Verified recordFinancial Services

Greg Werner

Chief Development Officer (CDO) at Carefund

Based in Birmingham, United States

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Seniority

C-Team

Department

General Business & Management

Location

Birmingham

Industry

Financial Services

Company size

6

Contact information

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Email

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g•••••••@getcarefund.com

Phone

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Background

About Greg Werner

My top professional skills are connecting and communicating with people, designing and implementing business structures proven to grow revenue and deliver market share. Fintech and Healthcare Industry executive and investor with more than 20 years of international experience. AREAS OF EXPERTISE + Visionary that develops key partnerships + Servant leader operating with integrity and high emotional intelligence + Accomplished team builder and ability to grow leaders + Connector of diverse audiences to vision, purpose, and culture + Skilled communicator navigating complex scenarios + International experience in leadership, operations, and business development + Adaptable leader and calm under pressure LEADERSHIP SKILLS + Excel at building national sales organizations to align KPIs.+ Accomplished in operations and identifying opportunities for efficiency and optimizing resource allocation for profitability.+ Multi-industry experience leading innovation processes to design and deploy value propositions.+ Strong ability to lead in-person, remote teams delivering on company benchmarks.+ Savvy communicator and listener to overcome complex barriers.+ Excel at stakeholder and investor communications with the board of directors.+ Excellent at championing change linked to company strategy. CAREER HIGHLIGHTS + Created healthcare patient/family engagement plan to grow an online presence by 300% with an innovative social media strategy, SEO/SEM, and grew engagement to followers.+ Designed Salesforce – Sales Cloud eco-system pipeline, customer engagement, and KPI dashboards.+ Led a fintech sales team, defining the value proposition and sales playbook in a highly competitive near-prime lending marketplace.+ Built a team to target and negotiate 85 client agreements and built a lending portfolio from inception to $6.3M in 2023. Built a Customer Success program for 130 storefronts, resulting in 3,500 loan applications in 2023.+ Built a value creation playbook with revenue and expense management, supply chain improvements, and a centralized ordering portal, saving over $400K in the first year of use.+ Pivoted the healthcare strategy, diversifying into hospitals, specialty physicians, in-patient facilities, and home health agencies, exceeding revenue targets.+ Collaborate to create a specialty dental practice value creation playbook and supply chain management for 33 Oral Surgeons.

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