Summary
Overview
Work History
Education
Skills
Timeline
Generic

Garrett Natalina

Summary

Senior Account Executive and Retention Manager with extensive expertise in sales management, team leadership, and customer retention strategies. Proven track record of exceeding sales goals and driving top-producing sales teams, recognized as Sales Leader of the Year 2022. Adept at analyzing data to inform strategic decisions and developing innovative retention campaigns to enhance client loyalty.

Overview

25
25
years of professional experience

Work History

Sales Associate

PDS Debt
10.2025 - Current

Understand clients financial objectives and provide solutions that align with their clients.

Act as the main point of contact for clients addressing inquiries, proving support and ensuring satisfaction.

Effectively communicate the value proposition of debt resolution programs.

Retention Manager

L3 Funding
06.2024 - 01.2025
  • Responsible for ensuring the retention and satisfaction of current customers availing business loans.
  • Outbound calls to engage with clients, guiding them through the renewal process of their current business loans. Focused on building strong relationships, providing personalized support, and addressing any concerns to enhance customer experience.
  • Analyze retention data to identify trends, driving strategic decisions and optimizing retention efforts.
  • Through effective communication and problem-solving skills, I successfully facilitated loan renewals, contributed to customer loyalty, and played a key role in driving the overall success of the company's retention strategy.

Senior Account Executive

Balboa Capital a division of Ameris Bank
09.2023 - 06.2024
  • Exceeds sales goals and metrics every month since hired.
  • Provides leadership for lower lever sales reps.
  • Passed all security assessments and banking regulation requirements.

Sales Manager

Reliant Funding
09.2020 - 06.2023
  • Promoted to Sales Manager role after successful year in the National Account Executive role.
  • Drove a top producing sales team, contributing to Reliant Fundings highest producing year.
  • Sales Leader of the Year – 2022.
  • Top 5 producing Direct Sales Representative in volume and margin.
  • President’s Club 2021 and 2022.

Sales Manager - Renewals

Liberty Capital Group
11.2018 - 08.2020
  • Managed funding operations including submissions, approval, and deal pipeline management.
  • Built longstanding relationships with customers to ensure retention.
  • Implemented strategies in partnership with the leadership team to increase sales conversion results.

Senior Account Manager

National Funding
01.2016 - 11.2018
  • Provided small to medium size businesses across multiple industries with capital for growth.
  • Utilized multiple channels to cultivate new leads and maintain pipeline.
  • Top 10 Performer on the Direct Sales Team.
  • Consistently exceeded monthly and quarterly sales goals.

Area Sales Manager

Hot Spring Spas of San Diego
03.2015 - 01.2016
  • Store manager at new start up location.
  • Developed strong negotiating and closing techniques to drive sales.
  • Successful in training new employees and the ability to impact sales through coaching, counseling, and influencing others to accomplish desired outcomes.
  • Trained and developed all new hires.

Vice President

Commercial Transport Concepts
12.2000 - 03.2015
  • Managed the Sales and Operations Departments.
  • Ability to forecast sales and manpower requirements based on trends to drive increased sales and efficiency in fast paced setting.
  • Grew gross revenue from $1 million a year to $3 million.

Education

Business Administration

San Diego Mesa College
San Diego, CA

Skills

  • Sales Management
  • Customer Relationship Management
  • Training
  • Business Relationship Management
  • Sales
  • Team Management
  • Finance
  • Bank Regulations

Timeline

Sales Associate

PDS Debt
10.2025 - Current

Retention Manager

L3 Funding
06.2024 - 01.2025

Senior Account Executive

Balboa Capital a division of Ameris Bank
09.2023 - 06.2024

Sales Manager

Reliant Funding
09.2020 - 06.2023

Sales Manager - Renewals

Liberty Capital Group
11.2018 - 08.2020

Senior Account Manager

National Funding
01.2016 - 11.2018

Area Sales Manager

Hot Spring Spas of San Diego
03.2015 - 01.2016

Vice President

Commercial Transport Concepts
12.2000 - 03.2015

Business Administration

San Diego Mesa College
Garrett Natalina