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Nick M.

Director of Account Management | Private Lending | Loan Servicing | Loan Origination | SaaS | FinTech | M&A | Private Equity | Sales & Business Development | Team Leadership | Customer Success | Investor Management

Nick M. is a seasoned sales and marketing professional with over a decade of experience in B2B/SaaS sales & consulting, excelling both as an individual contributor and as a leader of successful teams.

His skill set includes business development, strategic planning & execution, sales pipeline management, account management & growth, digital & direct mail marketing, revenue modeling & forecasting, up-selling & cross-selling, contract negotiations, and top-tier communication and negotiation skills.

Nick is adept at tracking & exceeding KPI's, relationship & partnership building, analytical problem solving, and possesses proficiency in various tools such as Quickbooks, pivot tables, PowerBI, Excel Power Queries, SQL, Salesforce/CRM, SaaS, Loan Servicing Software, Loan Origination Software, and Private Lending.

He pursued a B.A. Degree in Law; Conflict Resolution at UC Irvine and has held key positions like Director of Account Management, Managing Broker, Head of Account Management, and Global Accounts Manager at The Mortgage Office. Additionally, he served as a Sales Manager - Entertainment at AT&T.

Nick M.
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Location

Los Angeles Metropolitan Area