Jared Goldberg, CLFP

Oversee operational efficiency of the organization by way of departmental analysis and guidance. CRM migration stakeholder. Sales oversight and KPI implementation / dissection. Strategic Partnership and Sales Team Management. Enterprise Level guidance while keeping a focus on fine details and departmental agility.

Head of Sales, BD, and Strategic Partnerships Focused on sales efficiency, KPI Management, and conversion optimization while also providing a high level of transparency and respect to the sales team and our trusted partners. Successfully on-boarded multiple enterprise-level strategic partnerships, resulting in both impactful/consistent revenue production as well as strengthened industry relationships; adding reputational and competitive value to the organization.

Built and oversaw first in-house renewal sales team, dedicated to strengthening broker relationships and boosting the company bottom line. Visionary for tech/CRM enhancements to drive a smoother funnel, a more efficient sales process, and ultimately allow sales reps the opportunity to better focus on their pipeline(s). This resulted in growth with unit and revenue production, and raised the bar for achievable performance within the sales team. Interviewed, hired, trained, and managed overseas call center reps in Eastern Europe - ensuring they had the tools, knowledge, tech and support to thrive and succeed in their roles (roles specific to data entry, collections, sales, and customer service). Managed and oversaw all sales related activity and reporting for the PPP in conjunction with Cross River Bank.

Performance: $100,000,000 in Individual Renewal output, while overseeing $500,000,000 in group output during that same tenure. Responsibilities: -Account management of entire national client-base -Account renewal management -Sales execution -Underwriting Analysis -Sales Manager for the Relationship Management Department -Productive training and conversion of trainees to sales representatives -Sales Operations -Visionary for department Salesforce Pipeline Management solution (Renewals)