Summary
Overview
Work History
Education
Skills
Affiliations
KPI & Quota Attainment
Timeline
Generic
Stephanie Lalla

Stephanie Lalla

Dunwoody,GA

Summary

Highly accomplished and results-driven Strategic Relationship Manager experienced in growing and gaining pipeline. Extensive experience in enterprise sales, account management, end-to-end sales, and business banking. Adept at sourcing, building, and maintaining profitable pipeline and relationships with C-Level / VP-level clients in B2B and B2C markets. Experienced in leading small teams to deliver exceptional service and tailored solutions while fostering individual growth /goals. Reliable with a strong track record of exceeding sales targets and driving revenue, identifying business opportunities, and optimizing financial operations. In addition to expertise in technical sales and financial management I possess comprehensive knowledge of various technical systems and cross-functional omni-channel integrations. I demonstrate a keen ability to act as a client centric trusted advisor by asking insightful questions to uncover and understand customer needs then skillfully proposing product solutions that address pain points. End to end sales cycle and closing experience.

Overview

12
12
years of professional experience

Work History

Public Safety Client Specialist

Lexipol
08.2024 - 05.2025
  • Responsible for generating new business or client growth opportunities by making outbound calls and setting appointments for SaaS sales team.
  • Create a territory prospecting plan in collaboration with partnered SAEs.
  • Cross-sell prospects on our various solutions.
  • 75 Activities or more per day are reached through a combined total of emails and phone calls.
  • Conduct outbound calls to prospective customers to introduce our software solutions, qualify leads, and schedule appointments for our sales team.
  • Research and identify new potential customers and decision makers within target accounts.
  • Keep accurate records of prospecting activities and sales opportunities in Salesforce.
  • Collaborate with sales and marketing teams to ensure alignment on messaging and strategies
  • Maintain CRM system daily by documenting thorough and accurate customer and pipeline information.
  • Find untapped revenue through gathering referrals, referred introductions, and intel, and network to find out where we could generate significant new business.
  • Maintained detailed records of all client interactions, transactions, and correspondence, ensuring easy retrieval of information when needed and promoting transparency in communication across the team.
  • Provided comprehensive support to sales representatives, assisting in closing deals and increasing overall sales performance.

Strategic Business Development

Square / BLOCK
08.2023 - 06.2024
  • Assisted large enterprises and franchise organizations in strategic business development for pos ecosystem, technology and compliance solution.
  • Cold outreach to large businesses and selling to business executives such as Directors, VPs, and CXOs of large businesses.
  • Proven to achieve target goals when selling to enterprise clients, growing client retention while integrating ecosystem to streamline technology operations and overall experience.
  • Developed strategic partnerships for long-term business growth and mutual success through effective discovery discussions and collaboration with teams to create target accounts and sales strategies.
  • Secured high-level contracts with major clients through persuasive presentations, cost analysis and diligent display of product benefits.
  • Managed a diverse portfolio of clients across various industries, ensuring consistent delivery of exceptional service and tailored solutions.
  • Collaborated with cross-functional teams to develop comprehensive proposals and deliver customized solutions that addressed unique client needs.
  • Developed winning RFP responses that showcased strength and possible return on investment while addressing specific client requirements effectively proposing solution.
  • Nurtured long-lasting relationships with key industry stakeholders, resulting in increased client retention and credibility for the company.
  • Utilized advanced data analysis tools to track sales performance metrics for team, identify areas for improvement, and develop targeted strategies for growth.
  • Consistently exceeded quotas through penetration and acquisition of new accounts.
  • Identified business development challenges/pain points and customer concerns to create compelling case for proactive resolution.
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases.
  • Achieved established KPI for company by controlling individual performance and exceeding set goals for self..
  • Strengthened the company's position within the industry through active participation in relevant conferences and networking events.

