MATTHEW LUELLEN
Denver,CO
Summary
Results-driven sales leader with 7+ years of experience driving customer acquisition, engagement, and retention. Proven ability to develop and execute go-to-market strategies, enhance user onboarding, and foster long-term client success. Adept at leveraging technology and data to optimize sales performance and operational efficiency.
Overview
7
7
years of professional experience
Work History
Director of Sales and Success
Sage (Part of TIFIN Holding Company)
Boulder, CO
03.2024 - Current
- Spearheaded go-to-market strategy development in collaboration with CEO and CPO, driving early-stage advisor sales
- Closed and onboarded the first 30 customers through a structured onboarding process
- Provided key client insights to the product team to refine features and improve user experience
- Led transition planning for existing users migrating from a legacy platform, implementing a self-guided onboarding process
- Trained and mentored new sales personnel to strengthen product knowledge and sales effectiveness
- Achieved 101% of quota for three consecutive quarters post-launch.
Director of Sales and Success
TIFIN Wealth (Part of TIFIN Holding Company)
Boulder, CO
10.2022 - Current
- Led full sales cycle from prospecting to closing, converting leads into paying customers with deals ranging from $1,500 to $50,000 ARR
- Increased client engagement by 31% through personalized onboarding and strategic content initiatives
- Designed and launched a self-serve onboarding experience, improving scalability and user autonomy
- Partnered with enterprise clients to onboard 500 additional firms onto the platform, ensuring compliance approval
- Managed an offshore support team in Bangladesh, achieving a 3-minute average response time
- Sales Performance: Achieved 104% of quota across six consecutive quarters
- SDR Performance: Exceeded quota for four straight quarters, averaging 109% attainment
Operations Associate
Personal Capital
Denver, CO
09.2021 - 09.2022
- Managed client onboarding, account openings, and asset transfers, ensuring seamless execution
- Maintained proactive communication with 50+ clients at any given time via phone and email
- Streamlined operational workflows, reducing onboarding time by 15%
- Ensured 100% compliance by monitoring transactions with zero errors
Financial Advisory Sales
Personal Capital
Denver, CO
02.2021 - 09.2021
- Averaged 170 calls per day to engage software users and schedule appointments
- Ranked in the top quartile among 30 team members for successful appointment setting
- Developed expertise in proprietary financial software to enhance client interactions
Investor Relations Associate
Aloha Capital
Boulder, CO
01.2020 - 12.2020
- Led capital-raising efforts, securing $1M during the COVID-19 crisis despite market uncertainty
- Developed and executed cold-calling and digital marketing strategies to drive investor engagement
- Utilized social media to increase lead generation and brand awareness
Credit Analyst
California Bank & Trust
San Diego, CA
07.2018 - 11.2019
- Evaluated and approved complex loan structures, ensuring compliance with bank standards and client needs
- Monitored client performance to maintain adherence to loan terms, safeguarding bank interests
- Processed loans ranging from $500K to $20M, contributing to significant portfolio growth
Education
Bachelor's - Finance
Loyola University Chicago
06.2018
Skills
- Sales Strategy & Execution
- Client Onboarding & Engagement
- Go-to-Market Strategy
- Team Leadership & Training
- Data-Driven Decision Making
- CRM & Sales Technologies
- Compliance & Regulatory Adherence
Timeline
Director of Sales and Success
Sage (Part of TIFIN Holding Company)
03.2024 - Current
Director of Sales and Success
TIFIN Wealth (Part of TIFIN Holding Company)
10.2022 - Current
Operations Associate
Personal Capital
09.2021 - 09.2022
Financial Advisory Sales
Personal Capital
02.2021 - 09.2021
Investor Relations Associate
Aloha Capital
01.2020 - 12.2020
Credit Analyst
California Bank & Trust
07.2018 - 11.2019
Bachelor's - Finance
Loyola University Chicago
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