Summary
Overview
Work History
Education
Skills
Timeline
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Matthew Grotzinger

Universal City,TX

Summary

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
Matthew Grotzinger