Account Manager /Financing Specialist Resume Example Directed Equity

ACCOUNT MANAGER /FINANCING SPECIALIST

Summary

Dynamic Sales & Marketing Manager proficient at collaborating with multiple stakeholders to determine audience interest and develop strategic go-to-market communication plans that align with the company's business priorities and initiatives.

Highlights

Strategic Business Development & Implementation for Food-Related Franchises
Management and Collaborative Skills
Forecasting and Budgeting
New Position/Department Start-Up and Development

Business to Business and Business to Consumer Marketing, Branding, Advertising, Public Relations and Promotion
Coaching and Training
Published Author for Industry Publications and Media

Accomplishments

Identified, created and implemented strategic marketing campaign to Lenders and Business Brokers, contributing to firm's Best Quarter and Best Year in 2012 and 2013
Key Contributor to firm's 97% Satisfaction Rating from client surveys
Selected as National Speaker at the International Builders Show in 2008 and 2009
National Association of Home Builders, National Sales & Marketing Council Co-Chair 2009
Selected as one of seven to serve on the National Sales and Marketing Ideas Magazine Editorial Advisory Council
Selected as Marketing Director of The Year Finalist in the homebuilding industry in 2003

Experience

Account Manager /Financing SpecialistNov 2011 to Current
Directed Equity － Parker, CO

Develop, manage, monitor and service 35 - 45 clients annually, average financing deal ranges from $250,000 to $500,000
Grow revenue year over year by successfully prospecting new business and retaining existing relationships to maximize lead flow within the Franchise, Business Broker and Lending industries
Succeed in meeting company close ratio average of 35-50%, and increased personal production by 50% annually
Create and implement marketing campaigns utilizing Constant Contact, direct mail, social media and event verticals
Provide realistic recommendations to clients upon review of profit and loss statements, tax returns, business plan and projections relevant to business acquisition and start-up opportunities
Account management of financing/funding process, seeing clients through to funding, contributing to the firm's 97% customer service satisfaction survey rating
Review loan submittals to ensure appropriate materials submitted and lending requirements met
Increased lending referrals in 2013-2014 by 75%+ through implementation of NAGGL promotions and educational webinars to lending executives and business development officers
Maintain clients status updates to development team utilizing CRM software (Clarity)

Marketing Manager / Office ManagerMar 2011 to Nov 2011
Lindsay Associates － Denver, CO

Managed daily operations for factory representative group and commercial furnishings showroom
Assessed current brand identity and identified opportunities
Developed marketing database and implemented email marketing campaigns
Created marketing materials with existing resources for sales representatives and dealers
Created purchase orders, verified acknowledgments, and tracked shipment of product for clients
Managed accounts receivables and payables for business' ordering entity
Collected sales funnel data and provided forecasting for management team

OwnerJul 2009 to Mar 2011
Marketing Consultant － Aurora, CO

Directed development of identity packages and marketing for small businesses.
Conducted business to business sales calls and email marketing for independent interior designer.
Executive assistant to principals and directors within the healthcare industry.
Provided marketing outreach and guidance for fitness instructor increasing client base.

National Director of Sales & MarketingSep 2005 to Jul 2009
Lita Dirks & Co., LLC － Englewood, CO

Defined product and service strategies congruent with the company's future growth relative to marketing and business operations
Conducted sales calls and presentations for prospective and existing clients delivering over 1.5 million in revenue from clients a year
Strategically planned website redesign and implementation improving online inquiries by 20%
Created and implemented new sales tracking and follow up methods to better monitor sales activity Implemented email campaigns, search engine optimization and social networking
Provided sales and marketing training to staff designers
Provided solution and budget oriented merchandising strategies for clients
Determined proposed budgets and contracts for clients
Planned and implemented clear value proposition and cohesive branding strategy
Defined and built positive company culture as an internal and external spokesperson for the firm
Authored and co-authored articles and press releases appearing in the Denver Newspaper Agency, Sales and Marketing Ideas Magazine and the Sales & Marketing Channel.

Marketing ManagerJan 2004 to Jan 2005
Pulte Homes Corporation － Englewood, CO

Department head that directly supervised marketing coordinators and marketing communications, reporting to the Division President
Member of Executive Team responsible for strategic direction, development of priorities and implementation
Forecasted, budgeted and tracked division marketing efforts, for short and long term planning Leveraged market intelligence and competitive trends to gain product advantage and market share
Developed and executed marketing campaign for a 2700 acre master-planned community
Generated over 5,000 leads by effective execution of marketing and PR efforts
Managed all media buys per budget and marketing objectives Developed new sales and marketing materials to assist on-site sales team
Managed execution of signage program, including outdoor media, and promotional signage
Managed internet lead program and website presence.

Marketing DirectorJan 1998 to Jan 2004
Engle Homes/Colorado, Inc － Englewood, CO

Organized, trained, and managed three marketing associates
Marketing Team Leader for TOUSA Homes Colorado, integrating marketing strategies and tactics as part of the overall presale to close building process
Strategized and implemented marketing campaign for 26 neighborhoods with a $1.5M budget
Conducted marketing research relevant to product offering decisions and specific community marketing campaigns
Developed, coordinated and implemented branding campaign that increased market share
Managed sales tracking of marketing and advertising efforts proving successful impact on company's gross profit margin/net income Managed marketing budget and approved invoices
Managed all media buys per budget and marketing objectives Developed new sales and marketing materials to assist on-site sales team
Coordinated and implemented sign programs Managed internet lead program and website appearance
Coordinated production, determined placement and installed graphic displays in sales offices
Managed REALTOR tours, sales office/model openings and special events as needed Represented Engle Homes in industry, civic and other public relation activities and events.

Education

Bachelor of Arts, Mass CommunicationsUniversity of DenverMass Communications

Community Service & Interests

Classroom volunteer at Buffalo Trail and Pine Ridge Elementary, 2000 - present
HomeAid Colorado Volunteer for various fundraising events - 2002
Whiz Kids Program Tutor for underprivileged children - 1998
University of Denver Varsity Volleyball player
Golf, Volleyball, Running & Music

Skills

Account management, accounts receivables, Adobe Photoshop, advertising, brand identity, budgets, business development, business operations, business plan, competitive analysis, contracts, CRM, clients, customer service, database, direct mail, direction, email, special events, financing, forecasting, graphics, gross profit, Illustrator, Team Leader, marketing strategies, marketing research, MarCom plans, marketing materials, merchandising, Excel, Office, Power Point, Word, networking, Author, payables, presentations, press releases, PR, profit and loss, Quark, QuickBooks, reporting, Sales, search engine optimization, strategy, tax, website

Resume Overview

Companies Worked For:

Directed Equity
Lindsay Associates
Marketing Consultant
Lita Dirks & Co., LLC
Pulte Homes Corporation
Engle Homes/Colorado, Inc

School Attended

University of Denver

Job Titles Held:

Account Manager /Financing Specialist
Marketing Manager / Office Manager
Owner
National Director of Sales & Marketing
Marketing Manager
Marketing Director

Degrees

Bachelor of Arts , Mass Communications

Account Manager /Financing Specialist Resume Example

Resume Score: 90%

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