SCOTT ALTON
Little Elm,TX
Summary
Business development and client strategy leader known for building executive relationships, analyzing market opportunities, and shaping outreach plans for targeted industries. Brings deep experience in consultative selling, pipeline management, pricing analysis, and solution design to match client goals with measurable business value.
Overview
20
20
years of professional experience
Work History
Business Professional Advisor
Insperity
04.2026 - Current
- Identified and researched qualified businesses with 5+ employees through prospecting, networking, referrals, cold calling, email outreach, and community engagement to expand client base.
- Maintained strong sales pipeline by managing prospecting, territory management, CRM use, and consistent follow-up to ensure client engagement.
- Built relationships with business owners, CEOs, and key decision-makers through support, collaboration, and trust.
- Worked with Insperity specialists and internal teams to deliver comprehensive solutions.
- Developed targeted marketing and outreach strategies for specific industries and geographic markets to enhance brand awareness and generate new business opportunities.
Business Development Manager
Tech Zone & Hands-On HVAC School
07.2025 - 02.2026
- Identified new business opportunities, expanding business development pipeline through engagement with strategic prospects.
- Developed and executed campaigns to engage target HVAC companies, enhancing visibility and generating interest.
- Managed multi-state portfolio and pipeline, leveraging marketing, referrals, events, and cold calls.
- Established new campuses in emerging markets, enhancing brand presence and accessibility to education.
- Developed partnerships with contractors, schools, and workforce agencies to expand HVAC training opportunities.
- Managed lead pipelines, qualifying prospects and guiding applicants through enrollment process.
Credit Union Sales Executive
Origence - CU Direct
02.2018 - 03.2025
- Recognized for achieving top regional sales for new clients, year over year.
- Closed the company's first-ever Idaho client by collaborating with stakeholders to define the Scope of Work (SOW), outlining key deliverables and deadlines, and recommending innovative technology solutions.
- Cultivated trust with key decision-makers, identified complex business challenges, and presented tailored sales solutions, leading to mutually beneficial agreements.
- Established framework for new business development and sales planning, facilitating market expansion across financial services, automotive, and technology sectors.
- Analyzed data to develop targeted pricing models, enhancing revenue generation efforts.
- Built credit union dealer relationships to expand indirect auto lending pipeline and strengthen financing adoption.
- Managed loan origination inquiries, aligning dealer needs with credit union lending programs and credit policies.
Senior Vice President/Director of Indirect Lending
First United Bank
10.2012 - 11.2017
- Cultivated executive relationships with business clients, community partners, and internal stakeholders to enhance collaboration and drive strategic initiatives.
- Coordinated with leadership to develop and implement organizational strategies and promote progress towards business objectives.
- Coordinated cross-functional banking initiatives across finance, operations, and risk management teams to streamline processes and support organizational goals.
- Coordinated with leadership to develop and implement organizational strategies and promote progress toward business objectives.
- Led commercial banking initiatives, aligning credit, deposit, and relationship strategies with growth objectives.
- Directed portfolio reviews, ensuring disciplined underwriting, covenant compliance, and timely risk identification.
Education
Bachelor of Arts (BA) - Business Administration & Finance
East Central University
Ada, OKSkills
- Business development
- Consultative selling
- Client management
- Account management
- CRM management
- Market analysis
- Sales analysis
- Market segmentation
- Growth strategy
- Partnership development
- Customer negotiations
- Negotiation skills
- KPI tracking
- Budget management
- Strategic oversight
- Team leadership
- Talent development
Accomplishments
- Formed and led multiple top-performing teams that outpaced goals in customer service excellence, market penetration, and sales growth by promoting training and 1:1 coaching in a climate of accountability.
- Centralized underwriting developments at First United Bank, Washington State Employees Credit Union (WSECU), and InTouch Credit Union (ITCU); standardized underwriting processes.
- Slashed closing times 50% and effectively propelled consumer loans 63% over 3 years at InTouch after centralizing the home equity process.
- Restructured the underwriting department for Washington State Employee Credit Union, reducing underwriters from 103 to 6 while cutting the review process from 10 to 4 minutes.
Timeline
Business Professional Advisor
Insperity
04.2026 - Current
Business Development Manager
Tech Zone & Hands-On HVAC School
07.2025 - 02.2026
Credit Union Sales Executive
Origence - CU Direct
02.2018 - 03.2025
Senior Vice President/Director of Indirect Lending
First United Bank
10.2012 - 11.2017
Bachelor of Arts (BA) - Business Administration & Finance
East Central University
Professional Development
- Kellogg Sales Institute - Leadership & Adaptability
- Analyzing Loans, Credit Union Business Group
- The Originator Program, Xubbux, The Mortgage Academy