
Revenue-driven sales professional with deep experience in high-volume outbound prospecting, deal qualification, and supporting full-cycle closes. Proven ability to analyze financials, structure deals, handle objections, and move prospects from first contact to close. Known for disciplined follow-up, strong negotiation instincts, and tightening sales conversations to improve conversion and repeat business.
• Served as the first point of contact for inbound and outbound prospects, assessing needs and determining next steps in the sales process.
• Support account representatives by coordinating introductions, managing follow-ups, and maintaining momentum throughout the pipeline.
• Contract prospect to facilitate discovery, handle initial qualification, and ensure seamless handoffs.
• Maintained accurate and up-to-date customer and account records, ensuring data integrity across CRM and internal systems.
• Identified customer needs through active listening and market research, delivering accurate and timely information to drive positive experiences.
• Responded promptly to customer inquiries and business owner communications, maintaining high responsiveness and trust.
• Contributed innovative ideas and insights during weekly sales and strategy meetings with Team Leads.
• Managed high call volumes while prioritizing tasks, handling objections, and maintaining consistent follow-up cadence.
• Supported optimization and automation initiatives by providing frontline insight into prospect behavior and process gaps.
• Demonstrated strong problem-solving skills and adaptability in a fast-paced, competitive sales environment.
• Assisted peers with refining sales processes, messaging, conversation structure, and follow-up strategies to improve prospect engagement and conversion.
•Conducted high-volume cold and warm calls to prospective merchants to generate applications.
•Qualified merchants through detailed needs analysis.
• Followed up consistently to move prospects through the pipeline.
• Collected and organized merchant financial documentation, including four months of bank statements, applications, and supporting financials based on product requirements.
• Analyzed bank statements to identify transfer accounts, existing or open loans, modified payments, and account closures or changes.
• Performed background checks to identify prior defaults or risk factors.
• Matched merchants with appropriate lenders based on qualifications, cash flow, and funding criteria.
• Negotiated terms, rates, and points with both lenders and merchants to optimize deal structures.
• Interviewed merchants and delivered clear loan presentations; collected required documents including driver’s license and voided check.
• Facilitated funding calls and coordinated the collection of Professional Service Fees (PSFs).
• Maintained ongoing client relationships and executed follow-ups for renewals and repeat business.
Sales (Skillful), Negotiations (Skillful), Marketing (Skillful), Lead Qualification & Discovery (Skillful), Pipeline Management (Skillful), Relationship Management (Skillful), Cold Calling (Skillful), Follow Up (Experienced), List Building (Skillful), Sales Process Optimization (Skillful), Wordpress (Skillful), ChatGPT Prompt Engineering (Working Knowledge)