About
Results-driven professional with a proven track record in sales operations, project management, and customer success, adept at leveraging data-driven insights to exceed financial and growth targets. Expert in optimizing processes, enhancing customer experience, and formulating robust strategies that drive significant revenue increases and operational efficiencies. Skilled in cross-functional collaboration and identifying growth opportunities to deliver superior business outcomes.
Work
OmniWealth Solutions
|Project Manager
NJ, Remote, US
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Summary
Directed strategic projects and operational initiatives, collaborating with the CEO, Founder, and cross-functional teams to drive financial and growth targets.
Highlights
Directed multiple strategic projects, collaborating closely with the CEO, Founder, and internal teams to achieve key financial and growth targets for OmniWealth.
Streamlined product onboarding and vendor management processes, optimizing service database maintenance and ensuring timely, accurate paperwork completion for new partnerships.
Managed critical project deadlines by structuring tasks efficiently and maintaining comprehensive databases, including Google Drive and HubSpot CRMs, to ensure seamless operations.
Provided essential support to Category Leads, managing vendor follow-ups and critical support tasks to facilitate smooth operational workflows.
Opendoor
|Pricing Specialist
Scottsdale, AZ, US
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Summary
Maximized sales revenue and reduced risk by formulating robust pricing strategies and accurately performing valuations for data-driven decision-making.
Highlights
Achieved a 10% improvement in pricing accuracy by diligently performing valuations and risk assessments, facilitating data-driven decision-making processes.
Maximized sales revenue by 15% through the formulation of robust pricing strategies based on comprehensive market research, customer surveys, and competitor analysis.
Obtained a 20% reduction in risk and increased project efficiency by diversifying pricing approaches, identifying potential vulnerabilities, and establishing proactive contingency plans.
Lendio
|Small Business Loan Associate
Salt Lake City, UT, US
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Summary
Optimized loan application processing, ensured 100% compliance, and significantly increased qualified loan applications and sales volume.
Highlights
Decreased loan application-to-funding processing time by 20% through effective management of workflows and documentation.
Maintained a 99% accuracy rate in calculating average payroll, ensuring precise financial assessments for applicants moving toward closure.
Attained a 100% compliance rate by consistently adhering to set industry standards and regulatory protocols for all loan processes.
Leveraged LinkedIn Sales Navigator to source and qualify over 30 prospective SMB leads weekly for 6 months, resulting in a 25% increase in qualified loan applications submitted via CRM integration tools.
Increased sales by 10% within a 12-month period by identifying company savings and streamlining communication and operational processes.
Education
Minnesota State University, Mankato
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Bachelor of Science
International Business, Marketing
Minnesota State University, Mankato
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Bachelor of Arts
Spanish
Languages
English
Spanish
Skills
Sales & Operations Management
Sales Operations Management, Sales & Revenue Enhancement, Strategic Planning, Process Optimization, Project Management.
Customer Relations
Customer Satisfaction & Retention, Customer Service, Consultative Sales.
Data Analysis & Insights
Consumer Insights, Market Trend Analysis, Data-Driven Decision Making, Risk Assessment, Valuations.
CRM & Productivity Tools
CRM, Salesforce, HubSpot CRM, Asana, Google Suite, Microsoft Office Suite, LinkedIn Sales Navigator.