Investor

• Aug 2022 - Present

Manager, Business Development (Strategic Partnerships)

• Mar 2022 - Jul 2022

Manage Association + Supplier partners, and asses potential new partners in various segments of the essential services industry to unlock new sales. Drive go-to-market strategies for new partners, developing sales, marketing, and product initiatives. Lead cross-functional support with Sales, Customer Experience, Enablement, Product, Marketing, & Operations to ensure partners and mutual customers receive premium experience. Handle partner & mutual customer escalations.

Senior Associate, Growth

• Apr 2021 - Mar 2022

Co-Founder & Co-Lead of API ERG Charter

• Feb 2020 - Jun 2021

Senior FinTech Account Executive

• Aug 2020 - Apr 2021

Introduce post-sales customers to various FinTech products (payment processing, consumer financing, business financing). Contributed to successful launch of the new FinTech features. Involved in revamp of FinTech product enablement and sales training for cross functional teams.

Financing Account Executive

• Nov 2019 - Aug 2020

Customer Adoption Associate Manager

• Jun 2018 - Nov 2019

Manager, Client Services

• May 2011 - Jun 2018

May 2011 - August 2013: Assistant to VP of Business Affairs August 2013 - September 2015: Coordinator, Business Solutions September 2015 - June 2018: Manager, Client Services Primary resource to client base of direct response affiliate/digital/print/email/broadcast campaigns. Walk through the entire loan boarding process from end-to-end and negotiate contracts. Present KPI’s to Risk Team to analyze the campaign’s profitability and performance on a weekly basis. Work through ways to scale the campaign’s growth and ROI with multiple strategies Led first-ever company internship program with Pepperdine University. Led a visual team of videographers, voiceover actors, designers and coders to develop video sales letters and created the company’s first social media lead-generation program on LinkedIn. Collaborated with Internal Team to develop funding services to Crowdfunding Campaigns. Developed a Sales Process, along with a new Client Application. Worked with a Marketing Agency to produce the underwriting process for Media Funding and understand the email marketing and social media techniques to garner leads before the launch of the crowdfunding campaign. Analyzed the product’s ROI and conversion rate once crowdfunding was launched. Helped develop Media Funding’s loan rate calculator and loan contracts. Show less

Assistant to President

• Jan 2010 - May 2011

About the Company: The Allen Agency is a celebrity speakers bureau providing corporate entertainment for company and association events. Actors, television personalities, comedians, business speakers, and sports motivators are available as guest speakers worldwide. Executive Assistant to the President; managed the office by coordinating meetings, appointments, and travel arrangements. Created and sent press packets to prospective clients within 24 hours of an inquiry call or email. Drafted documents such as correspondence, contracts, agreements, memos, and invoices. Show less