RÉSUMÉ
James Loftis, CM&AA
Business Development · Customer Success · M&A · Enterprise Sales
Professional summary
Relationship-driven business development and customer success leader with 12+ years across M&A advisory, SaaS, enterprise sales, and founder-led product development. Experience includes supporting transactions up to $300M+, exceeding $1M in personal monthly sales, doubling a national account pipeline, and building customer-success systems used across multiple locations.
Current work
Founder & Business Builder, AgoraTide / OwnerGauge / Capital Candor · 2026–Present
Research markets, shape offers, develop websites, and turn early business ideas into practical products and lead-generation systems.
Core expertise
Business development · Customer success and account management · Partnerships · M&A and deal origination · Consultative B2B sales · C-level relationship management · Pipeline development · Website and product strategy
Selected impact
- Supported four lower-middle-market M&A transactions from $7M to $300M+
- Consistently exceeded $1M in personal monthly sales at Tesla
- Doubled a dealership SaaS pipeline from 70 to 140+ accounts
- Built a client-success framework used across multiple Zurich dealership locations
- Ranked in the top 20% nationwide for front-line B2B sales at GoDaddy
Education & certification
B.S. Marketing — Palm Beach Atlantic University
Certified Merger & Acquisition Advisor (CM&AA)