Rolland Szabo
Las Vegas,NV
Summary
Performance-oriented Financial Services and Financial Technology Sales Leader offering exceptional record of achievement over 14-year career. Tenacious manager with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Sales Executive- AI & ML Predictive Analytics Platform, FinTech
PLAT.AI
01.2023 - Current
- Responsible for bringing in new client acquisitions/new logos with Banks and Credit Unions.
- Accomplished several enterprise sized deals across their product base to Banks and Credit Unions across the US above 6 figures.
- Established long-lasting and strong C-Suite and VP-level connections at Tier 1 and 2 Banks and Credit Unions.
- Sold their codeless predictive modeling, custom model building, risk decision AI, and predictive indexes to loan originators and financial institutions.
- Increased sales revenue by developing and implementing strategic sales plans tailored to client needs.
Senior Account Executive- Alternative Finance and FinTech Division, Loan Originations
Equifax
01.2022 - 01.2023
- Responsibility included but is not limited to managing an existing book of business while bringing in new client acquisitions.
- Worked with Alternative Finance and FinTech Lenders to help them originate smarter and more strategic consumer and commercial loans and lines of credit while managing the entire loan life cycle.
- Sold an array of data & analytics solutions and professional services from cloud solutions, credit risk management, data driven marketing, identity theft & fraud, compliance, due diligence, litigation/regulations, verification services, workforce solutions, and more.
- Increased account retention by building strong relationships with clients and addressing their needs promptly.
- Developed new business opportunities for company growth through effective networking and client presentations.
VP and Head of Sales- Private Debt Trading Platform, FinTech
Debexpert
01.2019 - 01.2022
- Worked with direct lenders on the sell side and private/institutional investors along with traditional buyers on the buy side.
- Spearheaded the growth of the US market and scaled the US sales division by managing lender relations, portfolio acquisitions, and building out a national marketplace for all direct lenders, national collection agencies, law firms, and private or institutional investors.
- Grew US market share from ground up to north of $9M in revenue during tenure.
- Spearheaded sales division/team from 1 to 15 and oversaw entire sales division from hiring, training, managing and coaching.
- Grew a national marketplace that included over 1000 companies utilizing digital platform/services.
- Spearheaded multiple revenue streams and/or sales divisions that started with consumer lending, and spread to but not limited to Non-performing Consumer, Commercial, Auto, Real Estate/Mortgages, Performing Loans, FinTechs, Alternative Lending, and our Partnerships Division by introducing targeted marketing campaigns, implementing data-driven tools and strategies, forging strategic partnerships, etc.
- Enhanced company profitability by implementing strategic business plans and optimizing operational processes.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Director of Sales- AI & ML Investment/Portfolio Management Platform, FinTech
Trusted Insight
01.2016 - 01.2019
- Responsible for leading a team and selling their AI & Machine Learning Investment SaaS platform into the Capital Markets space (both buy and sell side) that included but not limited to all Asset, Fund, Investment, Wealth, RIA, Insurance, and any other Institutional Investors (LP, GPs, and SPs).
- Led a team of 5 Business Development Managers and Account Executives as both a player and team leader, in generating over $6.5M in revenue.
- Created and developed entire business development unit/division from the ground up; market strategy & mapping, plan of attack, business development campaigns (sales pitch, cold call campaigns, meeting agendas, email campaigns, LinkedIn campaigns, marketing campaigns, etc.) and put together a business development employee manual outlining program and structure to sales floor.
- Increased sales revenue by developing and implementing strategic plans and setting performance goals for the sales team.
- Achieved regional sales targets through effective territory management and relationship building with key clients.
Sales Manager | Corporate Accounts Manager | Business Development Manager- Financial Intelligence
Informa
01.2012 - 01.2016
- Responsible for managing a large book of business via growth and retention through cross sell opportunities while developing new business.
- Strong focus in account management and business development across the financial sector.
- In charge of running various types of sales campaigns to generate new business and account strategy planning and techniques to continue to retain and grow the existing book of business by managing new & existing relationships
- Developed a book of business valued at $650K and successfully increased it to over $1.1M in the first year of promotion, achieving a 70% growth rate.
- Showcased strong customer relationship management and client retention skills by surpassing quota targets for year 2 renewals, hitting 140% of goals.
- Surpassed expectations with 120% of quota for new business in year two, finishing out as one of the Top 2 salespeople in that year with $1.9M in revenue achieved
- Managed more than 80 accounts, achieving high client retention, and driving new business growth within all accounts as Corporate Account Manager.
Senior Wealth Manager/Portfolio Manager | Financial Sales Consultant- Investment Management/Banking/RIA
Spartan Capital Securities
01.2008 - 01.2012
- Responsible for growing a book of business of ultra-high net worth individuals, lead & accredited investors, business owners, C-Suite executives, and investment institutions by managing new & existing portfolios through the buy & sell of publicly traded securities, private equity, retirement plans, mortgaged back securities, private debt, and more for the purpose of creating & securing wealth while managing risk.
- Earned recognition as the Top Account Opener within the first year at Spartan Capital, successfully opening more than 85+ accounts and hitting 200% of goals.
- Leveraged a deep understanding of clients' financial goals in tailoring investment strategies and raised a total of $10M in assets as an individual contributor during tenure in this role
- Developed people management skills as a team lead in this role with oversight of the supervision, training, and evaluation of junior colleagues.
- Provided constructive feedback and helped foster their professional growth, resulting in increased productivity, team member promotion, increased industry knowledge, etc.
Education
Bachelor of Business Administration - Finance
Florida International University
Miami, FL2008
Skills
- Sales: Business Development, B2B Sales, Account Management, Sales Development, Lead Generation, Sales Team Management, Digital Marketing, Project Management, Client Retention, New Acquisitions, Consultative Selling
- Finance: Budgeting, Reporting, Forecasting, P&L, Sales Operation, excel and financial reporting and analysis
- Functional: Relationship Building, Mentorship, Portfolio Management, Loan Originations, Enterprise B2B, Wealth Management, People Management, Agile Methodology
- Technical: MS Office, SEO & Google Analytics, Social Media Strategy, Zoom, HubSpot, Google Suite, CRMs, Data Sources, Sales Enablement Platforms
Headline
VP of Sales | Sales Management | Business Development | Account Management
Certification
- Prior Series 7
- Series 63 licensee
Timeline
Senior Sales Executive- AI & ML Predictive Analytics Platform, FinTech
PLAT.AI
01.2023 - Current
Senior Account Executive- Alternative Finance and FinTech Division, Loan Originations
Equifax
01.2022 - 01.2023
VP and Head of Sales- Private Debt Trading Platform, FinTech
Debexpert
01.2019 - 01.2022
Director of Sales- AI & ML Investment/Portfolio Management Platform, FinTech
Trusted Insight
01.2016 - 01.2019
Sales Manager | Corporate Accounts Manager | Business Development Manager- Financial Intelligence
Informa
01.2012 - 01.2016
Senior Wealth Manager/Portfolio Manager | Financial Sales Consultant- Investment Management/Banking/RIA
Spartan Capital Securities
01.2008 - 01.2012
Bachelor of Business Administration - Finance
Florida International University
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