Vetted Account Managers in the San Diego Metro

“Operations leader with deep fintech/lending startup experience (OnDeck Capital, 1st Merchant Funding, ForwardLine, Founders First) building end-to-end underwriting-to-portfolio operations, compliance, and supporting functions like sales/marketing. Known for scaling teams and automating repeatable work—citing growth from ~$3MM to ~$20MM in 2 years—while implementing systems like Salesforce/QuickSight and helping build proprietary funding and portfolio management software. Also provides structured part-time advisory support with clear scope/cadence, including helping set up a global finance company based in Argentina.”

“Sales development professional from SmartFinancial focused on insurance lead generation and SmartFinancial Pro software, driving the majority of pipeline through outbound multi-channel prospecting (calls/email/SMS/LinkedIn) and setting ~40 meetings per month. Helped advance an enterprise deal by diagnosing CPA/conversion issues and aligning a CEO plus multiple stakeholders, resulting in a $300K investment in leads over 3 months; targets $70K base / $100K OTE.”