Curtis Smith work email
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Curtis Smith personal email
I'm sales operations/deal desk specialist with experience across diverse business environments. I focus on financial, legal and technology structures to make companies successful. With a diverse sales, finance and consulting background, my approach to operations is strategic and contextual. What keeps me going? Setting and redefining expectations all the time. Change is the third thing that is certain in life.
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Director Of ContractsJbt MarelAtlanta, Ga, Us -
Director Of ContractsJbt Corporation Nov 2024 - PresentChicago, Il, Us -
Deal Desk Head/Sales Operations Mgr.Worthix Nov 2019 - Feb 2024Structure, manage and negotiate all documentation and agreements to support the Sales, Financial and Corporate areas of a fast-growing SaaS company, focused on AI-based market research solutions for enterprise companies. Deal Desk: - Manage transaction process throughout full sales cycle (proposal to contract) - Develop solutions with Sales and Customer Success teams for non-standard deals- Coordinate financial/risk parameters with C-suite to ensure optimal deal finalization - Develop and implement Sales/contract process to expedite documentation flow.Legal:- Develop and update documentation to support business activities (Agreements SaaS support documentation, Policies and Procedures, AI-related documentation)-Coordinate with external counsel all legal/contractual activity and documentation-Review and negotiate all transactional documentation and vendor-related contracts (MSA, SOW, Data Processing Agreement, Subscription Agreements)Financial:-Coordinate with Account Executives to design effective contract renewal strategies and minimize churn.- Monitor and coordinate with Marketing and Sales to evaluate CAC contributions on a monthly basis.Plaforms:- Sourcing and management of key business support platforms and internal reporting processes: Salesforce, Netsuite, OneTrust, Trinet, MS 365
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Business ManagerWorthix Sep 2017 - Nov 2019Developed documentation, structured Deal Desk, and implemented procedures to support sales and revenue growth. Legal: - Designed and built out legal documentation to support sales/product functions (NDA, SOW, SaaS Subscription Agreement.- Negotiated and finalized all sales documentation (MSA, SOW, SaaS Agreements) - Implement procedures and policies to ensure compliance with GDPR. Deal Desk: - Established work flows and procedures to enable enterprise contracting/onboarding process. - Managed entire transaction flow to successfully close over 75 deals in first two years of operations.
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Marketing ConsultantKennedy Partners Nov 2014 - Sep 2017Develop investment and targeting strategies for venture and private capital transactions in the US and Brazilian marketplace. Create comprehensive business plans, counsel companies and agents on capital raising activities, develop collateral presentations and investor materials.
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Business ManagerBny Mellon Jul 2011 - Jul 2014New York, Ny, UsBuilt and managed Securities Servicing business in Brazil, responsible for delivering agency services for local and international debt instruments (Fiscal, Paying Collateral, Calculation, Escrow, Administrative, Trustee). - Reviewed and negotiated all Agency Agreements for structured finance transactions to ensure adherence with documentation standards for BNYM. - Developed and managed all aspects of Brazilian structured finance servicing business: operations, strategy, product development, transaction negotiations, on-boarding, implementation, execution and service delivery. -
Business Development ManagerBny Mellon Sep 2004 - Jun 2011New York, Ny, UsResponsible for multiple aspects of BNY Mellon’s American Depositary Receipt (ADR) business in Brazil: Business development, marketing, client relationship with C-level and financial directors as well as institutional negotiation with Brazilian regulators. Brazilian market responsibilities included: relationship development with ADR brokers and traders based in Brazil, development and management of class-entity relationships for ADR/Share arbitrage, IOF taxation, and regulatory issues.
Curtis Smith Skills
Curtis Smith Education Details
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Union CollegeLatin American Studies -
Fgv - Fundação Getulio VargasGeneral
Frequently Asked Questions about Curtis Smith
What company does Curtis Smith work for?
Curtis Smith works for Jbt Marel
What is Curtis Smith's role at the current company?
Curtis Smith's current role is Director of Contracts.
What is Curtis Smith's email address?
Curtis Smith's email address is cu****@****lon.com
What schools did Curtis Smith attend?
Curtis Smith attended Union College, Fgv - Fundação Getulio Vargas.
What are some of Curtis Smith's interests?
Curtis Smith has interest in Politics, Science And Technology, Education.
What skills is Curtis Smith known for?
Curtis Smith has skills like Equities, Fixed Income, Capital Markets, Business Strategy, Securities, Investments, Corporate Finance, Mergers And Acquisitions, Management, Strategy, Financial Analysis, New Business Development.
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