Salman Khan
Business Development • Client Relationships • Sales Operations • Financial Services
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About
Client-facing sales and financial-services professional with 3+ years of experience across consultative selling, client/account management, billing operations, compliance, and cross-functional coordination. Proven ability to prospect, qualify needs, resolve escalations, support retention, and translate products/processes into client value. Hands-on with Salesforce, Excel, SQL, Python, and Tableau; quick to learn technical products and operate in regulated environments.
Experience
Billing & Distribution Operations Lead - Breadwiser
(2024-01)
- Own end-to-end billing operations and client relationships for a growing financial-services team, serving as a primary contact for client and vendor needs.
- Resolve billing, compliance, and process questions before escalation while protecting client relationships and supporting consistent service delivery.
- Coordinate cross-functionally on client requirements, workflow, and policy, helping move work from origination through delivery.
- Built and maintained a centralized knowledge base and training program that supports onboarding and consistent client-facing practices.
- Use Excel, SQL, and Python to track performance and surface data-driven insights for leadership and commercial decision-making.
Sales Ambassador - CLEAR Airport Security
(2022-12 - 2024-07)
- Drove new-member acquisition through proactive outreach and consultative, needs-based selling in a high-volume, deadline-driven environment.
- Managed post-sale client relationships, answered program and policy questions, and resolved issues to support retention and customer experience.
- Followed strict TSA compliance requirements while handling sensitive biometric and identity data with disciplined data-handling practices.
- Trained and mentored new hires on consultative sales, service delivery, and compliance procedures, helping improve team-wide consistency.
Vault Operations / MET Associate - The Home Depot
(2024-01 - 2024-12)
- Maintained audit-ready documentation and dual-control cash procedures; escalated discrepancies promptly and trained associates on reconciliation processes.
Assistant Coach - Sherpa United Soccer FC
(2024-01)
- Coordinate with coaches and parents on player development plans and provide progress updates while maintaining confidentiality of sensitive records.
Front Desk Coordinator / Wellness Instructor - NYTSC
(2022-04 - 2022-08)
- Served as a first point of contact, managed sign-in/sign-out and calls under facility safety protocols, and trained incoming staff on coverage procedures.
Education
BBA - Finance Technology & Economics - Queens College, CUNY (2025-05)
AS - Computer Engineering - Queensborough Community College (2022-06)
