Caitlin Voorhis

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Operations Manager, Enablement

Zip

May 2026 - Current (6 months)

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Operations Coordinator, Sales Enablement

Zip

Nov 2025 - May 2026 (7 months)

Sr. Sales Manager

Pulley

Dec 2023 - Apr 2025 (1 year 5 months)

Sr. Manager, New Sales & Account Management

Bluevine

Feb 2023 - Sep 2023 (8 months)

Managed the New Sales and Repeat Sales (Account Management) departments, comprised of 13 team members, ranging from junior to enterprise to management levels, selling small business financing products New Sales: -Led team that drove $36m in volume from 1,041 deals and onboarded 707 new clients -Increased average booking rate to 62% -Averaged 212% OKR attainment for New Sales after acquiring additional responsibilities of a second department Repeat Sales: -Created and executed a plan to shift the Account Management team from a customer support model to a sales model, exceeding 100% of volume goals -Led team that drove $107m from 14,955 deals from repeat clients -Drove 550% increase in existing customer cross-sell activations through training

Sr. Manager, Sales

Bluevine

Aug 2022 - Feb 2023 (7 months)

Led team that drove $62.6m in volume from 2,307 deals and onboarded 1,481 new clients Led AE team to attain an average of 142% of monthly volume OKRs Developed the first cross-sell sales model at Bluevine in order to sell business checking accounts to Lending customers; Trained and enabled the AE team, resulting in an average monthly cross-sell goal attainment of 130% Presented customer insights, recommendations, and results to executives and C-suite Served as departmental lead in the Business Unit Leadership Team, collaborating with all BU functions Sustained improved booking rate

Manager, Inside Sales

Bluevine

Feb 2021 - Aug 2022 (1 year 7 months)

Led team that drove $133m in funding in volume from 6,475 deals and onboarded over 4,400 new clients Increased team’s average booking rate from 48% to 62% Scaled AE team from 3 to 10 members following a pause during the pandemic Support AE team to attain an average of 115% of monthly quotas Drove a 49% increase in SMB funded volume Created Sequences and cadences to optimize customer contacts using Outreach Developed a full training program, created materials, and facilitated modules for onboarding and for continuous learning Collaborated cross-functionally with Marketing, Revenue Operations, Risk, and Customer Support teams

Interim Team Lead, Paycheck Protection Program Customer Support

Bluevine

Apr 2020 - Aug 2020 (5 months)

Manage calls, questions, and escalations for a 25-person Customer Support PPP call center Research and respond to over 1,000 customer and representative real-time questions each week Respond to over 2,000 customer emails per month Plan and lead a daily stand-up meeting for the Inbound Customer Support Team Create talking points, call guides, and templates for Customer Support representatives Solve problems through cross-functional communication with the Risk, Payments, and Product Teams

Team Lead, Inside Sales | Senior Account Executive

Bluevine

Jan 2020 - Feb 2021 (1 year 2 months)

Account Executive

Bluevine

Mar 2019 - Jan 2020 (11 months)

-Help hundreds of small business owners across the country meet their working capital needs through quick and easy financing -Coach business owners on various funding solutions, including lines of credit, term loans, and invoice factoring -Provide one-on-one support to small business owners during their first 30 days of funding with BlueVine

Senior AE

BriteCap Financial

Sep 2018 - Mar 2019 (7 months)

• Exceed loan funding goals by an average of 39%
• Foster relationships with over 110 small business owners from a variety of industries
• Maintain a closing percentage above 50% every month
• Fund over $1 million per quarter
• Exhibit impeccable product knowledge to ensure that business owners’ needs are being met
• Consistently overperform on hustle metrics, including talk time and inbound/outbound calls

SDR II

BriteCap Financial

Jun 2018 - Sep 2018 (4 months)

Economic Development Team Lead

WEDI (Westminster Economic Development Initiative)

Jan 2018 - May 2018 (5 months)

Manage and lead a team of 3-5 Economic Development Specialists and Business Development staff, communicating and monitoring organization goals and assessing performance of Economic Development Program Assist in technical assistance and curriculum development for immigrant and refugee business owners in a small business incubator Provide one-on-one technical assistance to clients in financial literacy, credit, and business counseling, to establish financial stability and help them start or expand a business Assist in the underwriting of credit-building and business loans up to $20,000 Assist in the monitoring and evaluation of milestones proposed in ~30 program funding sources, including but not limited to government and foundation-funded gr

AmeriCorps - Economic Development Specialist

WEDI (Westminster Economic Development Initiative)

Sep 2017 - Dec 2017 (4 months)

Assist immigrants and refugees in enhancing financial literacy and entrepreneurial skills Guide the loan application process Oversee the expansion and development of new small businesses Manage outreach efforts for workshops and volunteer programs Act as interim marketing manager; Create a cohesive image across all social media platforms; Manage analytics on Google, Facebook, and Instagram

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Campus Tour Guide

University at Buffalo Office of Admissions

Jan 2016 - May 2017 (1 year 5 months)

Independently conduct guided tours of University at Buffalo campus for prospective students Provide important and accurate information about the opportunities at University at Buffalo Knowledgeably respond to the questions prospective UB students

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Intern

U.S. Department of State, Russian Embassy, English Language Institute

Oct 2015 - May 2016 (8 months)

Working with Moscow's English Language Institute to help underprivileged Russian students improve their English using Skype for conversational practice and Edmodo.com for writing practice

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Employee

TJ's Hero Shop II

May 2015 - Jan 2016 (9 months)

Record and dictate orders from customers in shorthand Adapt to a preexisting team of employees to maximize efficiency and accuracy when completing orders

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Lifeguard

AquaTech Management of Long Island

Jul 2013 - Jul 2014 (1 year 1 month)

Independently manage the cleanliness of the pool area according to Department of Health standards Ensure the safety and satisfaction of all swimmers

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Caitlin Voorhis

About

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Behavioral traits