David Eisenberg

David Eisenberg Email and Phone Number

Senior Relationship Manager | Client Engagement, Strategic Partnerships, Account Management | Banking, FinTech, SaaS | Revenue Growth & Retention | MBA Professional @ Eisenberg Consulting
Irvine, CA, US
David Eisenberg's Location
Irvine, California, United States, United States
David Eisenberg's Contact Details

David Eisenberg work email

David Eisenberg personal email

About David Eisenberg

Reach me at: david.eisenberg@outlook.comAward-winning professional with expertise in sales and revenue generation, project management, account management, and client engagement and success. Proven results across multiple industries by cultivating strategic business relationships and delivering innovative solutions, effective in leadership and individual contributor roles, skilled at identifying client needs, designing custom deliverables, and driving year-over-year growth. Experienced in leading cross-functional teams, improving operational excellence, and recognized for exceptional communication, problem-solving, and client-centric strategies. Examples of results:• Secured $3M+ in net new annual contract value commitments by utilizing social media engagement, attending industry conferences, & building partnerships through networking, exceeding the original goal.• Selected to assume the Sales VP role over two regions, transforming the sales strategy by building business relationships and training the banking team, resulting in an average of 32.6% annual sales growth over three years.Areas of Expertise: Account Executive, Data Analysis, Banking Relations, Banking Sales, Banking Strategy, Digital Strategy, Digital Sales, Financial Services, MBA, Benefits Management, Business Development, Start-Ups, Business Strategy, Change Management, C‑Level Relationship Building, Client Retention, Contract Negotiation, B2B, Corporate Partnerships, Customer Relationship Management, Customer Support, Process improvement, Insurance, Employee Development, Information Services, Team Leadership, Operations Management, Sales Support, B2C, Consulting, Performance Improvement, Product Development, Program Management, Sales Management, SaaS, Staff Training, Project Management, Strategic Alliances, Client Satisfaction, Technology Optimization, Enterprise B2B sales and account management, business development, management, consulting, strategy, data analytics, salesforce CRM, technology, consultative sales, product development, product management, and operations.Industry Experience: Banking, FinTech, SaaS, Software, Apps, Computer Hardware, Data Analytics, and Technology. I enjoy solving problems, product development, product management, project management, optimizing processes, creating data-driven insights and using consultative sales strategies to create win-win deals . KEY COMPETENCIES:- B2B Consultative Sales- Business Development- Product Development- Product Management- Business Strategy- Strategic Partnerships- Contract Negotiations- Salesforce CRM

