Sign new business from prospective SMB clients within a start-up environment via both inbound leads and outbound initiatives
Schedule and conduct personalized consultations with prospective clients to comprehensively understand clients' business needs and win the opportunity
Effectively articulate the value proposition of our platform tailored to small businesses within field-service industries
Maintain extensive knowledge of product/solution offerings as a subject matter expert
Relationship Manager, Sr. - VP
JPMorgan Chase & Co. - Merchant Services
09.2022 - 07.2023
Managed a portfolio of 12 strategic referral partners within the franchise, association, and ISV/VAR verticals
Developed deep relationships at all levels of the client's organization, with an emphasis on C-level executives
Responsible for retaining clients and growing volume/net revenue through effective account management, collaboration, and implementation of complex product strategies
Understand the unique needs of each client to proactively identify gaps and to suggest product/service solutions
Perform regular business reviews with engaged clients to discuss the overall relationship, client roadmap, pain points, and growth strategies, both virtually and in-person
Collaborate effectively within a robust matrix of internal partners to optimize product and service delivery for clients
Identify potential new referral partner opportunities, when possible, and coordinate with Business Development to pitch a partnership to the prospect
Total annual settled processing volume of assigned portfolio - $1.5B
Business Development Specialist, CIB Franchise
JPMorgan Chase & Co. - Merchant Services
06.2018 - 09.2022
Signed new business and executed large scale setup conversions for 20+ nationally branded, highly visible franchise partners aligned with the Corporate & Investment Bank
Maintained and expanded portfolio of client relationships by serving as a trusted resource beyond the initial sales process, including identifying additional opportunities and providing constant account maintenance assistance
Developed relationships with corporate and franchise points of contact to assist with coordinating the boarding and activation of accounts in accordance with partner deadlines
2019 - $269MM in achieved volume (243% of goal), 384 approved contracts (93% of goal), 1,021 unique MIDs.
2020 - $162MM in achieved volume (165% of goal), 228 approved contracts (116% of goal), 711 unique MIDs.
2021 - Selected to serve as sole merchant setup point of contact for 2 commercial bank relationships that required high degrees of service and attention to detail
Relationship Manager 1/Franchise Sales
JPMorgan Chase & Co. - Merchant Services
08.2017 - 06.2018
Boarded high volume franchise accounts in addition to RM1 duties, including a full franchise conversion for an enterprise level fast-food partner
Served as an advisor to those franchise partners post-boarding by executing maintenance requests and being available to assist in solving and rectifying various issues
Serviced cases for existing clients in a pooled RM environment through various maintenance, research, and service requests
Business Development Specialist, Partnership Sales
JPMorgan Chase & Co. - Merchant Services
08.2013 - 08.2017
Signed new business from prospective leads within the tiers of $50K to $50MM in annual sales volume, with a focus on partnership clients
Communicated in writing and verbally with key decision makers at a variety of levels (small to mid-size business owners, C-level executives) to evaluate needs, propose solutions, and sign new business
Cultivated long-standing client relationships through the use of quickly built rapport, personable consulting, problem solving, and transparency
Maintained extensive knowledge of industry specific subjects, including VAR integrations, interchange, and equipment solutions
Commercial Facility Sales Associate
Sherwin-Williams
08.2010 - 08.2013
Serviced commercial level clients through the sale of architectural, chemical, and industrial coatings
Provided daily support for commercial accounts by answering inquiries, checking availability of products, and corresponding with customers
Generated new business by cold calling leads and following up with previous customers
Education
Associate of Science - Business
Brookhaven College
Dallas, TX
Skills
10 yrs experience in merchant services
9 yrs experience in partnership/franchise sales
Written & verbal communication to C-suite
Client rapport building
Organization & efficiency
Negotiation & closing abilities
Extensive Salesforce experience
Critical thinking & problem solving
Timeline
Business Development Representative
Profit By Paymentus
09.2023 - Current
Relationship Manager, Sr. - VP
JPMorgan Chase & Co. - Merchant Services
09.2022 - 07.2023
Business Development Specialist, CIB Franchise
JPMorgan Chase & Co. - Merchant Services
06.2018 - 09.2022
Relationship Manager 1/Franchise Sales
JPMorgan Chase & Co. - Merchant Services
08.2017 - 06.2018
Business Development Specialist, Partnership Sales