Maggie Quintero

• Achieved market share growth exceeding 15% through strategic client acquisition and partnership development.
• Managed a +$16.9 million revenue portfolio and +$600 million in client liquidity while advising on efficiency, cost reduction, and product adoption.
• Collaborated with 13 Relationship Managers across NYC to expand treasury solutions adoption.
• Led team efforts to bring over 10 new logos, contributing to a + 10% increase in deposit balance.
• Formed relationships with Relationship Managers, Market Executives, and Product Partners to introduce prospects and expand the adoption of treasury and payment solutions.
• Partnered with account management teams to identify opportunities and cross-sell liquidity and payments products, aligning with client business goals.
• Networked with internal and external stakeholders, including decision-makers, to ensure client needs were integrated into solution design.
• Consolidated client feedback and informed product roadmap discussions by sharing customer pain points and growth inhibitors with internal product teams.
• Researched and identified new client use cases, positioning solutions to drive growth and efficiency.
• Managed proposal writing, RFPs/RFIs, and coordinated cross-functional teams through the entire sales process.
• Served as the business lead in pricing and contract negotiations, balancing client needs with firm profitability.
• Maintained awareness of the competitive marketplace, and regularly updated internal stakeholders on emerging fintech trends and product positioning.
• Identified cross-selling opportunities, aligning liquidity and payment products with client goals.
• Spearheaded proposal development and coordinated cross-functional teams to ensure successful sales processes.

• Exceeded revenue targets with $900K+ in pipeline opportunities and 15+ client referrals.
• Supported senior sales leaders by drafting proposals, negotiating pricing, and assisting with RFP responses.
• Built pipeline tracking systems to ensure accurate forecasting of product adoption and sales revenue.
• Partnered across treasury, credit, FX, leasing, and merchant services to cross-sell and expand product penetration.
• Mentored and trained associates, scaling adoption of new tools and client engagement best practices.

• Supported two top-performing Relationship Managers and one Market Manager by managing portfolios and pipeline strategy.
• Collaborated with product partners to develop sales strategies and target new use cases for clients.
• Created and led sales enablement initiatives (CashPro, Workplace Financial Solutions) that improved adoption of digital platforms.
• Coordinated with implementation teams to navigate RFP processes and ensure smooth client onboarding.

Relevant Coursework: Financial Management, International Marketing, Corporate Strategy