Alan Arevalo Email & Phone Number

Miami, Fl, Us

● Led sales strategies focusing on domestic financial institutions with assets ranging from $1 billion - $250 billiono Sales activity consisting of direct B2B lead generation and procurement of new accounts directly with C-suite executiveso Implemented a value-based conversation strategy across the sales pipeline, from initial lead generation to deal closure; which enhanced customer engagement and achieved a 20% increase in sales within 1 year.o Led beginning-to-end account pipeline management, including discovery, implementation, and system delivery; optimizing client engagement processes, resulting in a 50% increase in upsell opportunitieso Collaborated directly with strategic internal leaders on high value accounts ($100k annual revenue)● Directly managed high volume and high revenue generating accounts ($100k annual revenue)o Account executive for CXI’s largest account, Citibank, generating $1.5 million annual revenueo Account executive for AAA National account, generating $250k annual revenue o Led account management for three of the company's top 10 revenue-generating clients o Managed a portfolio of 50+ client accounts generating $200 million in annual volume and over $5 million in annual revenue● Executed seamless API integrations for AML systems, online banking portals, and banking cores; fully automating all manual processes by reducing processing time/costs and improving system efficiency by over 90% and reducing overall o Led API update initiatives for client accounts, addressing critical pain points and showcasing positive business outcomes● Managed and trained new account executives on all sales focused activities o Which include lead generation, pipeline management, sales cycle, post implementation management, cross selling

● Championed sales efforts focusing on Medium Enterprise accounts and small sized U.S. financial institutions (assets below $1 billion)o Exceeded sales goal quotas for three consecutive years (2017, 2018, 2019) and contributing to a 15% increase in the customer base o Full pipeline management of accounts including discovery, implementation and system delivery meetingso Conducted comprehensive post-implementation account management, focusing on value-added cross-selling and customer relation resulting in 100% customer retention and 20% account growth

• Head of market research responsible for forecasting current and future demand of CXI services• Head of marketing for all CXI retail stores• Grew sales volume of retail stores by an average of 120% when managing marketing efforts• Provided training to all of retail management and employees on marketing and sales tactics• Responsible for all retail location marketing analysis and scheduling. • Calculated retail location financial statements.• Created multiple host site listings for retail locations and partner corporations.• Developed websites for CXI and partner corporations.• Graphic Designed Marketing Tools for CXI and partner corporations.• Responsible for Inbound & Outbound marketing logistics for CXI and partner corporations.• Engaged in face to face brand development with banks and hotels.

• Developed and Perfected new organization and data mining skills.• Contacted lawyers and clients to set up appointments and organize legal cases.• Increased note taking ability during trials and meetings.• Provided details for specific Civil Cases.• Increased my knowledge of product/service liabilities and their fine prints.

Bachelor Of Science In Business Administration, Marketing

Activities and Societies: Sigma Chi Fraternity // Balfour Leadership Training Conference, 2014 - Purdue, Indiana.

Education record

Activities and Societies: Varsity Soccer, Football, and Wrestling. Honor roll student.