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Work Background
EnFinBusiness Development Manager - West
Jul. 2024San Francisco Bay Area
EcoFlowBusiness Development Manager - Solar Distribution
May. 2024 - Jul. 2024United States• Developed and executed channel sales programs with solar installers, electricians, and equipment distributors, driving market expansion strategies for EcoFlow. • Conducted webinars showcasing the benefits of EcoFlow's portable power stations to increase product awareness and adoption. • Consulted on market expansion strategies to enhance EcoFlow's presence in the US market.
Mosaic (joinmosaic.com)Senior Manager Business Development
Aug. 2021 - Nov. 2023Phoenix, Arizona, United States• Sourced, launched, and scaled channel sales programs with strategic ecosystem partners - primarily SaaS providers, National Equipment Distributors, and Equipment Manufacturers (OEMs). • Scaled and managed a distributor direct pay channel sales program – consistently closing between $50-200M per month in loan volume. •Launched and scaled strategic partnerships with the largest SaaS providers in the residential solar industry. These partnerships were structured around API integrated financing solutions - resulting in over $1B per year in loan originations through our embedded financing solutions. • Launched and managed a channel sales program with a major roofing OEM. This program was structured around their innovative integrated solar shingle and resulted in over $30M in incremental annual loan volume. • Partnered cross-functionally with Legal, Product, Engineering, Treasury, Operations, Marketing, and Sales to support the implementation and success of new partnerships. • Consistently met or exceeded 9 figure monthly production quotas. • Structured, negotiated, and executed strategic partnership agreements. • Developed and optimized new and existing strategic partnership programs to drive compliant, high quality, incremental loan volume. • Generated reports using Tableau, Periscope, Excel, and Salesforce to present partnership KPIs to internal and external stakeholders. • Utilized project management tools including Trello, Productboard, & Atlassian to stay aligned with remote cross-functional teams. • Established automated salesforce activation processes - vastly reducing the turnaround time for activation & subsequent loan origination. • Hosted joint webinars and in-person speaking engagements with strategic partners - highlighting the benefits of the partnerships and driving installer adoption. • Attended and presented at national & regional industry trade shows.
Mosaic (joinmosaic.com)Enterprise Account Manager
Mar. 2020 - Aug. 2021Western United States• Actively managed relationship with a National Enterprise Equipment Distribution Partner. • Managed and fostered relationships with C-suite leaders of new and existing national and super-regional installer partners in the Western region who utilized a collaborative direct pay financing program offered in conjunction with a National Distribution Partner. • Engaged with prospective enterprise installer partners to identify and capitalize on business opportunities to drive additional incremental loan volume. • Conducted in person and web-based training demos with installers to educate them about financing principles and Mosaic guidelines, products and processes. • Attended and presented at national industry trade shows and conventions.
Mosaic (joinmosaic.com)Solar Partner Development Manager
Sep. 2019 - Mar. 2020Phoenix, AZ, United States• Managed a network of residential solar installer partners. • Sourced and onboarded new installer partners to the Mosaic platform. • Developed and optimized sales & operations processes. • Conducted phone and web-based training with installers to educate them about financing principles, Mosaic's guidelines, products, processes & platform. • Acitvely managed day-to-day communications with installers and maintained accurate records on Salesforce. • Conducted market intelligence research and tracked metrics to evaluate installer performance. • Consistently meet and exceed target loan volume & partner engagement goals.
Mosaic (joinmosaic.com)Partner Development Manager
Jan. 2019 - Sep. 2019Phoenix, Arizona
NFM LendingMortgage Loan Officer
Jan. 2018 - Dec. 2018Tempe, Arizona• Originated residential mortgage loans - Conventional, FHA, and VA loans. • Acted as the primary point of contact for clients and realtors from initial loan application through funding. • Acted as the primary point of contact for all referrals for a large new build community in Surprise, AZ. • Provided on-site, in home, pre-qualifications at a new build community in Surprise, AZ.
Academy Mortgage CorporationLoan Officer
Oct. 2015 - Jan. 2018
Academy Mortgage CorporationLoan Officer Assistant
Jul. 2015 - Oct. 2015
Academy Mortgage CorporationAssociate Marketing Manager
Apr. 2015 - Jul. 2015
State FarmAgent Aspirant & Multi-Line Representative
Jul. 2014 - Apr. 2015Greater St. Louis AreaDeveloped leads, scheduled appointments, and made continual follow up contact, as needed, to establish lasting personal relationships with new and existing clients. Met marketing goals by actively managing sequential marketing programs for all new and existing prospective clients. Used a customer-focused, needs-based analysis to identify and capitalize on opportunities to cross sell insurance and financial products. Efficiently managed time to meet weekly quotas for outbound calls, appointments kept, and total sales of auto, fire, health, life, and financial products.
J.CrewSales Associate
Jul. 2014 - Apr. 2015Greater St. Louis AreaAchieved and exceeded selling cost and personal sales goals through proactively providing personalized client-focused advice regarding style, design, quality and fit of merchandize at all points of customer contact (sales floor, fitting rooms, and point of sale).
Pegasus Intellectual Capital Solutions LLC - named "2016 Investment Banking Boutique of the Year"Intern
May. 2013 - Aug. 2013Conducted research on potential investors for a commercial real estate deal. Collaborated with a client to determine most efficient means of capital raising and the profile of potential investors. Projected the impact on working capital when increasing revenues without refinancing for a client using a proprietary financial model. Worked with a team of interns to conduct market research on the effects and adoption rate of an emerging technology in the fire detection industry.
Bon Appétit Management CompanyStudent Employee
Sep. 2010 - May. 2012Mount Vernon, Iowa, United StatesReceived individual orders and assembled high quality sandwiches using a variety of ingredients. Assisted full-time kitchen staff with preparation and assembly of ingredients to ensure daily meals were served fresh and on time. Systematically cleaned and organized dishes and silverware used in the campus cafeteria, enabling 1200 students to be served within a period of two hours.
Shaw Park Tennis CenterHead Instructor
May. 2010 - Aug. 2012Leader of weekly camps and clinics for Youth players, Juniors and Adults. Designed and implemented lesson plans for groups of 10-15 athletes to develop player's skills and motivate players to become more interested in the sport. Evaluated player's skill level and developed personalized lesson plans to help improve the skills and physical abilities of individual Youth, Junior, and Adult players of all ages and skill levels. Provided helpful and educated information to patrons of the Shaw Park Tennis Center regarding equipment, apparel, and conditioning.
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