Shane Franz
Skaneateles,NY
Overview
19
19
years of professional experience
Work History
Director
BHG Financial
Syracuse, NY
01.2014 - Current
- Led sales team to find $150 million in PPP loans
- Grew partner channel originations to $260+mm in 2022
- Optimized current partner relationships and continued to prospect new partners
- Managed cross-functional team working in remote locations
- Forecasted Annual, Quarterly, and Monthly origination targets for Partner Channel
- Successfully negotiated Partner contracts
- Completed quarterly, and annual employee reviews as well as other managerial responsibilities
Sr Business Development Manager
01.2014 - 01.2015
- Built $50+ million loan portfolio
- Prospected and build a referral network of over 150 approved partners
- Oversaw a team of 5 team members
- Created forecasting tools, goal setting metrics, pipeline reporting tools and commission structures
- Completed quarterly, and annual employee reviews as well as other managerial responsibilities
- Worked directly with Ownership and Executive Team to create a hybrid strategic partnership program
Territory Development Representative
Varonis
New York, New York
06.2013 - 01.2014
- Consistently met and exceeded sales quotas including meetings, demos and sale proposals
- Constructed and executed a sales plan uniquely catered to my territory
- Identified decision makers within a large number of targeted leads
- Collaborated with Account managers, and Sales Engineers to execute sales strategies
- Built rapport with current customers, and resolved customer service needs
- Supported sales through Reseller Channel throughout the sales cycle
- Participated in marketing events such as seminars and trade shows
Territory Sales Manager
FIJI Water Company
, Western New York
06.2010 - 06.2013
- Managed distribution relationships with 6 Beverage Distribution partners
- Oversaw inventory levels, communicarted account promotions, held monthly meetings to access sales wins and opportunities with Distributor Partners
- Cultivated strong relationships with distribution sales teams, created incentive programs to drive additional sales
- Coordinated product promotions to acquire additional FIJI Water displays and placements
- Made daily sales presentations to new and current accounts
- Produced short term and long term sales goals and forecasts
Territory Sales Manager
JUSTIN Vineyards & Winery, Landmark Vineyards
, Western New York
01.2011 - 06.2013
- Received onsite vineyard & winery operations training, and training on all varietals in portfolio
- Conducted wine tastings presentations to new and current accounts
- Prospected new accounts; on-boarded new accounts, targeted by price point and style
- Maintained and drove additional sales within current accounts
Chief of Staff
COLLEGIATE ACTIVITIES, Big Sister Big Brother
Brockton, MA
01.2010 - 05.2010
- To CEO
- Served as Secretary to the Board of Directions
- Directly supported the CEO and Executive team on a daily basis
- Directed communication on behalf of CEO
- Managed internal and external meeting schedules for CEO, and participated in cross-functional meetings
- Negotiated and executed commercial real estate lease and sale transactions
- Represented the CEO in new business development opportunities
- Facilitated executive planning and forecasting meetings, Researched and created activity curriculum for community based programs
- Redesigned the client information database; allowing for better record keeping of sensitive information
Equipment Room Manager
Stonehill College
North Easton, MA
09.2007 - 05.2010
- Coordinated and delegated tasks to co-workers to successfully serve 20 varsity teams
Varsity, DII
01.2006 - 05.2010
Education
Bachelor of Arts - undefined
Stonehill College
May 2010
Timeline
Director
BHG Financial
01.2014 - Current
Sr Business Development Manager
01.2014 - 01.2015
Territory Development Representative
Varonis
06.2013 - 01.2014
Territory Sales Manager
JUSTIN Vineyards & Winery, Landmark Vineyards
01.2011 - 06.2013
Territory Sales Manager
FIJI Water Company
06.2010 - 06.2013
Chief of Staff
COLLEGIATE ACTIVITIES, Big Sister Big Brother
01.2010 - 05.2010
Equipment Room Manager
Stonehill College
09.2007 - 05.2010
Varsity, DII
01.2006 - 05.2010
Bachelor of Arts - undefined
Stonehill College
Similar Profiles
David CiucleaDavid Ciuclea
Finance Manager at BHG FinancialFinance Manager at BHG Financial
LaToya HinesLaToya Hines
Client Services Assistant II at BHG FinancialClient Services Assistant II at BHG Financial
Jesse LawsonJesse Lawson
Finance Manager - Strategic at BHG FinancialFinance Manager - Strategic at BHG Financial
Justin P Case, US Army, RetiredJustin P Case, US Army, Retired
Associate Account Executive at BHG FinancialAssociate Account Executive at BHG Financial
Peter RichardsPeter Richards
Field Service Technician at Fisher & ThompsonField Service Technician at Fisher & Thompson