NEIL SHIFMAN

* Leads all sales, marketing and partnership efforts for embedded Fintech/payroll platform.

* Built out company's initial sales strategies, process and success formula.

* Key member of executive team overlooking revenue growth.

• Lead partnerships, business development and relationship management for Fintech/Retirement provider.
• Brought on a record amount of new partners for company in 2024.
• Revamped existing processes to streamline operations while increasing efficiency.
• Provided leadership in developing corporate vision, mission, values, and culture.

• Lead sales, partnership and marketing teams for fast growing SaaS HCM provider. Built out and grew producing teams in all facets while creating overall growth strategy for the company. Critical part of growing company revenue thirty percent.

• Launch, lead and grow new service service strategies.
• GM responsibilities, including P&L.
• Started both 401(k) Multiple Employer Plan and Brokerage Services (P&C, Health).
• Strategies built for direct customers and Network Partners.
• 401(k) services grew 300% since inception.
• Sales for 401(k) and brokerage will exceed 20% in 2022.

• Develop and lead PrismHR's ASO growth strategies for both new service bureaus and existing PEO partners.
• Lead M&A opportunities for ASO division.
• Supported and brought new partnership/marketplace opportunities for ASO division.
• Created both short term and 5 year plan for ASO growth.

• Lead the PEO and ASO growth and product strategies.
• Worked and aligned with IT, Sales, Marketing, Operations and finance to execute projects.
• Integrated Oasis into Paychex and helped align side by side strategies.
• Collaborated with Paychex executive team in developing new growth strategies.

• Lead sales and operations for Oasis' ASO division including growth strategies and full P&L responsibility.
• Added duties in 2018 included overall company product management/strategy.
• Created overall growth strategy to align with PEO sales.
• 30% YOY growth in sales.

• Lead operations, sales and strategy for Insperity's individual solutions including ASO, Time & Attendance, Expense Management, Performance Management, Organizational Planning, Retirement Services & Insurance Services.
• Managed P&Ls equaling to approximately $50 million in revenue including sharp growth in operating income.
• Total collective employees under my direction were 225.

• Lead a region of 5 sales teams including 5 District Managers and 50 Business Performance Advisors selling Insperity's outsourced PEO solutions.
• Managed multiple markets/cities including hiring, training and budgeting for each team.
• Achieved Chairmans Club each year meeting and exceeding large aggressive budgets.

• Lead a team of 8 Business Performance Advisors selling Insperity's outsourced PEO solutions.
• Responsible for all hiring, training and budgeting.
• Achieved Chairmans Club each year including 'Rookie DM of the Year' for 2005.

• Prospected and sold PEO/HR Outsourcing services to the SMB market.
• Self hunted prospects and achieved multiple Chairmans Clubs/awards.
• Part of the original team to start and build the Boston market for Insperity.

• Sold ADP's payroll and HR solutions to companies between 100-1000 employees. Self generated all prospects and achieved multiple Presidents Clubs.