Summary
Overview
Work History
Education
Skills
Timeline
Generic

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

11
11
years of professional experience

Work History

Manager, Strategic Partnerships

Fora Financial
01.2025 - Current
  • Onboard new lending partnerships by identifying and engaging with key industry players in verticals including eCommerce, and SaaS and embedded Finance.
  • Negotiate financial contracts, optimizing CPF/CPL campaigns generating $1M to $3M in originations
  • Managed $1M in partner spend; drove $500K in net revenue through targeted partner optimization
  • Work cross-functionally with legal, compliance, and underwriting teams to onboard partners efficiently
  • Analyze weekly partner funnel performance and conversion data to optimize lead quality and ROI

Director of Business Development

Lendzi
12.2020 - 12.2024
  • Recruit, develop and execute strategic partnership plans to expand partnerships and drive revenue growth
  • Maintain monthly 2M to 3M 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

  • Strategic Partnerships
  • Channel Management
  • Business Development
  • KPI (Performance Analytics)
  • Pipeline Management
  • CRM Fluency (Sales-force, anything proprietary)
  • Microsoft Office Suite
  • Tech Savvy (Slack, GoTo Meetings)
  • Social Media Outreach (Facebook, LinkedIn)
  • Partnership Development
  • Go-to-Market Strategies
  • Strategic Planning

Timeline

Manager, Strategic Partnerships

Fora Financial
01.2025 - Current

Director of Business Development

Lendzi
12.2020 - 12.2024

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

Similar Profiles

CREATE PROFILE
Daniel Plom