Joan Costa Email & Phone Number

I help clients realize their personal version of financial success and freedom by identifying needs and offering customized investment solutions.

Assisted clients with a broad range of needs and guided them to appropriate resources while making them feel more confident to make clearer decisions to strengthen their financial well-being.

Providence, Rhode Island Area

• Managed territory of 130 Independent Software Vendors (ISVs), Systems Integrators (SIs), Cloud Service Providers (CSPs), and Managed Service Providers (MSPs) in Canada to achieve revenue and high client satisfaction.
• Served as trusted resource and business consultant to both C-level executives and technical contacts, understanding requirements and matching their unique needs to IBM offerings with the goal of joint revenue.
• Achieved revenue growth with partners via their adoption of the latest IBM technology platforms, enhancing current offering or creating new, innovative, industry-leading offering with a focus on cloud computing.
• Researched, targeted, and pursued new business by understanding the products of IBM competitors and knowing how best to position company offerings related to needs of partners.
• Managed, directed, and delivered territory results by providing timely, accurate forecasts via Salesforce and executing key initiatives in achieving high levels of satisfaction with IBM stakeholders and partners.
• Produced more than $14M in revenue, generating consistent annual territory growth of at least 16 percent.

Providence, Rhode Island Area

• Shared leadership for cloud Center of Excellence. Worked with worldwide team guiding IBM strategy, achieved metrics, represented attainment status, and outlined issues and potential solutions to management.
• Coordinated marketing and incentives including direct mail campaigns, collaborative promotions, and digital marketing strategy, ensuring consistencies with joint strategic priorities while managing budget.
• Identified areas in need of process improvement and worked with management to collectively adjust or eliminate requirements; created ease of use for partners.
• Recruited enterprise partners for OEM licensing agreements and strategic alliance program, including technical enablement, development of marketing tactics, and established joint revenue targets, resulting in.
• Worked with worldwide cloud team developing sales tactics, drove new opportunities and achieved North American growth metrics, including wins, number of enterprise software-as-a-service (SaaS) partners and value added.

Providence, RI

• Guided large, industry-leading partners; increased partner satisfaction by 18 percent. Industries included healthcare, finance, insurance, manufacturing, education, utilities, etc.
• Exceeded revenue targets each quarter; maintained territory growth of 15 to 30 percent year-to-year.
• Solution areas included ERP, SCM, CRM, CPG, ECM and BPM offerings in a B2B environment.

Waltham, Massachusetts, United States

Providence, Rhode Island, United States

East Providence, RI

Responsible for all marketing and promotional activities. Coordinated efforts with the sales department to create and execute revenue producing events for advertisers. Managed promotions staff.

Bachelor'S Degree, Marketing

Mba Studies In Progress