Kunal Sharad
Coopersburg,PA
Summary
Innovative and ambitious financial specialist with a diverse background in sales, operations, and documentation within the financial services industry. Trusted by senior management as a collaborative communicator and advisor, known for exceptional relationship management skills. Adept at negotiation and goal setting in both captive finance and independent lease companies. People-centric leader with the ability to generate new leads, revitalize stagnant relationships, and drive revenue growth while delivering best-in-class service.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Enterprise Account Manager
Vartana, Inc.
05.2024 - 12.2024
- Managed 3 named accounts with goal to increase GMV
- Increased GMV from average $2Mn to $4.5Mn per month
- Managed small team of sales support to ensure smooth relationship management with named accounts
- Worked with UW/syndication team to ensure largest ticket size deals are funded.
- Increased revenue growth by identifying new opportunities within enterprise accounts and developing strategic partnerships.
- Achieved sales targets consistently by implementing effective account management strategies and providing exceptional customer service.
Financial Specialist
Philips Medical Capital
05.2023 - 05.2024
- Handled Midwest region for Philips healthcare
- Worked with various IDNs, Regional Hospitals, Radiology Centers to provide financing & leasing solutions
- Increased funding volume from $5Mn to $11.5 Mn
- Developed strategic partnership with Mobile Medical Imaging Solution partners in region to finance entire unit including trailers.
- Introduced Pay Per Use Model for IDN's and Mobile Imaging Partners.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
Sr. Account Manager
Thermo Fisher Scientific
09.2022 - 03.2023
- Identified and developed new Enterprise Biotech customers, clinical labs, hospitals, academic institutions to promote and sell various leasing solutions.
- Orchestrated Rate Promotion Program. Worked with Thermo Fisher Treasury to launch low rate promo to increase sales.
- Launched various financial programs like 0% financing, low-rate promos, Subscription models to promote sales
- Developed long-lasting client relationships by providing exceptional customer service and support.
- Enhanced communication between departments for more effective problem-solving and collaboration.
- Leveraged industry knowledge to provide expert guidance on pricing, promotions, and product offerings for clients'' specific needs.
Account Manager
Thermo Fisher Scientific
01.2019 - 09.2022
- Contributed to annual revenue goals by selling new financial services programs and developing innovative programs
- Managed West USA, IL, OH, IN & Canada
- Increased funding volume by 200%, book size was $25Mn.
- Developed and nurtured relationships with external lenders and Thermo Fisher Treasury.
- Partnered with Divisional Marketing teams to promote and launch new financial programs
- Collaborated with cross functional departments like Operations, Legal, collections
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Sr. Leasing Manager
National Capital Leasing
04.2016 - 12.2018
- Actively prospect and developed new vendor and lessee relationships.
- Implemented marketing strategies that resulted in 115% growth of customer base and increased book size to over $7Mn.
- Collaborated with vendors in Woodworking, metal, glass, construction, material handling, CNC machines etc.
- Developed and worked with 3rd party leasing companies to provide financing to various credit types.
Financial Account Manager
HP Financial Services, India Pvt. Ltd
12.2011 - 02.2014
- Managed Fortune 500 companies in North India to sell various leasing programs (FMV and $buyout)
- C-Level engagements to develop and close equipment leasing
- Portfolio management and keeping track of end-of-the-term leases- an extension of the current leases, equipment purchases, or remarketing
Education
MBA - International Business
Amity University
Noida, UP04.2002
Bachelor of Commerce - Business/Commerce
Guru Nanak Dev University
Amritsar, Punjab04.1997
Certified Lease & Finance Professional -
CLFP Foundation
Skills
- Deal Origination
- Pricing
- Contract Negotiation
- Financial Programs
- Communication
- Business Development
- Relationship Management
- Client Communication
- Salesforce
- T-VAL
- Lease Team (Aspire)
- Circular Economy
- Private Label
- Team Management
- Credit Analysis
- SFDC
- Subscription Models/FMV
- Customer Service
- Vendor Management
- 3rd Party Financing Lenders
Websites
Accomplishments
- Supervised team of 2 sales support.
- Achieved 115% target by introducing various financial programs like Subscription Model, Pay per use etc.
- Collaborated with team of 5 in the development and launch of various marketing programs to launch various financial offers.
Certification
- Certified Lease & Finance Professional (CLFP) – CLFP Foundation
Languages
English
Full Professional
Hindi
Native or Bilingual
Timeline
Enterprise Account Manager
Vartana, Inc.
05.2024 - 12.2024
Financial Specialist
Philips Medical Capital
05.2023 - 05.2024
Sr. Account Manager
Thermo Fisher Scientific
09.2022 - 03.2023
Account Manager
Thermo Fisher Scientific
01.2019 - 09.2022
Sr. Leasing Manager
National Capital Leasing
04.2016 - 12.2018
Financial Account Manager
HP Financial Services, India Pvt. Ltd
12.2011 - 02.2014
MBA - International Business
Amity University
Bachelor of Commerce - Business/Commerce
Guru Nanak Dev University
Certified Lease & Finance Professional -
CLFP Foundation
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