Adam Mann Email & Phone Number

New York, Ny, Us

New York City Metropolitan Area

New York City Metropolitan Area

-Product Manager, CRM on the Digital Team, reporting to the Head of CRM, currently undertaking a digital transformation of the Bank. Specific responsibilities (but not all) include the following:-Work on and with various teams to orchestrate and improve Salesforce capabilities across all modules of the Financial Services Cloud system-Work to ensure the viability of the product, and the data that resides within it-Work with other members of the Digital Transformation team, and stakeholders across the organization to curate roadmaps and drive adoption-Help define product vision and carry out the execution of the plans-Configure the system and work with delivery teams to ensure new capabilities are built-Coordinate and manage cross-functional digital projects including helping coordinate project tasks, creating content to drive change, set up processes and procedures to optimize project and approach methodologies for the digital strategy team-Liaison with our external vendors to manage procedures and protocols -Aid day-to-day activities within digital strategy teams to help coordinate cross-collaboration and manage stakeholders-Create PowerPoints and gather KPIs to track progress across projects and present them -Collaborate with key stakeholders to gather business requirements, utilize data insights, share relevant technology trends, and define digital solutionsKey Accomplishments:"Aiming Higher Award - A-Team" 11/2024"Aiming Higher Award - Customer Superhero" 08/2024"Aiming Higher Award - Coach" 07/2024"Aiming Higher Award - Partner" 06/2024"Aiming Higher Award - Champion" 04/2024"Aiming Higher Award - Icon" 03/2024"Aiming Higher Award - Partner" 01/2024"Aiming Higher Award - Partner" 10/2023About the Company:-Largest community bank headquartered in Florida with a presence across South Florida and in Tampa.

New York City Metropolitan Area

-Senior member of nCino's Pre-sales team, with multi-product module focus: nCino's LoS and niQ solutions, which leverage AL, Machine Learning, and analytics to empower financial instructions. Specific responsibilities (but not all) included the following:-Maintained expert knowledge of mentioned products to produce high-quality presentations/demos to C-Suite, nCino's largest shareholders, and general user audiences-Maintenance and configuration of new features in our demo environment-Worked with Solutions Engineers to build specific flows and demos for potential/current customers-Knowledge sharing across the global organization, acting a SME for Commercial Lending and niQ products-Collaborating with Product teams to assist on road-map, product gaps, testing/identifying bugs, and production of training resources for internal and external users-Capturing feedback from existing and prospective clients for consideration of the roadmap -Given product expertise, often assisted in implementations and training of strategic customers-Leveraging analytics to assist in customer adoption and generate business value metrics from pre-sales-Completing RFIs/RFPs and helping prepare proposals and other supporting materials in the sales process-Whatever it took to win a deal Key Accomplishments:-Top win rate-Top hours worked-Top 5 in revenue effected-Winner of "Wizard Hat" award by (Q4 2022)-5x nominee for internal awards --> "Helping hand", "Get Stuff Done"-Consistent 5-star job reviews-Numerous examples of innovation in the Pre-Sales processAbout the Company:-nCino is a financial technology company and the company's cloud-based banking software helps financial institutions to gain efficiencies from digitizing and streamlining processes in commercial banking, small business banking, and retail banking. The company's Bank Operating System is used by banks and credit unions with assets ranging from $30 million to $2 trillion.

New York City Metropolitan Area

-Acquired by nCino, Inc., initial Sales hire for the company. Specific responsibilities (but not all) included the following:-Worked alongside the CEO to create Go to Market Plan-Built out sales operations / sales playbook -Lead/Referral acquisition-Numerous Pre-sales activities to convert opportunities into new customers-Navigating the prospective companies' people and processes-Running contract negotiation processes -Post-sales activities; implementation, user training, support, and customer success-On-boarding and training new employees-Whatever it took to get us into an opportunity and win a deal Key Achievements: -Closed several multi-year enterprise deals with 2 of the top 5 US Banks-Closed multi-year enterprise deal with top 3 UK Bank-Closed multi-year enterprise deal with top 5 Canadian Bank-Managed Americas Team -Assisted the company in achieving multiple funding offers-Exit to nCino, Inc. About the Company:-FinSuite, established in 2010, was a Melbourne-based FinTech company. Specializing in process automation software leveraging machine learning, OCR, and proprietary methods, for the Banking & Finance Industry. Our software is used by small Finance Brokers and Accounting Firms, right through to some of the largest Global Banks.

New York City Metropolitan Area

-Assisted several early-stage start-ups with revenue operations / GTM / sales playbooks

New York City Metropolitan Area

-Employed fundamental, quantitative and technical analysis to assist institutional clients with risk and investments decisions in cash fixed income, listed and OTC derivative products-Account coverage included banks, prop groups, funds and real money-Screened and reviewed technology initiatives for management

Toronto, Canada Area

-Government bond and credit trader with specific focus within 2Y-5Y tenors-Desk liaison with Risk Management and Technology Group

London, England, United Kingdom

-Rates/Currency Proprietary Trading

Toronto, Sydney, New York