Results-driven manager with 5 years of proven success within a Partner Success team in the fast-paced and dynamic landscape of the financial technology industry. Adept at fostering strong relationships with key partners, driving revenue growth, and delivering exceptional partner experiences. Seeking an opportunity to continue driving excellence and growth within a forward-thinking financial technology company.
Overview
5
5
years of professional experience
Work History
Manager, Partner Success Team
SmartBiz Loans Incorporated
03.2023 - Current
Spearheading strategies that have tripled weekly qualified partner referral leads from 80 to 260, enabling a remarkable 35% quarter-over-quarter growth in originations
Pioneering partner sales cycle enhancements within the internal partner onboarding process, resulting in a noteworthy 100% increase in the number of revenue-generating partners and a significant 60% reduction in the timeframe to partner revenue generation.
Effectively orchestrating the launch of a new partner business development team, leading partner onboarding conversion to soar from 20% to 50%
Structuring and facilitating strategic product and engineering solutions that generate partner team efficiency gains, including improving partner segmentation, diversification of partner statuses, and partner portal interface upgrades
Senior Partner Success Manager
SmartBiz Loans Incorporated
03.2022 - 03.2023
Successfully secured pivotal strategic partnerships by negotiating and executing individual agreements, which allowed Smartbiz to deliver on its growth strategies
Collaboratively developed innovative solutions in Mode and Salesforce, encompassing MBO trackers, partner scorecards, and pipeline management tools.
Coordinated with Product, Legal, Marketing, and Funding Teams to enhance the partnership experience and drive revenue-generating actions from our partners
Administered the interviewing, hiring, and training for the entire business development and partner success departments
Partner Success Manager
SmartBiz Loans Incorporated
09.2019 - 03.2022
Conducted all business development responsibilities for the company’s partnership channel, including new partner acquisition, continual relationship growth, and implementation of new products and lenders into the marketplace
Managed over 50 percent of the company’s partnership revenue, including the top 3 performing partners on the platform and a multibillion-dollar PPP loan pipeline
Relationship Manager
SmartBiz Loans Incorporated
07.2018 - 09.2019
Funded over $1MM in loan originations every month, a vital monthly volume metric utilized in Funding Operations
Converted 45 percent of assigned leads to funded revenue, which ranked first in Lending Operations for 2019
Education
Bachelor of Business Administration - Finance
Texas A&M University
College Station, Texas
Skills
Partner Relationship Management
Revenue Generation
Sales and Marketing
Salesforce CRM
Mode Analytics
Coaching and Mentoring
Timeline
Manager, Partner Success Team
SmartBiz Loans Incorporated
03.2023 - Current
Senior Partner Success Manager
SmartBiz Loans Incorporated
03.2022 - 03.2023
Partner Success Manager
SmartBiz Loans Incorporated
09.2019 - 03.2022
Relationship Manager
SmartBiz Loans Incorporated
07.2018 - 09.2019
Bachelor of Business Administration - Finance
Texas A&M University
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