Charles Carter Email & Phone Number

California, United States

Miami, Florida, Us

At Anaplan, the global leader in Connected Planning, I collaborate with top organizations in the TMT (Telco, Media, Technology) industry to drive digital transformation and decision excellence. Our innovative cloud-native platform breaks down silos, enabling real-time scenario planning and predictive insights across the entire business. I work with C-suite leaders to unlock the power of Anaplan’s advanced analytics and modeling capabilities, empowering companies to respond swiftly to market changes, optimize their performance, and achieve their most ambitious business goals.

Waterloo, On, Ca

In my role at OpenText, I manage 25+ named accounts, resulting in notable solutions sold to PG&E, NVIDIA, Blue Shield of California, Splunk, Symantec, E&J Gallo, and Sanmina. Each opportunity was custom created based on OpenText's information management capabilities, driving business solutions tailored to unique requirements. My work has spanned across several industries and departments, each designed to solve complex business challenges and drive efficiency.-- Awarded Best Sales Presentation out of 78 Enterprise Account Executives.1. SaaS-based Safety and Compliance Solutions: Sold cloud solutions that significantly enhance safety protocols and ensure compliance in the Utility industry, ensuring that organizations meet stringent regulatory standards.2. Finance and Supplier Invoice Management Systems: Sold financial management solutions that streamline supplier invoice processing, improve accuracy, and boost the efficiency of accounts payable departments.3. Hosted Solutions for Member Services: Sold hosted platforms that optimize member services, enhancing customer experience and support capabilities through scalable, cloud-based solutions.4. Content Repository Integration for ERP Systems: Sold the integration of content repositories with ERP systems, such as SAP S/4HANA, facilitating smoother, more efficient business processes and data management strategies.5. Employee Document Management Systems: Sold document management systems focused on improving HR operational efficiencies, simplifying document handling, and enhancing the overall employee experience.These consultative sales opportunities involve deep dives into understanding the specific challenges and objectives of each department impacted, ensuring that our solutions are a fit with stakeholders across line of business, information technology department, and the compliance and risk management department.

Bellevue, Wa, Us

Managed nine enterprise accounts who were customers of Apptio’s SaaS product for Technology Business Management. Achieved 111% Attainment on Annual Contract Value renewals. Accounts based in San Francisco Bay Area in the Technology and Financial Services sector, each over $4B revenue size. Responsible to establish & grow relationships thru on-site face to face meetings with Exec Sponsor CIO and directs reports - usually with the Office of the CIO, IT Finance, and VPs of IT Infrastructure & Applications. Leveraged these relationships to discover IT Strategy and budgeted IT Initiatives then to align our solutions to the customers’ needs.• Walmart.com• HP Inc.• HP Enterprise• CISCO• Flextronics• Blue Shield California• eBay• PayPal• Symantec

Waterloo, On, Ca

Actuate Corporation & Xenos Division: Secured the 'Sales Person of the Year' award by reaching 253% of the sales target, outperforming 35 sales representatives through the sale of Customer Communications Management solutions. Prospected to 50+ named accounts nationwide focusing on Western USA and Canada within the Financial Services, Manufacturing, and Government sectors. Maintained substantial interaction with the top 20, primarily targeting public companies with revenues exceeding $4 billion. Across all opportunities, served as deal architect and lead negotiator. Leveraged accounting & finance degrees to build business value models into customer proposals. Developed strong technical sales knowledge of the product (structured, semi-structured, and unstructured data) and built up customer relationships at the company’s largest accounts. Delivered high performance in the role, generating software/services revenue from existing accounts while also acquiring a new customer (USAA), orchestrated a complex multi-million two year Software / Services deal (Johnson & Johnson) and generated license revenue via complex licensing compliance settlement agreements. Notable customer sales include:• Johnson & Johnson• USAA• Allstate• American Express• Ameriprise• Charles Schwab • Farmers InsuranceActuate Corporation was bought by OpenText in Jan-2015.

Redmond, Washington, Us

Co-Created Global Sales Strategy service for Account Teams and their upcoming Enterprise Agreement Renewals. Promoted from field sales to create a centralized ‘Sales Desk’ team providing value engineering, sales strategy, and proposal services to USA Enterprise Account Managers. Leveraged prior consultative & value based sales success for this national sales enablement role. Coached account teams on value & capability led selling skills. As co-founder to design and develop the team, we grew headcount to over 80 persons servicing all global Microsoft sales teams over course of three years in role. The ‘Sales Desk’ grew into a great successful resource to customers and their account teams. On weekly basis, led multiple account team meetings to develop sales strategy. Facilitated opportunity management on renewing enterprise agreements, proposing upsell products and new long-term business opportunities. Created 99 Enterprise Agreement proposals for global accounts in the Commercial Enterprise space achieving 121% Attainment on Contract Renewal Value with a $437M Quota yielding $529M of influenced revenue.

