Experience

Jupico

• Financial Services
• 1 - 100 Employee

• Head of Client Success

  • Jul 2021 - Present



Cartizen

• Software Development

• VP Partnerships

  • Nov 2016 - Dec 2019

  At Cartizen, I defined the product road map and simplified all processes from planning to launch formulating strategic plans to streamline all product development functions. During this tenure, I recruited, directed, and supported a team accountable for creating the platform with over one million lines of code. I produced complete training material and ensured the availability of all operations needs for the onboarding of new employees. As Vice President, I devised a strategy and headed the overall implementation of market adoption and compliance regulation. Some of the key contributions are as follow: ★ Implemented best practices to ensure adequate management of all social media and website content ★ Researched, identified, and selected all FinTech vendors on a performance basis to automate underwriting. ★ Developed, built, and managed a sales pipeline signing five companies pre-launch with contract values totaling $2M ARR in one year. As the product started to take form, I managed all integrated partner relationships and integrations into the platform, carefully selecting each vendor to ensure they aligned with product objectives. I fully managed our event schedule and solicited potential clients pre-launch. I acquired the company's first five clients and nurtured those relationships during early adoption. Show less



PAAY

• United States
• Financial Services
• 1 - 100 Employee

• Sales Manager

  • Oct 2015 - May 2016

  At PAAY, I planned and developed a pre and post-launch marketing strategy to manage social media platforms, websites, and various marketing events. As a Sales Manager, I collaborated with management on forecasting revenue, cost, and staffing needs. Leveraging my key industry skills and knowledge, I adeptly defined and developed KPIs to measure feature releases and marketing strategies. Additionally, I implemented a CRM and developed the sales pipeline to more efficiently manage leads and forecast sales. - Planned, executed, and managed the groundwork for client self-help such as FAQs, videos, and various methods that helped clients in communicating with us to keep attrition low. - Revised a product development strategy after discovering major development issues that aided in reducing the estimated launch date in half. ★ Ensured smooth running of sales functions and client management by developing operational processes. ★ Managed marketing coordinator and assisted in improving inbound leads through trade shows and websites. ★ Utilized Google analytics and increase social media presence up to 50% by optimizing the website. Show less



SignaPay

• United States
• Financial Services
• 1 - 100 Employee

• Director of Integrated Sales

  • Jan 2015 - Sep 2015

  As a Director of Integrated Sales, I integrated sales and steered efforts towards adequate management of the product development process to increase sales into new channels. During this employment period, I led the sales team, provided support to achieve set objectives, and shared constructive feedback to enhance performance and productivity. I conducted detailed market research for the executive team, including budgeting and forecasting. ★ Significantly increased sales up to 10% by applying consultative selling techniques. ★ Delivered active support and guidance to the management team on building an automation platform. ★ Created a company-wide education strategy, aiming to reduce attrition and improve customer experience. Show less



Moolah, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Partner

  • Dec 2010 - Dec 2014

  During this tenure, I set up a new venture from scratch and successfully managed 50+ sales agents, operations, and accounting staff. I planned and developed all operational processes and simplified procedures that enhanced client experience and mitigated potential risks. Leveraging key expertise, I introduced technology-forward solutions in collaboration with developers, which minimized the number of labor required. ★ Defined and developed sales processes that attracted 100 active sales agents, which resulted in generating $1M in revenue by the end of the year and built a proprietary tool to increase the value of the company. ★ Rolled out branded front-end solution pointing to 30+ bank partners to support the deal flow process. ★ Cut approval time for applications by 75% while focusing on enhancing client experience and leveraging code snippets that aided in verifying provided data. ★ Planned and initiated opening channel sales like WIX.com that brought in 50+ applications (or clients) per day. ★ Adopted best practices that helped in successfully managing all sales and doubling the revenue. Show less



Mindbody

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Senior Merchant Account Specialist

  • Feb 2005 - Nov 2010

  I came in as a receptionist when the company had just launched its first cloud-based solution. A need to accept payments within the platform became apparent and I volunteered for the job. Since the company had zero experience in the merchant acquiring space, I had to dig in and learn by doing to then teach our executive team how we could grow revenue and add value to our clients’ experience. In two years, I grew our payments division from 5 signups per month to 500 and from just me to a team of twelve. I then started to expand our department to Australia, Canada, and Europe. I worked closely with our developers on client requests, card brand regulations, and PCI compliance. I created a division that wound up being responsible for over 50% of the company’s revenue. It was an absolute blast! Show less