Summary
Overview
Work History
Education
Skills
Websites
Languages
Accomplishments
Affiliations
References
Timeline
Generic

Brian Matias

Union City,NJ

Summary

Results-driven professional with over five years of management experience in Fin-Tech sales, commercial floorplan acquisitions, and consumer lending. Proven expertise in developing sales strategies and negotiating client contracts to drive revenue growth. Strong ability to cultivate a collaborative team environment and build relationships with stakeholders in both English and Spanish.

Overview

9
9
years of professional experience

Work History

Co-Owner & Revenue Operations Leader

Juana's Restaurant
Union City, New Jersey
09.2023 - Current

Led revenue strategy, operations, and digital transformation initiatives for a high-volume restaurant and catering business, improving efficiency, online ordering, and customer retention.

• Implemented and configured POS systems with advanced menu logic and modifier structures to improve order accuracy and operational efficiency

• Launched and optimized online ordering systems and third-party delivery integrations, expanding digital revenue channels

• Managed vendor and technology partnerships related to POS systems, online ordering platforms, and delivery logistics

• Analyzed sales trends and customer ordering behavior to guide pricing, promotions, and menu structure decisions

• Developed repeatable catering workflows for corporate and high-frequency clients, improving fulfillment consistency and customer retention

• Directed digital branding and marketing initiatives that increased customer engagement and online visibility

• Supported hiring and onboarding to maintain service quality and operational consistency

• Maintained operational continuity and customer retention during leadership transition periods

Account Executive

MeridianLink
Costa Mesa, CA
01.2022 - 01.2023
  • Demonstrated customer centric focus and strategically advised credit unions, banks, and financial institutions to enhance their experience with the latest proprietary and 3rd party software technology available to promote their growth and expand MeridianLink's product footprint.
  • Developed deep relationships with clients to generate repeat business and referral opportunities.
  • Coordinated meetings internally and externally with cross functional departments including Product, Marketing, Services and Support, as needed, to maintain excellent customer service and experience.
  • Proactively managed escalations and emergency scenarios.
  • Lead contract renewal negotiations with existing client base from beginning to closed won for a total of over $1.2 Million in new revenue within the first year.
  • Exceeded quarterly quota by closing over $300k in new revenue at minimum, each quarter.
  • Traveled the U.S. to deliver business reviews and maintain engagement for top clients.
  • Delivered presentations on contract offers and co-presented on new product demonstrations.
  • Trained onboarding new hires on sales strategies and best practices.

Account Manager

General Motors Financial
Pittsburgh, PA
01.2019 - 01.2021
  • Developed commercial floor plan opportunities from inception to closing for a combined $29.5 million in floor plan acquisitions.
  • Established strong coordination between credit center, dealers, funding, and other cross functional areas to resolve potential issues.
  • Devised and executed robust business strategies in compliance with corporate goals and achieved key field performance criteria, while analyzing dealer-specific data utilizing reporting tools.
  • Identified and resolved dealer issues presenting excessive risk to GM Financial, including portfolio issues, fraud, buy-back, dealer agreement violations, and dealer personnel.
  • Maximized APR penetration in my territory by 31% in 2020.
  • Utilized exceptional expertise to acquire $29.5 million business collectively.
  • Played an integral role in marketing all GM Financial products to produce positive tangible impact.
  • Achieved quality, pricing, and volume objective by overseeing assigned territory region and corresponding dealer relationships as well as maintaining effective communication with dealers.

Lead Personal Loan Specialist

OneMain Financial
Kearny, NJ
01.2017 - 01.2019
  • Cultivated strong professional relationships with existing clients and prospects in order to generate repeated business.
  • Reported accurate data to underwriters by analyzing personal tax returns.
  • Gathered financial documents within a small time frame in order to get loans underwritten and funded.
  • Maximized business from cold call leads during downtime.
  • Devised referral program to promote prospect introductions and formulated network of Auto Dealerships to create sustainable referral sources.
  • Delivered excellent customer service by consulting the best loan options available based on client needs.
  • Increased opportunities from COI's, including CPA's, Bankers, and existing clients.

Business Development & Strategy Intern

Viacom Networks
New York, NY
  • Supported sales executive by attaining 100+ partner referrals monthly.
  • Utilized Salesforce to create prospect lists and ensure lead quality.

Education

Bachelor of Arts - Business and Organizational Leadership

Brevard College
Brevard, NC
01.2016

Skills

  • Business Development
  • Presentation & Reporting
  • Tracked Employee Performance
  • Strategic Planning & Execution
  • Leadership & Team Collaboration
  • Budgeting & Resource Management
  • Client Management
  • Relationship Building
  • Operations & Program Management

Languages

English
Full Professional
Spanish
Professional

Accomplishments

2022 Diamond Club award Recipient Issued by MeridianLink for sales excellence ($1.2 million in sales generated within first year)

Affiliations

Provide recurring catering services for community events hosted by Brian P. Stack, as well as local police department functions, demonstrating trusted relationships with municipal leadership and public service organizations

References

  • Tim Bach - (610) 405-5432 Vice President of Sales. I reported to Tim at MeridianLink
  • Larry Wilson - (321) 258-8861 Director of Customer Sales. I reported to Larry at MeridianLink
  • Joshua Tuttle - (405) 778-9080 Regional Sales Manager. I reported to Joshua at GMFinancial
  • Brent Jackson - (832) 970-7606 OneMain Financial Branch Manager. I reported to Brent at OneMain

Timeline

Co-Owner & Revenue Operations Leader

Juana's Restaurant
09.2023 - Current

Account Executive

MeridianLink
01.2022 - 01.2023

Account Manager

General Motors Financial
01.2019 - 01.2021

Lead Personal Loan Specialist

OneMain Financial
01.2017 - 01.2019

Business Development & Strategy Intern

Viacom Networks

Bachelor of Arts - Business and Organizational Leadership

Brevard College
Brian Matias