Kroeber Sales Consulting

Kroeber Sales Consulting

Kroeber Sales Consulting launched in 2010 when Jonathan Kroeber and long-time friend Robert Rummel — both carrying more than two decades of financial-services sales experience — wrote a business plan on a flight from Denver to New York. The firm emerged from Kroeber's frustration with siloed, opaque sales processes inside private-equity-backed FinTech companies. From its start in the New York metro area, KSC chose to operate as a dedicated outsourced partner rather than a placement agent or advisory firm, targeting a career-length pattern of enterprise sales complexity. The firm sells into segments where long-cycle, relationship-driven prospecting matters most. Its website names digital transformation, data management, process and workflow automation, lifecycle management, custody and clearing, portfolio management and reporting, regulatory and compliance, crypto and blockchain, and risk management as areas of lived experience. KSC runs a four-stage service line — target market research, sales development via cold-call and email, business development that advances sales-qualified leads to accepted-lead status, and ongoing lead nurturing — essentially acting as a full-funnel pipeline function that clients can dial up or down. Publicly named references include foreign-exchange technology provider TraderTools and wealth-management FinTech Scivantage, both of which point to KSC's ability to generate qualified opportunities and improve sales-team effectiveness (per the firm's website, 2024). The firm is run from a single office in Woodcliff Lake, New Jersey. Jonathan Kroeber serves as CEO and Robert Rummel as COO. No additional office locations or headcount figures are published. In May 2024, the firm's publicly visible posture remained unchanged, continuing to cite the same two testimonials that have anchored its site — TraderTools executive John Geraci and Scivantage CMO Dave Hagen — underscoring a client roster built on long-tenure relationships rather than broad-scale marketing. KSC claims that its prospecting and pipeline work contributed to acquisition exits for unnamed clients, suggesting a history of positioning FinTech vendors for mid-level and enterprise-level strategic M&A. KSC's structural difference is its narrow aperture. It is not a generalist sales-outsourcing shop nor a venture-advisory platform. It was built by operators who sold into banks and asset managers before they sold for them, and it accepts engagement only within financial technology. That domain constraint — combined with a fully-variable outsourced model that replaces or supplements internal business-development hires — creates a cost profile that the firm markets as a way to reduce fixed costs while scaling sales activity. The co-founder partnership between Kroeber and Rummel is now in its second decade, with no indication of outside capital or ownership beyond the two principals.