Dylan Shelman

About Dylan Shelman

Dynamic and results driven business development professional with strong experience in client engagement, territory support, and cross functional collaboration. I hold an MBA from the University of Nebraska at Omaha and a Series 65 license from FINRA, providing a strong foundation in financial concepts, regulation, and advisor focused solutions.In my role as Internal Business Development for the South Territory at Orion, I partner with regional leadership and external teams to support territory goals, streamline processes, and keep opportunities moving efficiently. I manage inbound inquiries, provide web demos and website tours, and gather feedback after onsite meetings to identify advisor needs. I also reconnect with previous prospects to help bring stalled conversations back into focus.I maintain accurate CRM data, track pipeline activity, and assist marketing with campaigns and events. I stay current on industry trends and Orion’s solutions so I can guide advisors toward resources that improve efficiency and support stronger outcomes.My earlier roles strengthened my communication skills, client centric approach, and ability to coordinate operations across teams and regions. Experience at Topgolf and the United States Army Corps of Engineers helped build my attention to detail, service mindset, and comfort working within structured and collaborative environments.I bring strategic thinking, clear communication, and strong organization to every initiative, thriving in environments where teamwork and thoughtful execution drive meaningful results.

Experience

1. Internal Business Development - South Territory

   Orion

   Jan 2026 — Present · Omaha, NE, US

   I support regional sales growth by partnering closely with the VP of Regional Sales in the Southeast territory to execute territory plans and advance the sales cycle. My work includes managing inbound inquiries, delivering web demos and platform tours, and following up after onsite meetings to gather feedback and identify new opportunities.I re-engage prior prospects to revive stalled conversations and help move qualified opportunities forward. I also maintain accurate CRM data, monitor pipeline activity, and collaborate with marketing on targeted campaigns and events.By staying current on industry trends and Orion’s solutions, I confidently answer advisor questions and guide firms toward the technology and services that drive growth, improve efficiency, and strengthen client outcomes.

Education

• University of Nebraska at Omaha

  Master of Business Administration - MBA

• Papillion-Lavista High School

  High School Diploma, N/A

  2016 — 2020

• University of Nebraska at Omaha

  Bachelor of Business Administration - BBA, Concentration in Sales and Marketing