Dynamic business development professional with expertise in sales strategy and team management. Proven track record in driving new business and optimizing sales environments to achieve key performance metrics.
Overview
15
15
years of professional experience
Work History
Office Manager
Dean W. Clouse Law Group
Mesa
01.2025 - Current
A skilled communicator and leader driven to keeping all company standards and goals as his objective and personal level of performance. A skilled Senior Business Development & Partnership Manager who leads the engagement, structuring, and negotiations of partnerships through a combination of existing contacts, current strategic partners, and outbound outreach. Works closely with the executive team to develop the sales strategy and go to market plans to drive new business and implement expansion plans for current customer base. Manages team hiring and headcount to achieve company’s objectives and creates a proactive and optimized sales environment. Establishes performance benchmarks and objectives, tracks performance against those objectives, and collaborates with sales managers to ensure achievement of these goals.
Finance Manager
Response
Lindon
01.2017 - 02.2024
Analyzed financial data to support decision-making for management initiatives.
Collaborated with cross-functional teams to streamline financial operations.
Coordinated with other departments within the organization regarding budgeting matters.
Established relationships with banking partners to secure favorable terms on financing arrangements.
Evaluated existing processes within the finance department and identified areas for improvement.
Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
Developed and managed financial plans for a variety of investments.
Analyzed sales activity to identify and correct cost errors or price discrepancies.
Created monthly performance metrics that tracked key performance indicators.
Monitored financial markets and trends to inform investment strategies and risk management.
Supervised and mentored finance team members, fostering a culture of continuous improvement.
Coordinated cross-functional teams to drive efficiency and effectiveness in financial operations.
Finance Manager
PMI Marketing
American Fork
02.2011 - 01.2017
Provided strategic financial advice to senior management and board members.
Supervised and mentored finance team members, fostering a culture of continuous improvement.
Managed client accounts to ensure satisfaction and retention of services.
Cultivated strong client relationships through effective communication and support.
Conducted regular meetings with clients to understand evolving requirements.
Maintained long-term, profitable relationships with clients through problem solving, issue resolution and recommendation of new products and services.
Received, responded to and resolved customer issues or complaints quickly, resulting in increased client satisfaction.
Participated in training sessions with staff members on topics related to client relationship management.
Analyzed data from surveys and other sources to determine customer satisfaction levels.