David Chevalier Email & Phone Number

United States

• Lead through culture and values • Hire, onboard, train, and develop a team of Sales Account Executives (SEs) including recruiting, selecting, training, and coaching employees to meet sales objectives • Hire, onboard, train, and develop a team of new Sales Development Reps (SDRs). Lead, train, and coach SDRs to create qualified opportunities for the sales team and accomplish company goals and objectives • Provide weekly coaching, feedback, and professional development in sales meetings and one-on-ones • Direct and motivate others to improve their performance • Engage in conferences and industry events including meetings with clients • Report on team/individual goals and results in weekly management meetings

United States

• Advise the CEO on sales and marketing process improvements • Align Sales and Marketing • Provide effective advice toward creation of successful promotional activities and strategies • Fine tune the business's marketing message, and identify the appropriate mix of approaches to get the message out to the target market • Review current marketing campaigns for weaknesses and develop solutions within budget constraints • Manage key metrics such as cost per lead, number of leads, number of product demos, and number of qualified leads converted to clients • Design compensation models, bonuses, and recognition structures that motivate employees • Guide CRM implementation to reach sales goals • Manage Google Ads campaigns

United States

As Lead Generation consultant, I specialized in helping Everchron establish a repeatable process for attracting and qualifying more potential customers. This process included a job analysis and development and was successfully transferred to a team of Sales Development and Sales Executives. It has generated ~500 live demonstrations of Everchron with a focus on the AmLaw 200, NLJ 500, and Law360 400 -- the top law firms in the United States. In this role, I worked directly with executives and the sales team, operating as an independent consultant, collaborating over Slack, Hubspot, and Zoom.

Remote

Consulting firm providing Organization Development consulting services, including remotely. Meet with clients by phone, video conferencing, and in person to gain deep understanding of their business and goals and devise a strategy in support of accomplishment of those goals. Support strategic directives through process consulting, change management, and targeted cultural change. Effectively communicate with teams using phone, email, Zoom, CRM (HubSpot), and IM (Slack).

United States

AMERICAN UNIVERSITY, Practicum Project, 2021Honors: Distinction awarded by American University MSOD program for fieldwork, report, and presentation. Sourced and contracted a values congruence project in a nonprofit organization. This was a five-month action research project. AMERICAN UNIVERSITY, Global Diversity & Cultural Capacity: International OD Consultation, 2021Project spanned a two-week period and involved culture work on organizational values with a bank located in the Caribbean.AMERICAN UNIVERSITY, Organization Analysis and Strategy, 2020Sourced and contracted with a mechanical engineering company to conduct a month-long Baldrige Assessment, which included involvement from multiple levels of the system to gather and analyze key data.

Burlington, Vermont Area

Vermont’s largest community bank with 13 branches and 175 employees; providing financial services for over 150 years. As Vice President, Commercial Services, I helped lead a change effort to improve the customer focus in the sales culture. Worked directly with VP of Community Banking, Commercial Lenders, and branch network to streamline sales processes and approach the market as a sales/marketing team• Successfully led and managed bank-wide customer relationship management (CRM) selection project• Shaped the culture by demonstrating and documenting the desired state with the new CRM - involved transparency, strategic thinking, and personalized marketing communications, from first touch through post-sale • Consistently communicated and demonstrated the value of lead generation to help shape new cultural processes in acquiring commercial services, deposit, and loan relationships for the bank

Burlington, Vermont Area

A subsidiary of the Canadian multinational Toronto-Dominion Bank with a large presence on the East Coast of the U.S. As Vice President, Relationship Manager III, I provided customized financing solutions including lines of credit and term loans designed for corporations. Utilized the entire suite of products and services to help meet the short- and long-term needs of customers.• Analyzed, originated, and monitored commercial loans of $1MM+. Effectively managed and controlled risks• Achieved deposit growth and successfully retained 100% of treasury management products and services within assigned portfolio during a price increase• Generated first appointments with 12.8% of total prospect list of non-customers in FY 2015

