Ross Elder

Drove pipeline growth by developing strategic alliances with real estate developers and brokerage firms using immersive 3D content. Expanded market share through targeted outreach to emerging real estate sectors and grew partner-driven adoption to improve client success.

Exceeded monthly quota by averaging 11 deals per month and delivering $250,000+ in closed-won sales (excluding renewals). Built and managed a sales pipeline via proactive agent prospecting (30+ calls weekly), inbound follow-up, and setting ~10 video meetings per week to improve conversion performance.

Led outbound mortgage lending education for real estate agents, pitching an alternative lending model to independent agents, brokerages, and industry executives. Delivered 10+ sales presentations weekly and averaged 10–12 underwritten buyers per month, later increasing to 15 buyers per 6-week cycle while consistently meeting commission-period goals.

Provided full-cycle client support across the home loan and real estate process, including property showings, market analysis, and contract review across the Denver Metro area. Managed duplex investment operations end-to-end, including marketing, tenant interviews, background screening, and contract negotiation, completing 100% lease-up within the contracted timeline.

Managed a portfolio of ~150 customer accounts, driving adoption and maximizing satisfaction while exceeding quarterly retention targets. Maintained retention rates above 97% by monitoring account health and using performance insights to reduce churn risk.

Led customer success forecasting and goal planning for a 6-person team supporting ~800 accounts with 97% retention targets. Conducted weekly 1:1s to review account forecasts, escalations, KPIs, and performance to drive retention outcomes.

Defined the process to grow an integrated payments channel and exceed monthly KPIs through proactive customer engagement. Increased customer activation by 20% and drove a 152% month-over-month increase in average processing to deliver measurable revenue growth.

Led media planning for 25+ agencies across multiple states, managing $4M+ in client billings. Directed campaign planning and budget ownership to support client deliverables and revenue performance.

Earned a Bachelor of Science in Business Administration with a focus in Marketing.