Summary
Overview
Work History
Education
Skills
Websites
Languages
References
Timeline
Generic

Matt Manas

Nashville

Summary

Sales and business development professional with a strong track record of increasing revenue and enhancing client engagement. Skilled in developing data-driven strategies that drive growth and improve retention. Expertise in consultative sales within financial services and technology sectors. Proven ability to thrive in dynamic environments through effective collaboration and strategic problem-solving.

Overview

6
6
years of professional experience

Work History

Senior Insurance Broker

OneDigital
Chicago
02.2024 - Current
  • Achieved 927 sales from 1,742 leads, maintaining a 53.21% conversion rate, one of the highest in the company.
  • Generated over $602,000 in revenue, demonstrating a strong ability to drive financial growth and exceed performance goals.
  • Ranked in the 98th percentile among 400+ brokers, consistently excelling in sales, conversion, and retention metrics.
  • Sold to clients across 32 states, navigating diverse markets, regulatory environments, and product offerings.

Business Analyst

Intelometry
Nashville
06.2022 - 01.2024
  • Managed 25 active projects and developed customized strategies for the largest national retail energy provider in the U.S. (Calpine Energy Solutions)
  • Restructured deals for Calpine's largest commercial client, securing $1.25 billion in yearly revenue over a 7-year contract, totaling $8.75 billion.
  • Delivered data-driven solutions on retail electricity, renewable energy, and natural gas markets, analyzing operations, market trends, revenue, and retention strategies.
  • Collaborated with a European-based team on software development and enhancement initiatives.

Business Analyst

Sei Investments Co
Indianapolis
03.2021 - 05.2022
  • Provided first-line SaaS client support for over 200 single-family and multi-family offices managing more than $415 billion in assets on SEI's enterprise wealth management platform.
  • Delivered technical support across multiple business functions, including investments, transactions, cash movements, bill payments, fee calculations, capital distributions, reconciliation, reporting, and accounting period closures.
  • Resolved 800+ client support requests while maintaining strict confidentiality regarding client business practices.
  • Created and managed software development requests, including system bug fixes and client-specific enhancements, by drafting statements of work and liaising with development teams.

Business Continuity Intern

CNO FINANCIAL GROUP
Carmel
06.2020 - 12.2020
  • Reviewed and updated enterprise-wide business continuity plans to ensure operational resilience during disruptions.
  • Created and distributed COVID-19 reports to inform key managers and executives, influencing decision-making processes.
  • Collaborated with cross-functional teams to enhance crisis preparedness by updating crisis response plans.
  • Compiled and analyzed employee badge swipe data, providing HR with attendance reports during COVID-19 lockdown.

Sales Intern

INDIANAPOLIS COLTS
Indianapolis
05.2019 - 08.2019
  • Sold season and group tickets via phone and email, leading the summer intern sales team in revenue generated
  • Surpassed outbound call targets using a consultative sales approach to drive customer engagement and conversions
  • Managed customer accounts through Ticketmaster's Archtics platform, ensuring seamless transactions and high customer satisfaction
  • Packaged and shipped season tickets, providing a high-touch customer experience to enhance retention and loyalty

Education

BBA - Management

The University of Iowa
Iowa City, IA
12.2020

Skills

  • Sales and Business Development
  • Financial Services
  • SaaS Solutions
  • Client Relationship Management
  • Business Expansion Strategy
  • Inside Sales
  • Data Analytics
  • KPI Development
  • Marketing Strategy
  • Customer Success
  • Financial analysis

Languages

  • English, Native fluency
  • Spanish, Basic Conversational

References

References available upon request.

Timeline

Senior Insurance Broker

OneDigital
02.2024 - Current

Business Analyst

Intelometry
06.2022 - 01.2024

Business Analyst

Sei Investments Co
03.2021 - 05.2022

Business Continuity Intern

CNO FINANCIAL GROUP
06.2020 - 12.2020

Sales Intern

INDIANAPOLIS COLTS
05.2019 - 08.2019

BBA - Management

The University of Iowa

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Matt Manas