Summary
Overview
Work History
Education
Skills
Shirley Obitz

Shirley Obitz

Business Development Manager

Summary

Skilled Business Development leader offering 10+ years of experience in leading operations and enhancing revenue. Bringing expertise in client acquisition and contract negotiation, along with excellent interpersonal communication, relationship-building and team leadership abilities. Strategically-minded in capturing new business and leveraging dynamic market opportunities. Results-driven and proactive with demonstrated record of accomplishment in meeting and exceeding sales and revenue objectives. .

Overview

26
26
years of professional experience

Work History

Business Development Manager

Puzzle Break
10.2022 - 07.2023
  • Responsible for business development of virtual, in-person, portable, and corporate leadership training in the private and public sector
  • Identified the most effective ways to reach key potential customers and operationalized outbound outreach programs
  • Built and grew partnerships with existing & potential clients
  • Taught consultative selling techniques to new and existing staff members to build expertise.
  • Directed sales support staff in administrative tasks to help sales reps close deals.
  • Designed and managed email marketing campaigns
  • Responded to customer enquiries, set up demos and booked events
  • Sold Puzzle Break's team-building and professional development offerings to corporate clients
  • Handled outbound sales accounts
  • Conduced market research
  • Managed HubSpot database
  • Invoiced clients and tracked payments
  • Negotiated terms and conditions of the sales contract
  • Established and monitored KPIs to identify areas of improvement
  • Developed and executed innovative sales strategies
  • Managed the Customer Success team.

Business Development Manager

Pluma Construction Systems
08.2021 - 10.2022
  • Developed business partner research, selection and, engagement for teaming opportunities with real estate developers, architects, and investors
  • Delivered contracts with highly sought-after clients such as Intel, Tesla, and elite designers/architects for ground-up construction
  • Demonstrated proficiency in market research for Federal and State opportunities
  • Implemented a marketing strategy for government opportunities
  • Monitored government market to identify how to expand into these segments
  • Understanding of RFPs and proposal/response experience
  • Increased revenue from 5 MM per year to 12 MM per year in eight months
  • Set company on track to gross 20 MM in 5 years
  • Pluma Construction was chosen for the Sandia National Laboratories Protégé program (one of two companies nationally)
  • My business and marketing plan was reviewed by SNL and received the highest recognition from their panel of experts
  • Additional contributions include SEO, graphic design, and copywriting
  • Marketing & Business Development Administration

Marketing Manager

SMI Facility Services
01.2019 - 11.2020
  • Spearheaded the development and implementation of immediate and long-term strategic marketing plans
  • Responsible for implementing SMI's very first digital marketing strategy
  • Developed and implemented marketing strategies to use for launches, rebranding campaigns and promotions.
  • Built company’s CRM from scratch
  • Designed the direct response marketing email campaigns; including graphic design, artwork, original copy
  • Managed freelance relationships
  • Analyzed reporting on performance of campaigns
  • Fostered relationships within the community for brand awareness and new partnerships
  • Additionally, designed and wrote the first print marketing brochure and e-book
  • Completely re-wrote entire web content. Worked with graphic designers to establish theme and tone for content.
  • Worked alongside the SEO team on optimization
  • Implemented and managed all social media campaigns., - Business Development — Expert
  • Persuading reluctant customers to buy products or services, and influencing and negotiating with customers to meet sales goals
  • Personality: Hard-Working — Expert
  • Measures a candidate's tendency to be rule-abiding, well-organized, hard-working, confident, and think before acting
  • Created company brand messaging, collateral materials, customer events, promotional strategies, and product commercialization.

Business Development Coordinator

OnlineEd
08.2017 - 08.2018
  • Created over 200 affiliates in under a year
  • Created, conceptualized, and wrote messages for marketing materials, printed mail pieces, and email blasts
  • Wrote the newsletter
  • Responsible for sales strategies and marketing campaigns
  • Sourced companies nationwide for affiliate partnerships
  • Responsible for booking and presenting Online Ed demos
  • Attended tradeshows, and trade associations functions.

