Summary
Overview
Work History
Education
Skills
Affiliations
Volunteer Experience
Timeline
Generic

Kayle Ersek

Bozeman,MT

Summary

Accomplished marketing professional with demonstrated success developing and implementing strategic approaches to drive market growth and bottom-line profitability. Strong communicator with natural leadership talent and high energy. Impactful and successful manager talented in building teams and motivating personnel to new levels of performance.

Overview

5
5
years of professional experience

Work History

Director of Business Development

ZenBill
03.2022 - 03.2023
  • Negotiated partnerships with key industry players to expand market presence.
  • Established relationships with clients, vendors, suppliers, partners, and other stakeholders to ensure successful collaborations.
  • Managed the entire sales cycle process including prospecting, lead generation, qualifying prospects, presenting solutions, negotiating terms and closing deals.
  • Executed marketing campaigns to create brand awareness and drive customer acquisition strategies.
  • Organized promotional events such as conferences, exhibitions, trade shows to reach out to target customers.

Director of Business Development

Northwestern Mutual Financial Services
Bozeman, MT
08.2021 - 03.2022
  • Collaborated with recruitment and HR professional to achieve hiring goals.
  • Communicated with company department to uncover recruitment needs.
  • Coordinated interviews with qualified applicants and created shortlist.
  • Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training on topics such as effective prospecting, sales negotiations and presentation development.

Customer Success Associate

Figure
Bozeman, MT
01.2021 - 08.2021
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
  • Answered 40+ inbound calls per day and directed to designated individuals or departments.
  • Created and implemented process improvements to reduce workloads and bolster callback efficiency.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Documented conversations with customers to track requests, problems and solutions.

Payment Specialist

Schedulicity
Bozeman, MT
09.2019 - 12.2020
  • Approached all interactions with resourcefulness, organization and customer-centric solutions
  • Played a major role in growing my program from 25k monthly processing, to over 3MM a month in volume in a year
  • Fostered relationships with customers to expand customer base and enhance loyalty and retention
  • Collaborated with various departments to improve communication and deliver individualized customer solutions.
  • Created roadmaps for development of digital self-service solutions and recommended guidelines for long-term and short-term opportunities.
  • Documented outreach calls and follow-up contacts in CRM system to establish record of interactions.
  • Identified emerging business opportunities and conducted initial outreach calls to establish contact with potential clients.

Commercial Payment Solutions Consultant

Rocky Mountain Bank
Bozeman, MT
06.2018 - 04.2019
  • Managed an account territory with an approximate 300+ clients and a value of $40 Million.
  • Grew Commercial Card program at Rocky Mountain Bank by $15 million annually in under a year
  • Collected information about my clients businesses through various methods to help understand and increase cash flow and profitability
  • Recommend sound financial solutions based on my customers needs and goals
  • Increased sales pipeline through warm leads, working with Relationship Managers and referral management
  • Created presentation materials for sales, customer relations, and management purposes

Education

Bachelor of Arts - Architecture

Montana State University - Bozeman
Bozeman, MT
05.2014

Skills

  • Analytical problem solver
  • Business development
  • Teamwork / Collaboration
  • Excellent communication skills
  • Consultative and relationship selling
  • Rapport and relationship building
  • Post-sales support
  • Up/Cross selling
  • Solution implementation
  • Revenue generation
  • Problem-solving abilities
  • Account management

Affiliations

Star Team awards in 2014, 2015, 2016 and 2017 for exceeding sales goals

Volunteer Experience

  • Assisted in financial education programs and events with Thrive

Timeline

Director of Business Development

ZenBill
03.2022 - 03.2023

Director of Business Development

Northwestern Mutual Financial Services
08.2021 - 03.2022

Customer Success Associate

Figure
01.2021 - 08.2021

Payment Specialist

Schedulicity
09.2019 - 12.2020

Commercial Payment Solutions Consultant

Rocky Mountain Bank
06.2018 - 04.2019

Bachelor of Arts - Architecture

Montana State University - Bozeman
Kayle Ersek