United States

Started and ran a digital advertising agency that focused on Google AdWords and Facebook Ads. Coached and managed a team of 5 people in development of profitable new business through effective sales, negotiation, and systematic uncovering of sales-ready leads within a territory or industry. • Created and managed a combination of direct mail, email, telemarketing, and pay-per-click advertising which supported sales efficiently• Achieved a 34.18% improvement in 2013 vs. 2012 in sales and marketing effectiveness, as measured by percentage of inquiries that became revenue-producing customers • Utilized ten years of proven sales and marketing experience to successfully break into new markets. Closed complex sales where our company previously had no business presence

Greater Los Angeles Area

Regional Sales Manager, responsible for Business Development for the West Los Angeles Commercial Banking Group (Beverly Hills RCBO).Provided a full suite of services, including asset-based lending, traditional secured loans, and capital markets services to businesses with annual revenues between $10 million and $500+ million. Businesses included manufacturers, wholesalers, retailers, distributors, importers, and service companies.

Greater Los Angeles Area

Ranked #1 2010 YTD (San Fernando Valley, BDC Ranking Report)Ranked #1 2009 (San Fernando Valley, BDC Ranking Report)Ranked #1 2008 (San Fernando Valley, BDC Ranking Report)Provided a full range of business banking services to businesses with annual revenues between $2MM - $30MM. Actively cross-sold additional business products such as loans and cash management products. Organized outbound sales campaigns to exceed business banking and retail sales goals. Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities. Demonstrated strong communication and rapport building skills; used the full resources of the bank to exceed expectations.

Ventura, Ca

Ranked #1 Business Specialist in the Pacific Coast Division in Q2, 2006 (included 38 Wells Fargo branches).Recognized as top performer and promoted from Customer Service Sales Representative to Personal Banker to Business Specialist in 16 months.Demonstrated passion for seeing small business customers succeed. Provided expert advice and offered the right financial solutions to customers in a retail sales environment. In this position, I provided a full range of business banking services to customers; actively cross-sold additional business products such as loans and cash management products through referrals to partners; pro-actively called on potential and existing customers with the goal of acquiring 100% of the customers' financial services business; consistently profiled all customers to uncover needs for services to increase products per household; developed and maintained relationships with Wells Fargo partners to maximize sales opportunities; consistently exceeded assigned quarterly sales goals; conducted market industry research to uncover market trends that could impact customers and spotted opportunities to provide appropriate financial services.

Ventura, Ca

Sold retail banking products and services to customers and prospects. Managed customer portfolio, serviced relationships and cross-sold products and services. Provided broad base of financial and credit services with the goal of acquiring 100% of the customers' business. Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities and exceed sales standards. Used profiling analysis tools to identify cross sell opportunities and made outbound sales calls typically by phone to increase product per customer ratio.

Ventura, Ca

Provided prompt quality customer service along with support to bankers and store management. Performed a wide range of services including document preparation, account servicing/maintenance (account reconciliation, address change, stop payments, account closings, transfers, processing check orders), and problem resolution. Solicited new accounts and cross-sold products and services; exceeded sales goals. Followed-up on Teller referrals and spent up to 60% of time on sales.

Ojai, California

California

Boston, Massachusetts

Master Of Science (Ms), Organization Development

Honors: Distinction awarded by the American University MSOD program for fieldwork, report, and presentation completed within the Capstone.

Bachelor'S Degree, Economics; Minor In Business Administration

Activities and Societies: Big Brother Program - Boston University Community Service Center

12-Week Online Course, Interpersonal Communication

This course offers a unique combination of mindfulness with the modality called nonviolent communication (NVC): (1) presence: bringing.

In-Person Study Of Interpersonal Interactions Using Gestalt Theory, Gestalt Experience Workshop

This workshop focuses on increasing self-awareness and learning through direct, present experience and respectful exchange with others..