guidelines. Generated mortgage submissions that are offered by the company by working with brokers and matching the appropriate product with their needs.

Actively deepened existing customer relationships through routine calling activity and developed new small business banking relationship opportunities through business development activities. Responsibilities included originating scored credit requests, selling small business products and services such as deposit products, treasury management products, business credit cards and payment solutions and well as other suitable solutions as appropriate.