Summary
Overview
Work History
Education
Skills
Timeline
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Daniel Plom

Los Angeles

Summary

My passion is developing business partnerships for high performance organizations by establishing sustainable relationships based on trust and mutual respect, as demonstrated from 8+ years’ experience in sales and business development. Whether building relationships from the ground-up or fostering existing ones, I understand how to communicate a clear strategic vision that influences results.

Overview

10
10
years of professional experience

Work History

Manager, Strategic Partnerships

Fora Financial
01.2025 - Current
  • Develop strategic partnerships to boost revenue, managing $2MM-$3MM in monthly funding.
  • Manage $1MM in marketing budgets for affiliate partners
  • Negotiate financial contracts, optimizing CPF/CPL campaigns for peak performance.
  • Identify and pursue new business opportunities, expanding partner initiatives.
  • Manage partner accounts and loan pipeline in Salesforce CRM, ensuring seamless operations.
  • Collaborate with marketing to enhance partner email campaigns, generating new partnership leads.average by over 75%
  • Presidents club winner in the top 10% originator; Q1, Q2, Q3 2013, 2014, 2015 for consistently funding over 2MM in loan volume and over 10 units per month

DIRECTOR OF BUSINESS DEVELOPMENT

Lendzi
12.2020 - Current
  • Recruit, develop and execute strategic partnership plans to expand partnerships and drive revenue growth
  • Maintain monthly 2MM to 3MM in partner fundings
  • Negotiate with key players in the financial industry regarding contracts CPF/CPL campaigns to assure maximum performance Identified new business opportunities
  • Actively manage partner accounts and loan pipeline in Zoho CRM
  • Actively monitor partner portals with KPI’s and monthly funding metrics
  • Collaborated with cross-functional teams to expand partner initiatives
  • Track daily channel performance and results, reporting out to leadership on a weekly basis and troubleshooting any issues
  • Attend weekly and monthly partner calls to discuss performance and lead optimization
  • Collaborate with marketing team to create new partner email campaigns to generate new relationship leads

DIRECTOR OF BUSINESS DEVELOPMENT

Seek Business Capital
12.2016 - 12.2020
  • Recruit new and manage existing top tier lending partners who generated $300K in funding’s per month
  • Negotiate lending partner contracts CPF/CPL campaigns to assure maximum performance Identified new business opportunities
  • Actively manage partner accounts and loan pipeline in Salesforce
  • Develop broker relationships by outreaching via cold calling, social media, LinkedIn, and tradeshows
  • Track daily channel performance and results, reporting out to leadership on a weekly basis and troubleshooting any issues
  • Continuously communicated & motivated lending partners to promote new offers in the following verticals - small business loans, merchant cash advances, and startup capital funding
  • Collaborate with marketing team to create new partner email campaigns to generate new relationship leads

SENIOR SALES MANAGER

Neilson Financial Services
01.2015 - 12.2016
  • Recruited by a successful entrepreneur in the financial services industry to build sales, customer service and claims from the ground up
  • Managed all aspects of a team of 30 professionals that handled 400 inbound customer calls each day - including hiring, training, scheduling, measuring and improving performance, and executing on the strategic plans of the organization
  • Attend industry conferences and trade shows to build relations with insurance providers
  • Developed a coaching and training program that included intensive onboarding training and weekly 1 on 1 coaching sessions which produced a 23% decrease in employee turnover
  • Implemented new workflow processes which increased conversion from 5% to 15% in 3 months

Education

High School Diploma -

Fife HS
Tacoma, WA
06-2006

Skills

  • New Business Development
  • Strategic Partnerships
  • KPI (Performance Analytics)
  • Pipeline Management
  • Cross Cultural Communicator
  • CRM Fluency (Sales-force, anything proprietary)
  • Microsoft Office Suite
  • Tech Savvy (Slack, GoTo Meetings)
  • Social Media Outreach (Facebook, LinkedIn)
  • Growth Analytics
  • Negotiation
  • Partnership development
  • Go-to-market strategies
  • Strategic planning

Timeline

Manager, Strategic Partnerships

Fora Financial
01.2025 - Current

DIRECTOR OF BUSINESS DEVELOPMENT

Lendzi
12.2020 - Current

DIRECTOR OF BUSINESS DEVELOPMENT

Seek Business Capital
12.2016 - 12.2020

SENIOR SALES MANAGER

Neilson Financial Services
01.2015 - 12.2016

High School Diploma -

Fife HS

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Daniel Plom