NextGear Capital

Direct the development of multiple mutually reinforcing initiatives, programs, and strategic partnerships to meet overall corporate objectives including working with outside companies and internal partners to coordinate interdependent project plans to achieve program goals.

•	Proactively identify new/additional business development opportunities with organizations to grow Nextgear’s portfolio of offerings to dealer customers.
•	Develop, negotiate, and manage new enterprise-level partnerships with financial institutions and digital service providers to scale client businesses.
•	Work cross-functionally to solicit input and drive alignment with legal, product and engineering, marketing, and operations on agreement/contract terms and execution of the partnership.
•	Lead large-scale programs/projects via requirements gathering, scope and scheduling development, resource planning, and implementation through successful completion.
•	Engage the program team in developing solutions to critical and highly complex problems where cross-department considerations are often present.
•	Develop and deliver project deliverables in compliance with approved methodology while communicating a clear vision of project objectives and overseeing successful delivery.

Senior Lead Program Manager, Strategic Partnerships

Delivered all aspects of account management, sales, and risk mitigation to contracted key dealerships throughout Missouri with a focus on providing dealership consulting services to improve sales performance, marketing strategy, floor plan financing, and inventory management.  Reviewed client performance data to assess risk and growth opportunities while evaluating performance metrics and adjusting client credit terms to optimize risk-adjusted returns.

•	Tracked client utilization and leveraged risk data to maximize client performance; collected and analyzed dealer financials to identify risk and organic growth opportunities.
•	Drove customer experience and engagement in driving the sale of ancillary products and services; conducted loss mitigation activities such as inventory and financial statement audits.
•	Managed customer defaults to maximize recoveries; chosen to be part of the Cox Automotive Future Leaders Program.

Portfolio Manager

Independent Consultant - Product Management & Business Development

Spearheaded the redesign of a new Fintech product and provided design guidance for a new e-commerce product including the establishing of processes for the B2B sales department and delivering expertise in due diligence and portfolio review.  Acted as the product manager and SME for the new product including oversight of business requirements, workflow, compliance, and strategic direction.

•	Built and managed all aspects of the B2B sales organization; established a CRM system, reviewed all marketing materials, and trained sales staff in presenting the product to dealer clients.
•	Completed the due diligence on acquiring Pave.com and advised the CEO on negotiations.
•	Created and implemented strategies to acquire or enhance client retention via competitive market analysis and delivery of value-based contracts, pricing models, and affiliate relationships.
•	Wrote operational due diligence documentation on finance companies being considered for acquisition.
•	Delivered guidance on system design for the e-commerce product, including the building/management of business requirements, workflows, compliance, and user stories.

Consultant

Sierra Auto Finance (Master)

Appointed to spearhead the conceptualization, design, and launch of a new e-commerce site project while acting as the SME and marketing manager for DriverUp.com.  Directed all aspects of national accounts, established training and marketing procedures for sales representatives, managed market testing, and evaluated performance figures in various markets.

•	Fostered profitable key relationships with dealer groups to develop a clear understanding of objectives and business models including sales culture and management structure.
•	Built, launched, and managed all aspects of the National Accounts Program; developed reporting for all dealerships and established relationships with national dealer groups.
•	Led a complete product redesign for DriverUp.com  as an SME which included facilitating the training of the sales team on DriverUp.com, a SaaS/e-commerce/FinTech product for automotive finance.
•	Oversaw the successful management of sales and business development activities, including the acquisition and penetration of new clients to meet the objectives of the overall business plan.

Vice President, National Accounts/Business Development & Product , DriverUp.com

Delivered all aspects of management and strategic direction to the sales team and the operational elements related to the company’s planned growth into new territories while guiding and directing all sales and marketing activities in territories throughout MO, KS, IL, OK, TX, NM, CO, AZ, CA and WA.

•	Managed the recruiting, development, performance, and oversight of high-impact sales and marketing staff to achieve all established goals and objectives.
•	Directed the development of strategic and tactical plans to achieve sales/marketing objectives while leading company positioning and the creative development process to help drive profit.
•	Managed pipelines, forecasts, and deals to ensure above-quota results based on successful pipeline management; formulated sales strategies that maximized sales efforts.
•	Oversaw sales tracking and reporting, as well as management of the sales organization’s results and associated expenses that contributed to the company’s growth and profitability goals.
•	Analyzed sales territory performance to identify weaknesses, uncover opportunities for improvement, and devise action plans to improve performance.
•	Oversaw the successful management of sales and business development activities including the acquisition and penetration of new clients to meet the objectives of the overall business plan.

Vice President of Sales, Western Region

Americredit

Served as a market leader and primary point of contact in the development of invaluable relationships with dealer partners, while identifying the ongoing needs of customers, analyzing competitive data, and managing the creation and launch of market strategies focused on soliciting and acquiring commercial customer relationships. Negotiated and secured financing agreements with dealership management.
•	Compiled lists of prospective dealerships and scheduled visits to stimulate interest in auto finance programs.
•	Oversaw the planning and preparation of sales calls to automotive dealerships to ensure productive and purposeful meetings with the goal of securing the account. 
•	Partnered with credit analyst/sales support in all aspects of ongoing account management, while utilizing a consultative sales process for developing dealership partners.
•	Delivered onsite dealership training and consulting for automotive lease products, while marketing ancillary products for both retail and lease transactions.
•	Facilitated the training and guidance of dealership sales staff development.
•	Analyzed dealership portfolios to uncover opportunities for improving performance, while working closely with manufacturing representatives to improve dealership sales and profitability.
•	Presented the “AmeriCredit Clifton Morris Award”, 2007.
•	Substantially increased dealer penetration by 50% in three months for the automotive finance office.
•	Increased loan volume in a territory from 30% of total branch volume to 75% in three months.

Dealer Relationship Manager

Fireside Bank

Led cross-functional teams in the development and execution on all aspects of complex integrated marketing campaigns, with a focus on presenting auto finance products to franchised and independent dealerships.  Managed all areas of strategy development, creative development, proofreading, and internal communication development.  Partnered in the development of plans to achieve marketing goals; identifying market opportunities, competitive positioning, and marketing enhancements.
•	Led and consulted on ongoing marketing development, planning and testing to improve the effectiveness and efficiency of marketing efforts and refinement of processes.
•	Worked with the brand and advertising team to ensure the Fireside promise was reflected in all marketing and customer related materials and communications.
•	Identified opportunities to leverage all channels when developing and executing marketing initiatives; analyzed dealership portfolios to uncover opportunities for improving performance.
•	Partnered with staff to gain key consumer insights to inform future marketing programs.
•	Drove and manage the negotiation of complex financing agreements with dealership management; conducted the underwriting of automobile financing products.

Marketing Manager

Solutions-focused sales and financial technology executive leader with expertise in spearheading large-scale business development, sales operations, market development, channel marketing, national account management, and team building/management in the automotive and Fintech industries.  Expertise in leading high-impact business, sales, and marketing strategies that drive growth and maximize profits via the development of strategic planning, strategies, and solutions focused on enhancing competitiveness, spearheading market growth, increasing revenue, and achieving established targets/KPIs.  Adept in building and leading high-performance teams, business processes, and complex negotiations while managing programs, performance, and operations. 
 
•	B2B Sales Operations
•	Product Design/Development
•	Project Management
•	Financial Technology
•	Consultative Sales Strategy
•	Strategic Partnerships
•	Training & Development
•	Revenue & Profit Growth
•	New Business Development
•	Program Management
•	Natl. Account Management
•	Team Building/Management

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