David Eisenberg's Current Company Details
Eisenberg Consulting

Eisenberg Consulting

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Senior Relationship Manager | Client Engagement, Strategic Partnerships, Account Management | Banking, FinTech, SaaS | Revenue Growth & Retention | MBA Professional
Irvine, CA, US
Employees:
1
David Eisenberg Work Experience Details
  • Eisenberg Consulting
    Eisenberg Consulting
    Irvine, Ca, Us
  • Eisenberg Consulting
    Consultant
    Eisenberg Consulting Oct 2020 - Present
    Eisenberg ConsultingPrivate Consultancy that offers B2B advisory, insurance sales, data, and credit services.Consulting projects within the credit, data, and insurance sectors, helping clients navigate complex data landscapes and leverage technology to improve decision-making, resulting in enhanced operational efficiency and better business outcomes. Developed and maintained client relationships, performed needs assessments, drove higher premiums, and increased cross-selling and retention as an insurance agent.Client retention through targeted needs assessments, relationship management, and cross-selling strategies.Key
  • Informative Research
    Vice President, Sales And Customer Success
    Informative Research Aug 2019 - Oct 2020
    Garden Grove, Ca, Us
    Serving over 3,000 mortgage companies, banks, and lenders, a leader in innovative technology solutions, streamlining the loan process with unmatched security and 70 years of excellence.Oversaw B2B sales and partnerships to lenders, providing daily guidance and training in a collaborative, and goal-oriented environment. Amidst the initial stages of COVID-19, the company restructured, and the executive team moved to Irving (TX), making final provision for an acquisition by Stewart Title.* Leveraged social media, industry conferences, networking, and partnerships to secure over $3M in net new annual contract value, exceeding the annual goal by 272% and adding 7 new credit and marketing data clients.Key
  • Experian
    Senior Sales Executive
    Experian 2016 - 2019
    Costa Mesa, Ca, Us
    Increased B2B sales and managed an $8.4M annual revenue book of business in the Banking and FinTech sectors. Improved client business models by adopting digital solutions, digital automation, credit data, decisioning software, and risk management strategies.* Generated $2.93M in net new revenue and 20%+ portfolio growth through market analysis, targeted outreach, and customized client solutions while maintaining strong relationships and collaborating with internal teams.Key
  • Citi
    Vice President, Regional Sales
    Citi 2012 - 2016
    New York, New York, Us
    Piloted the regional B2B business development and Enterprise sales efforts, driving corporate benefit programs and high-value partnerships, resulting in annual sales growth of 26%, 39.6%, and 32.4% over three consecutive years.* Coached and developed a high-performing field sales and business development team of 80+ direct reports, contributing to significant revenue growth and deepened customer engagement.* Strengthened executive partnerships with Fortune 500 firms and regional partners, increasing revenue by 22% and enhancing customer retention through tailored solutions and profit-sharing collaborations.Key
  • Chase
    Vice President, National Accounts
    Chase 2009 - 2012
    New York, Ny, Us
    Chosen to lead project expansion following Washington Mutual acquisition, directing Chase's B2B Enterprise Sales Program in Los Angeles and Orange Counties, driving a 30% increase in employee banking enrollment by onboarding 50+ businesses, and strengthening market presence, client engagement, and revenue growth.* Enhanced revenue streams for the employee banking program through business development, improved associate training, and strategic relationships (networking, industry events), generating $3M in annual revenue.Key
  • Lumispan.Com
    Product Development
    Lumispan.Com Jun 2008 - Dec 2011
    Developed prototype and filed and received granted patent for dual-screen mobile phone accessory. The product is a slidable laptop replacement that is powered by your smartphone. Handled all aspects of product development and product management. www.lumispan.com
  • Usc Marshall School Of Business
    Mba
    Usc Marshall School Of Business 2010 - 2011
    Los Angeles, Ca, Us
  • Union Bank
    Avp Branch Manager
    Union Bank 2005 - 2009
    San Francisco, Ca, Us
    Opened a new banking branch, managing 10+ employees and office P&L; achieved 148% of 1st-year sales goals and exceeded 5-year pro forma targets within 18 months through strategic marketing and direct networking. Selected to Presidents Club for two consecutive years (2007 and 2008) for highest goal achievement in the entire region.* Revitalized the Redondo Beach branch, achieving 174% of loan goals, restoring profitability, improving morale, and enhancing customer satisfaction, leading to a promotion within nine months. Key
  • Provident Credit Union
    Account Advisor
    Provident Credit Union 2004 - 2005
    Redwood Shores, Ca, Us
    * Managed B2B client relationships in financial services, leveraging Microsoft Excel, financial software resources, & solution selling to deliver reports and enhance customer support and experience.
  • Wells Fargo
    Personal Banker
    Wells Fargo 2001 - 2004
    San Francisco, California, Us

David Eisenberg Skills

Leadership Management Crm Business Development Financial Analysis Banking Sales Management Relationship Management Finance Strategy Portfolio Management Analysis Sales Credit Lead Generation Marketing Customer Service Loans Investments Risk Management New Business Development Business Intelligence Business Strategy Analytics Forecasting Competitive Analysis Business Relationship Management Customer Relationship Management Valuation Series 6 Series 63 Life And Health Insurance Licenses

David Eisenberg Education Details

  • University Of Southern California
    University Of Southern California
    Master Of Business Administration (Mba)
  • University Of California, Davis
    University Of California, Davis
    Economics
  • Sophia University
    Sophia University
    Japan

Frequently Asked Questions about David Eisenberg

What company does David Eisenberg work for?

David Eisenberg works for Eisenberg Consulting

What is David Eisenberg's role at the current company?

David Eisenberg's current role is Senior Relationship Manager | Client Engagement, Strategic Partnerships, Account Management | Banking, FinTech, SaaS | Revenue Growth & Retention | MBA Professional.

What is David Eisenberg's email address?

David Eisenberg's email address is da****@****ook.com

What schools did David Eisenberg attend?

David Eisenberg attended University Of Southern California, University Of California, Davis, Sophia University.

What skills is David Eisenberg known for?

David Eisenberg has skills like Leadership, Management, Crm, Business Development, Financial Analysis, Banking, Sales Management, Relationship Management, Finance, Strategy, Portfolio Management, Analysis.

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