Christina Daniels
@christinadaniels
20+ year fintech and financial services sales leader driving revenue growth through consultative partnerships and data-driven execution.
United StatesWhat I'm looking for
I’m a Vice President/strategic sales leader with 20+ years in financial services and fintech, focused on consultative, solution-oriented selling that turns partnerships into measurable revenue. I’ve led a 190+ remote sales organization and increased sales performance by 30%, improving conversion visibility through dashboards that ultimately boosted pull through.
Most recently, I designed and operationalized a scalable business development framework to connect historically siloed distribution channels, improving operating cadence, handoffs, and accountability across partner and direct-touch motions. I own strategic partnership development across enterprise partners and digital acquisition platforms, build partner enablement and referral engagement programs (onboarding, messaging, and field playbooks), and partner with marketing, analytics, and operations to refine acquisition and cross-sell strategies using funnel data. I’ve consistently delivered end-to-end sales execution for partner opportunities—driving discovery, stakeholder management, negotiation, and executive-ready presentations—while maintaining CRM discipline in Salesforce to track pipeline and forecast performance.
Experience
Work history, roles, and key accomplishments
Designed and operationalized a scalable business development framework connecting siloed distribution channels, improving operating cadence and partner handoffs. Owned enterprise partner development and built enablement programs that improved pipeline quality and conversion through Salesforce-driven sales cycle execution.
Led a distributed, remote national sales organization of 190+ mortgage banking professionals, establishing performance frameworks and coaching programs to improve retention and revenue outcomes. Owned territory planning and incentive design, driving a 30% increase in sales performance and improving pipeline visibility, conversion management, and forecasting.
Managed complex client relationships using consultative discovery to recommend lending and financial solutions while maintaining high client satisfaction and retention. Owned end-to-end deal execution, coordinating underwriting and closing while ensuring compliance with regulatory requirements, and served as Manager on Duty for escalations and operational issue resolution.
Managed a portfolio of hundreds of small business clients, owning the end-to-end consultative lending cycle from prospecting through underwriting coordination, closing, and post-close relationship management. Originated business loans by diagnosing cash flow and negotiating tailored terms, improving customer satisfaction by 35% through clear process expectations and responsive support.
Education
Degrees, certifications, and relevant coursework
SUNY Brockport
Spanish and Business Administration
Studied Spanish and Business Administration at SUNY Brockport.
NMLS
NMLS Certification (601334), Mortgage NMLS Certification
Held an NMLS certification (NMLS ID: 601334).
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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