David C. Email & Phone Number

Nashville, Tn, Us

United States

• Partner with VRC Digital business lines, VitalChart®/VitalECM® and digital stakeholders to define, measure and execute sales strategies and drive opportunities in support of company sales goal realization.• Work with the Core, Storage and Shred, business lines to cross sell digital offerings.• Closely work with Regional Development Managers in the identification, definition, and closure of digital opportunities, ensuring common and simple tools, standards and processes are established and continuously improved to drive global growth.• Develop and apply an understanding of ECM (Enterprise Content Management) software products, sales methodology, processes, prospecting techniques, and customer base to sell to end users.• Accurate and timely manage a national sales pipeline, engaging a matrix of stakeholders and opportunity owners in a proactive way, providing coaching and support to maximize win rate.• Achieve sales targets and demonstrate progress towards achieving account strategies with regional sales and operations counterparts.• Establish relationships with key channel partners, system integrators, and any other external stakeholders that can serve as Digital ECM expanded channels to market.• Provide support, coaching and insights to Regional Development Managers and regional teams to properly identify economic buyers, stakeholders and gatekeepers and establish proper winning deal strategies.• Identifies short- and long-term market and industry trends, competitive positioning and grows the company’s Digital ECM products.• Research the imaging industry and accounts to stay well versed in operating models, business challenges, critical metrics, issues, goals, and growth strategies• Develop action plans to realize and achieve sales vision for market share.• Provide frequent reports and updates on sales activity, competitive analysis, and closed sales to the CEO and CDO.

Eastern United States

The role of the Regional VP of is to plan, execute and finalize projects according to the company’s strategic plan. This includes acquiring resources and collaboration of team members to successfully coordinate assigned projects. As a member of the executive team, I participates in institutional planning, setting company priorities and management decisions. Full operational responsibilities for areas assigned by CEO & COO. Major Responsibilities Drives operations by: • Working with the Operations teams to respond to Area requests for market/facility information. • Collaborating with the operations teams to enhance existing or develop new opportunities for services.• Providing administrative and operational leadership for assigned Areas. • Ensuring the application of Customer Service principles in meeting and exceeding the expectations of internal and external customers to provide satisfaction. • Managing fiscal operation of assigned Areas using the budget as a guideline for revenue and expense analysis on an ongoing basis to determine potential variances and make adjustments where necessary. • Managing operations of assigned Areas to achieve targets for designated performance Indicators.• Developing new processes or services which includes, when appropriate, business and financial justification. • Developing and updating Area goals consistent with the the company’s strategic business plan, mission and vision. • Meeting leadership obligations under the Ethics and Compliance Program. • Building strong relationships with internal and external customers.• Promoting consistent positive customer interactions that advance the agenda of unparalleled customer service • Practicing and adhering to the “Code of Conduct” philosophy and “Mission and Value Statement” • Performing other duties as needed.• Leading teams & others through a positive ‘can-do’ attitude and approach to roles and responsibilities.

Richmond, Virginia Area

Vice President & New Business Development Officer: Spearhead sales of a wide-range of products, including engaging plan sponsors with $10-$200 million in 401(k), 403(b), actuarial services, defined benefit assets, institutional asset management, institutional deposit products, corporate escrow, corporate trust, paying agent, custodian of assets, flexible benefit accounts, and promoting the company’s investment advisory services. Define effective marketing processes targeting non-bank clients. Interact with decision-makers throughout diverse industries, including Business, Aerospace/Defense, Banking/Financial Services, Healthcare/Medical Services, Real Estate/Property Management, and Government, among others. Provide leadership and direction to dealers, value added resellers (VARs), and field sales professionals. Conduct forecasting and reporting. Deliver executive level presentations and speak at industry and corporate events. Contribute to product development while maintaining relationships for new and current clients.• Approached marketing in non-conventional ways, leveraging innovative methods and tools such as email campaigns, networking sites, and group meetings with centers of influence. • Act as the Relationship Manager for my clients serving over $1 billion in assets under management.• Executed 50-75 cold calls to non-bank prospects per week.• Sterling Award in 2010 and 2011 for exceeding revenue goals. Attending Sterling Performer Incentive Trip.• Big Deal of the Year Award 2011• High Producer Level 3 award 2011 for exceeding revenue goals for our subsidiary, SDHR Benefit Consultants, products and services.

Greater Nashville Area, Tn

MUTUAL OF AMERICA, Nashville, Tennessee • 2005 – 2008Specialist in providing pension and retirement-related products, programs, and services with in the states of Tennessee, Alabama, Mississippi and Arkansas.Consultant: Sold from an extensive portfolio of products, including 401(k), Profit-Sharing, Defined Benefit, Defined Contribution, 457, SEP, SIMPLE, ROTH (k), Cross-Tested Plans, IRA, and Roth IRAs for acquisition of assets. Managed 110 plan sponsors relationships. Presented in front of groups, including holding board of directors meetings, meetings for enrollment, ERISA compliance, and investment education. • Demonstrated versatility by working with a highly diversified client base, from new plan installations to clients with $100 million in assets. • Delivered exceptional service; supported clients with plan conversions and new implementations.• Maintained relationships for 100 plan sponsors in a variety of industries.