Grayson Montgomery
Southfield,MI
Summary
B2B revenue operator with expertise in consultative selling and analytics, driving enterprise pipeline efficiency. Leveraged CRM engagement data to generate actionable insights, identifying expansion opportunities and enhancing decision-making for revenue growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Digital Marketing Strategist
Concentrix
Farmington Hills, MI
05.2023 - Current
- Partnered with enterprise sales teams to drive qualified B2B pipeline through targeted LinkedIn demand generation campaigns.
- Influenced pipeline growth by optimizing spend allocation across high-intent accounts, improving cost-per-opportunity efficiency.
- Built executive-level dashboards in Salesforce and analytics platforms to track campaign contribution to revenue and forecast impact.
- Identified expansion and cross-sell opportunities by analyzing CRM engagement data and account-level performance trends.
- Presented performance strategy to client stakeholders, aligning marketing initiatives with quarterly revenue targets.
Mortgage Loan Officer
Captial Home Mortage
Troy, MI
08.2022 - 02.2023
- Managed full-cycle consultative sales process, resulting in successful loan closures and client satisfaction.
- Conducted structured financial discovery to align loan solutions with client risk profiles.
- Maintained active pipeline, advancing multi-step transactions through underwriting and closing, ensuring timely funding.
- Collaborated with operations and compliance teams to streamline transaction execution, enhancing overall client experience.
Sales Representative
Infinity
Bingham Farms, MI
03.2022 - 08.2022
- Consistently achieved 120% of quota through structured outbound prospecting and value-based selling.
- Managed pipeline activity metrics including SQL conversion rates and opportunity progression.
- Delivered ROI-focused proposals to decision-makers.
Customer Service Representative
Everise
09.2020 - 01.2022
- Resolved complex issues with professionalism and empathy, maintaining excellent customer satisfaction scores.
- Exceeded key performance metrics for call resolution, accuracy, and compliance documentation.
- Educated customers on insurance and healthcare plan options for AON Retiree Health Exchange and Wellcare.
Call Center Agent
DYNAMIC BDC
Farmington Hills, MI
09.2019 - 08.2020
- Managed high volumes of inbound customer calls efficiently.
- Strengthened client retention by executing consistent follow-ups and maintaining detailed service tracking.
- Scheduled service appointments and managed customer communication to enhance client experience for automotive clients.
Education
High School Diploma - General Studies
Harrison High School
Farmington Hills, MI06-2014
Skills
- Digital marketing
- Email marketing
- Lead generation and prospecting
- Cross-selling strategies
- Market research and analysis
- Sales pipeline management
- Business development
- Proposal writing
- Client services and relationship management
- CRM software proficiency (HubSpot, Salesforce)
- Data visualization
- Google Sheets and Excel data analysis
- Business intelligence
- Process improvement and optimization
- Stakeholder engagement
- Team development and training
- Collaboration skills
- Operations management
- Financial forecasting
- Software sales
Certification
- Google Data Analytics Foundations Certificate, 01/01/26, Present, Gained a comprehensive understanding of key concepts in data analytics, including data structures, analysis methods, and data ecosystems., Applied analytical thinking to real-world scenarios, such as evaluating sales trends, campaign performance, and operational metrics., Developed practical skills with spreadsheets, query languages (SQL), and data visualization tools (e.g., Tableau/Power BI) to transform raw data into actionable insights., Explored the role of a data analyst, including common job responsibilities such as reporting, dashboard creation, and providing data-driven recommendations to support business decisions.
- Google IT Support Professional Certificate, 10/01/20, Present, Completed hands-on training in IT fundamentals, troubleshooting, networking, operating systems (Windows/Linux), system administration, and security., Proficient in diagnosing hardware/software issues, managing users and permissions, and applying security best practices., Experienced with command-line tools, ticketing workflows, and technical documentation., Strong foundation in customer-focused technical support and problem resolution.
- GA4 Certificate, 02/01/26, 02/01/27, Certified in implementing and analyzing data within Google Analytics 4, with a focus on event-based tracking, conversion measurement, and user behavior analysis. Skilled in configuring GA4 properties, setting up custom events and conversions, building audiences, and interpreting engagement metrics to inform marketing and revenue decisions., Experienced in attribution analysis, funnel exploration, traffic source evaluation, and performance reporting using GA4 and Looker Studio. Able to translate analytics data into actionable insights that improve campaign efficiency, conversion rates, and overall marketing ROI.
- HubSpot Sales Software Certification, 01/01/26, 02/01/27, HubSpot Sales Software Certified, with hands-on proficiency in pipeline management, prospecting workflows, task queues, deal tracking, and CRM driven sales execution.
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Digital Marketing Strategist
Concentrix
05.2023 - Current
Mortgage Loan Officer
Captial Home Mortage
08.2022 - 02.2023
Sales Representative
Infinity
03.2022 - 08.2022
Customer Service Representative
Everise
09.2020 - 01.2022
Call Center Agent
DYNAMIC BDC
09.2019 - 08.2020
High School Diploma - General Studies
Harrison High School