
Accomplished Business Development Executive with 10years of experience known for developing strategic partnerships and executing sales initiatives. Expertise in sales forecasting and CRM tools enhances client engagement and drives sustainable business growth.
Identifies business growth opportunities and develops strategies to increase company sales. Generates new contracts and sales leads to drive sales growth. Initiates project management for new client implementation and directs new sales initiatives. Manage large client relationships.
Developed marketing materials focused on evaluating and growing target markets and regions.
Conducted market research, developed business strategies, built client relationships, and identified new business opportunities.
• Generated $1M+ pipeline for financial software (loan origination, wealth management) by targeting banks, credit unions, and investment firms)
• Partnered cross-functionally with IT, Sales, Finance, Operations, and Marketing teams to align business strategies, drive execution, and deliver measurable improvements in quality, volume, service, and margin.
• Executed end-to-end problem solving using structured frameworks: defined business problems, developed hypotheses, conducted advanced analyses, proposed solutions, and led implementation with monitoring plans
• Scheduled appointments with CFOs and portfolio managers, resulting in 15+ closed deals for asset management platforms.
• Sold compliance solutions (AML, KYC, SEC/FINRA reporting) to financial institutions, reducing audit risks.
• Designed and implemented credit risk models by connecting drivers of consumer credit trends with historical data, improving forecasting accuracy and enabling step-change improvements in credit performance
• Researched competitor pricing/models to refine USP, increasing win rates by 25%.
• Closed deals with C-level stakeholders by aligning solutions with KPIs (e.g., ROI, cost savings, scalability).