Brendan Falvey
Business Development And Client Success Professional
New Haven
Summary
Client-focused professional with experience in consultative sales, customer onboarding, and relationship management across real estate, financial services, and legal support environments. Known for clear communication, empathy, and follow-through while guiding clients through complex, high-stakes decisions.
Overview
6
6
years of professional experience
Work History
Client Advisor
Scrivnr
05.2025 - Current
- Delivered professional, empathetic guidance to clients navigating complex probate and estate matters.
- Conducted 100+ consultations nationwide, translating legal processes into clear next steps while identifying service opportunities.
- Signed 6 new clients within the first month through consultative intake and trust-based follow-up
- Coordinated filings and client documentation between operations, attorneys, and courts to ensure a seamless experience.
Acquisitions & Client Relations Specialist
Purchrock
11.2024 - 05.2025
- Managed a portfolio of real estate clients, conducting market analysis and communicating investment recommendations.
- Supported acquisition negotiations, ensuring profitable and client-aligned outcomes.
- Improved data tracking and reporting workflows, enhancing transparency across departments.
Sales Representative
Rhino-Back Roofing
09.2023 - 10.2024
- Guided homeowners through estimates and installations, balancing service quality with revenue goals.
- Ranked as a top performer among a team of 30 for consistent follow-up and customer satisfaction.
- Mentored new hires, demonstrating leadership and relationship-building skills.
Financial Sales Representative
Parkview Advance
04.2023 - 09.2023
- Managed client relationships from initial outreach to funding completion.
- Secured over $150K in financing through data-driven assessment and clear communication.
- Maintained detailed CRM records to ensure timely, personalized support.
Management Trainee
Enterprise Holdings
06.2020 - 09.2020
- Built foundational client-relations skills through direct sales, service, and operations management.
Education
Bachelor's Degree - Economics, Communications
University of Connecticut
Storrs, CT01.2021
Skills
- Client Success & Onboarding
- Consultative Sales
- Relationship Management
- CRM & Process Coordination
- Cross-Functional Communication
Timeline
Client Advisor
Scrivnr
05.2025 - Current
Acquisitions & Client Relations Specialist
Purchrock
11.2024 - 05.2025
Sales Representative
Rhino-Back Roofing
09.2023 - 10.2024
Financial Sales Representative
Parkview Advance
04.2023 - 09.2023
Management Trainee
Enterprise Holdings
06.2020 - 09.2020
Bachelor's Degree - Economics, Communications
University of Connecticut