RooCruit Candidate:
Roo1317
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About the Candidate
Business development & operations specialist with 4+ years’ helping experience scaling an early-stage tech company. I am skilled in building operational workflows, managing cross-functional teams, implementing CRM for end-to-end lead management, raising funding, building financial models, and driving ARR from $100K to $300K. Coupled with a strong foundation in financial strategy, data analysis, and client acquisition.
Area of Expertise
Business Development, Client Support, Tools & Platforms: Hubspot(Advanced), Excel (Advanced), Google Sheets, Notion, Zoho CRM, Apollo, Instantly, Clay, Canva Programming: Python (basic), MQL5 Languages: English (Native), Afrikaans (Native), German (Intermediate – B1)
Experience & Availability
International Experience:
Yes
Availability:
10, 20 or 40 hours a week
Years Experience:
4
Current and Previous Roles:
Relevant Experience
Job Title: Business Developer & Strategy Lead
Duration: 4
Key Responsibilities: Designed and implemented internal operational processes, including workflows for lead routing, team assignments, and lifecycle tracking.
Oversaw operational reporting using dashboards in Google Sheets and HubSpot to monitor KPIs, rep performance, and sales pipeline velocity.
Helped grow ARR from $100K to $450K, expanding the client base from 1 to 8 B2B fintech and lending clients across the US and EU
Contributed to a successful $150K raise, supporting investor pitch materials and financial documentation
Managed the full outbound and sales process, generating a pipeline of 50+ qualified B2B leads and closing deals worth $3K–$14K/month in recurring revenue
Built custom financial models (3-statement, amortization schedules, loan tape mapping) used for onboarding and loan analysis
Conducted loan reconciliations and handled financial reporting across client portfolios
Authored internal financial documentation to support developer understanding of complex models, including amortization workflows and integration logic
Recruited and onboarded a remote team of 7 (primarily technical), managing hiring flow and day-to-day collaboration
Worked closely with product and engineering teams to train developers on financial logic and help test and validate the SaaS platform.
Used Clay for scraping, enrichment, and ICP segmentation, and tools like Zoho CRM, Notion, Instantly, Apollo, and Google Sheets for tracking and automation.
Relayed client feedback of product, helping shape roadmap priorities and new feature planning
