Julie White

JULIE WHITE PROFESSIONAL SUMMARY_______________________________________________________________________________ Enterprising performance-driven Business Development and Customer Success Manager dedicated to breakout growth across diverse sectors, including technology, financial, digital, healthcare, and insurance. Implements innovative approaches that win new business, engage customers, and expand existing accounts. Trusted advisor and negotiator adept at achieving optimal outcomes while upholding ethical standards and regulatory compliance in client-facing SaaS roles. Collaborates cross-functionally to execute business roadmaps, generate revenue, and attain exceptional satisfaction levels, engagement with products, and transformative sales success. EXPERIENCE_________________________________________________________________________________________ STRIDEWELL, LLC, Phoenix, AZ 09/2024 - 05/2025 Business Development Manager. Contract position at specialty medical clinic providing emergency healthcare to accident victims • Researched and targeted high value leads via networking and digital tools, resulting in 225% increase in client referral and acquisition for practice comprised of Neurosurgeon, Orthopedic Surgeon, Physiatrist and Neurologist • Secured 35 new accounts by leading marketing meetings with 28 key law firms, solidifying referral partnerships • Designed customized HubSpot CRM to drive scalable growth; strategically added and segmented 550+ contacts, boosting customer outreach, streamlining pipeline tracking, and gathering data on current and potential clients • Analyzed clinic data focusing on business metrics, trends, and tailored solutions • Implemented agile performance strategies that streamlined product adoption and education for customers and stakeholders • Designed standardized email templates, produced marketing collateral, and updated platform to improve security, customer user experience, and SEO • Initiated two golf tournaments sponsorships and attended networking events to promote visibility and community relationships CARDINAL FINANCIAL WHOLESALE, Scottsdale, AZ 09/2021 - 04/2024 National Account Executive. Mortgage lender offering suite of purchase, refinance, construction, renovation, and government-backed loans across 49 states • Applied sales expertise, industry product knowledge, and high impact value propositions to recruit new broker shops • Achieved 366% growth in active accounts over 24 months through consultative selling initiatives • Secured $3.5M to $5M monthly in new business loans, consistently exceeding business goals • Evaluated KPIs, including pricing, rates, sales revenue, profit margin, and retention to guide strategies and update CRM • Collaborated with brokers, legal, finance, operations, loan officers to target cross-sell, upsell, and close • Conducted quarterly C-level business reviews to present sales, performance metrics, and consumer-centric opportunities • Managed onboarding, training, resolving software technical issues, inquiries, and contract renewals to drive client success MCCARTHY LAW, PLC, Scottsdale, AZ 03/2020 - 04/2021 Client Engagement Specialist and Reset Negotiator. Firm contracting $1.4M in sales resolving debt issues, credit report errors, student loan debt, and collections violations • Analyzed and compiled data from personal, student, and business loan debt, credit reports, and second mortgages • Achieved “Top Account Reset Negotiator” ranking and reduced 160+ settlements monthly through creditor negotiations • Leveraged CRM systems to analyze credit reports, assess debt portfolios, and develop personalized repayment programs, to navigate emotionally charged conversations resulting in improved trust and client satisfaction • Collaborated cross-functionally with legal and operations teams to ensure regulatory compliance, payment processing, and timely dispute resolution MERITBRIDGE, LLC, Aurora, CO 01/2018 - 01/2020 Director of Business Development. Arizona and Colorado revenue cycle financial services company that enables quality healthcare for uninsured personal injury accident victims • Launched AZ Market, selling health records software to medical providers on patients generating $450K monthly • Recruited medical providers in response to patient demand, leading to a 30% expansion of providers in CO market • Signed 150 new Arizona providers in pain management, orthopedics, and physical therapy in 12 months • Negotiated and contracted HCA Healthcare’s 13 surgical facilities at an 8% reimbursement savings EDUCATION_______________________________________________________________________________________________ BOSTON UNIVERSITY, Boston, MA B.S. Mass Communications Major, Advertising Minor CERTIFICATIONS _________________________________________________________________________________________ Customer Success Management Fundamentals | Generative AI for Everyone SKILLS____________________________________________________________________________________________________ Asana, B2B SaaS, CRM, Data & Statistical Analysis, Excel, Glance, Google Analytics, HIPAA & Regulatory Compliance, HubSpot, Marketing, Microsoft 365, Mortgage IQ, Nielsen IQ, Pivot Tables, PowerPoint, Project Management, Salesforce, Skool, Trello