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Samantha Pinheiro

Mid-level Growth & Business Development Operator in Financial Services and Defense Tech

RemoteBusiness Development & Strategic Partnerships Consultant (Contract)3 years experienceMid-LevelFinancial ServicesWealth ManagementInvestment Management
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About

Sales/business development operator who has repeatedly built outbound motions from scratch—most recently launching a B2B recruiting GTM at Pinnacle Private Credit, generating 50+ relationships, a $50K+ pipeline in 5 weeks, and closing 7 enterprise agreements with C-suite financial services stakeholders. Also co-founded a defense tech startup (multi-sensor aerial threat detection), led investor outreach to 100+ investors, and applies AI/ML both for outreach personalization (ChatGPT/Claude) and product work (sensor fusion/threat detection).

Experience

Business Development & Strategic Partnerships Consultant (Contract)Pinnacle Private Credit
Co-Founder and Chief Operating OfficerELDAEON INC.
Founder-Creator & Content StrategistMoons and Hues
Wealth Management AssociatePine Harbor Wealth Management
Wealth Management InternCrestwood Advisors
Wealth Management AssociateMorgan Stanley

Education

New York Universitybachelor, Philosophy (2022)

Key Strengths

  • Built and executed end-to-end outbound GTM for a new B2B recruiting division
  • Generated 50+ strategic relationships and built a $50K+ pipeline in 5 weeks
  • Achieved ~30% cold outreach response rate and ~25% close rate; closed 7 enterprise agreements with C-suite buyers
  • Designed effective multi-channel outreach (LinkedIn-to-phone warm calling ~40% conversion to meaningful conversations vs <10% pure cold calls)
  • Strong market intelligence and ICP targeting (40+ executive conversations; prioritization by funding/expansion/geography)
  • Creates scalable structure in ambiguous/early-stage environments (MVP processes, workflow mapping, documentation)
  • Led systematic investor outreach to 100+ investors with comprehensive pipeline tracking
  • Uses AI to personalize outreach at scale and accelerate research (ChatGPT/Claude); applied ML in defense-tech product development

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Contact

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Languages

EnglishPortugueseSpanish

Skills

ExcelRedBlackOrion Portfolio SolutionsSalesforceeMoneyfi360LexisNexisData visualizationAI promptingLLMsWebsite developmentE-commerce platform creationDigital marketingContent management systemsGoogle Workspace