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Avi Gottlieb

Mid-level Funding & Business Development professional specializing in SMB finance and SaaS sales

Brooklyn, NYFunding Manager6 years experienceMid-LevelFinancial ServicesSmall Business LendingConsulting
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About

Sales/BD professional from startup environment (Gigaspaces) who personally owned outbound motions and built multi-step, multi-channel sequences that produced record-breaking quality meetings. Uses LinkedIn Sales Navigator for targeted prospect research, prioritizes C-level decision makers, and applies A/B testing plus AI/automation to scale and improve messaging performance.

Experience

Funding ManagerPrestigious Capital Group
Project ManagerCapvision
Senior Sales Development RepresentativeGigaSpaces
Sales Development RepresentativeGigaSpaces
Business Development AssociateEverytale
Co-FounderKOManage LLC
Real Estate InternCleeman Realty LLC

Education

Binghamton University, State University of New York, School of Managementmaster, Finance (2021)
Binghamton University, State University of New York, School of Managementbachelor, Management Information Systems (2020)

Key Strengths

  • Built and iterated outbound outreach sequences that drove record-breaking quality meetings booked
  • Data-driven messaging optimization via A/B testing by industry, region, and touchpoint order
  • Strong multi-channel prospecting execution across email, phone, LinkedIn, and other social platforms
  • Strategic prospect prioritization focused on senior decision-makers with effective fallback to influential technical stakeholders
  • Created structure in an early-stage startup environment through consistent SDR reporting and process improvement

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Contact

candidate@example.com(555) 123-4567LinkedIn Profile
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Languages

English

Skills

Financial document analysisBank statement analysisTax record analysisAccounts receivable analysisSmall business fundingLoan application processingLender sourcingStakeholder managementClient onboardingClient advisingDocument verificationFollow-up managementRefinancing supportProject managementRequirements gathering