Drew Black
Sioux Falls,SD
Summary
Financial services professional with experience in client relationship management and business development. Increased client retention and account revenue through tailored service support and strategic upselling. Resolved complex issues in remote environments while maintaining strong client connections.
Overview
8
8
years of professional experience
Work History
Client Growth & Account Specialist
The Fundworks
06.2025 - 06.2026
- Managed client relationships and provided tailored financial service support to improve client satisfaction and loyalty.
- Found upsell opportunities inside existing accounts, and raised average deal size by 60%.
- Negotiated contracts and closed deals, supporting revenue growth.
- Used CRM tools to organize sales pipelines, track leads, and analyze client data for better decisions.
- Researched market trends and new business opportunities.
- Worked remotely and managed tasks efficiently.
Affiliate Relations Specialist
The Fundworks
02.2025 - 06.2025
- Developed outreach strategies that expanded partnerships and enhanced brand visibility.
- Managed partner relationships, ensuring consistent communication and addressing affiliate client needs.
- Provided ongoing support to partners, fostering engagement and increasing retention.
- Worked remotely to manage tasks and communications with team members.
Lead Acquisitions Representative
The Fundworks
10.2023 - 02.2025
- Exceeded monthly and quarterly lead generation targets.
- Generated and qualified leads through cold outreach and targeted campaigns, enhancing lead quality.
- Maintained consistent pipeline of prospects, utilizing CRM for tracking and timely follow-ups.
- Collaborated with sales and marketing teams, contributing to improved conversion rates.
- Worked remotely to maintain effective communication and collaboration with team members.
Scheduling Coordinator
Claim Your Aid
02.2023 - 08.2023
- Coordinated high-volume outbound calls to schedule appointments for financial aid programs, ensuring timely access to resources.
- Achieved high customer satisfaction by delivering professional communication and streamlining scheduling processes.
- Resolved scheduling conflicts, enhancing booking efficiency and maximizing appointment availability.
- Worked remotely to manage tasks efficiently
Financial Services Associate
Lakeland Bank
09.2022 - 02.2023
- Resolved complex financial inquiries, ensuring compliance and accuracy in all responses.
- Guided customers in account management and financial product inquiries to enhance their experience.
- Maintained high satisfaction ratings while handling multiple service channels.
- Supported financial accounts and banking operations in a regulated environment to ensure compliance.
- Worked remotely to provide customer support
Business Development Agent / Team Lead
Convertros
05.2022 - 09.2022
- Promoted to Team Lead for high performance and leadership ability.
- Coached team members, enhancing individual sales performance and overall team outcomes.
- Assisted in goal tracking and coordinated operations to streamline workflows.
- Supported team operations remotely, ensuring seamless collaboration and communication.
Reservations Team Lead
Crystal Springs Resort
01.2018 - 04.2020
- Led high-volume call center team, ensuring exceptional customer service and reservation support.
- Managed customer escalations, successfully resolving service issues to maintain customer satisfaction.
- Provided training, coaching, and performance feedback to staff.
- Executed remote tasks in a home office, contributing to operational continuity and team collaboration.
Education
Bachelor of Science - Digital Marketing & Human Resource Management
Rutgers University
Camden, NJ06-2021
Associate of Science - Business Administration
Sussex County Community College
Newton, NJ06-2019
Skills
- Client relationship management
- Financial services support
- Account management
- Negotiation and client retention
- Upselling tactics
- Prospecting strategies and sales
- Cold outreach
- Targeted campaigns
- Customer satisfaction
- CRM systems (Salesforce, HubSpot)
- Financial analysis
- Market research
- Conflict resolution
- Business strategy
- Market expansion
- Partner engagement strategies
- Sales presentations
- Sales pitches presentations
- Digital Marketing
- Brand Development and marketing plans
- Team leadership
- Team collaboration
- Adaptability and initiative
- Communication skills
- Clear communication methods
- Problem solving
- Client-focused approach
- Leadership abilities
- Microsoft Office proficiency
- Financial concepts
- Microsoft Office proficiency
- Sales presentations
- Digital Marketing
Languages
Spanish
Personal Interests
I enjoy staying active with sports and following professional and college athletics, particularly football, basketball, and wrestling. I am a fan of the Pittsburgh Steelers, Cleveland Cavaliers, and Penn State athletics. Outside of sports, I enjoy cooking and trying new foods, always looking for opportunities to experiment in the kitchen and experience different cuisines., Faith plays an important role in my life, and I strive to live in alignment with my values and treat others with respect and kindness. I enjoy meeting new people, having meaningful conversations, and trying new experiences. I consider myself a very down-to-earth person who is easy to get along with and who values building genuine connections with others.
Timeline
Client Growth & Account Specialist
The Fundworks
06.2025 - 06.2026
Affiliate Relations Specialist
The Fundworks
02.2025 - 06.2025
Lead Acquisitions Representative
The Fundworks
10.2023 - 02.2025
Scheduling Coordinator
Claim Your Aid
02.2023 - 08.2023
Financial Services Associate
Lakeland Bank
09.2022 - 02.2023
Business Development Agent / Team Lead
Convertros
05.2022 - 09.2022
Reservations Team Lead
Crystal Springs Resort
01.2018 - 04.2020
Bachelor of Science - Digital Marketing & Human Resource Management
Rutgers University
Associate of Science - Business Administration
Sussex County Community College