Summary
Overview
Work History
Education
Skills
Accomplishments
Websites
Leadership
Timeline
Generic

Patrick Foran

San Diego,CA

Summary

Qualified Account Executive leveraging over 6 years of experience in Financial Services. Team leader skilled in sales strategy, negotiation and building long lasting client relationships. Proven track record of closing Mid Market accounts and consistently exceeding quarterly sales goals and KPIs. Known for fostering cross team collaboration to drive revenue growth.

Overview

8
8
years of professional experience

Work History

Senior Client Success Executive

Mulligan Funding
04.2024 - Current
  • Focus on closing Mid Market accounts while consistently exceeding quarterly sales goals
  • Assist management in implementing new salesforce tools to improve efficiency
  • Provide guidance to less experienced team members

Client Success Executive

Mulligan Funding
10.2021 - 04.2024
  • Manage relationships with book of 400+ small businesses while running all the way through the sale cycle and renewing eligible clients
  • Negotiate pricing, contracts, and terms with key clients to secure business deals.
  • Effectively engage and solve client-related issues in real time.
  • Cultivate relationships with partner brokerages to increase revenue and grow marketshare

Credit Analyst

Mulligan Funding
08.2019 - 10.2021
  • Prioritize leads by compiling inbound intel, public records and internet searches to analyze risk and build out customer profiles in Salesforce, focusing on data integrity
  • Partner with Sales to develop competitive deals that achieve company revenue goals based on the customer's unique motivators
  • Support cross-functional teams as a subject matter expert, possessing an in-depth knowledge of customer industries as well as our products

Loan Processor

Mulligan Funding
11.2018 - 08.2019
  • Prequalified leads to ensure they met the criteria before escalating to the Associate Credit Analyst team
  • Analyzed and verified financial statements, credit reports, and Business acumen

Student Ambassador

UCSB Annual Fund
07.2016 - 09.2016
  • Cold called alumni and parents to solicit donations for student resources and scholarships
  • Developed individual sales pitch and script with support from Sales Management
  • Received training to overcome objections
  • Leveraged communication skills to convey a powerful message and influence donors to support UCSB

Education

Bachelor of Science - Statistics & Data Science

University of California, Santa Barbara
Santa Barbara, CA
09-2018

Bachelor of Arts - Philosophy: Ethics & Public Policy

University of California, Santa Barbara
Santa Barbara, CA
09-2018

Skills

  • Team Leadership
  • Account Management
  • Sales Cycle Management
  • Sales pipeline development
  • Negotiation Tactics
  • Objection handling
  • Salesforce proficiency
  • Analytical problem solver

Accomplishments

  • Finished 3rd out of a team of 7 in 2022 in loan origination, 2nd in 2023 and 2024
  • Signed and negotiated the largest loan in company history
  • Leading the team in closing percentage the past 3 years among other KPIs

Leadership

  • Citizens' Climate Lobby, UCSB Chapter, Co-Founder & Treasurer, Served in a leadership capacity for this pro-environmental, political action group.
  • San Diego Food Bank, Volunteer, Sorted and packaged food items for San Diego families in need.

Timeline

Senior Client Success Executive

Mulligan Funding
04.2024 - Current

Client Success Executive

Mulligan Funding
10.2021 - 04.2024

Credit Analyst

Mulligan Funding
08.2019 - 10.2021

Loan Processor

Mulligan Funding
11.2018 - 08.2019

Student Ambassador

UCSB Annual Fund
07.2016 - 09.2016

Bachelor of Science - Statistics & Data Science

University of California, Santa Barbara

Bachelor of Arts - Philosophy: Ethics & Public Policy

University of California, Santa Barbara

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Patrick Foran