David Lindner Email & Phone Number

Phoenix, AZ, US

Lead fintech evaluations that drive expansion of our world-class level of service and grow our innovative credit union services at SwitchThink. Collaborate with fintechs via organizations like the Curql Collective, Member Development Company (MDC) and NACUSO.

• Executive Council Member, Private Company
• Advise on strategic direction, go-to-market pursuits, and retail financial institution digital services.Strategic Consultant, multi-billion-dollar financial institution with a SaaS offering
• Establish a fintech evaluation framework and other strategic fintech and go to market consultation.Strategic Consultant, Private Company
• Helping define a revenue and market expansion strategy. Understanding existing client product adoption and assessing new target markets.

Raleigh, NC, US

• Led sales, marketing, and account management functions for this innovative FinTech start-up. Sales
• Built go to market messaging, illustrations, and education that enabled six investor sales.
• Grew contract annual recurring revenue (ARR) from $180K to more than $4M.
• Led sales engagement with dozens of prospective banks and credit unions.
• Built and refined sales presentation and demonstration toolsets incorporating market feedback.
• Engaged the consulting community resulting in multiple RFP & RFI opportunities.

Milwaukee, Wisconsin, US

• Lead Client Partners assigned to financial institutions using the Flagship DNA account processing solution. Each Client Partner is responsible for client satisfaction, business success and is the relationship liaison.
• Led territory realignment from 2018-2020 to move from 2 to 3 regions/leaders
• Sourced and hired division’s top talent, foster creative teamwork, promoting career advancement with team member promotions along with effective performance improvement plan administration
• Built uniform tools for inter/intra-divisional forecasting across multiple salesforce instances
• Led quota analysis and assignments for territory realignments
• Successfully coached intra-divisional business units on effective go-to-market and end-of-life product strategies

Milwaukee, Wisconsin, US

• Report to Division COO. Accountable for a diverse mix of all Fiserv solutions sold within our division.
• Leveraged 2016 enterprise solutions sales success with an expanded 2017 team charter including intra-divisional sales, exceeding our sales target
• Shifted successful client partner team to division-focused solution specialist sales team in 2016
• Exceeded our sales target while expanding team responsibility mid-year to include infrastructure services, hardware, and in-house-to-outsourced migrations

Milwaukee, Wisconsin, US

• Asked by the Division President to pioneer, build and lead a senior team of client partners engaging 30 of our most strategic accounts.
• Collaborated with other Fiserv programs, defined role requirements, hired staff, and authored compensation plans, target markets, client segmentation and pursuit strategy
• Program was adopted for all strategic accounts in 2016 (~150 clients)
• Exceeded 2015 sales and revenue targets

Milwaukee, Wisconsin, US

• Was our division’s first Client Partner. Led select strategic clients in a collaborative partnership with responsibility and accountability for the entire Fiserv relationship. Coordinated the engagement of all Fiserv.
• Exceeded sales targets; the result of balanced advocacy, establishing a shared strategy as a trusted advisor, and coordination across multiple business units

Milwaukee, Wisconsin, US

• Introduced a new product that added $40M+ in organic revenue growth in 5 years
• Product pursuits included market sizing, requirements gathering, vendor partner/product selection, business plans, B2B and client contracts, cost transfer/price negotiation, systems integration and operational support

Mba, Business

Bs, Computer Science

Certificate, Bai Graduate School In Bank Operations & Technology