Senior Business Operations Manager

New Horizons Ventures
11.2022 - 08.2023
  • Oversaw the full-cycle leasing and property management operations for a salon suite real estate model.
  • Played a critical role in driving revenue through occupancy management, investor engagement, and operational innovation. Combined financial acumen, and marketing execution to maintain a high-performing, revenue-generating property.
  • Generated new business with marketing initiatives and strategic plans.
  • Cold calling investor prospective clients and built book of business using Zoom Info, Sales Force and other internal communications.
  • Established relationships with key decision-makers within large organizations to promote growth and retention such as building portfolio with Atlanta United Urban League.
  • Negotiated and closed long-term agreements with new clients in assigned territory (Georgia).
  • Developed new proposals highlight ROI.
  • Created end to end marketing ads, contracted videographers and directed advertising to draw in more clients and increase brand awareness.
  • Monitored market trends via trade show attendance and competitor activities to identify areas of potential opportunity.
  • Collaborated with upper management to implement continuous improvements and exceed team goals. Created power points and marketing proposals. Created sales dialogue & standard operating procedures for new businesses.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
  • Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
  • Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
  • Collaborated cross-functionally with headquarters.
  • Collaborated with advertising group to create uniformity between advertising messages and retail incentives.
  • Reached out to potential customers via telephone, email, and in-person inquiries.
  • Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
  • Represented company and promoted products at conferences and industry events such as trade shows.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Prepared sales presentations for clients showing success and credibility of products that were integrated into our business model (Credit Card / Debit Card / POS Processing Systems) with sales collaboration demos.
  • Demonstrated products to show potential customers benefits, savings opportunities and advantages to encourage purchases.
  • Designed and implemented a fully automated leasing system using JotForm, improving contract turnaround times and reducing administrative burden.
  • Authored a comprehensive operations playbook to streamline internal processes, set standards for tenant engagement, and guide business scaling efforts.
  • Built a book of business and investment pitch materials to attract salon suite investors and expand the New Horizons business model.

Advanced Client Solutions / Peer Mentor

Bank Of America
03.2020 - 11.2022
  • Strategic cold calling and outreach sourcing through Goggle and internal resources.
  • Conducted targeted cold calling leads, consistently achieving a goal of 20-25 calls per day to potential clients.
  • Implemented marketing strategies and techniques, increasing revenue and customer satisfaction by uncovering pivotal client needs.
  • Responsible for personal portfolio of agented and direct deals.
  • Analyzed account details to enhance finial client experience and ensure effectiveness of presented needs.
  • Contributed to annual revenue goals by selling services and developing over 30 new accounts monthly.
  • Utilized financial software to prepare statements and log sales.
  • Developed and maintained positive relationships with clients through exceptional interpersonal skills and demonstrated integrity.
  • Met and conducted demonstrations with customers to propose customized solutions.
  • Collaborated with entry level team-members to develop coaching strategies for long-term and short-term success in their supporting roles.
  • Checked payroll and other accounting disbursements for accuracy and compliance.
  • Provided high-level technical support by resolving inquiries by phone, e-mail and web consistent with department and team service levels and goals.
  • Resolved diverse range of technical issues across multiple systems and applications for customers and end-users across various time zones.
  • Conduced one on one coaching, shared resources, and implemented skill building activities to support mentee's learning and development.
  • Facilitated peer-to-peer conversations to support open communication among mentees.
  • Promoted positive behavior and responsibility among mentees by modeling appropriate sales skills and call listening.

Customer Sales and Service Representative

Wells Fargo
03.2016 - 12.2019
  • Performed various administrative functions, including daily vault balancing and opening client accounts.
  • Worked with elite customers to uncover long-term financial needs while providing exceptional service.
  • Assisted clients with completing loan applications and signing up for new services.
  • Obtained referrals with existing clients to generate new business and boosting overall sales.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Logged customer data into company CRM system to foster strong account management and rapport.
  • Answered telephone inquiries on banking products including checking, savings, mortgage loans and lines of credit.
  • Built client list and strengthened customer relationships through consistent communication via phone and internet.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.

Finance Administrative Manager

HFV Coffee LLC
08.2013 - 02.2016
  • Checked employee payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Analyzed budgets, forecasts and current trends to support overall financial operations.
  • EMCOR supporting documentation for IVR input.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
  • Created marketing and sales strategies with partnering teams.
  • Completed data entry tasks with accuracy and efficiency.
  • Developed and produced monthly and year-end financial statements, annual budgets, and cash flow reports.
  • Prepare financial records and cost reports for submission to authorized government agencies as required by current regulations.
  • Report suspected or known incidence of fraud relative to false billings, cost reports or kickbacks to Corporate Compliance Officer.

