Andy Carlson Email & Phone Number

Englewood, Colorado, Us

- Develop and manage client portfolios.- Assist in contract process and support for SOW, AR, PO, IVR and OPNs. - Relate client feedback to service, support and development teams. - Address, resolve client inquiries. - Manage product license compliance management. - Liaison between and among client and internal support teams. - Site visits and in-person relationship reviews in coordination with adjacent support teams. - Organize and participate in product demonstrations.

Denver, Colorado, Us

- Develop and grow Commercial/Corporate Card client base in multiple markets - Chicago MSA and Central California - through new client sales by partnering with Commercial Banking and Treasury Management teams while actively prospecting for additional business. - Evaluate market needs and trends, identify consortium or cooperative opportunities. - Participate in and provide RFP responses, presentations, and demonstrations.- Deepen existing client relationships through expansion efforts via reviewing current business or commercial card program trends and portfolio analysis to identify additional product or spend opportunities. - Make recommendations and maintain knowledge regarding competitor offerings, industry rules & regulations, and technology. - Attend industry seminars & webinars on a regular basis. - Update database of competitor program offerings while staying current with NAPCP & Visa bulletins and newsletters. - Set goals with clients and perform regular and consistent relationship reviews with existing client and new program participants to ensure program's success. - Evaluate and advise new product and departmental developments. - Participate in product reviews, demonstrations, and provide feedback to internal/external stakeholders. - Recommend rollout and implementation strategies.

Wheaton, Il, Us

Northwestern Medicine is anchored by Northwestern Memorial Hospital, ranked top 10 in the nation by U.S. News & World Report, 2021 - 2022.

Madison, Wi, Us

Territory and portfolio management, cross sales, and product specialization

Minneapolis, Mn, Us

• Developed, managed, and increased substantial portfolio across several geographic/ demographic markets while increasing revenue using in-person detailed relationship reviews, webinars and conferences while leveraging social media/Client Relationship Management systems (SalesForce, CRM, Siebel, etc.).• Pinnacle Award (Top 10% Performer) recipient – 2008 and 2016.• Portfolio consisting of 500+ clients generating over $40 million in annual revenue. Overall revenue increase of 107% during tenure.• Sold 300+ products from more than 10 internal and external business lines generating $20 Million+ in new revenue.• Developed multi-state territory by partnering with well-established network to identify prospects and earning multiple Dale Carnegie certificates.• Created and delivered customized proposals, presentations, and managed detailed negotiations for mutually beneficial results. • Developed, managed partners to meet marketing strategy goals. • Monitored market activity to maintain competitive edge while actively engaging trade associations. • Relied upon to mentor incoming staff and advise senior management.

Chicago, Il, Us

Ridgestone Bank (Schaumburg, IL)Managed opportunity exploration, proposal/comparative analysis creation and design, coordination and performance of proposal presentation, administration of ensuing negotiations and product modifications as needed. Liaison between bank and strategic partners, managing relationships to ensure continuous flow of sales leads. Established and nurtured relationships with third-party vendors to ensure complete suite of services.

Rosemont, Il, Us

Ravenswood Bank (Chicago, IL)Responsible for marketing operations, including execution of marketing programs, business analysis, financial forecast, budget management, and competitive monitoring and response. Directed lead generation and created programs, sales tools and sales strategies.

Cincinnati, Ohio, Us

Managed growing, wide-ranging, and diverse portfolio. Responsible for developing previously unexplored geographical territory into viable and profitable portfolio. Mapped client, prospect and market demands to develop and manage unique products, construct recommendations and launch appropriate solutions. Utilized networking and informational opportunities provided by local and national professional organizations to stay abreast of both market trends and competition practices.

Charlotte, Nc, Us

LaSalle Bank NASupported Correspondent Banking staff to set up cashletter, wholesale lockbox, balance reporting, and other treasury management services. Earned CCM/CTP in June 2002.

Dallas, Texas, Us

InfoUSA/American Medical InformationInside sales of database marketing products

Omaha, Nebraska, Us

First Bankcard Center - Consumer/Small Business/Commercial Card Issuer

Mba - Management, Ethics

Bachelor Of Arts - History, Philosophy