Daniel Budreika

HubSpot

● Top Performing Small Business Growth Specialist JAPAC region - January 2025

Growth Specialist - Small Business

Business Development Representative supporting 3-8 Account Executives. Booking meetings with high-fit prospects through targeted outbound via phone, email and LinkedIn.

● Top performing BDR in JAPAC region - Q1 2024

Associate Inbound Growth Specialist

Principal Business Development Representative

Business Development Representative

Boomer Home Loans

Helped to co-found Boomer Home Loans, a specialist fintech lender for people over 55, after recognising the glaring need to incorporate the family home in whole-of-wealth retirement planning.

Through my networks I contributed to raising necessary capital through Seed, Series A and B rounds ahead of Boomer's launch in the Australian market. Roles have been varied to fit around existing commitments and help needed while the team scales ahead of full launch.

Senior Consultant

Co-founder, Director & Board Member

FMD Financial - Expert financial advisers

Successfully negotiated the sale of Planning for Prosperity before working with the team at FMD Financial Adelaide to carefully transfer each client across to their new home.

Achieved personal consent from each client before attending a warm hand-over meeting with their new adviser.

Transition Consultant

Planning for Prosperity

Responsible for generating new business and building relationships with 100 private clients, whilst leading a brilliant team of four support staff.

In 2021, successfully negotiated the sale of Planning for Prosperity to FMD Financial (Adelaide), ensuring each client and existing strategy was warmly handed over to their new adviser. I am most proud that all in-house staff were taken care of and provided with new roles at either FMD Financial or Boomer Home Loans.

Financial Adviser

Financial management
● Detailed cashflow budgets and expected pipleline
● Setting and monitoring new business targets
● Overseeing accounting and payroll functions

Human resources
● Providing leadership 
● Driving culture
● Management and empowerment of staff
● Engaging with recruiters and interviewing candidates

Operations
● Developing systems and processes (onboarding of new clients and review process for existing clients)
● Identifying bottlenecks and improvements in workflows
● Managing 3rd party relations (software providers, outsourced staffing etc)

Sales and marketing
● Outbound prospecting and lead generation
● Developing and refining sales process
● Regularly reviewing and updating website (writing blogs, content for target clients, calls to action)
● Managing and posting on social media
● Providing interviews for News Ltd finance articles
● Engagement with 3rd party consultants

Co-owner & Managing Director

Barker Wealth Management Group

Paraplanner

Holiday Explorers

Information Officer

Provided assistance to travel consultants

Travel Processor

Business Development Representative at HubSpot | Helping businesses grow with the right marketing, sales and service technology

After running a business and co-founding a fintech, I developed a keen interest in solving problems at scale. My passion and curiosity naturally led me to a successful transition into B2B tech sales.

As an Account Executive at HubSpot my aim is to help orgs in Australia and NZ who suffer from clunky CRM and tech stacks across marketing, sales and service that...

➤ Are complex to use --> Low user adoption
➤ Poorly integrated --> Lack of automation
➤ Have siloed data -->  Limited reporting and decision making
➤ Expensive to use --> Poor ROI

HealthEdge

Project Manager

Experienced professional and MBA graduate with years of repeated success in roles requiring strong administrative, time management, and leadership talents. Quick learner and articulate communicator—able to hit the ground running, rapidly mastering new processes, generating strategic ideas, and discussing sophisticated concepts. Big-picture thinker with sharp focus on details, leveraging international experience and a global mindset to achieve results despite cultural differences. Self-motivated achiever—easily adapting to frequent change and remote work environments.

taplio

The Battle

Daniel Budreika

Sarah K. Vetter, MBA

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