Mason Crane
Lafayette
Summary
Strategic business development professional with 5+ years of experience cultivating high-value relationships in the finance and accounting sector. Expert in identifying client needs, translating insights into actionable strategies, and generating measurable outcomes. Proficient in leveraging CRMs to enhance client engagement and streamline communications. Known for building trust, maintaining confidentiality, and fostering long-term partnerships through collaborative, client-focused approaches.
Overview
6
6
years of professional experience
Work History
Senior Business Development Associate
DCG
07.2025 - 05.2026
- Identified finance and accounting executives on LinkedIn to build relationships and identify high-value business opportunities.
- Led high-volume, targeted marketing campaigns that generated qualified leads and secured introductory client meetings.
- Coordinated meetings and documented actionable notes to ensure seamless follow-up and strong client engagement.
- Leveraged Salesforce to manage pipeline, track engagement metrics, and provide performance reports to senior leadership.
- Conducted market research to identify potential clients and emerging opportunities in the accounting and financial consulting space.
Business Development Associate
DLC
11.2022 - 02.2025
- Initiated outreach to finance executives, building relationships and identifying business needs.
- Executed high-volume marketing campaigns, generating leads and securing meetings for directors.
- Supported client meetings with materials, notes, ensuring effective follow-up and continuity.
- Utilized Salesforce and HubSpot to manage pipeline, track engagement, and report performance.
- Leveraged LinkedIn’s first- and second-degree connections to strategically identify and engage decision-makers, using warm introductions, personalized messaging, and value-driven outreach to increase meeting conversion rates.
Account Manager
Triple Crown
08.2022 - 11.2022
- Managed recruitment solutions for tech roles, enhancing client satisfaction and efficiency.
- Built strong relationships with tech leaders, aligning recruitment strategies with business goals.
- Provided effective solutions for talent acquisition challenges, ensuring seamless recruitment logistics.
Mortgage Lending Officer
loanDepot
05.2021 - 06.2022
- Collected and submitted loan documents within set deadlines, ensuring timely processing.
- Kept up-to-date with loan products and underwriting guidelines, enhancing accuracy.
- Resolved application issues promptly, improving approval rates.
Account Manager
Fund.me
09.2020 - 04.2021
- Managed hard money loans, enhancing client satisfaction with precise documentation.
- Executed sales calls, boosting client engagement and expanding portfolio reach.
- Prioritized customer service, ensuring seamless communication between lenders and processors.
Education
Business Administration and Management, General
Richland Community College
03-2020
Business Administration and Management, General
Cerritos College
03-2018
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Corona Del Mar High School
03-2017
Skills
- Client Confidentiality
- Strategic Account Development
- Pipeline Management & CRM Strategy
- Market Research & Opportunity Analysis
- Communication
- Process Improvement & Efficiency
Timeline
Senior Business Development Associate
DCG
07.2025 - 05.2026
Business Development Associate
DLC
11.2022 - 02.2025
Account Manager
Triple Crown
08.2022 - 11.2022
Mortgage Lending Officer
loanDepot
05.2021 - 06.2022
Account Manager
Fund.me
09.2020 - 04.2021
Business Administration and Management, General
Cerritos College
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Corona Del Mar High School
Business Administration and Management, General
Richland Community College