John Proskoczilo Email and Phone Number
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Dynamic financial services professional with a proven record of solving customer challenges around their regulatory and compliance needs. Results driven with excellent leadership, relationship building, entrepreneurship, customer success, and technical skills that close complex deals and retain customers. Player-coach. Always focused on creating shared value for both customers and employers.
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Enterprise Sales Director, Compliance ServicesConfluence Jun 2024 - PresentPittsburgh, Pa, Us
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Senior AdvisorEsgtree Mar 2024 - PresentWaterloo, Ontario, CaSales management consultant to leadership team- Sales plan creation, strategy, and tactical development for environmental, social, and governance (ESG) reporting platform start-up.- Expert guidance for selling into institutional investment firms including private equity and venture capital, impact investors, banks, and SEC regulated firms. - Support and mentorship of front-line sales staff. -
Vice President, Business DevelopmentRed Oak Compliance Solutions May 2021 - Jan 2024Cedar Park, Texas, UsHunter role for ad review software opportunities.- Responsible for generating leads, discovery of customer requirements and challenges, and completing RFP and vendor due diligence requests, to win new logo advertising review software (RegTech) deals across Global Asset Managers, Investment Advisers, Broker-Dealers, Insurance Companies, and FinTechs. - Added over 25 new logos, primarily enterprise and mid-market. - Utilized a sniper sales strategy for identifying and developing key internal advocates in long complex SaaS sales cycles over LinkedIn, phone calls, emails, regular meetings, and attending industry compliance conferences. - Created Sales Report template for monthly data visualization and analysis of team sales pipeline and funnel.- Selected for and completed Mainsail Partners LEAP Leadership Acceleration Program for Managers (September-October 2023).- Promotion from Director to Vice President in January 2023. -
Director, SalesReged Jan 2021 - Apr 2021Morrisville, Nc, UsDivested to RegEd from National Regulatory Services (NRS). Resigned to move to Red Oak. -
Director Of SalesNrs - National Regulatory Services Oct 2016 - Jan 2021Lakeville, Connecticut, UsManaged nationwide sales of SaaS compliance technology, education, and consulting servicesto clients fulfilling FINRA, SEC, and State regulatory requirements. - Achieved quotas of $1mil+ in annual revenue in 2017 through 2019 while managing sales team primarily focused on selling into Broker-Dealers. Exceeded $1.2mil in revenue in 2020. - Drove the complete enterprise sales cycle from prospecting to presentations and demos (onsite, conferences, and virtual), proposals, to contractual negotiations and signature across enterprise, mid-market, and SMB customers.- Strong collaboration with product management, professional services, and development teams from discovery calls through implementation of customer solutions. - Responsible for managing key software accounts. - Transitioned FIRE Solutions into NRS sales portfolio by training and mentoring 14 sales and 2 marketing people. -
Senior Vice President Of SalesFire Solutions Feb 2013 - Oct 2016New York, Ny, UsOversaw sales strategy for a leading online training and compliance technology provider to Broker-Dealers and Investment Advisers.- Member of Senior Management team. Facilitated sale of FIRE to largest strategic customer, National Regulatory Services. - Grew revenue rapidly year over year and customer list by 40%, enabling private equity owners to sell.- Directed creation of new SEO optimized websites, pay per click campaigns, and social media strategies to build market presence and lead generation, while also utilizing traditional methods including conferences, direct mail, and customer visits. -
Director Of TechnologyFire Solutions Jun 2007 - Feb 2013New York, Ny, Us- As product owner of CRDirect, oversaw development, technical and customer support of commercially available FINRA Registered Representative management software (pre-hire, U-4, U-5) for Broker-Dealers and Registered Investment Advisers through 2019.- Led virtualization of entire network infrastructure, servers, and systems enabling all employees to fully support customers and work remotely. - Planned and executed customer and technical migration of CRDirect product line from Automated Business Development, PFPC Inc. a part of PNC Bank, after acquisition by FIRE.
John Proskoczilo Skills
John Proskoczilo Education Details
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Boston UniversityComputer Information Systems -
Boston UniversityEconomics
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Boston UniversityInternational Relations
Frequently Asked Questions about John Proskoczilo
What company does John Proskoczilo work for?
John Proskoczilo works for Confluence
What is John Proskoczilo's role at the current company?
John Proskoczilo's current role is Enterprise Sales | Regulatory Compliance Aficionado.
What is John Proskoczilo's email address?
John Proskoczilo's email address is jp****@****ons.com
What is John Proskoczilo's direct phone number?
John Proskoczilo's direct phone number is +170396*****
What schools did John Proskoczilo attend?
John Proskoczilo attended Boston University, Boston University, Boston University.
What skills is John Proskoczilo known for?
John Proskoczilo has skills like Securities, Financial Services, Management, Investments, Business Development, Mutual Funds, Risk Management, Series 7, Finra, Equities, Cloud Computing, Asset Management.
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