Isaac Marachli
Brooklyn,United States
Summary
As a forward-thinking Sales professional with 6 experience and over 2M in funding, I know first hand the importance of attentiveness and empathy in closing a deal. Committed to accomplishing performance objectives with special focus on business revenue, and managing day-to-day operations. Recognised for developing best practices to maximise sale initiatives and setting new standards for expectations. Goal-oriented and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
9
9
years of professional experience
Work History
Director of Sales Operations
United Funding Group
United Funding Group
03.2023 - 05.2024
- Maintaining accurate and detailed lead, account, contact, opportunity, and sales activity in the CRM system
- Managed a team of brokers
- Responsible for full cycle underwriting process of new files and renewals, which includes the analysis of credit reports, bank statements, and various other business documentation.
- Perform detailed financial analysis to determine the credit worthiness of a merchant; Reviewed, recorded, and analysed legal documents, as well as drafting settlement agreements
- Communicate with ISO's, sales managers, and merchants in both written and verbal form
- Negotiate terms and rates and assists in resolving problems that may arise on pending contracts
- Increased sales revenue by implementing effective sales strategies and optimizing operations.
- Established strong relationships with key accounts, securing long-term contracts and generating repeat business.
- Spearheaded training initiatives for new hires, ensuring quick onboarding and integration into the company culture.
- Conducted regular competitor analysis to stay ahead of market trends and maintain a competitive edge.
- Organized impactful sales conferences that motivated team members while providing essential industry insights for strategic growth planning.
- Successfully negotiated major deals using strong interpersonal skills paired with a deep understanding of client needs.
Financial Sales Representative
United Funding Group
3101 Emmons Avenue
09.2022 - 03.2023
- Increased client interest by consistently delivering persuasive cold call scripts tailored to individual business needs
- Calling prospects and introducing UFG financial products to businesses via phone and e-mail. Offering Small Business Loans, Lines of Credit, Term Loans, Equipment Financing, and more.
- 350-500 phone calls daily
- Ensure prospects meet minimum qualifications.
- Collecting bank statements & other documentation from qualified prospects.
- Managing relationships in CRM software.
- Following up with interested prospects to communicate the value proposition of working with UFG.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Increased sales revenue by implementing strategic marketing plans and fostering strong relationships with clients.
- Assisted in leading a team of sales representatives to improve overall performance through mentoring, coaching, and regular evaluations.
- Exceeded sales targets consistently with effective management of leads, pipeline development, and closing deals.
Financial Specialist
Fidelity Funding
Staten Island, NY
11.2021 - 08.2022
- High volume of calls per day
- Interfacing with small business owners to assess their financing requirements and recommend available financing solutions
- Gather information and lead each prospective client from pre-qualification to closing
- Demonstrate an ability to simultaneously 'close the deal' while satisfying customer expectations
- Communicating and following up with clients
- Executed successful sales strategies to convert leads into clients.
Merchant Sales Representative
Blue Bird Funding
08.2017 - 11.2020
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Verified ownership and transaction information and dividend distribution instructions to conform with governmental regulations using stock records and reports.
- Contacted prospective customers to present service options and explain details.
- Boosted financial service sales by using cross-selling techniques.
Caregiver, Special Needs
Women’s League
Brooklyn, NY
09.2015 - 04.2017
- Communicated well both verbally and in writing with clients, guardians and medical professionals.
- Analyzed overall patient performance and recommended adjustments to care plan goals, supporting individual progression.
- Facilitated interactions with clients through communication aids.
- Evaluated client progress toward established annual and quarterly goals.
- Increased client''s independence with consistent skill-building exercises and positive reinforcement.
- Collaborated with healthcare team members to develop personalized care plans for each client, resulting in tailored support and improved wellbeing.
- Facilitated smooth transitions between home care settings by coordinating services and communicating effectively with all parties involved.
- Managed patient appointments and transportation needs, ensuring punctual arrival at medical visits and other engagements.
- Documented detailed daily reports on each client''s progress, informing adjustments in care plans when necessary.
Education
Liberal Arts -
Kings Borough
Brooklyn, NY03.2020
Skills
- Result Oriented
- Negotiation
- Business Development
- CRM (Salesforce)
- Microsoft Office (Word, Excel, PowerPoint)
- Quality Improvement
- Employee Recruitment and Hiring
- Operational Records Maintenance
- Persuasive techniques
- Marketing
- Partnership Development
- Sales Presentations
- Advertising and marketing
- Client Relationship Management
- Revenue Growth
- Cold-calling & Deal Closing
- Business Analytics
- Attention to Detail
Timeline
Director of Sales Operations
United Funding Group
03.2023 - 05.2024
Financial Sales Representative
United Funding Group
09.2022 - 03.2023
Financial Specialist
Fidelity Funding
11.2021 - 08.2022
Merchant Sales Representative
Blue Bird Funding
08.2017 - 11.2020
Caregiver, Special Needs
Women’s League
09.2015 - 04.2017
Liberal Arts -
Kings Borough