I was recruited as Subject Matter Expert (SME) to spearhead Co-Op’s Pay Network launch, bridging the gap between the existing go-to-market strategy and our development processes through extensive market research. I worked to integrate the technical aspects of payment solutions with our business, sales, and revenue growth-related objectives. - I blueprinted our sales plan and processes for the pay network product from scratch, including creating and delivering client sales presentations and business pro formas. I conducted competitive reviews to support informed decision-making for our deals. - Another aspect of this position included offering tailored consultative services for our clients; I analyzed portfolio performance to provide actionable recommendations, strengthening client satisfaction and boosting business performance. - Additionally, I engineered an automated client spend and expenditure reporting system to streamline clients’ interchange reporting processes with up to 18 months’ worth of consolidated client data for a cohesive, top-down view of client interactions. The tool has been used by varied internal teams and organization-wide for sales engineering.

In this position, I managed a diverse client base of 75+ nationwide, striving to balance relationship management, retention, and strategic sales expansion. I leveraged my strong relationship management talents to identify and capitalize on new opportunities, acting as a “hunter” within specific client relationships.- I spearheaded multiple initiatives targeting efficiency and profitability, collaborating with the program team to develop an in-house marketing product to choreograph the shift to online activity. It was essential to gather client feedback to strategize a reactionary shift to Covid-19 purchasing methods, adjusting the automated reporting style and dynamics. - With the development of specialized reporting tools, I enabled MAP to monitor and report on evolving industry trends throughout the pandemic. - I managed our vendor relationships, facilitating regular calls to identify sales opportunities, address operations issues, and sustain our overall stakeholder relationships. - Additionally, I streamlined processes, improved efficiency, and strengthened our product/service offerings based on customer feedback and market trends, targeting our debit/credit, ATM, checking services, and related services’ fraud prevention.

I managed a portfolio of 100+ clients, fostering robust relationships across diverse portfolios of banks and credit unions varying in assets from $10 million to $10 billion while balancing client needs with our business objectives to drive growth, retention, and satisfaction.- I served in a crucial role throughout the legacy Elan clients’ migration to the Fiserv EFT platform, managing key relationships throughout the acquisition and migration processes and smoothing client-facing transitions.- Customer satisfaction was a top goal, and I prioritized transparency and clarity by keeping client informed, arming them with insight into the migration process, project progression, timelines, and communication throughout necessary action steps.- I educated our clients on the implications of the acquisition while maintaining a focus on the standard Client Executive responsibilities.- Another aspect of this position included managing client renewals and prioritizing cross-sale/revenue goals during the transitional phase, maintaining a proactive approach to client engagement and business growth.

I oversaw 100+ clients, a $10 million annual portfolio ranging from single-branch financial institutions to multi-state regional banks. I attained the Pinnacle Top Sales award in 2018 for exceptional sales performance, based on transparency and building strong avenues for communication and outreach, as well as delivering a stellar performance leading to revenue growth and cross-sale target objectives.- I achieved and surpassed the annual revenue growth targets by promoting a diverse range of products, including fraud prevention suites, marketing programs, and ATM outsourcing.- It was essential to provide consultative services on the evolving industry landscape, ensuring our clients were informed about updates and product enhancements to enable a seamless adaptation to the changing environments.- I served as the primary liaison and point of contact between the client, product management, operation support, and quality assurance teams, facilitating issue resolution and an open dialogue.- Additionally, I secured 20+ contract renewals and maintained an 80-100 client book of business annually through independent re-negotiations, product cross-sales, and value addition, contributing to revenue generation.

I developed, planned, and managed small, medium, and large-scale projects for organizations earning up to $15 billion in assets, including banking mergers/acquisitions, deconversions, and network infrastructure upgrades.- As the Central Coordinator for Implementation Activities, I direct the project and initiative scope, execution, and third-party vendor engagements in collaboration with the project’s stakeholders.- I oversaw the Bremer bank and umbrella holding companies’ Visa to Mastercard rebrand, supporting five bank identification number (BIN) databases per holding company.- One aspect of this position included defining projects’ scope, timelines, and milestones. I led multiple virtual project teams concurrently, allocating tasks and ensuring efficient team collaboration.- I also provided consultative sales services to clients, offering insights on maximizing their existing product packaging and recommending process improvements to enhance efficiency.

Acted as first line of contact for all operational issues and questions of assigned client base. - Manage day to day operations of client base exceeding 80 financial institutions- Light project management duties including ATM upgrades and instillations, regional network enrollments and reissue of debit card programs resulting from compromised card listings- Met and exceeded defined sales goals, received two quarterly Pinnacle Awards for top sales