Frances Shields Email & Phone Number

Wylie, Tx, Us

Plano, Texas, Us

Plano, Texas, Us

Responsible for working with Trintech's current enterprise customers to expand their functional use of our automation solution, to increase efficiency, decrease costs and streamline with visibility within the office of finance.Trintech is the leading provider of financial solutions for the record-to-report process cycle. Customers use our products to gain greater stability and control over their critical record-to-report financial processes, leading to better overall business performance. Over 900 organizations from the retail, manufacturing, financial, and service industries across 100 countries utilize Trintech solutions, including half of the Fortune 50 and the FTSE 100. Each is realizing the benefits of the company’s configurable and highly scalable solutions every day to: ensure the accuracy and integrity of financial data; identify and reduce transaction risk; optimize employee efficiency, improve the quality and timeliness of disclosure management and strengthen internal controls to support compliance requirements.Over achieved budgeted quotas in license and services revenueDeveloped and managed pipeline of qualified opportunitiesDetermined customer’s value and needs to expand their use of automationIdentified and documented new business opportunities and product/service Proactively communicated competitive intelligence and customer resistance internally Identified potential risks and statically developed possible solutionsUtilized Salesforce to track all targeted prospect/client contacts and engagement opportunitiesEffectively prepared & presented clear business & technical analysis of my customers2021-2022 120% of Software Quota Attainment2021-2022 President's Club Recipient2020-2021 130% of Software Quota Attainment

San Francisco, California, Us

Actively working to help Financial Services organizations to better connect and enhance their interaction with their customers. Becoming a trusted advisor to assist with their internal collaboration and external execution to drive overall growth within their business.

Plano, Texas, Us

Responsible for working with Trintech's current enterprise customers to expand their functional use of our automation solution, to increase efficiency, decrease costs and streamline with visibility within the office of finance.Trintech is the leading provider of financial solutions for the record-to-report process cycle. Customers use our products to gain greater stability and control over their critical record-to-report financial processes, leading to better overall business performance. Over 900 organizations from the retail, manufacturing, financial, and service industries across 100 countries utilize Trintech solutions, including half of the Fortune 50 and the FTSE 100. Each is realizing the benefits of the company’s configurable and highly scalable solutions every day to: ensure the accuracy and integrity of financial data; identify and reduce transaction risk; optimize employee efficiency, improve the quality and timeliness of disclosure management and strengthen internal controls to support compliance requirements.Over achieved budgeted quotas in license and services revenueDeveloped and managed pipeline of qualified opportunitiesDetermined customer’s value and needs to expand their use of automationIdentified and documented new business opportunities and product/service Proactively communicated competitive intelligence and customer resistance internally Identified potential risks and statically developed possible solutionsUtilized Salesforce to track all targeted prospect/client contacts and engagement opportunitiesEffectively prepared & presented clear business & technical analysis of my customers2017 141% of Software Quota Attainment2017 President's Club Recipient2016 169% of Software Quota Attainment2016 #2 Sales Rep Globally2016 President's Club Recipient2015 191% of Software Quota Attainment2015 #2 Sales Rep Globally2015 Achieved Trintech's first ever President's Club Award

Plano, Texas, Us

Developed product positioning and messaging that differentiates the products in the marketResponsible for developing positioning, messaging, competitive differentiation as it related to RFPs and Technical documentsEnabled content for the Sales and Marketing teams to ensure they are aligned and work efficiently to generate and close opportunities.Created and maintained a web-based searchable database to be utilized for answering Request for Proposals and Technical questionnairesTrained Sales team on the database to empower them with additional resources and knowledge

Plano, Texas, Us

Managed all for new and existing clients contracts and software deliveryCreated an improved Sales processes and proceduresLead procedural training for all new members of the sales teamManaged ad-hoc projects for better visibility into potential leads and quarterly pipelineAdministratively assist sales staff during the selling cycle; facilitated customer and partner summits; internal meetings, providing crucial materials and refreshments for meetingsPlanned and executed corporate sponsored events and parties, for the global sales team and the entire companyPlanned annual sales conferences, customer and corporate meetings, corporate events and assisted with the annual customer conferenceFacilitated the budgeting for all corporate events and meetings.

Compile Loss history for accounts Assist with researching data for aviation underwriting and risk assessmentEfficiently meet the requests of Brokers during midterm and renewalMaintain extensive communications between Underwriters and BrokersResponsible for policy renewals and mid-term policy additionsCreated and maintained accuracy of invoicesUpdated inefficient policies and procedures allowing the team to excelTrained co-workers on new policy types and new internal software