Adam Marshall
San Diego,CA
Summary
Achievement-focused business development professional with a track record of exceeding revenue goals in complex sales cycles. Expert in deal structuring, negotiation, and creating long-term client partnerships. Skilled in strategic account acquisition and driving predictable, sustained revenue growth. Experienced in developing business with partners and senior executives, including C-level, EVP, and Director-level stakeholders.
Overview
18
18
years of professional experience
Work History
Sr. Account Executive
TopMark Funding
Remote
01.2020 - Current
- Originate and close high-value equipment financing transactions, consistently exceeding monthly and quarterly revenue targets, achieving an average of 126% of quota annually.
- Build and maintain relationships with C-level executives, business owners, and key decision-makers, driving repeat business and long-term partnerships.
- Lead end-to-end sales cycles, including prospecting, credit evaluation, deal structuring, and lender coordination for seamless execution.
- Identify and secure strategic accounts in targeted industries, expanding TopMark Funding’s portfolio and market presence.
- Collaborate with internal teams and lending partners to deliver tailored financing solutions that meet client operational and growth objectives.
Director – Equipment Finance
COR Funding
San Diego
01.2018 - 01.2020
- Played a key role in launching the company from inception, establishing foundational sales processes and strategic partnerships.
- Drove national business development efforts, building and expanding relationships with lenders, clients, vendors, and investment firms.
- Delivered flexible equipment financing and capital solutions tailored to client needs across diverse industries.
- Increased qualified lead generation by 47% within the first year through targeted outreach and partnership development strategies.
- Initiated and cultivated new ISO partner relationships, creating strategic alliances that expanded market reach and generated new revenue streams.
- Contributed to funding $43M in originations during the company’s first year of operations.
Senior Finance Consultant
National Funding
San Diego
01.2014 - 01.2018
- Partnered directly with business owners and C-level executives to structure and secure equipment financing solutions aligned with strategic growth objectives.
- Averaged 10–15 funded transactions per month, generating $80K–$120K in net margin monthly.
- Consistently exceeded quarterly sales targets, achieving an average of 137% of quota annually.
- Promoted to Senior Finance Consultant within the first year in recognition of outstanding performance and leadership potential.
- Earned President’s Club honors consecutively from 2015 to 2018 for top-tier sales achievement and revenue production.
Business Development Manager
Healthstores.com
San Diego
01.2008 - 01.2014
- Developed and expanded national business relationships with professionals in the health and wellness sector, driving strategic account growth.
- Recognized as Highest Producer from 2012 to 2014 for exceptional revenue generation and sales performance.
- Consistently exceeded performance targets, achieving 167%+ of quota from 2009 to 2014.
- Increased vertical market revenue by $3.4M within one year by acquiring new accounts and expanding existing accounts within an assigned territory.
- Closed the highest volume sale in company history at $1.6M for FY 2012–2013.
Skills
- Exceptional communication and interpersonal skills
- In depth knowledge of the commercial finance sector
- Prospecting and networking
- Microsoft Office Max OS X and MS Excel
- CRM Software, Power-Point, and lead management software
- Consultative sales
- Key account management
- Client relationship management
Timeline
Sr. Account Executive
TopMark Funding
01.2020 - Current
Director – Equipment Finance
COR Funding
01.2018 - 01.2020
Senior Finance Consultant
National Funding
01.2014 - 01.2018
Business Development Manager
Healthstores.com
01.2008 - 01.2014