Joffrey

Subject Matter Expert (SME) across CRM, Sales, Business Development, Marketing, Onboarding, and AI consulting, advising on strategy and execution.

Implement CRM optimization strategies that improve pipeline tracking, reporting accuracy, and sales productivity.

Design client onboarding frameworks that accelerate adoption and reduce churn.

Consult on AI-driven tools and automation, enhancing efficiency in marketing, sales forecasting, and customer engagement.

Partner with leadership teams to align sales and marketing strategies with organizational growth goals.

Delivered tailored financial solutions to small and mid-sized businesses, securing funding options..

Leveraged direct lending and in-house underwriting for same-day funding decisions and 24-hour deployment.

Built long-term relationships with clients, helping them navigate financial challenges and achieve sustainable growth.

Specialized in merchant cash advances, term loans, and lines of credit, generating consistent new business.