Joseph Lancaster, Mba

Joseph Lancaster, Mba Email and Phone Number

Sr. Manager, Client Services @ Aditi Consulting
Seattle, WA, US
Joseph Lancaster, Mba's Location
Seattle, Washington, United States, United States
Joseph Lancaster, Mba's Contact Details

Joseph Lancaster, Mba personal email

n/a

Joseph Lancaster, Mba phone numbers

About Joseph Lancaster, Mba

For more than a decade I have excelled in business development roles due to my inquisitive and consultative sales approach, a fierce drive to achieve, and strong people skills. Over the past four years I have generated an average of four outside client meetings per week in which I gave sales presentations to small and midsize business owners, leaders and C-suite executives. These presentations in turn produced more than a dozen project scoping calls per month which led me to consistently exceed sales goals. Furthermore, these meetings resulted in committed customer relationships that led to increased year-over-year revenue through referrals and cross-selling.A curious person by nature, in my role as a sales professional I use my inquisitive disposition to fully understand a customer’s needs so that I provide real value to my clients. On the flip side, I find joy in answering questions. This motivates me to thoroughly understand the features and benefits of the product/service I’m selling along with the internal processes required to deliver a quality solution. Moreover I enjoy using my creativity to strategize with teammates in order to improve internal efficiency and enhance offerings through continuous improvement. As an avid basketball player I approach my career the same as my time on the court: leverage my natural talents and the skills I’ve built through hard work to support my team and be a valued leader and indispensable teammate. Off the court I excel at developing rapport with prospects and building long-term and profitable client relationships with my strong organizational skills, a proactive relationship management style, and a willingness to assist the team where ever I can.Specialties: Relationship Management, Polished Written and Verbal Communication, Proficient with Salesforce, Sage CRM, and LinkedIn Sales Navigator, Collaborative Problem Solver, Tableau Software, Data Analysis/Tracking, Lead Generation, Strategic Marketing, SaaS sales,

Joseph Lancaster, Mba's Current Company Details
Aditi Consulting

Aditi Consulting

View
Sr. Manager, Client Services
Seattle, WA, US
Employees:
969
Joseph Lancaster, Mba Work Experience Details
  • Aditi Consulting
    Sr. Manager, Client Services
    Aditi Consulting
    Seattle, Wa, Us
  • Wa Auto Law
    Client Relations Manager
    Wa Auto Law Aug 2024 - Present
  • Aditi Consulting
    Sr. Manager, Client Services
    Aditi Consulting Jun 2022 - Jan 2024
    Bellevue, Washington, Us
  • Lorien
    Client Solutions Manager
    Lorien Sep 2019 - Jun 2022
    100 Bishopsgate, London, Gb
  • Archbright
    Account Executive (Focus On Business Development Of Consulting Services)
    Archbright Feb 2015 - May 2019
    Seattle, Wa, Us
    • Increased revenue generation from 85% of annual goal in 2016, to 103% in 2017, to 120% in 2018• Prospected for, managed, tracked & prioritized extensive account list and sales pipeline to surpass stretch goals• Developed relationships with small to mid-sized business owners, leaders and C-suite executives leading to repeat business and numerous referrals• Presented to clients on a multitude of services including consulting, SAS, training, recruiting, legal services, and more• Managed entire sales cycle from lead generation to sales presentation, project scoping, SOW/proposal creation, contract negotiation and closing• Led 100’s of project scoping calls with subject matter expert colleagues and took detailed notes to create SOWs/proposals• Regularly networked after hours with local business leaders • Among team leaders in LinkedIn Sales Navigator Social Selling Score• Presented elevator pitch in front of large industry groups
  • Business Wire - A Berkshire Hathaway Company
    New Business Development Account Executive
    Business Wire - A Berkshire Hathaway Company Jul 2014 - Jan 2015
    San Francisco, Ca, Us
    • Generated leads through market research • Cold called prospects to secure outside sales meetings• Led sales presentations with prospects and existing clients• Territory included Washington, Idaho, Montana & Alaska • Top clients included Amazon, T-Mobile, F5 Networks
  • Cu Home Mortgage Solutions
    Sr. Home Loan Consultant Mlo 514366 (Focus On Business Development)
    Cu Home Mortgage Solutions Mar 2013 - Mar 2014
    • Promoted to Sr. Home Loan Consultant after excelling at generating mortgage leads in my previous role as a Relationship Associate at Verity Credit Union (CUHMS is a subsidiary of Verity CU)• Ranked among top producing loan consultants within six months in a highly competitive industry• Built strong customer relationships leading to referrals and increased business• Excelled in explaining and selling complicated financial products to uninitiated clients• Managed extensive customer pipeline• Oversaw progression of loan files through entire lending process• Developed Excel spreadsheets, for use by self and colleagues, to enhance financial analysis• Tested, reviewed and gave recommendations for improvement of new software to be implemented
  • Verity Credit Union
    Relationship Associate (Focus On Deposit Account And Loan Sales)
    Verity Credit Union Sep 2005 - Mar 2013
    Seattle, Wa, Us
    • Exceeded monthly sales goal by an average of 61%• Leading mortgage loan referrer among all associates and managers• Built committed and profitable relationships with hundreds of new and existing customers• Consistently received Net Promoter Scores of ten – NPS’s highest customer service rating• Evaluated, underwrote and finalized secured and unsecured loans• Advised customers on entire product portfolio consisting of over a dozen deposit and loan products• Mentored branch staff on sales techniques• Problem-solved customer issues • Generated additional business through referrals• Successfully managed and completed various projects assigned by the VP of Marketing: --Coordinated the implementation of ‘Refer-A-Friend’ between vendors and internal depts. --Managed the efforts of my colleagues to advise customers about product modifications --Developed and instituted branch marketing initiatives --Created and executed a company-wide volunteer day
  • Universidad Del Norte
    English Professor
    Universidad Del Norte Aug 2004 - Jun 2005
    Barranquilla, Atlantico, Co
    Universidad Del Norte is the premier University in Colombia's fourth largest metropolis. I taught advanced English to university students and prepared them for the TOEFL exam.
  • Instituto Meyer
    English Teacher
    Instituto Meyer Aug 2003 - Jun 2004
    Instituto Meyer is a national English language institute in Colombia. I taught English to students of all skill levels, ranging in age from 12 to 45.

