Summary
Overview
Work History
Education
Skills
Timeline
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Zach Swenson

West Jordan,UT

Summary

Accomplished Senior Level Leader with a proven track record in strategic business planning and results driven executive leadership. Expert in fostering channel partnerships and driving revenue growth through deep relationships, innovative pricing models and market expansion. Skilled in relationship building and data-driven decision-making, significantly enhancing profitability and operational efficiency. Strategic thinker eager to lead and grow organizations. Skilled in planning and execution of KPI's or strategic initiatives, problem-solving, and communication with good understanding of business principles, integrations/automation, and team leadership. Collaborative with relentless work ethic and company culture.

Overview

19
19
years of professional experience

Work History

Chief Revenue Officer

Fundkite
09.2023 - 06.2024
  • Coordination with the other members of the executive suite to overhaul and implement innovative pricing models that increased competitiveness while maintaining healthy profit margins.
  • Streamlined internal and external communication channels and reporting for better collaboration independent sales organizations and channel partnerships.
  • Inspired customer success leadership to define and deliver on customer value proposition without sacrificing profitability targets.
  • Successfully negotiated favorable contract terms with major partnerships, enhancing profitability margins for the company and generating recurring revenue.
  • Scaled product offerings with emphasis on revenue growth, operational efficiency and speed of execution.
  • Expanded market presence through strategic partnerships and alliances with key industry players.
  • Collaborated closely with marketing teams to develop targeted campaigns that drove lead generation efforts.

Sr. Director of Lender and Partner Operations

Lendio
09.2012 - 07.2023
  • Achieved departmental goals by developing and implementing strategic plans and initiatives.
  • Streamlined operations for increased efficiency with process improvements and automation.
  • Led cross-functional teams to successfully launch partnerships, including legal, product, integrations, and data analysts.
  • Optimized project timelines by effectively delegating tasks and prioritizing workload among cross-functional teams.
  • Boosted company reputation, consistently delivering high-quality products that exceeded customer expectations.
  • Championed continuous improvement initiatives to drive operational excellence within the organization.
  • Drove revenue growth through successful market expansion strategies, identifying relationships within the Fintech market and capitalizing on emerging trends.
  • Created an agile working environment, enabling rapid response to changing business needs without sacrificing quality or performance standards.

Owner/Agent

Zach Swenson Insurance-American Family Insurance
03.2005 - 06.2011
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
  • Trained and motivated employees to perform daily business functions.

Education

BBA - Business Administration And Management

University of Utah
Salt Lake City, UT

Skills

  • Financial technology
  • Strategic business planning
  • Executive Leadership
  • Data-driven decision-making
  • Marketing alignment
  • Relationship and Team Building
  • Leadership and People Development
  • Channel Partnerships

Timeline

Chief Revenue Officer

Fundkite
09.2023 - 06.2024

Sr. Director of Lender and Partner Operations

Lendio
09.2012 - 07.2023

Owner/Agent

Zach Swenson Insurance-American Family Insurance
03.2005 - 06.2011

BBA - Business Administration And Management

University of Utah

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Zach Swenson