Education

Certificate Of Business Development -

Kennesaw State University
Kennesaw, GA

- National Real Estate Sales And Brokerage

University of Georgia
Athens, Ga
01-2026

Skills

  • Relationship Management: Cultivating and maintaining strong, long-term relationships with enterprise to drive client loyalty and long term retention by acting as trusted advisor to build growth In depth analysis of current client account features and the ability to offer more products that will drive profitability
  • Time Management: Allocate specific times for different activities such as prospecting net new, follow-up to close, scrubbing accounts and administrative tasks Time blocks keep days organized while prioritizing pipeline
  • Financial Analysis: Conducting in-depth financial assessments to provide clients with tailored financial solutions to increase ROI and streamline operations while maintaining personable rapport that fosters trust
  • Sales and Business Development: Demonstrated ability to exceed sales targets through conducting demo's, collaborative efforts with cross functional partners & creating RFP's to implement strategic business development initiatives
  • Coaching and Business Acumen: Developed comprehensive strategies with team that aligned with client objectives and market trends to achieve mutual success with team members
  • Digital Platforms: Proficiency in remotely navigating various digital platforms and CRM tools (ex Salesforce, SalesNav,ZoomInfo and Salesloft) and utilizing internal technology to enhance operational efficiency and client experiences Created successful multi channel outreach cadences and marketing campaigns
  • Cold Calling and Prospecting: Identifying and qualifying potential net new business opportunities through strategic prospecting techniques such as LinkedIn Sales Nav prospecting, attending trade shows, ZoomInfo, Google, partnerships, cross functional team collaboration and AI-powered lead generation tools
  • Pipeline Management and Development: Sourced net new accounts to consistently build high revenue book of business managed though CRM platforms
  • Value-Based Selling: Consultative approach to initiate meaningful conversations with key stakeholders to establish trust and credibility while demonstrating active listening skills to uncover unique pain points, challenges, and business objectives related to financial management and accounting
  • Curiosity: Continuous learning mindset Proactive and engaged in staying updated on industry trends, customer needs, and emerging opportunities in the POS, IoT, overall tech and finance space

Affiliations

  • Ruben Brooks(404-858-4685) - Patrice Hale(678-782-1750)
  • Jerritt Tan (Square 646-610-3571)
  • Additional Available Upon Request

KPI & Quota Attainment

Lexipol

SaaS / Compliance Solutions 

(Public Safety Sales and Growth Specialist)

Call Volume: 55+ calls/day
Meetings Held: 15+ qualified meetings/month
Pipeline Value: Maintained $500K+ in monthly revenue generation
Activity Volume: 150+ touchpoints (email, text, voicemail) weekly
Quota Attainment: 105% average attainment


Square 

Fintech / Payment Processing

(Strategic Business Development)

Call Volume: 75+ outbound calls/day
Meetings Held: 12+ qualified meetings/month
ICP (Ideal Customer Profile): Companies with $1M–$1B in revenue
Activity Volume: 250+ multi-channel activities/week (LinkedIn, email, text, voicemail, in-person)
Quota Attainment: 109% average attainment


New Horizons
Real Estate Management

(Property Operations Manager)


Occupancy Target: 75% minimum – Maintained 90–100% sustained occupancy
Suite Leasing: 32 suites under management (full-cycle leasing)

Lease Length Target: 3+ Years Maintained 88% attainment
Revenue Management: Led pricing, late fee enforcement, and financial operations at 120% "reconciled" quarterly due to incorporating bonus rental content room from existing space





Timeline

Public Safety Client Specialist

Lexipol
08.2024 - 05.2025

Strategic Business Development

Square / BLOCK
08.2023 - 06.2024

Senior Business Operations Manager

New Horizons Ventures
11.2022 - 08.2023

Advanced Client Solutions / Peer Mentor

Bank Of America
03.2020 - 11.2022

Customer Sales and Service Representative

Wells Fargo
03.2016 - 12.2019

Finance Administrative Manager

HFV Coffee LLC
08.2013 - 02.2016

Certificate Of Business Development -

Kennesaw State University

- National Real Estate Sales And Brokerage

University of Georgia

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Stephanie Lalla