Dave Lowman Email & Phone Number

Temecula, Ca, Us

Western Us

Maintained and grew portfolio of over 40 financial institutions for a marketing technology company, focusing on Marketing, Payment and SAAS solutions for financial institutions nationwide.• Upheld 100% retention of existing clients through development of C-level relationships, communicating value of solutions.• Coordinated involvement of external and internal stakeholders, including banking executives, Account Managers, Client Managers and subject matter experts, ensuring collaborative business relationships that continued to increase revenue.• Was responsible for managing and developing consultative partnerships with clients through development of strategy plans, financial metrics and reporting of results. • Acted as point of escalation for client resolution on issues, addressing challenges in timely and professional manner and complying with approved Service Level Agreements.

California, United States

Senior Account ExecutiveMaintained and grew portfolio of over 70 financial institutions for a global fintech company leader, selling financial software solutions and SAAS.• Surpassed retention revenue goal by 160% by cross-selling and expanding current business, through development of C-level relationships, communicating value of solutions.• Coordinated involvement of external and internal stakeholders, including banking executives, global solution consultants, Finastra sales team and support functions, ensuring collaborative business relationships that continued to increase revenue.• Established joint strategy and plan for named accounts, driving continued investment and expansion of Finastra products.• Acted as point of escalation for client resolution on issues, addressing challenges in timely and professional manner and complying with approved Service Level Agreements.• Practiced consultative sales approach, developing account plans and identifying specific needs for each client.

Director of Strategic PartnershipsI managed CPIs largest reselling partner for card services across all business units (central issuance, instant issuance, manufacturing and print-on-demand) to drive revenue and market share growth.• Achieved revenue goals every year and increased revenues from $8M to $23M by devising strategic account plans and gaining clients’ buy-in.• Collaborated with cross-functional teams, including reseller’s sales, CPI sales and operational and management of both companies, ensuring customers understood value of provided solutions and services. • Focused on improved collaboration and communication between both companies, resulting in true business partnership that delivered on agreed-upon goals.• Created cohesive internal team, including sales, accounting, operations and management, meeting or exceeding service level agreements.

Western Us

Business Development ManagerMy responsibilty was to call on clients and prospects in 8 western states. I cross-sold services to existing clients and brought new clients on board. Services I sold included instant card issuance, central card issuance and card manufacturing.• Surpassed territory revenue goals in first year by conducting detailed account analysis to identify key opportunities and areas to boost revenue.• Developed strong relationships with new and present clients, ensuring continued revenue growth.• Excelled at cross-selling new services to existing clients, maximizing current business relationships to deliver accelerated revenue opportunities.

Western United States

I directed and coached team of 6 sales professionals in 13 western states. I established and maintained executive-level relationships throughout assigned region, including the Western Independent Bankers Association’s 250 members.• Exceeded company retention goals (98% - 100%) in highly competitive marketplace by capitalizing on existing relationships and developing strategic action plans in collaboration with sales team.• Met or outperformed sales targets, placing assigned territory as top US market in 2014 and delivering over $46M in revenue.• Improved processes by prioritizing most promising sales opportunities and building deeper, broader and more efficient sales pipeline, utilizing effective performance management and strategic planning.Additional Roles at Deluxe included: Territory Sales Manager, District Sales Manager, Account Manager Level 2, Sales Representative II, Sales Representative I and Sales Associate