Years of experience: 18

United StatesCopywritingBusiness Development ManagerPartnerships ManagerSales ManagerHead of Growth

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Paul's Career Path
Fractional Head of Growth & OperationsAug. 2023 -
Present
Keller Williams Realty, Inc.Fractional Head of Growth & Operations
Capitola, California, United States• Building a fractional real estate fund practice from the ground up, specializing in commercial and residential investment properties where I am serving as Fractional Head of Growth. • Successfully managed complex negotiations and financial transactions as Executor of a Family Trust, demonstrating strong analytical and problem-solving skills applicable to high-value sales • Completed rigorou...
Senior Director, Global Acct Management – Client Revenue Growth FinTechApr. 2018 -
Aug. 2023
SS&C AdventSenior Director, Global Acct Management – Client Revenue Growth FinTech
San Francisco, California, United States• Led and Transformed Renewals Sales team to the top producing revenue team at Advent catering to Small, Mid-Market, and Enterprise Asset and Advisory Wealth Corporations, managing a client base with ~$650 million in Annual Recurring Revenue (ARR). • Developed and executed comprehensive account plans to identify opportunities for upselling, cross-selling, and expanding SS&C Advent's footprint...
General Manager-Principle Sales, CX, Operation SMB-Enterprise FinTechMar. 2016 -
Apr. 2018
ScaleCXGrowth ConsultingGeneral Manager-Principle Sales, CX, Operation SMB-Enterprise FinTech
San Francisco, California, United States• Offered SaaS early and late stage companies the framework/groundwork for achieving success, working independently as a contractor. • Developed and restructured the path from Lead Generation to Customer Acquisition, catering Small Businesses through Enterprise Sales. • Provided consultation for e-commerce, Sales Development, Inside Sales, Direct Sales, Partner & Channel Alliance, Marketing, ...