Brandon Coleman

About Brandon Coleman

I’m the Manager of Account Management at BlueVine, a leading fintech empowering small and medium-sized businesses through innovative financing solutions. Officially in the role since 2023, I’ve been leading and developing the team since 2021, driving measurable growth through mentorship, operational excellence, and a customer-first mindset.I currently oversee a hybrid U.S. and international Account Management team responsible for $40M+ in monthly repeat originations and 130% attainment of cross-sell and renewal OKRs. Under my leadership, we’ve surpassed $500M in total repeat originations and built BlueVine’s first international AM organization, which exceeded its first-year funding goal by 140%.In 2025, I introduced a new call scoring methodology that blends strategic precision with empathetic communication, helping account managers strengthen client relationships, deliver consistent value, and drive long-term retention.I’ve also spearheaded key initiatives like the 2024 Account Management Welcome Series, Churned Client Re-Engagement Program, and Loan Buyout Process Series, transforming account management into a proactive growth engine.Passionate about fintech’s power to bridge cash-flow gaps and unlock capital for entrepreneurs, I lead with a balance of data-driven strategy and people-first coaching to ensure every client partnership translates into measurable business growth.Highlights:• $40M+ monthly repeat originations |$500M+ total managed• 130% attainment of OKRs | 279% productivity growth• Co-Creator of 2025 Call Scoring Method for strategic & empathetic calls• Built BlueVine’s first international AM team (140%+ attainment)• BlueVine “Loan Star” Leadership Award (2020–2024)| Sales Manager of the Quarter (Q4 2024)

Experience

1. Manager Account Management

   Bluevine

   Oct 2023 — Present · New York, NY, US

   Currently the Manager of Account Management at BlueVine, a leading fintech company that provides innovative financing solutions to small and medium-sized businesses. I have a Bachelor of Business Administration from The University of Virginia\'s College at Wise, and I am passionate about fintech and its potential to transform the financial landscape for small businesses.Currently Leading the Account Management Team that produces over $36m of Repeat Originations a month, exceeding OKR goals of 122+%.Product Cross-Selling OKR Goal average of 90%+.I have over in Repeat Originations as an Senior Account Manager, exceeding OKR goals of 200+%.Currently I have oversee and support a team of account managers who deliver exceptional service and tailored products to our clients, ensuring their satisfaction and retention. With my expertise in customer relationship management (CRM), I help my team provide market updates, sales and marketing strategies, and resolve any issues or challenges that arise. I joined BlueVine in 2019, and since then, I have contributed to the growth and success of the company by acquiring and managing multiple accounts, increasing the revenue and profitability of each account, and collaborating with other professionals in the industry. I value innovation, integrity, and teamwork, and I strive to embody these values in my work and leadership.

Education

• The University of Virginia's College at Wise

  Bachelor of Business Administration - BBA, Business Administration and Management, General