Vice President of Business Development

• Oct 2023 - Present

JG is THE premier Lending firm serving the franchise industry. We provide a full range of financing referral services serviced by an experienced staff and ownership with over 35 combined years in the franchise space. Just some of what we offer: Access to banks who specialize in underwriting conventional loans for franchisees. By utilizing our direct lending relationships for your financing needs we are able to offer unmatched rates and terms with a customized financing experience… Show more JG is THE premier Lending firm serving the franchise industry. We provide a full range of financing referral services serviced by an experienced staff and ownership with over 35 combined years in the franchise space. Just some of what we offer: Access to banks who specialize in underwriting conventional loans for franchisees. By utilizing our direct lending relationships for your financing needs we are able to offer unmatched rates and terms with a customized financing experience unmatched in the marketplace. Strategy analysis and sustainable growth planning with an eye toward being able to obtain financing to successfully achieve all your plans As experts with our finger directly on the pulse of the franchises we service, we are also uniquely positioned to provide market-based valuations for the purchase of existing units or to help you correctly position your store for sale. Show less JG is THE premier Lending firm serving the franchise industry. We provide a full range of financing referral services serviced by an experienced staff and ownership with over 35 combined years in the franchise space. Just some of what we offer: Access to banks who specialize in underwriting conventional loans for franchisees. By utilizing our direct lending relationships for your financing needs we are able to offer unmatched rates and terms with a customized financing experience… Show more JG is THE premier Lending firm serving the franchise industry. We provide a full range of financing referral services serviced by an experienced staff and ownership with over 35 combined years in the franchise space. Just some of what we offer: Access to banks who specialize in underwriting conventional loans for franchisees. By utilizing our direct lending relationships for your financing needs we are able to offer unmatched rates and terms with a customized financing experience unmatched in the marketplace. Strategy analysis and sustainable growth planning with an eye toward being able to obtain financing to successfully achieve all your plans As experts with our finger directly on the pulse of the franchises we service, we are also uniquely positioned to provide market-based valuations for the purchase of existing units or to help you correctly position your store for sale. Show less

Client Success Manager

• Mar 2023 - Nov 2023

Clutch empowers Credit Unions to become FinTech lending organizations serving their communities and significantly increasing share of wallet of existing members. The platform allows consumers to refinance high interest loans through a digitally-enabled and frictionless process, turning every member touchpoint into a recapture-opportunity. Clutch empowers Credit Unions to become FinTech lending organizations serving their communities and significantly increasing share of wallet of existing members. The platform allows consumers to refinance high interest loans through a digitally-enabled and frictionless process, turning every member touchpoint into a recapture-opportunity.

Client Relationship Manager

• Jun 2022 - Mar 2023

○Manage client book of business and execute a strategy across the entire client lifecycle driving renewals and an overall positive client experience measured by retention rate, NPS, and product adoption ○Onboard new accounts and new users providing training, clearly articulating the value of Namely, and driving adoption throughout the client’s lifetime ○Triage urgent and escalated issues and develop plans to improve the way we solve these types of issues and reduce their… Show more ○Manage client book of business and execute a strategy across the entire client lifecycle driving renewals and an overall positive client experience measured by retention rate, NPS, and product adoption ○Onboard new accounts and new users providing training, clearly articulating the value of Namely, and driving adoption throughout the client’s lifetime ○Triage urgent and escalated issues and develop plans to improve the way we solve these types of issues and reduce their occurrence ○Manage renewals process and Identify and forecast risk based on client engagement and insights ○Conduct client business reviews across book of business that confirm value/ROI, resolve issues with the help of the pod, and expand product adoption Show less ○Manage client book of business and execute a strategy across the entire client lifecycle driving renewals and an overall positive client experience measured by retention rate, NPS, and product adoption ○Onboard new accounts and new users providing training, clearly articulating the value of Namely, and driving adoption throughout the client’s lifetime ○Triage urgent and escalated issues and develop plans to improve the way we solve these types of issues and reduce their… Show more ○Manage client book of business and execute a strategy across the entire client lifecycle driving renewals and an overall positive client experience measured by retention rate, NPS, and product adoption ○Onboard new accounts and new users providing training, clearly articulating the value of Namely, and driving adoption throughout the client’s lifetime ○Triage urgent and escalated issues and develop plans to improve the way we solve these types of issues and reduce their occurrence ○Manage renewals process and Identify and forecast risk based on client engagement and insights ○Conduct client business reviews across book of business that confirm value/ROI, resolve issues with the help of the pod, and expand product adoption Show less

