Whitney Smith
El Paso,TX
Summary
Accomplished sales professional, with outstanding hands-on customer relationship management skills. Knowledgeable across a wide range of communication and organizational disciplines, with extensive knowledge of the factoring industry with a focus on transportation. Proven track record in developing profitable partnerships. Highly driven in identifying, pursuing and capitalizing on channel sales opportunities. Articulate and decisive with excellent judgment in developing successful strategic plans for both referral partners and prospective clients.
Overview
10
10
years of professional experience
Work History
Business Development Officer
Norza Real Estate Group
El Paso, TX
10.2023 - Current
- Negotiated lease agreements with potential clients, such as buyers or sellers.
- Collaborated with senior leadership to set long-term objectives for the company.
- Assisted with client requests and answered questions to improve the buying/selling experience.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Extended support and guidance to sellers and buyers to maintain a collaborative work environment.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Attended industry expos for outreach and referral opportunities.
Business Development/Sales Division
Power Funding LTD
El Paso, TX
06.2022 - 08.2022
- Researched emerging opportunities to build business and expand customer base.
- Built partnerships and strategic alliances to extend organization's brand and increase avenues of support.
- Directed and coordinated products, services and sales activities.
- Conducted market research and reported on competitors.
- Organized and executed trade/expo events within industry organizations to establish community relationships and maximize company brand and offering.
- Facilitated growth and increased brand awareness by working with sales team to build and maintain key business relationships.
- Managed social media platforms and maintained online presence for engagement and new business.
- Collaborated creatively to develop brand content, enhancing identity and engaging audience.
- Established strong client relationships to drive business development.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Delivered positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction.
- Advised and counseled customers on financing and related matters, courteously educating clients and responding to inquires.
- Negotiated terms for management services and financing to close deals with hesitant clients and retain relationships.
Channel Marketing Representative
Triumph Business Capital
El Paso, TX
08.2020 - 05.2022
- As CMR, funded over 250 new clients generating over $3.5 million in new business revenue.
- Performs full-cycle independent sales process: application, due diligence/underwriting setup, to close.
- Independently conducts prospecting and initial due diligence on prospective clients to assess the needs of their business.
- Evaluates the prospective client’s business and analyzes information to determine which factoring product or structure best fits the client’s needs.
- Accountable for maintaining a relationship with all clients to ensure their retention during the contract renewal period or should competitive pressures surface.
- Attended mutually rewarding sales conferences, seminars, and business opportunities with industry leaders and competitors.
- Analyzed consumer behaviors and market trends, thereby adjusting emails and advertising material & campaigns based on current knowledge.
Referral Partner Manager
Triumph Business Capital
El Paso, TX
06.2019 - 07.2020
- Provided one on one training on platforms where referral partners could submit documentation for their clients to increase their closure rate.
- Provided reports and up to date details on client setup process to ensure collaboration to successfully close business.
- Encouraged feedback from customers to implement operational changes.
- Collaborated with departments to maximize customer satisfaction, streamline the on-boarding process and improve bottom-line profitability.
- Made direct contact with prospective clients through leads generated from partnerships to boost partners revenue and increase customer satisfaction.
- Created employee incentive programs for referral partners to increase lead generation and sales.
Director of Business Partnerships
Interstate Capital Corporation
El Paso, TX
03.2015 - 05.2019
- Served as a vital sales representative ensuring customer satisfaction plus expanded the product beyond the workplace.
- Utilized networking skills to develop new relationships with key organizations in the transportation industry.
- Led strategic planning of partner engagement programs after analysis and research of company programs and functions.
- Monitored trends to identify untapped market gaps where partnerships would prove crucial.
- Developed and maintained companies' corporate image and identity using logos and signage.
- Oversaw special promotional events to drive positive media coverage, boost revenue and enhance sales.
- Developed over 200 referral partners in various platforms to generate new client business.
- Maintained relationships with referral partners and their clients to ensure their retention during competitive pressures and contract renewal periods.
Education
High School Diploma -
Franklin High School
El Paso, TX05.2005
Skills
- Transportation Industry Knowledge
- Team Building
- Networking
- Verbal and Written Communication
- Marketing Strategy Development
- Salesforce CRM Software
- Relationship Building
- Contract Negotiation
- Detail-Oriented
- Bilingual Communications-Spanish and English
- Leveraging Social Media
- Microsoft Office
- Customer Retention Strategies
- Promotional Events
References
Blaine Waugh-310.930.2859
- Enterprise Sales-Triumph Business Capital
Rene Hernandez-915.534.9706
- Property & Casualty Consultant-USI Insurance Services
Matthew Elias-915.494.1079
- CEO-Preferred Distribution Services
Languages
Organizations
Junior League of El Paso
- Member-April 2019-2021
El Paso Chamber
- Ambassador-Jan 2019-Present
Hispanic Chamber of Commerce
- Ambassador-Jan 2019-Present
Timeline
Business Development Officer
Norza Real Estate Group
10.2023 - Current
Business Development/Sales Division
Power Funding LTD
06.2022 - 08.2022
Channel Marketing Representative
Triumph Business Capital
08.2020 - 05.2022
Referral Partner Manager
Triumph Business Capital
06.2019 - 07.2020
Director of Business Partnerships
Interstate Capital Corporation
03.2015 - 05.2019
High School Diploma -
Franklin High School