Summary
Overview
Work History
Education
Skills
References
Timeline
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Broghen Chase

Vancouver,British Columbia

Summary

Dynamic Account Executive with 5+ years of experience closing deals and building strong client relationships in SaaS and fintech, complemented by 2 years in sales and revenue operations, building foundational systems and sales teams for startup SaaS environments. Proven track record of increasing MRR by 20% at Let’s Roam, while improving client retention by 25%. Skilled in challenger sales, targeted prospecting, and delivering high-impact demos that convert. At Finoro, we are leading the implementation of AI workflows to streamline sales processes, and we support scalable growth while establishing operational foundations. Passionate about using data-driven insights and automation to exceed targets and deliver value in high-growth tech environments.

Overview

6
6
years of professional experience

Work History

Head of Product & Operations (Consultant)

Finoro
01.2025 - Current
  • Leading product development and operational strategy for an AI-driven financial advisory startup.
  • Building scalable GTM and operational infrastructure to support product launch and growth.
  • Designing and implementing AI workflows to automate internal processes and prepare for scalable client onboarding.
  • Overseeing foundational sales systems, CRM structuring, and workflow automations to enable future BD and AE activities.
  • Utilizing n8n, Zapier, and vibe coding to automate tasks, increasing internal efficiency.

Head of Corporate Partnerships

Let's Roam
05.2024 - 07.2025
  • Spearheaded development of a subscription-based revenue model, increasing MRR by 20% in the first year.
  • Built and launched a new product offering, including pricing structures and targeted enterprise offers.
  • Managed end-to-end sales cycles, reducing cycle length by 22%.
  • Improved client retention by 25% through strategic product positioning and relationship management.
  • Implemented ZoomInfo and HubSpot workflows for pipeline management, boosting productivity by 30%.

Account Executive, Canada/USA

CoPilot AI
06.2023 - 02.2024
  • Surpassed quotas, maintaining a 24–30% close rate in high-volume SaaS sales.
  • Built high-performing email sequences to increase lead conversion and prospect engagement.
  • Delivered targeted demos, leveraging AI-driven value propositions.
  • Collaborated with product and marketing teams to align enhancements with client needs.

Account Executive, Canada/USA

Bucketlist Rewards
02.2022 - 06.2023
  • Managed a $750K annual quota while overseeing 65–70 mid-market accounts.
  • Executed tailored demos and leveraged client goals for effective deal closures.
  • Exceeded activity targets through cold outreach and strategic prospecting.
  • Developed C-suite relationships to drive repeat business and account growth.

Regional Sales Manager, Western Canada

Sunscape Studios
11.2019 - 08.2021
  • Led 7 sales managers, increasing product revenue by 22% and membership by 11%.
  • Created sales education materials on sales techniques and customer psychology.
  • Reduced management turnover by 80% through targeted recruitment and training.

Education

Bachelor of Sciences -

Capilano University
North Vancouver, BC

Certificate - Deep Learning

NVIDIA Developer Program
Remote

Skills

  • Account Management & Challenger Sales
  • Enterprise SaaS Sales & Deal Negotiation
  • CRM & Pipeline Management (HubSpot, Salesforce)
  • Lead Generation & Prospecting (ZoomInfo)
  • GTM Strategy & Sales Playbook Development
  • Sales & Revenue Operations (Sales Ops, Rev Ops)
  • Sales Process Automation & AI Workflow Integration (n8n, Zapier)
  • Forecasting, Reporting & Data-Driven Insights

References

References available upon request.

Timeline

Head of Product & Operations (Consultant)

Finoro
01.2025 - Current

Head of Corporate Partnerships

Let's Roam
05.2024 - 07.2025

Account Executive, Canada/USA

CoPilot AI
06.2023 - 02.2024

Account Executive, Canada/USA

Bucketlist Rewards
02.2022 - 06.2023

Regional Sales Manager, Western Canada

Sunscape Studios
11.2019 - 08.2021

Bachelor of Sciences -

Capilano University

Certificate - Deep Learning

NVIDIA Developer Program

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Broghen Chase