Account Manager

AT&T Advertising Solutions
01.2012 - 01.2017
  • Developed relationships with businesses both locally and nationally
  • Created consultative sales presentations using market trends and case studies
  • Develop high-level relationships with clients and served as a trusted consultant to senior marketing directors
  • Served as an industry expert in social media, Google Analytics, mobile platforms, digital advertising SEM and SEO
  • Ensured that clients received the highest level of follow-up and ongoing support and service
  • Executed and delivered reporting regarding budgets, investments, ROI with regards to the value of the product
  • Analyzed campaign performance statistics and recommend optimized media solutions.

Escrow Assistant

Ticor Title
01.2007 - 01.2012
  • Researched prioritized, and performed follow-up on multiple issues and concerns, including those of a sensitive and/or confidential nature
  • Compiled and prepared escrow documents and other integral documentation and correspondence required for the escrow transaction
  • Reviewed real estate contracts and addendums and entered title orders
  • Satisfied all title requirements
  • Collected and documented the necessary data listed on the processing sheet to include; payoff orders, property taxes, water/sewer, HOA status, and municipality lien and or status
  • Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
  • Examined purchase and sale agreement for potential items of concern and addressed immediately.
  • Entered information into the closing system
  • Balanced the accounting
  • Scheduled closing and maintained a closing calendar for Escrow Officer
  • Scheduled signings, answered phones, greeted clients, delivered all lender doc’s via couriers.
  • Scheduled signings and gathered required paperwork.

Loan Officer

Lighthouse Home Loans
01.2005 - 01.2007
  • Became the top producer in the company in 2 months
  • Generated over $1,000,000 in volume per month consistently
  • Solicited all my own business
  • Lead conversion rate 90%
  • Solid understanding of mortgage products, guidelines, rates, and terms
  • Analyzed detailed financial and credit data, matching needs with an appropriate Loan program and level of risk
  • Provided in-depth client consultations
  • Established a solid client base
  • Negotiated and structured complex loan scenarios
  • Developed knowledge of 200 lender products, policies, procedures, underwriting requirements, and Knowledge of conventional, jumbo, sub-prime and government loan requirements
  • Produced high quality loans which met underwriting guidelines
  • Managed all administrative duties associated with processing the loan
  • Maintained accurate files for compliance
  • Maintained and supported existing client base while achieving aggressive sales growth
  • Built solid networking relationships with realtors, bankers, attorneys, and financial planners.

Marketing Coordinator

Merrill Lynch
08.1997 - 08.2005
  • Coordinated and hosted successful client seminars, creating invitations and promotional materials
  • Managed multi-channel contact and planning, including mail, email, phone
  • Oversaw all lists pertaining to marketing, seminars, or other designated marketing-related efforts
  • Improved the productivity and effort of the direct marketing plan.

Education

Certificate - Gallery Management

Sotheby's Art Institute
10.2023

Bachelor of Science - Marketing/Communication

Sonoma State University, Rohnert Park, CA
06.1997

Bachelor of Arts - English Literature

University of California, Berkeley, Berkeley, CA
1984

Skills

  • Mature business acumen for speaking with prospective clients
  • Excellent analytical skills, ability to analyze data, draw conclusions and make recommendations
  • Highly developed research skills
  • Competitor Monitoring
  • Strategic Business Planning
  • Self-motivated, creative and relentlessly test new ideas
  • Blogging—original copy
  • Copywriting/Editing
  • WordPress
  • Google Workspace
  • Social Media Management
  • Email Marketing
  • CRM Management (HubSpot, Salesforce)
  • Project Management software (Encompass, Calyx, BuilderTrend)
  • Mail Chimp, Constant Contact, HubSpot
  • Canva
  • Shutterstock Unsplash
Shirley ObitzBusiness Development Manager