Brian Stevens
Business Development and Client Relations Lead at Fairfax Data Systems, Inc.- Claim this Profile
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Bio
Credentials
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Cloud Pak for Business Automation Sales Foundation V2
IBMOct, 2022- Nov, 2024
Experience
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Fairfax Data Systems, Inc.
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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Business Development and Client Relations Lead
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Sep 2022 - Present
Fairfax Data Systems is a proven leader in providing innovation solutions and services for faster access to the information that drives decision-making and action. Incorporated in 1998, Fairfax artfully combines industry experience with project management and technical expertise to deploy effective office automations solutions for the public and private sectors. Fairfax partners with IBM, a leading provider of document imaging, document management, e-processing and e-business technologies, to build solutions using their suite of best-of-breed ECM products. Show less
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Premier Mortgage Resources, LLC
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Financial Services
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200 - 300 Employee
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Business Development Manager/Marketing Specialist
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May 2020 - Jul 2022
• Provided account management of loan officers and real estate partner relationship. Performed research and discovery on real estate partners. Qualified real estate partners using set guidelines to determine which prospects could provide strong, mutual growth opportunities. • Responsible for marketing strategies for events and campaigns. • Point of contact for lead generation platform CINC. Created content for loan officers and real estate partners within CINC for lead outreach campaigns. Trained loan officers and real estate partners on best practices while using the CINC platform. Show less
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Tools4ever
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United States
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Information Technology & Services
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1 - 100 Employee
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Customer Success Manager
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Jul 2018 - Mar 2020
• Served as the primary point of contact for all post implementation communication with customers. • Responsible for customer adoption including educating customers on products to achieve full value and consistent usage, adoption and utilization reports, conducting customer check-ups to inform of new functionality and identify renewal risks and providing customer feedback to the organization. • Collaborated with internal consultants and sales teams to align account activities with individual customer's business cases, IT environment, and strategy. • Process owner for Apollo.io sales engagement platform and west coast office's LinkedIn efforts. Was the liaison to marketing team assisting in the creation of content for emails and landing pages to be used in Apollo.io campaigns. Largest project in this role involved assisting marketing in designing the Hello Id trial process to provide informative engagement supporting modern, complex sales. • Performed research and discovery on prospects. Exceeded prospect contact metrics via email campaigns and call efforts. • Implemented and maintained a new customer onboarding program. Show less
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Commencement Bay Corrugated
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Orting, Washington, United States
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Customer Service Representative
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Jul 2016 - May 2018
• Primary responsibilities included assisting walk-in clients while initiating warehouse releases and sales cycle tracking. Provided account management and inside sales support across the entire customer base. Served as a cross-functional liaison across departments (e.g. design, sales, production, and accounting). • Processed customer orders, quote requests, and completed sales activities following approval of client's design. • Maintained status, inventory, and other internal reports regarding warehouse activity to support operations. Show less
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Sleep Country USA
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Kent, Washington, United States
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Advertising Program Coordinator
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Jan 2012 - Jul 2016
• Supported the Director of Marketing and Buying Team by preparing regular marketing reports of analyzed sales trend data and assisting with any ad hoc projects. • Aided in the tracking of marketing expenses by monitoring the traffic process and working with media contacts on all aspects of insertion orders and billing via email and phone. • Coordinated with store managers to ensure all locations were informed of and prepared for campaigns’ goals and objectives including the applicable promotional materials and signage. • Assisted with the event logistics and team management of an annual, non-profit event. Responsibilities included content creation, material distribution, and site set-up and breakdown. Show less
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Evergreen Home Loans NMLS 3182
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Financial Services
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400 - 500 Employee
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Marketing Coordinator
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Mar 2015 - Nov 2015
• Organized video marketing projects targeting both customer growth and loan officer recruitment via website and social media channels. Created company social media pages including YouTube and Google+ designed to drive brand awareness and determine potential engagement KPI’s. • Reviewed and approved promotional materials prior to publication. • Assisted with the implementation of a new CRM system (Vantage). • Onboarded new loan officers including creating marketing accounts, providing tutorials for marketing tools, and entering employee data within Vantage. • Coordinated company-sponsored events, helped organize the welcome party, and ensured media, key employees, and stakeholders were informed of logistics. Show less
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Education
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2003 - 2009
Pacific Lutheran University
Bachelor of Arts - BA, Communications, Broadcast Journalism
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