Results-oriented sales professional with extensive experience in business development and client relations within the mortgage and financial services sectors. Demonstrated success in cultivating strategic partnerships, consistently exceeding sales quotas, and delivering exceptional client experiences. Collaborates effectively with management to enhance sales strategies and drive revenue growth. Core competencies include negotiation, relationship management, and strategic planning.
Overview
16
16
years of professional experience
Work History
Sr. Vice President of Sales
Cypress Ascendant Services
08.2023 - Current
Prospected and engaged with financial institutions, realtors, loan officers, and brokers to sell end-to-end title services nationwide
Maximized engagement with a vast industry network, successfully onboarding new logo clients and expanding the company's client base
Negotiated and closed multiple business development partnerships, resulting in increased margins on title products
Implemented and conducted monthly webinars and industry interviews, enhancing company visibility and thought leadership
Negotiated and signed contracts with various Loan Origination Systems (LOS) to integrate the title company into the technology automation landscape of mortgage processing
Developed strategic partnerships with technology firms including Tavant, Coviance, MemberClose, FirstClose, Sync1, COCC, and Hitch, driving significant new business opportunities
Recruited and managed 1099 contractors within the mortgage industry to facilitate introductions and maximize outreach for new title business
Vice President of Sales
FirstClose, Inc
Austin, TX
05.2016 - 08.2023
Top-achieving sales leader with a proven track record of consistently exceeding revenue goals
Experienced in managing the full sales cycle for national enterprise accounts while fostering a high-performance culture
Expertise in consultative sales, team training, and leveraging technology to optimize sales processes and drive revenue growth
Drove significant new annual recurring revenue well beyond goals while managing the entire sales cycle from lead generation to closing for national enterprise accounts
Utilized a consultative sales approach to hunt and prospect large enterprise accounts, achieving a high demo-to-close ratio by engaging with multiple departments including Consumer Lending, Risk/Compliance, Legal, IT, and C-level executives
Regularly conducted onsite visits with financial institutions to strengthen relationships and enhance client engagement
Supported the sales team during the sales cycle with onsite visits, training, and mentorship to ensure high performance
Developed and implemented a SaaS revenue model, significantly increasing ARR from existing clients and enhancing the value of new contracts
Managed sales pipeline using Salesforce, creating customized dashboards for accurate revenue forecasting and accountability across the department
Delivered comprehensive monthly, quarterly, and annual reports to C-level executives and the board, providing insights on revenue growth and projections during in-person meetings
Hired, trained, and managed a team of Lead Generation Specialists and Account Executives, fostering a culture of excellence and consistently exceeding sales revenue goals
Executed upselling and cross-selling strategies to maximize revenue from the existing client base
Developed a scalable sales process and optimized the lead qualification process, ensuring a high-quality pipeline while utilizing Salesforce automation for efficiency
Mentored sales team members through training, coaching, and role-playing to support their professional growth
Attended 10-15 industry conferences annually, determining the best shows for ROI, collaborating with the Marketing department for strategic planning, and occasionally speaking on panels
Collaborated cross-functionally with Compliance, Risk, IT, Marketing, Implementation, and Legal departments to ensure alignment of sales strategies
Negotiated and closed software partnership deals with Loan Origination System integrations (MeridianLink, Temenos, DecisionLender, Fiserv, Calyx) to enhance scalability
Expanded the solution offerings by negotiating partnerships with title, flood, and valuation vendors, ensuring the company remained at the forefront of technology and automation in the mortgage industry
Business Development Manager
HIBU
Killeen, TX
08.2013 - 04.2016
Results-oriented Business Development Manager with proven expertise in digital marketing as a certified Google Partner
Skilled in developing comprehensive marketing strategies, educating clients on SEO/SEM, and leveraging data-driven insights to drive revenue growth
Demonstrated ability to exceed sales goals consistently and deliver impactful presentations to high-profile clients
Managed business development efforts for HIBU as a certified Google Partner in the Central Texas region
Completed a rigorous three-week training program in New York, gaining expert knowledge in Google AdWords, keyword analysis, and ranking algorithms
Developed and presented professional digital presentations showcasing the company's products and services to high-profile clients, effectively communicating value propositions
Educated clients on digital marketing strategies, including SEO/SEM, retargeting banner ads, and website optimization, to enhance their online presence and drive revenue growth
Created and monitored tailored digital marketing campaigns for clients, providing ongoing analysis and recommendations for improvement to ensure effectiveness
Consistently exceeded monthly and quarterly sales goals and quotas through proactive client engagement and strategic marketing initiatives
Print and Digital Director
KDH Media Group
Killeen, TX
06.2009 - 08.2013
Dynamic sales professional with a progressive career trajectory from Inside Sales Representative to Print and Digital Director
Proven expertise in recruiting, training, and managing diverse teams across print, digital, and sales departments
Demonstrated ability to enhance operational efficiency and drive revenue growth through effective leadership and strategic planning
Developed and implemented articulate marketing campaigns incorporating newsprint, magazine, commercial print, banner ads, SEO/SEM, email marketing, mobile marketing, and direct mail for high-profile clients and national corporations
Coordinated and managed the end-to-end process for various company events, including Bridal Extravaganzas, Model Searches, Women in Business Conferences, Digital Seminars, and Job Fairs, ensuring successful execution and client satisfaction
Recruited, trained, and managed a team of Account Executives, consistently achieving and exceeding sales revenue goals through effective leadership and motivation
Created a digital services department to provide digital advertising solutions, including business plan development, marketing materials, pricing structure, and recruitment of sales and production staff
Implemented email marketing strategies, including segmentation, welcome email auto responders, and targeted campaigns, significantly enhancing client engagement and retention
Established a CRM system to assign and track new leads, optimizing the sales process and improving lead management efficiency