James L. Email & Phone Number

Toronto, ON, CA

Ottawa, Ontario, Canada

As a senior technology sales consultant, I'm focused on demonstrating solution ROI to clients of all sizes (owner-operator through c-suite, government departments and NPO boards) by providing in-depth, customized presentations of Wolters Kluwer CCH’s portfolio of technology solutions.My goal is to provide end-to-end pre-sale, sale and post-sale guidance to.

Toronto, Canada Area

Wolters Kluwer produces market-leading information and software solutions – including Taxprep, Cantax, CCH iFirm, ProSystem fx Practice Management, CCH Engagement, CCH Document, and the AnswerConnect research platform – that help customers take command of complex regulatory issues in tax, accounting, and financial planning.As part of the Internal Solutions.

Toronto, Canada Area

• As the head of Product Development and Sales, I was central to the creation of sales and marketing strategy for a new line of product in the CGP industry. I lead the product development life-cycle from concept, through.
• Created sales and marketing strategy for start-up firm's new product line; drove sales growth and product recognition year over year
• Lead product development efforts to create a new CPG product line within identified target market
• Conducted market research, gap analysis, requirements gathering through focus groups, customer interviews and analysis of market trends
• Identified new target markets for product line expansion and developed complete sales and production models for servicing new industries
• Promoted product line through demonstrations, online and direct marketing activities

Toronto, Canada Area

• James was the leading force in CPA Canada's City of Toronto sales team. He was successful in driving territorial sales growth of SaaS, Cloud and Print products by over 300% during his span of employment. He raised the.
• Strong rapport with clients as a key adviser with a deep understanding of Financial Accounting
• Excellent reputation for post-sales customer service through issue tracking, analysis and resolution
• Keen ability to present technical material independently and in collaboration with Subject Experts
• Uncovered hidden market insights through SQL query and quantitative/qualitative analysis

Kuwait City, Kuwait

• During his time at FSRI, James led efforts to revolutionize the operations, daily workflow and financial reporting environments of the medical centre through the deployment of SaaS SQL-based ERM and Cloud ERP systems..
• Managed planning, stakeholder, procurement, vendor and human resource processes
• Drove deep insights into requirements through meetings, questionnaires, interviews and analysis
• User-story creation, prioritization of requirements and deliverables with sponsor
• RFP and vendor selection processes, key advisor to sponsor during contract negotiations
• Managed HR acquisition process from short-list of candidates, onboarded and trained candidate

Thornhill, Ontario

• As an Account Manager, James excelled in the role of leading Newcomp's Western Canada sales division, presenting product and training packages to high profile clients for all IBM SaaS Business Intelligence, Business.
• Lead needs elicitation and analysis efforts, user story and business case development and presentation to CIO, CFO, CEO and directorship level customers
• Excelled in Request for Quotations and Request for Information response as a vendor of record for existing clients and as as a driver of new business development
• Inspired exceptional levels of executive interest and attendance to Newcomp's private technical and sales events across Canada
• Coordinated product test-drives and demonstrations both remotely and on-site
• Developed deep knowledge of IBM BI/BA product offerings, enabling the sale of numerous training programs to existing and new business leads

Thornhill, Ontario

• At Truster Zweig, James' project leadership resulted in considerable cost savings and increased bottom-line for the firm through the deployment of a SaaS SQL-based Document Management System and client-facing FTP. He.
• Stakeholder requirements elicitation, analysis and user story development
• Make-or-buy analysis, presentation of recommendations to sponsor and key stakeholders
• Vendor selection process, incl. development of technical vendor selection criteria and testing metrics
• Coordination and integration of the schedules and deliverables of multiple vendor teams with each other and with internal project team
• Project planning, including determination of work breakdown structure, project milestones, precedence models, process mapping for “as is” and “to be” states of organization

2780 Highway 7, Concord, Ontario

• Joining the firm in 2008, James quickly became the top performer within department, rising to the role of team leader in customer retention, new business generation for commercial Risk Management solutions. He.
• Drove consecutive year-over-year sales growth during every year of employment, becoming team leader and responsible for monthly presentation of executive reports
• Developed a deep understanding of target industries through market research and analysis
• Initiated new reporting program, developed reporting templates and redefined departmental KPI's as departmental productivity capabilities expanded by over 500% as a result of consistent leadership within the team
• Trained new marketing team members on firm requirements, departmental reporting and cold-calling best practices as identified during years of experience