Brandy Hartman
Brentwood,CA
Summary
Strategic Relationship Manager with over 16 years of experience in driving acquisitions, client retention, revenue growth, and fostering long-term partnerships within the financial services and B2B sectors. Expertise in managing high-value portfolios and cultivating executive relationships, leveraging consultative and solution-based strategies to effectively expand accounts. Proficient in overseeing the complete account lifecycle from onboarding to expansion while collaborating cross-functionally to achieve measurable business outcomes. Strong communicator with a proven ability to build and sustain client relationships, ensuring satisfaction through problem-solving and strategic relationship management.
Overview
18
18
years of professional experience
Work History
Strategic Client Development Relationship Manager
Capital One, N.A
San Francisco Bay Area
01.2020 - Current
- Manages a portfolio of mid-market Commercial Card clients generating $400MM+ in annualized purchase volume, delivering high-touch account management across complex organizations
- Achieved 100% client retention over a 3-year period, with zero losses to competitors
- Drives measurable increases in client purchase volume by identifying opportunities to expand vendor adoption and optimize program usage
- Conducts detailed spend analysis and leads strategic account reviews to uncover growth opportunities and improve client ROI through increased rebates
- Built and strengthened multi-threaded relationships with finance leaders and executive stakeholders across client organizations
- Took on expanded responsibilities following the dissolution of Vendor Outreach and Client Success teams, directly supporting vendor enablement and spend optimization efforts
- Led initiatives to identify and onboard additional vendors into client card programs, increasing transaction activity and deepening engagement
- Navigates client relationships through significant internal changes, maintaining trust and continuity
- Partners cross-functionally with product, commercial bank, treasury management partners, and support teams to deliver solutions and enhance the client experience
- Proactively identifies retention risks and implements strategies to strengthen long-term client relationships
Vice President, Commercial Card Sales Officer
Capital One Commercial Card
San Francisco Bay Area
01.2017 - 01.2020
- Consistently exceeded monthly, quarterly, and annual sales targets within a defined territory
- Developed and executed consultative sales strategies to acquire and grow mid-market B2B clients
- Built and maintained a strong pipeline through self-sourcing, referrals, and strategic partnerships
- Delivered customized payment and financial solutions aligned to client business needs
- Collaborated cross-functionally to ensure smooth implementation and drive product adoption
- Recognized as a top performer and early market builder across West Coast territories
Assistant Branch Manager / Business Payroll Sales Consultant
Wells Fargo Bank
San Francisco Bay Area
01.2009 - 01.2017
- Managed and coached a team of 8 bankers, driving performance across sales and service metrics
- Developed business banking relationships and expanded payroll and financial service adoption
- Delivered training and presentations to internal teams and clients on product solutions
- Built partnerships across retail and business banking teams to drive referrals and growth
- Turned around an underperforming territory into a consistently producing market
Account Executive
Konica Minolta
Alameda, CA
05.2008 - 11.2009
- Generated new business through outbound prospecting and in-person sales
- Built relationships with key decision-makers and closed B2B solutions
- Developed strong consultative selling and pipeline management skills
- Developed and maintained strong client relationships to drive sales growth and customer satisfaction.
- Delivered persuasive presentations to clients, effectively communicating product benefits and value propositions.
Education
Bachelor of Science - Business Marketing
University of Phoenix
San Francisco Bay AreaSkills
- Account Management
- Client Retention
- Revenue Growth
- Executive Relationship Building
- Portfolio Management
- Business Reviews
- Cross-Functional Collaboration
- B2B Sales
- Consultative Selling
- Salesforce
- Financial Services
- Payments Solutions
Timeline
Strategic Client Development Relationship Manager
Capital One, N.A
01.2020 - Current
Vice President, Commercial Card Sales Officer
Capital One Commercial Card
01.2017 - 01.2020
Assistant Branch Manager / Business Payroll Sales Consultant
Wells Fargo Bank
01.2009 - 01.2017
Account Executive
Konica Minolta
05.2008 - 11.2009
Bachelor of Science - Business Marketing
University of Phoenix
AWARDS
- Presidents Club Award Recipient, 2018, 2019, 2020, 2022,
- Ranked top 9% in company, 2023
- Recognized as Top Performer, Multiple Years for exceeding sales quota, portfolio growth and client impact