Brett Wallace
Elizabeth,CO
Summary
Experienced and results-driven professional with a proven track record of success spanning a 6-year career. Strategic and analytical problem solver skilled in managing teams and driving customer acquisition, consistently achieving profit targets. Recognizes and leverages emerging market trends and revenue opportunities to maximize business growth and success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Referral Partner Manager
Charter Capital
05.2024 - 12.2024
- Develop and expand the Referral Partner Program, identifying potential partners across various fields, such as business consultants, commercial insurance brokers, accounting and law firms, financial advisors, industry-specific supply chain vendors, and more
- Facilitate the entire partnership cycle, from identification and initial contact through agreement, onboarding, training, and ongoing engagement
- Utilize and improve upon existing assets and templates, including program presentations, agreements, and marketing materials, to effectively communicate the value of our referral program
- Provide dedicated support and tools to referral partners
Partner Manager
Verified First
06.2022 - 04.2024
- Drove revenue stream of $1.8 Million and 650 leads generated from assigned partner ecosystem, YOY
- Create and execute holistic strategies for each partner that creates win-win relationship with Verified First
- Analyze and review partners' lead generation, current revenue stream, and pipeline in order to offer advice on how to increase volume
- Builds strong rapport and relationships with partner organizations at multiple levels from front line support & sales to C-suite individuals
- Seeked out and developed new channel partner relationships
Affiliate Manager
Verified First
03.2022 - 06.2022
- Managed 117 Affiliate Partners
- Analyzed and reviewed Affiliates' lead generation, current revenue stream, and pipeline in order to offer advice on how to increase volumes
- Sought out and developed new Affiliate relationships via existing partner networks and marketing support
- Tracked total leads generated and estimate resulting revenue
Small Business Account Executive
Verified First
10.2021 - 03.2022
- Maintained and developed pipeline of $100K or more
- Achieved ACV expectation of $90K per quarter or $30K per month
- Maintained rolling 41% conversion rate on SQLs
- Maintained rolling 41% close rate from all opportunities created
Credit Analyst
Kirkpatrick Bank
06.2019 - 10.2021
- Enhanced credit risk assessment by conducting thorough financial statement analysis and cash flow projections
- Streamlined the loan approval process for faster results by implementing an efficient credit scoring system
- Improved overall portfolio quality, conducting regular reviews of existing accounts and recommending appropriate actions
Education
Bachelor of Science - Finance, General
Colorado State University
05.2018
Associate's Degree - Business, Management, Marketing, and Related Support Services
Colby Community College
05.2015
Skills
- Affiliate Management
- Business-to-Business (B2B)
- Customer Service
- Strategic Planning
- Management
- Customer Relationship Building
- Public Speaking
- Partner Relationship Management
- Strategic Partnerships
- Salesforce CRM
- Outreach CRM
- Google Apps for work
Websites
Certification
Outreach Closing Specialist - Outreach Strategic Partnerships
Timeline
Referral Partner Manager
Charter Capital
05.2024 - 12.2024
Partner Manager
Verified First
06.2022 - 04.2024
Affiliate Manager
Verified First
03.2022 - 06.2022
Small Business Account Executive
Verified First
10.2021 - 03.2022
Credit Analyst
Kirkpatrick Bank
06.2019 - 10.2021
Associate's Degree - Business, Management, Marketing, and Related Support Services
Colby Community College
Bachelor of Science - Finance, General
Colorado State University
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