Joseph Lancaster, Mba Skills

Customer Service Sales Leadership Banking Financial Analysis Marketing Analysis Entrepreneurship Strategic Planning Project Management Negotiation Microsoft Office Team Leadership Relationship Management Social Selling Direct Sales Client Relations Salesforce.com Public Speaking Business To Business Sales Process Outside Sales Data Analysis Business Development Business Process Improvement Business Strategy Consulting Account Management Marketing Strategy Social Media Marketing Customer Relationship Management Outlook Linkedin Sales Navigator Emotional Intelligence Cold Calling Relationship Building Training Team Building Strategic Partnerships Client Development Client Services Elevator Pitch Qualifying Prospects Opportunity Identification Deal Execution Consumer Services Client Relationships Strengthening Client Education Escalation Resolution Business Operations Credit Microsoft Excel English Powerpoint Non Profits Nonprofits

Joseph Lancaster, Mba Education Details

  • University Of Washington
    University Of Washington
    Communications Minor
  • Seattle University
    Seattle University
    Business
  • Bellevue College
    Bellevue College
    Project Management

Frequently Asked Questions about Joseph Lancaster, Mba

What company does Joseph Lancaster, Mba work for?

Joseph Lancaster, Mba works for Aditi Consulting

What is Joseph Lancaster, Mba's role at the current company?

Joseph Lancaster, Mba's current role is Sr. Manager, Client Services.

What is Joseph Lancaster, Mba's email address?

Joseph Lancaster, Mba's email address is jo****@****bal.com

What is Joseph Lancaster, Mba's direct phone number?

Joseph Lancaster, Mba's direct phone number is (206) 329*****

What schools did Joseph Lancaster, Mba attend?

Joseph Lancaster, Mba attended University Of Washington, Seattle University, Bellevue College.

What are some of Joseph Lancaster, Mba's interests?

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What skills is Joseph Lancaster, Mba known for?

Joseph Lancaster, Mba has skills like Customer Service, Sales, Leadership, Banking, Financial Analysis, Marketing, Analysis, Entrepreneurship, Strategic Planning, Project Management, Negotiation, Microsoft Office.

Who are Joseph Lancaster, Mba's colleagues?

Joseph Lancaster, Mba's colleagues are Deepak Mv, Abhishek Rajoriya, Jeff Hassett, Tarun Chakraborty, Dhawal Wadaskar, Christine Marie Lalhlimpui, Sunit Kumar.

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