Dave Young Email & Phone Number

Tampa, Fl, Us

New York, Ny, Us

Head of sales and account management, responsible for delivering revenue, retention, sales strategy and execution• Delivered 120% YOY new sales growth in 2019 and retained 97% of existing business• Maintained 97% existing business retention, won new logos and grew YOY YTD new sales in 2020 during COVID-19 pandemic• Coached two 2nd year sales reps to achieve 235%+ in new sales YOY• Introduced BPO services channel in 2020, resulting in $4.2MM in sales pipeline growth

Wayne, Pa, Us

Head of sales, responsible for delivering revenue, sales strategy and execution- Delivered 229% sales growth since 2013. Achieved record sales in the firm's 35 year history in 2015.- Created full BPO service offering for record keeping and compliance testing services. Lead sales effort resulting in 26 new outsourcing agreements.- Co-lead $41MM business with General Manager, setting strategic sales direction and driving culture change efforts, placing clients first, resulting in record-setting add-on sales to existing client base.

- Senior project and relationship manager, responsible for agreements and accountable for the successful design, build and delivery of core systems for the nation's largest 403(b) provider.- Successfully managed sales, marketing and client relationships resulting in 850% growth in revenue and workforce over 3 year period and inclusion on the Inc500 list of fastest growing companies in the US.Contributed to defining and executing corporate strategic initiatives as a member of executive leadership team. Guided and represented Envisage in public relations matters, lead marketing and sales efforts.

- Promoted a new participant loan servicing solution to retirement plan providers, their clients and distribution channels- Oversaw investment-only defined contribution sales of The Reserve’s money market mutual funds to institutional clients and retirement plan sponsors through intermediaries.- Identified partners and lead internal teams with in-sourcing loan servicing platform, consulted with external legal teams and provided compliance guidance, for loan servicing solution, resulting in connections to recordkeeping software platforms and an automated and compliant solution - Doubled revenue from existing loan solution client base through repositioning, education and support- Negotiated agreements with new clients to increase annual revenue by $3 million- Negotiated agreements to make money funds available on several trust/custody platforms

- Developed and implemented a new DC sales strategy selling through Registered Investment Advisors and Registered Representatives nationally in the $5-$50 MM market and cultivated alliance relationships with fund companies, broker-dealers and banks- Orgainzed and conducted formal sales presentations with prospective clients and financial intermediaries- Developed internal sales desk, supporting sales distribution network- Managed external wholesaler, client services manager and marketing assistant- Developed new DC products and marketing collateral

San Francisco, California, Us

- Promoted retirement outsourcing and technology solutions to the institutional market place, including mutual fund companies, banks, insurance companies, broker dealers, money managers, third party administrators, trust departments and payroll providers- Successfully negotiated and sold full-service outsourcing agreements representing $1.8 million in annual recurring revenue. Was top producer out of 4-person sales team.- Effectively manage 21-state territory identifying and building relationships with top prospects and influencers- Provide training to client’s internal and external employees on outsourced products and services

Us

- Managed relationships of three institutional partnerships, contributing over $5 million in annual revenue- Co-developed detailed culture training curriculum and processes to mirror client culture- Initiated and co-developed Dalbar award winning and industry leading participant statement design - Successfully negotiated contracts and renewals resulting in retained, profitable business

- Lead 4 operations managers with teams responsible for administration and consulting services for 750 retirement plans- Developed budgets, internal processing procedures, staffing and revenue forecasts- Creatively developed the firm’s most successful profitable 401(k) service programs- Managed relationships and developed innovative products with alliance partners- Lead, trained and coached Pension Consulting staff, resulting in exceeding revenue and expense goals through the creation and adoption of quality processes