CARLOS MARROQUIN
Simi Valley,CA
Summary
Highly motivated sales leader with exceptional analysis and leadership skills. Known for success in client retention and sales goals achievement. Offering several years of sales experience.
Overview
16
16
years of professional experience
Work History
REGIONAL SALES MANAGER
PEAC SOLUTIONS
07.2022 - Current
- Company Overview: PEAC SOLUTIONS PROVIDES EQUIPMENT FINANCING AND CAPITAL LENDING SOLUTIONS TO KEEP BUSINESSES THRIVING. WE ARE THE WORLDS LARGEST INDEPENDENT EQUIPMENT LEASING COMPANY
- Cultivated successful partnerships with dealer principals, F&I managers, and sales leaders from notable equipment sellers within my responsibility area
- Maintained a track record of meeting and surpassing the 10MM quota.
- Enhanced communication of the PEAC Solutions value proposition resulting in increased market penetration for dealers/manufacturers financeable opportunities
- Successfully identified, signed, and sourced new relationships to surpass volume origination targets
- Key relationship owner between PEAC and accounts supported
- First in leading the healthcare vertical's Regional Sales team
- Assisted in the development and training of healthcare team's prospecting efforts
REGIONAL MANAGER - VENDOR HEALTHCARE
BALBOA CAPITAL
02.2018 - 12.2021
- Company Overview: BALBOA CAPITAL, A DIVISION OF AMERIS BANK IS A TECHNOLOGY-DRIVEN BUSINESS LENDER THAT HAS HELPED THOUSANDS OF BUSINESSS OWNERS AND EQUIPMENT VENDORS GROW THEIR COMPANIES
- Successfully drove growth in the vendor healthcare market by launching Balboa's innovative financing solutions for clients.
- Provided coaching and training to representatives in areas such as business development, including relationship building, cold calling, and program development
- Managed team of 3 representatives in healthcare division
- Handled all aspects of new relationship onboarding to meet partner expectations
- Assisted in developing customized finance solutions for healthcare resellers, vendors, and manufacturers
- Contributed to the development of our syndication desk
- Managed personal book of business exceeding $10MM annually
- Successfully forecasted monthly and quarterly goals
- Assisted vendors and formed new connections at industry events
DIRECTOR OF BUSINESS DEVELOPMENT
FINANCE EXCHANGE
06.2017 - 02.2018
- Company Overview: FINANCE EXCHANGE IS A TECH-ENABLED COMPANY THAT PROVIDES EQUIPMENT LENDERS WITH A PLATFORM TO MANAGE ORIGINATIONS, VENDORS AND SYNDICATIONS
- Brought Finance Exchange's new lending platform to market
- Grew funded volume from $0.00 to exceeding $5MM
- Created effective marketing material to successfully launch in the marketplace.
- Developed relationships with resellers, manufacturers, and distributors
- Collaborated with President/CEO to successfully introduce FE's platform into multiple vertical markets
- Forecasted monthly and quarterly funding volume
- Collaborated with partners to manage operational activities and financial transactions using Quickbooks
- Utilized Quickbooks and Netsuite to enhance internal finance and operational processes.
- Developed relationships through extensive phone prospecting
- Expanded network of vendors through active participation in industry trade shows
VICE PRESIDENT OF SALES
ASCENTIUM CAPITAL
05.2015 - 06.2017
- Company Overview: ASCENTIUM CAPITAL EQUIPMENT FINANCING SOLUTINOS, A SUBSIDARY OF REGIONS BANK, DELIVERS INNOVATIVE FINANCING, LEASING AND WORKING CAPITAL SOLUTIONS THROUGH A UNIQUE FINANCE PLATFORM
- Focused primarily within the transportation and healthcare market
- Directed the growth and ensured exceptional results at our Westlake Office
- Oversaw the operations of our Westlake Office, leading a team of 5 representatives
- Coached and trained representatives on various aspects of business development
- Built strong relationships with clients through effective communication and networking skills
- Managed personal book of business exceeding $6MM annually
- Collaborated with SVP to ensure achievement of office quotas
- Developed monthly and quarterly forecasts for the office's funding volume.
- Established strong relationships via phone prospecting
- Conducted regular weekly and monthly meetings with representatives to provide necessary support and track their sales performance.
- Developed new vendor relationships by attending industry tradeshows
BUSINESS DEVELOPMENT MANAGER
TIMEPAYMENT CORPORATION
06.2014 - 05.2015
- Company Overview: TIMEPAYMENT IS A FINTECH COMPANY THAT LEADS THE INDUSTRY WITH TECHNOLOGY TOOLS AND CAPITAL THAT ENABLES EQUIPMENT SELLERS AND FINANCIAL INTERMIDIARIES TO OFFER FAST, PAPERSLESS EQUIPMENT LEASE FINANCING TO THEIR CUSTOMERS
- Managed and oversaw various vertical markets including heavy machinery, office technology, restaurant, and healthcare
- Managed existing relationships while driving the success of new partnerships
- Managed profitable pipeline, exceeding goals and expectations
- Implemented creative financing solutions for micro ticket equipment vendors
- Conducted daily cold calling with an average of 90 calls to establish new vendor relationships
- Collaborated with VP of Sales to successfully launch a new division targeting end users
- Contributed to enhancing the performance and proficiency of newly hired representatives through comprehensive training and guidance from the Director of Sales
- Consistently achieved top performer status for multiple quarters
ACCOUNT EXECUTIVE
OAK CAPITAL GROUP
01.2013 - 06.2014
- Company Overview: EQUIPMENT LEASING & FINANCE SOLUTIONS
- Conducted a minimum of 150 cold calls per day to end users as part of daily prospecting efforts
- Prospected current and new clients in the market for purchasing new equipment
- Focused on delivering financing options to customers in the equipment finance and working capital space
- Assisted inbound leads generated through direct mail marketing for equipment financing and working capital.
TELLER OPERATIONS SPECIALIST
BANK OF AMERICA
02.2008 - 07.2011
Education
BACHELOR OF SCIENCE IN BUSINESS -
UNIVERSITY OF PHOENIX
08.2018
Skills
- Proficient with MS Office software applications
- Sales Leadership
- Deal Closing
- Customer Service
- Upselling and Cross Selling
- Account development
- Revenue Generation
- Business Development
- Partnership Development
- Effective Multitasking
Languages
Spanish
Native/ Bilingual
Timeline
REGIONAL SALES MANAGER
PEAC SOLUTIONS
07.2022 - Current
REGIONAL MANAGER - VENDOR HEALTHCARE
BALBOA CAPITAL
02.2018 - 12.2021
DIRECTOR OF BUSINESS DEVELOPMENT
FINANCE EXCHANGE
06.2017 - 02.2018
VICE PRESIDENT OF SALES
ASCENTIUM CAPITAL
05.2015 - 06.2017
BUSINESS DEVELOPMENT MANAGER
TIMEPAYMENT CORPORATION
06.2014 - 05.2015
ACCOUNT EXECUTIVE
OAK CAPITAL GROUP
01.2013 - 06.2014
TELLER OPERATIONS SPECIALIST
BANK OF AMERICA
02.2008 - 07.2011
BACHELOR OF SCIENCE IN BUSINESS -
UNIVERSITY OF PHOENIX
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