Ann Taylor Email & Phone Number

Texas, United States

• Strategic business partner to the Head of Sales and Partner Success, leading large-scale initiatives to help Strategic Partnerships organization, 50+ Sales, Implementations, and Technology employees, achieve its business objectives, increase portfolio growth, and drive efficiencies across sales lifecycle• Provide leadership and collaborate with internal stakeholders, cross-functional teams, and external vendors to solve problems, implement new reporting, planning solutions, create operational efficiencies, and deliver strategic objectives• Define, organize, and lead revenue-driving growth initiatives, sales process improvement, and sales enablement programs• Create go-to-market plans and solutions to meet our customer needs, in collaboration with Product, Sales, Finance and Marketing stakeholders• Serves as the project leader to assess investment needs, identify opportunities, present ideas, and make recommendations based upon analysis to further the Sales organization’s short and long-term goals• Manage reporting for forecasting, pipeline analysis, annual planning, headcount, and sales performance metrics

Dallas-Fort Worth Metroplex

• Establishes thought leadership and drives strategy for the evolution of cross line-of-business product value proposition and platform transformation for Commercial Bank, Corporate & Investment Bank, and Merchant Services• Responsible for strategic product roadmap, product launch, and marketing programs focused on maximizing revenue and driving an integrated one bank client experience• Develops client value proposition, positioning, segmentation, pricing, targeting, and competitive differentiation to maintain existing relationships and attract new business• Works closely with cross-functional teams (Product, Marketing, Technology, Operations, Client Engagement, Controls, Risk, Legal, and Compliance) to manage resourcing, controls, operations/client readiness, and go-to-market plans• Assesses and refines product and marketing strategy as industry trends and competitive landscape evolves

• Led moderate to large complex projects and programs for Commercial Bank Treasury Services sales enablement initiatives by providing strategic direction to project teams, peers, and business partners • Designed, developed, and managed project plans in a demanding environment, revising needs to meet ever-changing requirements• Coordinated various resources across highly visible projects, monitored project progress, and adjusted resources and priorities accordingly• Effectively collaborated with key stakeholders to ensure delivery of commitments within established timelines

• Partnered with Treasury Management Officers to focus on developing strategies to grow revenue with a portfolio of Middle Market Commercial Banking clients• Managed the implementation process from start to finish from submitting the initial request to coordinating internal meetings, ensuring successful execution for the implementation of client product and services• Leveraged extensive payables and receivables product knowledge to identify gaps, share best practices, and provide training for New Hires, Client Service, and Implementation Partners• Prepared cost benefit analysis, schematics, proposal documents, and executive presentations

• Managed a portfolio of 800+ Commercial Card relationships with a spend volume of $310MM• Responsible for understanding client needs, consultative selling, and recommending appropriate product solutions• Directed 114% program growth, client profitability, retention, and overall client satisfaction• Provided strategic account management for clients with regards to cash flow management to improve their operating efficiency

• Analyzed and interpreted loan applications to confirm soundness, business value, and compliance with company and investor standards• Independently conducted full and comprehensive evaluations on a variety of complex, high-risk loan applications while applying pipeline management skills• Reviewed detailed historical and projected financial analyses, property net present value, and credit data to determine the degree of risk involved in credit extension or repayment capacity• Facilitated in depth communication with team to maintain compliance with guidelines as they evolved

Dallas-Fort Worth Metroplex

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Bachelor Of Business Administration (B.B.A.), Finance

Master Of Business Administration (M.B.A.)