Customer Success Manager

• Dec 2020 - Jun 2022

○ Manage overall Executive (multi) level relationship with clients ○ expand revenue in the target accounts through up-sell of new products and services ○ conduct needs assessments with portfolio accounts to ensure clients success objective are met with our full product suite ○ articulate the value we deliver to clients via quarterly business reviews ○ Train Clients on the use of our system ○ Ensure ongoing effective communication ○ Manage overall Executive (multi) level relationship with clients ○ expand revenue in the target accounts through up-sell of new products and services ○ conduct needs assessments with portfolio accounts to ensure clients success objective are met with our full product suite ○ articulate the value we deliver to clients via quarterly business reviews ○ Train Clients on the use of our system ○ Ensure ongoing effective communication

Inside Sales Representative Major Accounts

• May 2016 - Nov 2020

In my role as a Human Capital Management Consultant for ADP, I partner with midsize businesses of 50 to 150 employees to find game-changing solutions for their business process challenges. My background of 5 years in the industry has provided me with important insight and experience in helping companies in a number of industries, including healthcare, financial services, manufacturing, retail, and more. Most people think of ADP as “that payroll company,” but since our inception 65 years… Show more In my role as a Human Capital Management Consultant for ADP, I partner with midsize businesses of 50 to 150 employees to find game-changing solutions for their business process challenges. My background of 5 years in the industry has provided me with important insight and experience in helping companies in a number of industries, including healthcare, financial services, manufacturing, retail, and more. Most people think of ADP as “that payroll company,” but since our inception 65 years ago, we are so much more! Our clients rely on us to guide them in decisions about: ✰ Taxes and Regulatory Compliance ✰ Human Resource solutions ✰ Streamlining back-office procedures ✰ Which procedures to outsource in order to focus on strategy and increase ROI ✰ Employee engagement, recruitment, and retention—from Hire to Retire! ✰ Data integration solutions ✰ and much more! We regularly will go through diagnostics with clients, to help identify inefficiencies due to manual processes, lack of technology, etc. These clients are always surprised at the money our solutions are able to free up, enabling them to reinvest back into their business! For example, at a wholesale manufacturing company we identified gaps and redundancies in current processes, and by implementing a single source technology, significantly increased their ROI. ADP is laser-focused on client service commitment, with easy-to-use technology options including 24/7 self-service for employees through our secure website. We provide dedicated and knowledgeable ADP associates, and specialized teams are available to resolve complex requests. Please view the multi-media below to better understand how we can help solve your biggest HCM problems! Specialties: Benefits and Administration, Payroll and Tax Filing for Midsized Businesses, B2B Services, HR Solutions, Payroll Solutions Show less In my role as a Human Capital Management Consultant for ADP, I partner with midsize businesses of 50 to 150 employees to find game-changing solutions for their business process challenges. My background of 5 years in the industry has provided me with important insight and experience in helping companies in a number of industries, including healthcare, financial services, manufacturing, retail, and more. Most people think of ADP as “that payroll company,” but since our inception 65 years… Show more In my role as a Human Capital Management Consultant for ADP, I partner with midsize businesses of 50 to 150 employees to find game-changing solutions for their business process challenges. My background of 5 years in the industry has provided me with important insight and experience in helping companies in a number of industries, including healthcare, financial services, manufacturing, retail, and more. Most people think of ADP as “that payroll company,” but since our inception 65 years ago, we are so much more! Our clients rely on us to guide them in decisions about: ✰ Taxes and Regulatory Compliance ✰ Human Resource solutions ✰ Streamlining back-office procedures ✰ Which procedures to outsource in order to focus on strategy and increase ROI ✰ Employee engagement, recruitment, and retention—from Hire to Retire! ✰ Data integration solutions ✰ and much more! We regularly will go through diagnostics with clients, to help identify inefficiencies due to manual processes, lack of technology, etc. These clients are always surprised at the money our solutions are able to free up, enabling them to reinvest back into their business! For example, at a wholesale manufacturing company we identified gaps and redundancies in current processes, and by implementing a single source technology, significantly increased their ROI. ADP is laser-focused on client service commitment, with easy-to-use technology options including 24/7 self-service for employees through our secure website. We provide dedicated and knowledgeable ADP associates, and specialized teams are available to resolve complex requests. Please view the multi-media below to better understand how we can help solve your biggest HCM problems! Specialties: Benefits and Administration, Payroll and Tax Filing for Midsized Businesses, B2B Services, HR Solutions, Payroll Solutions Show less

Sous Chef

• Sep 2012 - May 2016

Roundsmen

• Jul 2011 - May 2012

Line Cook

• Oct 2010 - Mar 2011