Brad Graham
Summary
Highly committed with an entrepreneurial mindset and extensive track record key deliverable execution.
Overview
14
14
years of professional experience
Work History
Business Development Leader
Latitude Financial Services
08.2022 - Current
- Expanded client base by identifying new opportunities and developing targeted business strategies.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Enhanced brand visibility through strategic partnerships, resulting in increased revenue and market share.
- Secured key accounts by delivering customized solutions tailored to clients'' unique needs.
- Used SalesForce to handle current portfolio and prospective leads.
- Led cross-functional teams to develop innovative products and services, driving long-term growth.
- Cultivated strong relationships with industry influencers, fostering a network of valuable contacts for potential collaborations.
- Implemented data-driven sales strategies, optimizing resources and maximizing results.
- Nurtured a positive company culture by promoting teamwork, communication, and continuous learning among employees.
- Conducted comprehensive market research to identify emerging trends, capitalizing on untapped opportunities for business development.
Product & Relationship Manager
Latitude Financial Services
10.2018 - 08.2022
- Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
- Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Delivered comprehensive reports detailing account activity and progress towards established financial goals, increasing transparency and trust with clients.
- Mentored junior team members on best practices in relationship management techniques, contributing to overall team success and growth within the company.
- Played a crucial role in retaining valuable clients during periods of market volatility by addressing concerns proactively and providing expert guidance on portfolio adjustments.
Business Development Manager
Latitude Financial Services
01.2010 - 10.2018
- Developed and implemented strategic plans for business growth, resulting in increased market share and profitability.
- Delivered compelling sales presentations to prospective clients, highlighting the unique value proposition of our products and services.
- Managed a diverse portfolio of accounts, consistently exceeding revenue targets through upselling strategies and exceptional customer service.
Education
High School Diploma -
Gordonvale State High School
Cairns, Australia12.1999
Skills
- Commercial Strategy Development
- Exceptional Interpersonal Communication
- Entrepreneurial Personality
- Cross-Departmental Alignment
- Market Trend Analysis & Business Analytics
- Leadership and Team Building
- Pipeline Development
- Salesforce CRM Software
- Product Lifecycle Management
- Price Structuring
- Customer Acquisition & Relationship Management
Accomplishments
- Upon commencement of my current role I identified, planned & executed a major strategic pivot within the our existing 'Business Development Framework' that would create efficiencies & opportunity to regain market share and meet our financial objectives- Sept 2022
- Identified, engaged, negotiated, & acquired 3 major partners with combined annual revenue exceeding $4B, operating in our core customer target markets & positioning ourselves with market share vs. key competitors (Feb, July, Oct 2023)
- Collaborated with multiple internal & external enabling functions ensuring 'go-live' target dates were successfully met allowing immediate revenue benefits with our new partners. (2023)
- Achieved 10% portfolio growth of existing partners in parallel to new acquisitions & subsequent launches in a declining retail landscape. (Dec 2023)
Timeline
Business Development Leader
Latitude Financial Services
08.2022 - Current
Product & Relationship Manager
Latitude Financial Services
10.2018 - 08.2022
Business Development Manager
Latitude Financial Services
01.2010 - 10.2018
High School Diploma -
Gordonvale State High School
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