Summary
Overview
Work History
Education
Skills
Timeline
ACHIEVEMENTS
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Allison Walters

Denver,CO

Summary

Results-driven account manager recognized for consistently surpassing renewal targets while fostering strong, long-term client relationships. Expertise in enhancing client satisfaction while strategically driving revenue growth through tailored solutions. Proven skills in renewals account management contribute to organizational success and client retention and growth. Committed to delivering exceptional service and value, ensuring clients feel supported and engaged throughout their experience.

Overview

13
13
years of professional experience

Work History

Senior Account Manager, Renewals

OnDeck Capital, Inc
07.2021 - Current
  • I am currently employed at On Deck Capital, Inc. as a Senior Account Manager. Our goal is to assist small businesses in their need for funding and growth capital. I started with OnDeck in June of 2014.
  • Establish and maintain strong relationships with current clients, acting as a primary point of contact.
  • Manage a portfolio of 300+ clients, ensuring timely renewals and upsell opportunities
  • Negotiate renewal terms ensuring successful closure and return of renewal clients
  • Manage the relationship upon renewal eligibility and maintain the relationship throughout the life of loan
  • Engage clients in discussions about their needs, potential solutions, and renewal options
  • Analyze business data to mitigate potential risks associated with renewals
  • Work closely with various teams including operations, legal, and customer service
  • Enhanced communication between departments for more effective problem-solving and collaboration.

Account Manager

Level Up Funding LLC
08.2020 - 07.2021
  • Organically grew and managed a book of over 10 partners worth over $1M in sales.
  • Introduced new products and programs to drive revenue growth
  • Provided weekly recap/guidance on performance while maintaining continuous communication
  • Documented learnings, provided feedback, managed day to day process with both external and internal partners leading to the development of the product
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.

Senior Relationship Manager Equipment Finance

OnDeck Capital, Inc
06.2018 - 05.2020
  • Developed & launched sales operation of new product offering
  • Consistently exceeded quota from program inception, funded over $5M in originations
  • Originated the first equipment finance deal OnDeck funded
  • Managed a book of clients worth over $10 million in annual sales
  • Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.

Escalations Analyst/ Sales Support

OnDeck Capital, Inc
06.2014 - 06.2018
  • Supported 20 agents by analyzing credit data and financial statements, determined approval risk
  • Generated financial ratios to evaluate customers’ financial status through various tools
  • Managed approval process with underwriting recommendations
  • Analyzed business health and trends for amendment recommendations to existing credit policy

Senior Account Manager

DiningOut Magazine
04.2012 - 06.2014
  • Developed & managed record keeping and accounting systems, made use of current tools.
  • Maintained assigned account bases, developed new accounts.
  • Successfully promoted advertising service offerings to new and existing clients.

Education

Communications -

Metropolitan State University of Denver

Skills

  • Advances lasting trust with clients
  • Excellent communication skills
  • Team collaboration
  • Training development and facilitation
  • CRM: Salesforce, MCASuite, Keap
  • Telephony: Five9, Calabrio
  • Daily Use Tools: SalesForce, Calico, Five9
  • Partnership development
  • Goals and performance
  • Account growth
  • Client relationship management
  • Teamwork and collaboration

Timeline

Senior Account Manager, Renewals

OnDeck Capital, Inc
07.2021 - Current

Account Manager

Level Up Funding LLC
08.2020 - 07.2021

Senior Relationship Manager Equipment Finance

OnDeck Capital, Inc
06.2018 - 05.2020

Escalations Analyst/ Sales Support

OnDeck Capital, Inc
06.2014 - 06.2018

Senior Account Manager

DiningOut Magazine
04.2012 - 06.2014

Communications -

Metropolitan State University of Denver

ACHIEVEMENTS

  • Top Tier of sales agents 3 years in a row
  • Highest quarter over quarter growth on sales team in 2024
  • Exceeded sales targets by over 15% 18 months in a row
  • Helped spearhead OnDeck Capital equipment finance product

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Allison Walters