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Work Background
FiservCustomer Success Manager
Jul. 2020Coral Springs, Florida, United StatesAs a Customer Success Manager at Fiserv, I sold and serviced merchant service terminals, empowering businesses to optimize their payment processing to achieve financial success. Opening new merchant service accounts, renewing terminal leases, and replacing end-of-service terminals. ❋ Generated over $1.5M in annualized revenue through strategic sales of Clover POS solutions to multi-location retail and quick-service restaurant (QSR) chains, increasing client retention by 25% through bundled SaaS and hardware offerings. ❋ Surpassed annual quota by 125% YoY and consistently ranked in the top 10% among 600+ peers in similar roles, within a global sales force of over 2,500. ❋ Optimized client solution adoption by 20% by serving as a trusted advisor and tailoring FinTech solutions, enhancing client operational efficiency and retention rates. ❋ Collaborated with product and implementation teams to reduce onboarding time by 30% and accelerate time-to-revenue by deploying pre-configured Clover setups tailored to high-volume merchants with specific compliance and reporting needs. ✶✶Originally hired in August 2018 by Bank of America through its joint venture with First Data (Bank of America Merchant Services). Continued in the same Coral Springs office and role following Fiserv’s acquisition of First Data and the dissolution of the joint venture in June 2020, adapting through organizational changes while delivering consistent results.
Bank of AmericaAssistant Vice President
Jan. 2018 - Jul. 2020Coral Springs, Florida, United StatesAs a Business Consultant at Bank of America Merchant Services, I sold and serviced merchant services solutions, empowering businesses to optimize their payment processing and achieve financial success, serving individuals, small- and middle-market businesses, and large corporations. ❋ Generated over $1.2M in annualized merchant processing volume by providing consultative payment solutions to small business clients through inbound and outbound calls, internal referrals, and strategic prospecting across assigned territories. ❋ Exceeded revenue targets by 125% by leveraging cross-channel lead sources—including Advanced Client Solutions, financial centers, and partner referrals—to build a qualified pipeline and close high-impact merchant accounts. ❋ Maintained 98% client satisfaction score while balancing aggressive sales goals with risk management and compliance standards in a highly regulated, phone-based financial services environment. ❋ Collaborated with banking partners and business specialists to identify client needs and deliver tailored merchant processing solutions, resulting in a 35% increase in referral-to-close conversion rates and strengthened internal relationships. ❋ Optimized payment gateway recommendations, security features, and pricing models to align with client-specific requirements, reducing client churn by 22% and increasing onboarding speed through streamlined documentation and product fit.
Amexsa CorpExecutive Director of Sales
Mar. 2014 - Aug. 2018Lawrenceville, Georgia, United StatesThe Executive Director of Sales position was a pivotal leadership role responsible for orchestrating the entire sales strategy and operations to drive significant revenue growth and expand market share. ❋ Accelerated domestic and international revenue growth by 37% YoY through strategic market penetration and optimized channel development, consistently exceeding annual sales targets by 120%. ❋ Expanded global distribution footprint into 15 new countries, establishing 7 strategic partnerships that generated over $20 million in incremental international sales. ❋ Led and mentored a high-performing sales team of 20 professionals across diverse regions, increasing overall team productivity by 150% and reducing sales cycle time by 50%. ❋ Optimized sales operational efficiency, reducing costs by 33% and improving gross margins by 25% through strategic resource allocation and enhanced pricing models. ❋ Cultivated and secured long-term relationships with 10 key national and international accounts, resulting in 80% growth in recurring revenue and strengthened market share.
Client First Settlement FundingAccount Executive
Jan. 2012 - Feb. 2014Boca Raton, Florida, United StatesThe Account Manager was a client-facing sales professional responsible for building and nurturing relationships with attorneys, law firms, and their clients to facilitate the process of providing pre-settlement and post-settlement funding. ❋ Generated $1M+ in funded structured settlement transactions annually by guiding clients through the sale of future payment streams, from initial consultation to final court approval, while maintaining a close rate 20% above team average. ❋ Managed a pipeline of 100+ active leads per month, qualifying prospects, assessing financial needs, and structuring personalized funding proposals that resulted in a 35% increase in conversion rates over a 12-month period. ❋ Reduced client cycle time by 25% by streamlining the documentation and court petition process, collaborating with legal and underwriting teams to expedite approvals and disbursements. ❋ Maintained a 92% client satisfaction rating by delivering clear, empathetic guidance during sensitive financial decisions, often involving long-term annuity or settlement payouts. ❋ Consistently ranked in top 10% of Account Executives based on funded deal volume and net promoter score (NPS), contributing to record quarterly revenue growth and enhanced client retention metrics.
TMS Health Patient Access Solutions LLCAccount Manager
Jan. 2008 - Dec. 2011Boca Raton, Florida, United StatesThe Account Manager cultivates and manages relationships with healthcare professionals, primarily doctors, to effectively communicate scientific information about pharmaceutical products and influence prescribing decisions. ❋ Managed 5+ high-value pharmaceutical client accounts, overseeing end-to-end delivery of multi-channel contact center campaigns that supported patient adherence, provider outreach, and product education—achieving a client retention rate of 98%. ❋ Exceeded sales quota by 115%, driving revenue growth through strategic upselling and cross-selling – resulting in four performance awards for top-tier achievement and client impact. ❋ Increased campaign performance by 35% through close collaboration with operations, training, and quality teams to refine call scripts, optimize outreach timing, and ensure compliance with HIPAA and FDA communication standards. ❋ Led cross-functional program launches across email, phone, and live chat channels for top-tier medical device brands, driving a 20% YoY increase in inbound engagement and exceeding service-level agreements (SLAs) across all KPIs. ❋ Served as primary liaison between clients and internal teams, facilitating strategic QBRs (quarterly business reviews), forecasting account growth, and identifying upsell opportunities—resulting in $500K+ in new project revenue within existing accounts.
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