Charles Clark Email & Phone Number

New York, US

Responsibilities include building lead generation capabilities, transitioning from individual sales to regional team-based sales, and building out customer success organization to include all customer lifecycle services. Additional responsibilities include reporting and streamlining all related processes.

• Launched and lead a consulting firm focused on equipping emerging private equity-backed financial technology CEOs with fully customized sales strategies that fully align with business growth goals by leveraging.
• Engaged by CEO to implement new sales strategy for selling valuation tech to financial advisors and enterprises.
• Advised CEO on regionalizing sales organization, reengineering process, new quotas, improving compensation, and building a strategy for integrating clients and CRM.
• Redesigned sales process for a client organization to effectively sell fintech to financial advisors and enterprises.
• Crafted new insights on recruiting sales staff, building a compensation plan, and modifying sales process, while improving sales methods and marketing.
• Engaged growing fintech firm with leading time-saving technology, improving sales process, strategy, and hire plan for new sales team.

• Hired to transform an underperforming sales organization of 12 for a global 2000 market leader by overhauling the sales model, increasing revenue, and integrating a new sales organization prior to acquisition by Korn.
• Recruited a new sales leader whose skills and experiences supported the complete revitalization of an underperforming sales unit.
• Developed a custom sales training to enable changes in the model which empowered sales reps to reliably build C-suite relationships and gain a new competitive advantage.
• Transitioned the sales culture from a passive relationship model to an aggressive hunter-focused sales and account management model.
• Improved selling effectiveness by expanding sales coverage into 20 new states and winning new opportunities.

• Built, transformed, and led an inside sales organization into a high performing unit with 36 sales managers and sales reps, managing a $4.5M budget. Extended the national footprint and reengineered the sales.
• Transitioned the sales organization from an inside sales team to a regional sales structure that established a national sales presence and captured enterprise customers.
• Recruited high protentional sales reps and developed 15+ of them to become heads of sales leading fintech sales organizations nationwide.
• Deployed new pipeline reporting and forecasting using CRM tools, defining quotas, and implementing Performance Improvement Plan (PIP) to increase sales performance.
• Created a “QuickStart” implementation program which focused on driving immediate value and ultimately resulted in a retention growth from 75% to 92%.

Economics

Education record