Summary
Overview
Work History
Education
Skills
Timeline
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Casey Gittings

New York,NY

Summary

Experienced and Results-Driven Sales Manager with a demonstrated history and proven track record of working in the financial services industry. Skilled in Business Financing, Alternative Lending Solutions, Sales Strategy Implementation, Financial Analysis, and exceptional Customer Service. Dedicated sales professional located in Manhattan, New York

Overview

8
8
years of professional experience

Work History

Sales Manager

SBG Funding
New York, New York
11.2021 - Current
  • Reported directly to the VP of Sales while serving as Team Lead to a team of 8-10 high-performing Account Executives
  • Assisted in onboarding & training of new Account Executives, also helping them pitch deals to clients
  • Tracked performance against quotas both monthly & quarterly
  • Implemented new sales strategies & techniques to increase close on approval rates
  • Handled full sales cycle from lead prospecting & qualifying, review of financials, lender determination, and presenting approvals to ultimately close deals
  • Consistently achieved quotas; closed 10-15 deals per month totaling $150k-200k in revenue (111-130% of quarterly quota)
  • Collaborated with other Sales Managers and Executives to create new goals/benchmarks for Sales Team

Account Executive

SBG Funding
New York, New York
01.2018 - 11.2021
  • Was one of the first four Account Executives in company history (now 100+), and reported directly to CEO & Founder
  • Built and fostered relationships with small business owners across the country, including all industries, for businesses generating $200k-$15M in annual revenue
  • Was responsible for bringing in 30-50 financing applications per month driven by both warm & cold lead generation; resulted in 7-10 closed deals per month
  • Constantly attained a 40-50% close on approval rate (company average equaling 35-36%)
  • Maintained customer relationships with existing clients in the renewal process for additional financing
  • Reviewed business bank statements, financials, and other key documentation in determining financing needs and most suitable products
  • Negotiated sales deals between customers and lenders, resulting in mutually beneficial agreements and cultivated relationships

Education

Bachelor of Science - Finance

Virginia Polytechnic Institute & State University
Blacksburg, VA
12-2016

Skills

Verbal and Written Communication

Relationship Building

Time Management

Problem Solving

Direct Sales

Decision Making

Customer Service

All Microsoft Applications

Timeline

Sales Manager

SBG Funding
11.2021 - Current

Account Executive

SBG Funding
01.2018 - 11.2021

Bachelor of Science - Finance

Virginia Polytechnic Institute & State University

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