Summary
Overview
Work History
Education
Skills
Timeline
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Joon Lee

San Diego,CA

Summary

Revenue-focused sales and operations leader with a 19-year track record of driving revenue growth, team leadership, and business expansion across SaaS, financial services, and subscription-based models. Proven ability to develop and scale high-performing sales and retention teams, implement data-driven sales strategies, and optimize product pricing and process automation to maximize customer lifetime value and retention.

Expert in startup scaling, B2B partnerships, and CRM-driven process enhancements, having successfully built and led teams, designed high-impact training programs, and driven multi-million-dollar revenue growth. Adept at cross-functional collaboration, working with sales, marketing, and product development teams to launch innovative solutions and enhance customer acquisition and engagement.

Target Roles: Sales Executive, Sales Operations Manager, Product Manager, or a hybrid role combining sales leadership and product strategy within a growth-focused organization.

Overview

18
18
years of professional experience

Work History

SENIOR PRODUCT & RENENTION MANAGER

SCORESHUTTLE
01.2017 - 03.2024

SCORESHUTTLE is a national SaaS and credit restoration company that provides a digital solution for online credit and dispute management.

  • Designed and implemented a structured retention training program modeled after high-performing sales strategies, equipping the team with persuasive communication and objection-handling techniques—leading to a 30% improvement in churn reduction.
  • Built and managed a high-performing retention team and strategically recruited and onboarded remote representatives from Latin America to reduce costs while simultaneously increasing production efficiency.
  • Implemented proactive customer outreach strategies, increasing customer engagement and securing 20% more renewals.
  • Improved credit scores by an average of 20% within 6 months through a proprietary dispute resolution process and add-on credit enhancement products
  • Forged and managed B2B partnerships with credit enhancement providers (secured credit cards, rental reporting, and consolidation loans), increasing ancillary revenue by 20% while improving customer retention through value-added services.
  • Generated new lead sources by establishing partnerships with mortgage companies, lowering marketing costs by 30% while creating cross-referral opportunities for clients needing credit improvement before qualifying for loans
  • Collaborated with the development team to implement key platform improvements—streamlining workflows, optimizing UI/UX, and introducing new features—resulting in a 25% increase in user adoption.
  • Designed and optimized pricing models that contributed to a 15% increase in average revenue per user.
  • Developed and maintained product roadmaps, ensuring 95% on-time feature delivery to improve customer experience.

SENIOR OPERATIONS MANAGER

Student Loan Service
San Diego, California
03.2010 - 10.2014

A national FinTech and full-service student loan consolidation platform, helping borrowers reduce payments and navigate complex repayment options.

  • First employee of student loan consultation and document processing company, instrumental in scaling from launch to $3M+ in revenue in Year 1.
  • Hired and trained 30-person sales and processing team, onboarding 2 managers within six months to support rapid expansion.
  • Successfully enrolled 6,000+ borrowers in first year, helping clients reduce student loan payments or qualify for relief programs.
  • Designed and implemented high-converting consultation scripts and pricing models to maximize enrollments.
  • Developed structured client intake and onboarding processes, ensuring efficiency and compliance.
  • Optimized lead conversion strategies, improving client acquisition and retention rates.
  • Transitioned from manual paper-based processing to CreditSoft CRM, then led the migration to Salesforce for scalable operations.
  • Developed automated CRM workflows, reducing document processing time and increasing efficiency.
  • Leveraged data analytics to refine sales strategies, optimize conversion rates, and enhance customer experience.

DEBT RELIEF PROCESSING MANAGER

NULODEBT
04.2008 - 03.2010

NuloDebt is a debt relief processing company specializing in assisting clients with structured settlement solutions

  • Trained and developed negotiators, increasing team productivity to an average of 50 settlements per month per negotiator
  • Achieved an 80%+ settlement success rate on eligible accounts, resulting in higher client satisfaction and retention.
  • Negotiated an average 45% reduction on outstanding debt balances, maximizing financial relief for clients.
  • Implemented strategic pricing and operational efficiencies, driving a 15% annual increase in settlement revenue.
  • Developed and led an in-house sales team, equipping reps with high-impact sales strategies to drive revenue growth while reducing marketing cost

CLIENT ACQUISITION SPECIALIST

Coastal Credit Solutions
San Diego, CA
04.2006 - 03.2008

Coastal Credit Solutions is a financial services company specializing in debt relief and credit counseling

  • Consistently exceeded sales targets by 20% or more, ranking among top-performing specialists.
  • Utilized persuasion techniques, deep product knowledge, and structured sales scripts to effectively overcome objections and drive conversions.
  • Closed high-volume sales by leveraging industry expertise, consultative selling, and expert negotiation skills to maximize client enrollment.
  • Built strong client relationships leading to increased sales and referrals.

Education

University of Connecticut
Storrs, CT

Skills

  • Sales Leadership & Revenue Growth – Building, coaching, and scaling sales and retention teams to increase revenue and customer retention
  • B2B Partnerships & Lead Generation – Establishing strategic partnerships with mortgage companies and financial product providers to drive new revenue streams
  • Subscription Model & Customer Retention – Developing proactive engagement strategies that reduce churn and boost renewals
  • Sales Training & Process Optimization – Designing and executing structured training programs for retention teams that mirror high-performing sales methodologies
  • CRM & Automation (Salesforce, CreditSoft) – Implementing automated workflows and sales pipelines to enhance productivity and increase conversion rates
  • Pricing Strategy & Business Development – Conducting competitive market analysis to optimize pricing models and maximize profit margins
  • SaaS Product & Sales Strategy – Aligning product development with market demand to increase adoption and revenue per user
  • Master Negotiator – in both deals and sushi rolls

Timeline

SENIOR PRODUCT & RENENTION MANAGER

SCORESHUTTLE
01.2017 - 03.2024

SENIOR OPERATIONS MANAGER

Student Loan Service
03.2010 - 10.2014

DEBT RELIEF PROCESSING MANAGER

NULODEBT
04.2008 - 03.2010

CLIENT ACQUISITION SPECIALIST

Coastal Credit Solutions
04.2006 - 03.2008

University of Connecticut
Joon Lee