Experienced professional with strong background in guiding teams, managing complex projects, and taking on new challenges. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Motivated to broaden my working horizon and pursue my passion for the game of golf.
Overview
6
6
years of professional experience
Work History
Account Executive, Mid Market
HighRadius Corporation
Philadelphia, PA
09.2024 - Current
Director of Business Development
Alternative Investment Exchange (AIX)
Philadelphia, PA
04.2023 - Current
Manages nationwide territory of fund managers in the private equity, real estate, and venture capital industry, helping them raise capital through digital investment experiences on the AIX platform for RIAs, IBDs, and HNWI.
Responsible for driving new logo sales, while maintaining and growing relationships with existing AIX clients in a fast paced start- up environment.
Effectively executed sales strategy to convert leads, expand pipeline, and maintain precise revenue forecasting.
Cultivated relationships across multiple c-level stakeholders, facilitating a clear understanding of their individual needs and decision-making processes.
Increased new client relationships by 128% YoY through strategic demonstration of product value, contract negotiation, and fostering client commitment.
Drove platform adoption by actively engaging with new and existing RIA users, leading to a 31% growth of AIX's investor community and a 168% increase in investment transactions during the first year.
Collaborates daily with product team to analyze customer feedback and enhance platform experience.
Coordinates efforts between implementations team and designated 3rd party industry partners to ensure successful onboarding of new clients.
Frequently travels (40-50%) to industry events, trade shows, and client conferences to represent the firm and attract new opportunities.
Sales Executive: Banking Solutions
FIS Global
Philadelphia, PA
07.2019 - 04.2023
Managed assigned territory of financial institutions in the US, generating new logo sales for FIS' credit and debit payments processing platform.
Grew and maintained pipeline through targeted prospecting and outreach to qualified accounts.
Led full length enterprise deal cycle, closing business to achieve assigned quota of over $5M annually.
Worked directly with C-Level bank executives to align solutions with institution's most critical card program needs.
Ensured timely completion of complex RFPs/RFIs through strategic delegation with internal stakeholders.
Conducted in-depth presentations to various organizational stakeholders showcasing solution overview, product demo, and ROI.
Collaborated daily with product and marketing teams to effectively convey market feedback.
Business Development Associate
WSFS Bank
Philadelphia, PA
07.2018 - 07.2019
Provided commercial equipment financing to small and mid-size businesses in the U.S
Identified business prospects through cold calling, networking, marketing and database leads.
Responsible for maintaining and growing relationships with clients while working in a fast paced startup environment
Worked alongside credit and collections teams to service customers