Cody Willis Email & Phone Number

Gilbert, A

I help community financial Institutions to digitally engage in a secure and compliant way through Text, Chat, Chatbot, Video, and Call Center voice.Over the last hundred years, communication with your local bank or credit union regarding finances has evolved from solely teller interactions at the branch, to call center switchboards, to websites/chats, and now texting your personal banker. Adopting these channels has been necessary to drive growth and meet market expectations.Eltropy's Unified Communication Platform is the first system to allow all Bank/CU departments to communicate with clients in their desired format within a single system! Once in place expect increased engagement, reduced delinquency rates, and shortened loan application timelines.The magic of the above is possible with our integrations with your major 3rd party systems that house key information to create value during interactions, including core banking systems, collections, payments, lending, marketing, branch, onboarding, etc.

Gilbert, Arizona, United States

This role has been specifically created to allow our team growth in highly strategic markets that require unique messaging and executive strategies. I am responsible for creating and executing to meet the company's largest quotas and product penetration into markets deemed ripe for innovation.Responsibilities include:- Creating and executing a monthly, quarterly, and yearly sales plan- Outbound efforts to targeted accounts, including phone, email, LinkedIn, conferences, client onsite events, sponsored events, and more.- Hosting/Speaking at quarterly webinars and in-market events to drive references and inbound leads- Leveraging client/partner use cases to derive additional value for new logo prospects- Creation and execution of unique ROI models to bridge the gap between large tech spends and value creation for clients- Contract negotiation and quote creation for both SaaS and professional services- Account management, with a focus on cross-selling to additional lines of businessCurrent success in similar/this Role:- $29,250,000 first year contracted business (SaaS)- $95,678,520 total contracted business value 3-7 Year (SaaS)- 362 New Logos- $41,000 avg. (Initial Billiable Year) - SaaS- $158,054 avg. (Contracted Value) - SaaS

Phoenix, Arizona, United States

Banking has always had challenges connecting archaic systems with new retail-focused technology. I help banking teams remove these challenges by leveraging my experience of banking processes/workarounds via automation or tech. This gives frontline staff the ability to focus on selling your products, resulting in profitable branch footprints. Right now the industry is making a huge shift to a digital-first strategy which means convenience will become second nature to the consumer, but the long-term winners will use their branch footprints as marketing and sales-focused community centers to connect with local businesses and consumers. If your looking to transform your branch network into sales focused banking centers, lets talk!

Chandler, Az

Partnership manager of our non-direct sales channel. Create and execute sales/marketing plans to achieve executive lead goals and strategic initiatives. Expert in delivering entire solution messaging, to ensure clients full needs are met from design, tech and training perspectives. Experienced C-Level Sales Presenter and Conference Guest speaker on "Branch of the Future" and "How Universal Associates will Change Banking as we know it".

Chandler, Az

Experienced Account Manager with a demonstrated history of working in the banking software industry. Skilled in Negotiation, Customer Service, Sales, Communication, and Business Development. Constantly delivering above expectation/quota from both client and internal management. Experienced "future banking" speaker at the top Banking and Credit Union conferences (250+ audiences), with strong influence in universal bankers. My personal goal is to truly transform the way Financial Institutions interact with their consumers on a relationship level.

Tempe,Az

Developed a social media plan for a large event held yearly to target philanthropist in PHX area. Ensured Social media held true to brand, but also was aggressive over several mediums.

I managed the sales team at the Scottsdale Pavilions club. My primary responsibility is generating revenue through membership sales. Prospecting, sales process, and communication skills are all stressed and improved during sales meetings and workshops.