Nathan Pham

• Consulted with small-to-medium business owners to assess payroll, HR, and workforce needs, delivering tailored HCM solutions that improved compliance, efficiency, and employee experience.
• Managed a pipeline of prospective clients while maintaining ongoing relationships with existing accounts, ensuring smooth onboarding, high adoption of platform features, and increased long-term retention.
• Led product demonstrations and guided clients through optimal platform usage, translating complex payroll and regulatory requirements into clear, actionable recommendations.
• Collaborated cross-functionally with implementation, support, and product teams to resolve client issues, streamline processes, and reinforce a seamless end-to-end customer journey.

• Fix & Flips (4 Single-Family Projects completed)
• Co-own and operate a STR (short-term rental) real estate investment company.

-Current Portfolio Size: 5

• - Founded and managed an online investment and business acquisition company.
• - Acquired, scaled, and sold multiple online businesses across different spaces.
• - Drove revenue growth through targeted sales campaigns, digital outreach, and operational optimizations.
• - Managed client relationships, ensuring consistent profitability.
• - Built operational systems/SOP's to support business scalability and exit strategies.

• - Managed client data, insurance policies, and claims using proprietary software systems.
• - Improved client communication by supporting correspondence on policies and renewals.
• - Streamlined internal document management processes.

• May 2023 - August 2023, Oklahoma City, OK - Performed efficient processing of financial transactions and provided tailored banking solutions.
• - Exceeded sales targets through cross-selling and upselling banking products.
• - Assisted private client advisers and relationship bankers in managing client portfolios.