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Work Background
Cedar Ridge CapitalSenior Vice President Business Development
May. 2024 - Aug. 2024Washington DC-Baltimore AreaI was brought in as a consultant to assist with improving customer retention and maximizing revenue on the renewal side of the business. Primarily I would outbound to business owners who had received a loan from us in the past. I was also involved in refining operational processes to ensure maximum results. Help to manage partner relationships to ensure consistent growth.
Strong Capital Funding, LLCBusiness Financial Advisor
Jan. 2024 - Apr. 2024Washington DC-Baltimore AreaStrong Capital Funding is not your typical funding company. Our expert funding advisors act as your consultant to get a full understanding of your goals, needs, qualifications, & your concerns. We will not ask you to apply until you are comfortable with the options we provide you on the first consultation. We do not believe in wasting time with fake pre-approvals, or charging you fees for our time. We are on your team, we only get paid if you get funded, and do not have the time to play around. Since 2017, our team has proven to be one of the very best sources of capital, and will continue to work to educate business owners on what is real, and what is a smoke screen, and we take a lot of pride in it.
Legend Advance FundingISO Relations / Business Development
Jun. 2023 - Jan. 2024Miami, Florida, United StatesSince 2014, Legend Funding® has provided a superior financing solution to small businesses. We offer a middle ground between the high costs of typical cash advances and the slow, low-approval process of bank loans. Our low rates, diligent client relations, and overall flexibility ensure your business is getting the best value possible. Since our inception, we have helped countless businesses and continue to rapidly grow. When you enter into a partnership with Legend Funding, you can be confident you are choosing the best alternative funder on the market today. With the financial expertise of our managing partners, lending specialists, in-house underwriters, and marketing team, your business can secure the working capital it needs.
Beacon Building ProductsSales Operations Manager
Mar. 2020 - May. 2023Herndon, Virginia, United StatesMy two main goals were 1) Establish a true inside sales team that would focus on the customers that were not assigned to Outside Sales Representatives. 2) Create a sales methodology & development program that would result in developing sales talent for our future OSR positions. During my time we built a remote team from 0-32 FTE, located in 15 different states across the country. I was also able to get 30% of my hires promoted into OSR roles. We built a nationwide prospecting database, established digital lead qualification processes, & supported the launch of the company's first Loyalty program. Our team was responsible for onboarding 25% of the new customers in 2022 and helped the company achieve it's digital adoption goals. During my time the company also set new records for stock price & sales nationwide.
Total Wine & MoreSupervisor Customer Care
Jul. 2017 - Mar. 2020Bethesda, MDI was initially tasked to be one of the project managers integrating TWM's first CRM platform (Oracle Service Cloud) as well as a new phone system with Five9. Our team was responsible for supporting all of our stores & customers nationwide. During my time we also launched & supported delivery of our products through services like DoorDash & Grubhub. I managed through two holiday seasons which saw our remote team grow from 20 FTE to 45-50 FTE to handle the influx of order volume & inbound traffics from customers & stores. We maintained below industry standards in all KPI's throughout my time and saw the company set sales records year after year.
Rapid FinanceTeam Lead, Processing
Mar. 2016 - Jun. 2017Bethesda, MDA processor's job is to assist the underwriter and salesperson with the closing of a loan. Their role is to review newly submitted files for documentation and accuracy, as well as, conduct any interviews that are necessary. As the Team Lead, I manage the team members to ensure maximum efficiency while staying compliant with our underwriting guidelines.
RapidAdvanceManager, Broker Unit Sales
Mar. 2014 - Mar. 2016Bethesda, MDSpearheaded the launch of a new sales team within RapidFinance designed to focus on the segment of leads that did not qualify for the suite of financial products offered by RF
RapidAdvanceSenior Account Executive
Aug. 2009 - Mar. 2014Bethesda, MDServiced the accounts for a group of this party ISOs and Brokers. Delivered an industry leading client experience with a focus on value based selling vs. commission based selling. Maintained a very high renewal rate on accounts as well as the respect from all levels of the company. On of the aspects I enjoyed the most was helping to shape and evolve our next generation loan product. - During my tenure, this channel accounted for 30-40% of our monthly funding numbers and consisted of $7+ million in active accounts covering 100+ individual partnerships.
- Expert knowledge of all software used (i.e. SalesForce®, VisualForce, RapidAdvance® Account Manager, Sales Calculators, Microsoft Office, etc).
- Participated and provided insight into developing operational policies and procedures with managers and executives.
- Designed an extensive Sales Training Manual for new Account Executives highlighting Sales process, Underwriting and Processing functions.
- Exercised a high level of communication both internally and externally, often times coordinating with 4+ different parties involved with an account.
Rapid FinanceAccount Executive
Aug. 2008 - May. 2009Bethesda, MDSold RapidAdvance's Merchant Cash Advance product directly to small business owners based on incoming web-applications and live call-ins. During my short time in this position I maintained a close rate at the top of the entire team and rapidly built a book of business.
Exit Realty PlusMarketing Director / Licensed Real Estate Agent
Jun. 2006 - Aug. 2008- Worked directly with the office broker/owners on day-to-day operations of an office with 50 licensed agents
- Responsible for overseeing all transactions conducted by The Cliff Hageman Team
- Created content and coordinated various marketing campaigns for agents within the office
- Headed oversight of RealtyGenerator websites for 10-15 agents. Held trainings to maximize web-lead conversions.
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