Redmond, Washington, Us

Earned the 2008 Microsoft Gold Star Award for creating and implementing a national Business Value Sales process. Responsible for selling Microsoft Office and upselling related server products across 49 named accounts (Fortune 1,000). Networked to Line of Business VPs to develop sponsorship and gain access to business priorities. Gained expertise in managing and developing a territory while simultaneously driving my attainment on sales performance. Notable sales included selling Microsoft’s largest USA commercial deal to State Farm to purchase over 150,000 copies of Office for the desktop. Quota Attainment of 145%, 130%, and 114% for 2008, 2007, and 2006. Notable opportunities include:• State Farm• Allstate• Zurich• AON• CNA Financial

Waterloo, On, Ca

Created and Sold a Sarbanes Oxley Compliance Solution (branded "Internal Controls") built on content management software. Responsible for designing, configuring and then selling solution to address the (then) new Sarbanes-Oxley (SOX) regulations. Modeled OpenText’s ‘Livelink’ enterprise content management (ECM) software to fit the needs of accounting and IT departments complying with the new SOX regulations. Successfully generated $2,000,000+ in new license revenue for the company. Partnered with Deloitte for prospecting. As subject matter expert (SME) presented the value of how the solution enabled compliance to CFO’s and Corporate Controllers. Traveled nationwide and to Canada to present to 27 in-person opportunities. Closed on eight deals, notable sales include:• Sprint• Royal Bank of Canada (RBC)• Zimmer Biomet

New York, Ny, Us

-- Successfully defined, developed, launched, and supported twelve (12) global professional service offerings centered around Program & Project Management. Each offering was supported by market opportunity assessment and competition analysis. Managed the creation of product 'toolkits' containing proprietary delivery methodologies, marketing collateral, proposal templates, legal contracts/schedules, and pricing strategies. Analyzed the Project Management Professional (PMP) certification requirements and best practices for global practitioners to ensure the service offerings met international standards and were relevant to a global audience.-- Advised clients on preparing for the (then) new Sarbanes-Oxley regulation compliance by documenting process narratives into control matrices, assigning control types, defining financial statement assertions, and conducting appropriate tests of design and operating effectiveness.

New York, Ny, Us

KPMG and Qwest Communications Joint Venture: Qwest Cyber.Solutions LLC:Created and Sold an Expense Management Offering (Hosted Software/SaaS). Managed four-person team to develop, implement, and deliver an expense management application (Captura Software – now SAP’s Concur Travel & Expense) in an ASP model (single tenant) (forerunner to multi-tenant SaaS). Directed creation and launch of the hosted managed solution, then managed sales and operations generating over $6.8M of contract revenue. Responsible for planning, sales, implementation and account management. Maintained and grew the strategic vendor relationship to create a sales lead source agreement generating 20 joint sales opportunities. Prominent customer wins for a combined 180,000+ global user seats:• General Motors• Hewlett Packard• QwestQwest Cyber.Solutions LLC (QCS) was acquired by Corio in Sept-2002. QCS was a joint venture between KPMG Peat Marwick LLP and Qwest Communications International to offer hosted enterprise applications.

New York, Ny, Us

KPMG Peat Marwick LLP: Delivered PeopleSoft Enterprise Resource Planning (ERP) system implementations as early member of KPMG’s PeopleSoft team based out of Chicago. Grew consulting team from 15 to over 90+ employees over three years. Key roles in Delivery, Business Development, Recruiting, Staffing, and Training. Earned rapid promotions year after year up to the Senior Manager level. Managed the following six client engagements to replace legacy software applications and hardware with PeopleSoft ERP software and related new hardware technology:• Whole Foods Market• CF Industries Holdings, Inc.• Wolters Kluwer ~ CT Corp • Wolters Kluwer ~ Legal Information Services• Wolters Kluwer ~ Commerce Clearing House (CCH Inc.) • Dayco Products

Passed all four parts on first sitting.Credential ID: 15681https://apps2.colorado.gov/dora/licensing/lookup/licenselookup.aspx

San Jose, California, Us

Platinum Technology Inc.: Managed accounting and month end close for revenue derived from international channel sales partners, merged acquired companies financial statements and account balances, and most importantly and my favorite - I was the General Ledger team lead on the ERP upgrade to PeopleSoft. Worked in conjunction with KPMG's PeopleSoft practice resulting in my subsequent career step to leave Platinum and go work for KPMG's new and growing PeopleSoft practice - loved that. Platinum Technology Inc. was acquired by Computer Associates in Jul-1999. Computer Associates changed their name to CA Technologies and is a subsidiary of Broadcom Inc.

Arthur Andersen LLP, based in Chicago, was once one of the "Big Five" accounting firms among PricewaterhouseCoopers, Deloitte Touche Tohmatsu, Ernst & Young and KPMG, providing auditing, tax, and consulting services to large corporations.