Caleb Christensen
>> REVENUE OPERATIONS
// ALL EXPERIENCE //
Retail Sales Associate
Jul 2024 — Jan 2025T-Mobile | Riverton, Utah
- ▶ Engineered a custom quoting and follow-up tool using Google AppSheet to streamline quote generation, effectively treating the sales floor as a sandbox for low-code process improvement.
- ▶ Optimized the customer onboarding workflow to reduce transaction times while increasing service attachment rates, consistently exceeding new customer acquisition targets.
Account Executive, Commercial Lending
Oct 2023 — Mar 2024Lendio | Lehi, Utah
- ▶ Drove ~$67k in average monthly revenue by independently structuring complex deals across 75+ lenders, mirroring underwriting risk mitigation strategies to maximize approval rates.
- ▶ Collaborated directly with SBA underwriters to resolve 3-4 Etran hold codes (tax liens, CAIVRS) per month, saving stalled deals through deep regulatory expertise.
- ▶ Created long-term 'Funding Roadmaps' for high-risk clients, advising on financial structuring to qualify them for premier SBA 7(a) products over 12-month cycles.
GTM Team Lead (Founding Sales Team)
May 2023 — Oct 2023Lendio | Lehi, Utah
- ▶ Architected the end-to-end sales process and built the division's entire performance management system from scratch in Google Sheets and Salesforce, creating the 'operating OS' for the new team.
- ▶ Scaled monthly revenue from $100k to over $350k ($4.05MM run rate) in under 5 months by optimizing lead routing logic and automating 'Speed to Lead' workflows.
- ▶ Hired, trained, and managed the company's first successful offshore unit in Jamaica, reducing cost-per-rep by 50% via standardized playbooks and rigorous QA scorecards.
- ▶ Collaborated with developers to resolve critical CRM integration errors and refined disqualification logic based on FFCRA tax code, accelerating the sales cycle by 32%.
Business Relationship Manager
Feb 2023 — May 2023TCS Equipment Finance | Draper, Utah
- ▶ Conducted a strategic GTM analysis that identified a fatal misalignment between the company's high-volume 'spray-and-pray' prospecting model and its highly selective 'A-Paper' credit policy.
- ▶ Built a robust C-level pipeline ($20MM-$100MM revenue targets) from scratch using high-volume prospecting tools like D&B Hoovers and ZoomInfo.
- ▶ Successfully onboarded two new Independent Sales Organizations (ISOs) and trained their brokers on credit box alignment to diversify lead sources.
Traditional Lending Subject-Matter-Expert (SME)
Nov 2021 — Feb 2023Lendio | Lehi, Utah
- ▶ Increased conversion rates on traditional products by 144% (+$700k annual revenue) by designing a new sales-to-underwriting handoff process that bridged the gap between sales velocity and credit risk.
- ▶ Built proactive lead surfacing dashboards in DOMO to identify high-value opportunities hidden within the existing pipeline, enabling a targeted 'account-based marketing' approach.
- ▶ Automated the manual cash flow analysis submission process by building a custom Slack Workflow, reducing data entry errors and accelerating turnaround time.
- ▶ Leveraged Gong.io Intelligence to analyze call data and deliver targeted 1:1 coaching, using data-driven scorecards to improve objection handling in a remote environment.
SBA PPP Loan Forgiveness Agent
Jan 2021 — Nov 2021Lendio | Lehi, Utah
- ▶ Ranked in the top 3 of 24 agents (70-120 compliant apps/month) by managing a high-volume portfolio and making 100+ daily outbound calls to guide business owners through complex SBA regulations.
- ▶ Mastered evolving SBA guidelines to advise clients on maximizing forgiveness eligibility, specifically guiding them through the collection of IRS 941s and payroll reports.
Integration Specialist (Post-Merger)
Aug 2020 — Feb 2021T-Mobile / Sprint | Salt Lake City, Utah
- ▶ Selected by District Manager to lead post-merger integration for 5 retail locations, acting as the subject-matter expert to facilitate the migration of CRM and POS systems.
- ▶ Contributed to a national knowledge base of workarounds for systemic integration errors, documenting bugs and authoring SOPs to enable faster problem resolution for teams nationwide.
- ▶ Retained at-risk customers during network migration by explaining technical details (frequencies, licensing) to alleviate concerns, while simultaneously training staff on the new network architecture.
Sr. Sales Representative
May 2019 — Aug 2020Sprint | South Jordan, Utah
- ▶ Led the store to become the #1 generator of B2B revenue in the district by designing an 'Account Audit' workflow that transformed non-revenue service visits into high-quality sales leads.
- ▶ Implemented a pre-transaction 'Huddle' checkpoint system to provide real-time coaching on deal specifics before reps engaged with customers, ensuring quality control.
- ▶ Managed daily store operations as Manager-on-Duty, overseeing cash handling, inventory audits, and opening/closing procedures for a high-volume district repair hub.
- ▶ Implemented a pre-transaction 'Huddle' checkpoint system to provide real-time coaching on deal specifics before reps engaged with customers.
Operations & Supply Chain Intern
May 2018 — Aug 2018Dynatronics | Cottonwood Heights, Utah
- ▶ Designed and deployed a physical Kanban system that reduced stock-outs by 57% and past-due orders by 70%, solving a critical supply chain bottleneck.
- ▶ Performed 5-Why Root Cause Analysis to develop CAPA plans for international medical device compliance, ensuring adherence to global regulatory standards.
- ▶ Managed vendor relationships by placing purchase orders, confirming lead times, and issuing RMAs, ensuring supply chain reliability during a production surge.