With over 15 dynamic years immersed in the fast-paced world of fintech startups, Patrick has been the driving force behind groundbreaking revenue strategies and transformative market solutions to top 100 mortgage lenders and banks.
Overview
15
years of professional experience
Work History
TRUE | AI Fintech Startup
VP of Sales
10.2021 - 05.2023
Job overview
Increased company revenue by implementing strategic sales plans and targeting 80 key national mortgage lenders.
Developed tools for the sales team to aid them in reducing sales cycle time, and increasing revenue.
Worked directly with a client's C-Suite to position myself as a trusted advisor, allowing me to dig deep within their operational processes to find ways dynamically improve margins.
Collaborated with marketing and product development to improve messaging, enhance the product, and deliver meaningful customer feedback.
Coordinated with sales engineers for handing off a client, delivered detailed use cases of the client, and supported the onboarding process calls through active listening.
Ardley | Fintech Startup (SaaS, PaaS)
Head of Sales
05.2021 - 08.2021
Job overview
Worked directly with the founder on product development, branding, messaging, and Go To Market Strategies.
Created processes for identifying the ideal client, and helped create presentations that were used by the founder in early meetings with first clients.
Interviewed people for key positions within the organization.
Developed revenue growth plan with early adopter pricing and long term contracts.
Oversaw sales operations and implemented many of the systems used for forecasting, KPIs, and management of sales pipelines.
Worked with marketing to create successful digital campaigns and messaging to resonate with our target market.
Helped reshape the product to provide additional value for our customers.
Reggora | Fintech Startup| SaaS For Collateral Risk
Director of National Sales
02.2019 - 05.2021
Job overview
Spearheaded the creation of a sales playbook for solution selling that we used to grow company revenue to series A, B, and C funding. The playbook also endeared us to our clients because we asked the right questions and listened.
Coached, trained, and provided sales tools for SDRs to be able to hand off 5 to 10 sales qualified leads per week.
Championed an "Thought Leade" successful Go To Market strategy which enabled the sales team to deliver expert level consulting which led to revenue growth of 1000% in year 2, as well as strengthened the brand in the market.
Developed relationships with strategic partners for integration.
Teamed up with marketing to re-imagine our marketing strategy during Covid, through innovative virtual events, and digital campaigns that guided our market to Reggora being the best solution.
Collaborated closely with product and marketing building brand awareness, how to become a "Thought Leader", and use that thought leadership to point the market to us as the only viable solution in the midst of increasing regulation.
Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management
Mentored junior account executives, fostering a positive work environment and encouraging professional growth.
Increased account retention by building strong relationships with clients and addressing their needs promptly.
Negotiated contracts that maximized profit margins while maintaining competitive pricing for clients.
Led a new sales vertical, developed messaging, created revenue goals, and successfully sold additional products to our customer base helping Mercury Network to hit 5 year EBITA goals in 2 years and acquisition by Corelogic.
Education
University of Central Oklahoma
, Edmond, OK
Bachelor Of Science from Marketing
12.2010
Skills
Negotiation expertise
Sales Presentations
Sales process optimization
Sales Training
CRM proficiency
Revenue Growth
Territory Management
Sales Team Leadership
Business development and planning
Public Speaking
Sales strategy
New market penetration
Operations
Data Analysis
Accomplishments
Governors Cup COO
40 under 40 National Mortgage News
Guest Service Award from President of Walt Disney World
Timeline
VP of Sales
TRUE | AI Fintech Startup
10.2021 - 05.2023
Head of Sales
Ardley | Fintech Startup (SaaS, PaaS)
05.2021 - 08.2021
Director of National Sales
Reggora | Fintech Startup| SaaS For Collateral Risk