Enterprise Solution Sales in the Financial Technology Industry (formerly D+H). Managed strategic business partnerships with client C-Level Executives and key decision makers of Financial Institutions ranging $250M-$3B in Assets. Responsible for solution selling, contract negotiations and client retention⦁ Educated clients on innovative solutions for expanding market share, driving revenue and reducing costs ⦁ Managed internal communications to ensure alignment between client contracts and deliverables⦁ Ensured exceptional client service by providing visibility on client’s needs and business opportunities⦁ Created and implemented strategic territory plans to optimize client retention and revenue potential⦁ Targeted/Qualified annual contract renewal/sales opportunities⦁ Authored and managed detailed account plans for strategic and ‘at risk’ clients⦁ Executed consultative selling skills to achieve annual sales/renewal goals, ranging $4.5-$10M⦁ Achieved 100% client retention goal every year⦁ Coordinated all sales team activities through closing involving sales support, product consultants, product management, Implementations and executive sponsors⦁ Authored/Presented comprehensive sales presentations, investment summaries and contract proposals

Collaborated with Product Managers and Development Engineers to articulate client business needs and design effective software solutions in the areas of credit union core processing, lending/origination, payments, internet/mobile banking, onboarding, document/workflow management, item processing, 3rd party interfaces⦁ Orchestrated large development projects through design, coding, user acceptance testing, documentation, training and delivery to pilot clients ⦁ Facilitated client discovery sessions to understand client business needs and compile detailed user stories and process workflows ⦁ Acted as Key liaison with project stakeholders, regulatory entities and 3rd party vendors ⦁ Authored detailed functional design specifications for new/enhanced software solutions/interfaces ⦁ Demonstrated new/enhanced software solutions at client conferences, internally to sales/support teams and executive management⦁ Achievements ⦁ Appointed to direct pilot Agile Development Project successfully meeting all major milestones and documenting process standards for future agile development projects ⦁ Selected to rewrite user design specification standards which were approved and successfully implemented ⦁ Earned annual bonuses and maximum merit increases every year for consistently meeting performance objectives while taking on additional projects and leadership responsibilities

Managed territory of 30+ credit union clients, responsible for client referenceability and add on sales including core processing features, lending/origination, internet banking, document management, CRM, marketing analytics⦁ Facilitated strategic business partnerships with client C-Level Executives and key decision makers of credit unions ranging $50M-$1B in Assets ⦁ Educated clients on innovative solutions for expanding market share, driving revenue and reducing costs ⦁ Managed internal communications to ensure alignment between client contracts and deliverables ⦁ Ensured exceptional client service by providing visibility on client’s needs and business opportunities⦁ Created/Executed Account and Sales Opportunity plans to optimize client retention and revenue potential ⦁ Targeted, qualified and managed quarterly add on sales opportunities ⦁ Authored/Executed account plans for large and ‘at risk’ clients (using Miller Heiman’s Large Account Management tools) ⦁ Authored/Executed Opportunity Plans (using Miller Heiman’s Strategic Selling tools) to consistently achieve annual sales quota (ranging $1-$2M)⦁ Directed team efforts to win sales opportunities ⦁ Coordinated all sales team activities through the close of each sale involving sales support, product consultants, product management, Implementations, 3rd party business partners, and executive sponsors ⦁ Presented detailed product demonstrations to clients including lending/origination, CRM, document management (Hyland’s Onbase Solution), marketing, back office processing ⦁ Achievements ⦁ Exceeded Annual Sales Quota every year ⦁ Qualified for Circle of Excellence (Annual Sales Trip) for being in the top 3 highest grossing annual sales ⦁ Attained 98% client retention goal every year

Managed new credit union client core system migrations acting as key client liaison and team lead directing all engineering, programming, software implementation, training and support activities throughout the migration project⦁ Responsible for mapping and validating all core data from the clients old system⦁ Managed all communication and interface testing with 3rd party vendors⦁ Facilitated set up of all host processing parameters including deposit/loan/investment products, lending/origination, internet/phone banking, fees, ACH/check processing, accounting, marketing, statements/notices, 3rd party interfaces

Provided regional and onsite training for deposit and investment products to existing bank clients

Managed migration of deposit products to new core system for mid-size banks