Customer Success Manager

• Nov 2022 - Present

Dinara is reimagining enterprise financial services for crypto businesses. With our secure, fully integrated platform, we make it quick and easy to send, receive, convert and manage your crypto and fiat assets - All with zero friction and full peace of mind. Dinara is reimagining enterprise financial services for crypto businesses. With our secure, fully integrated platform, we make it quick and easy to send, receive, convert and manage your crypto and fiat assets - All with zero friction and full peace of mind.

Customer Success

• Jan 2022 - Oct 2022

Our white labeled debit cards make any crypto usable at the point of sale. No merchant acceptance of crypto is necessary! Compatible with any protocol. www.chainswipe.com Our white labeled debit cards make any crypto usable at the point of sale. No merchant acceptance of crypto is necessary! Compatible with any protocol. www.chainswipe.com

Customer Success

• May 2021 - Oct 2022

Hydrogen is embedded finance simplified. Our no-code platform is fully orchestrated and bundled under a single contract, with all of the third-party connectivity and compliance you need to scale. Plus, it's 100% white labeled, and you share in the revenue! Launch new programs, earn new revenue, and join the embedded web3 finance revolution! - Senior Team Member in charge of monitoring overall team and customer success - Main point of contact responsible for the success of company’s top 100 current business customers - Directly responsible for the successful onboarding of over 200 current business customers - Trimmed the successful time to onboard from 1 month to 2 weeks - Lead inbound and outbound screen-sharing demos for prospective & current customers (B2B SaaS platform expert) - Set up and maintain inbound and outbound sales funnels using CRM, automations, workflows, scheduling tools - Make decisions to pivot quickly into new projects, tasks, and pitches to new customers and integration partners - Wear all the “team hats” - customer success, sales, partnerships, operations, and compliance/due diligence Show less

Co-Founder, Director of Sales & Customer Success

• Dec 2019 - May 2021

AirAdvance is an alternative funding solutions infrastructure helping business owners secure affordable funding and financing. AirAdvance is an alternative funding solutions infrastructure helping business owners secure affordable funding and financing.

Head of Strategic Partnerships + Account Management

• Aug 2018 - May 2021

• Oversee and direct overall company business operations• Manage the sales and partnership teams and ensure sales goals are met• Ensure the company has effective operational and financial procedures• Manage all internal and external strategic partners• Direct SEO strategy and project management for over 100 partners• Research new marketing partnerships and opportunities to expand the brand and reach• Organize team-building and networking opportunities for internal employees and external consultants Show less

Strategic Partnerships / Account Manager

• Oct 2017 - Dec 2019

We build bespoke marketing and sales strategies, combined with results-driven execution that delivers real value. We won’t tell you our formula, because we don’t have one. We have a process, which we craft to you. First we build a foundation for success; then get to work and don’t stop until we accomplish our goal. Whether that goal is to acquire new customers, improve your conversion rates or retain valuable customers, we know what it takes to get there and have the expertise to execute strategies that work.• In charge of day-to-day contact with our team's clients, accountable for the client's services and strategy execution.• Research and create POVs and deliver them to our clients on a regular basis, including industry trends, new platforms, and product offerings.• Identify sales and business development opportunities, and keep strong relationships with influencers and decision makers.• Work with entire sales team to drive expansion and new revenue via agencies and technology partners.• Solidify executive relationships and drive business growth with key strategic partnerships.• Develop best practices and benchmarking initiatives to optimize agency relationships.• Manage technical aspects of marketing automation systems and its integration with other key platforms like Hubspot.• Create and manage social media schedules and posts for internal marketing campaigns Show less

Client Associate

• Mar 2016 - Sep 2016

Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients achieve the lives they want. With a deep commitment to placing their clients’ interests first, Merrill Lynch financial advisors draw upon the investment insights of Merrill Lynch and the banking of Bank of America to unlock opportunities tailored to their clients’ needs in all areas of their financial lives. • Assisted two private investment advisors in the daily management of discretionary and non-discretionary client accounts. • Acted as the main point of contact between existing/prospective clients and investment advisors. • Worked with internal and external analysts and product specialists to deliver superior knowledge of investment products directly to clients. • Prepared financial performance reports detailing the implementation of proposed portfolio allocations with performance data. Show less

Associate

• Feb 2013 - Dec 2015

We are a registered broker dealer, and a registered investment advisor. Functioning as independent businessmen and women, we each have our own clients, but share a belief in growth investing for the long term. We each have different ways of analyzing companies and managing client accounts, but we work together to tap the group’s diversity of ideas and opinions. • Member of a discretionary investment team managing a customized long/short domestic and international equity portfolio. • Collaborated with team analysts to discuss market trends and areas of opportunities in the public and private sectors. • Directed conversations with current and prospective clients regarding financial needs, suitability, risk tolerance, fears, and other intangibles in order to build trustworthy relationships. Show less

Associate

• Aug 2012 - Feb 2013

• Analyzed individual company news and research as well as economic events to help form the company’s market outlooks. • Assisted multiple brokers in prospecting for new clients, both retail and institutional. • Analyzed individual company news and research as well as economic events to help form the company’s market outlooks. • Assisted multiple brokers in prospecting for new clients, both retail and institutional.

Analyst

• Sep 2010 - Aug 2012

Barclays is a transatlantic consumer and wholesale bank with global reach, offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US. • Assisted two rapidly growing sales teams within Private Wealth Management Division in all daily responsibilities. • Served as the front line of communication between clients and team members including managing the various due diligence tasks and marketing materials for the various portfolio strategies. • Executed trades for domestic and foreign equities, fixed income, options, structured notes, foreign currencies, and IPO/FOO. Show less

Intern

• Jun 2009 - Aug 2009

Intern

• Jan 2008 - May 2008