Project Manager

Experienced Strategy and Operations Manager in Fintech with direct experience in Go-to-Market Strategy, Customer Success, and Sales Strategy, and Analytics. Successfully led cross-functional work with senior leadership from Sales, Product, Engineering, Marketing, BizOps, and Compliance to execute on strategic initiatives. Skilled in redefining product, processes, and workflows; saving organizations time, increasing employee productivity, and maximizing revenue growth.

Senior Strategy & Operations

• Go-to-Market - S&O leading corporate transformation to increase speed-to-lead, outreach cadence frequency, sales coverage, and capitalize customer conversion at key milestones. Redesigned GTM strategy including updated Roles & Responsibilities, Workflows, Incentives and Reporting. Designed a performance management framework to enhance visibility into productivity data and reveal insights to inform management coaching and performance improvement plans. Analyzed sales tooling to uncover gaps impacting cycle time, capacity, and conversion blockers, guiding product redesign and enhancements for relaunch
• Revenue Operations - Led the ideation, development and product launch of a bespoke sales CRM and task management tool for business requirements through partnership with Palantir Technologies; increased daily salesforce productivity by ~25% and boosted client conversion by ~10% by creating full accountability and input visibility. Coordinated ROI model build to predict loan revenue probability by evaluating process bottlenecks, informing decision making of sales strategic focus
• Implementation - Formulated rule based logic to leadscore and surface “must win” customer engagements into a task based UX; operationalized working tool in under 90 days. Defined user testing, piloting, and rollout advancement criteria to surface insights and decrease executional risk. 
• Stakeholder Management - Coordinated Palantir engineers, Sales team, Sales leaders, Data Analytics, and C-Suite on prioritization of build and design of task management CRM, corresponding performance dashboards, and adoption. Steered Better Real Estate strategy to improve collaboration with BMC by streamlining dislocated workflows, resulting in a 15% increase in lead attachment rate
• Change Management - Constructed training documents and playbooks for sales enablement, developed marketing materials, obtained buy-in from executive leadership and key stakeholders, onboarded Sales and achieved fast adoption

Sales Intelligence, Manager

• Started and led the Sales Intelligence team. Team mandate was to pilot test and scale new and innovative sales initiatives 
• Scaled team from 1 to 50 over six months, including recruitment and training, and directly managed and developed 10 associates through weekly 1:1 coaching, trainings, and mentorship 
• Managed launch of Cash Offer product offering, allowing buyers to access all cash buying power to win in competitive markets
• Launched partnerships with customers including Tesla, to enable solar financing, and Carta Equity to pledge private equity as down payment collateral
• Redesigned bank attorney communication processes to strengthen client coordination, reduced funding timeline from 60 to 45 days generating $3M in additional annual revenue 
• Coordinated with Product and Compliance to restructure and improve tax calculation accuracy on loan disclosures resulting in an 18% net increase in conversion for New York State origination

Senior Loan Consultant

• Subject matter expert in loan origination
• Consistent top performer month over month resulting in $400M+ production volume and nationwide published accolades:
  • #17 Top Producers of 2021 from National Mortgage News
  • #44 Top Dollar Volume 2021 from Scotsman Guide (out of 10,000 ranking, top 1%)