Work Preference
Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Awards
Core Competencies
Timeline
Generic
Open To Work

CARLO MARTINI

Harrisburg,NC

Work Preference

Job Search Status

Open to work

Work Type

Full TimeContract WorkGig Work

Location Preference

HybridRemote

Summary

Dynamic founder and CFO with a proven track record in driving multi-million-dollar sales and enhancing client profit margins by 25%. Expertise in consultative sales and financial analysis, excelling in strategic alliances and operational efficiency. Consistently surpasses revenue goals while fostering high-performing teams.

Overview

23
23
years of professional experience

Work History

Founder, CFO & Principal Executive

PREVENT DEFENSE
Charlotte, NC
07.2017 - Current
  • Founded multiple businesses across diverse sectors, achieving multi-million-dollar sales and maintaining customer retention rates above 94%.
  • Directed financial management functions, overseeing FP&A, reporting, and accounting teams to ensure effective financial operations.
  • Increased client profit margins by 20% – 25% on average through strategic advising on tax credits, cost recovery, and operational efficiencies.
  • Negotiated off-market real estate contracts for developers, applying unique market strategies to secure profitable returns.

Founder & Principal

MERCHANT CONNECT (ISO Agency)
Charlotte, NC
06.2006 - 03.2026
  • Generated an average of $1.48M in new annual income, consistently surpassing revenue goals by 120%.
  • Exceeded quota targets by 180%, managing and developing a portfolio of over 360 clients.
  • Ranked in the Top 20% of sales producers nationwide and established strategic alliances with major financial institutions (Amex, ADP, Paychex).
  • Coached regional team of 20+ sales representatives to achieve volume targets, resulting in expanded market opportunities.

Co-Founder & Chief Business Officer

EZFOODORDER
Charlotte, NC
02.2008 - 07.2017
  • Launched and scaled a disruptive SaaS procurement platform, achieving 15-18% cost reductions for buyers.
  • Secured $40,000 private venture fund grant for SaaS/FinTech model, gaining recognition in Charlotte Business Journal.
  • Led cross-functional teams in Finance, Sales, and Marketing to establish partnerships with regional food distributors, enhancing market reach.
  • Managed UI/UX development and data analytics, optimizing customer acquisition and streamlining process improvements.

National Business Development Manager

CHASE PAYMENTECH
06.2004 - 06.2006
  • Achieved recognition as #1 National Sales Producer twice for outstanding sales performance.
  • Managed national accounts, ensuring alignment with client needs and expectations.
  • Developed strategic partnerships to enhance service offerings and market reach.
  • Collaborated with cross-functional team to create innovative product solutions that addressed client needs.
  • Conducted market research to identify new business opportunities and trends.

Mid-Market Account Executive

CHASE PAYMENTECH
05.2003 - 06.2004

Education

Bachelor of Science - Managerial Accounting

Rutgers University

Skills

  • Consultative sales expertise
  • Lead generation strategies
  • Pipeline management
  • Territory planning
  • Strategic alliances
  • Financial analysis
  • P&L management
  • Project management
  • Operational efficiency
  • Salesforce proficiency
  • HubSpot proficiency
  • Microsoft Dynamics proficiency
  • Excel proficiency

Hobbies and Interests

  • Active in the soccer community since age 7; an enthusiast for MLS and international matches.
  • Enjoy cooking Italian cuisine, reading, and playing Pickleball.

Awards

  • #1 National Sales Producer (Two-time recipient)
  • Featured Innovator, Charlotte Business Journal (2011)

Core Competencies

Consultative Sales, Lead Generation, Pipeline Management, Forecasting, Pricing Strategy, Territory Planning, Strategic Alliances, Team Coaching, Project Management, FP&A, Accounting / P&L Management, Operational Efficiency, Salesforce, HubSpot, Microsoft Dynamics, Excel, UI/UX Development, Six Sigma Fundamentals, Cloud (AWS/Azure/Google Cloud)

Timeline

Founder, CFO & Principal Executive

PREVENT DEFENSE
07.2017 - Current

Co-Founder & Chief Business Officer

EZFOODORDER
02.2008 - 07.2017

Founder & Principal

MERCHANT CONNECT (ISO Agency)
06.2006 - 03.2026

National Business Development Manager

CHASE PAYMENTECH
06.2004 - 06.2006

Mid-Market Account Executive

CHASE PAYMENTECH
05.2003 - 06.2004

Bachelor of Science - Managerial Accounting

Rutgers University
CARLO MARTINI