Dave Lowman

Dave Lowman Email and Phone Number

Sales Advisor - Financial Services @ CRM Assist
Temecula, CA, US
Dave Lowman's Location
Temecula, California, United States, United States
Dave Lowman's Contact Details

Dave Lowman personal email

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Dave Lowman phone numbers

About Dave Lowman

I am a Strategic Sales Leader with extensive experience in sales and sales management. I am skilled at identifying and closing opportunities for revenue and market share growth.I work to inspire teams to be customer focused, while achieving and exceeding revenue and sales goals. Focused on providing financial institutions consultative services so that they can meet their revenue goals and optimize costs. I am a results-oriented, dynamic sales leader possessing extensive experience in maximizing performance, achieving growth targets and advancing financial objectives, while being a strategic problem solver who leverages team building, skill development and consultative selling, designing solutions for clients to ensure revenue growth and customer satisfaction. I have experience managing positive organizational change, employing perceptive negotiation and business planning talents.Long standing record of being an accomplished account manager. Qualified in overseeing and coordinating multi-faceted implementation and professional service engagements throughout various teams, clients, vendors and locations. Responsibilities include client relationships, business analysis, budgeting management, forecasting, planning, issue resolution and client support.MY KEY STRENGTHS:Accomplished Account Executive | Team Building & Coaching | Sales Leadership & Support | Business Planning & Development | Negotiations | Forecasting & Budgeting | Metric Accountability | Communication & Presentations

Dave Lowman's Current Company Details
CRM Assist

Crm Assist

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Sales Advisor - Financial Services
Temecula, CA, US
Website:
vericast.com
Employees:
161
Dave Lowman Work Experience Details
  • Crm Assist
    Sales Advisor - Financial Services
    Crm Assist
    Temecula, Ca, Us
  • Vericast
    Senior Account Executive
    Vericast Sep 2022 - Present
    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.
  • Finastra
    Senior Account Executive
    Finastra 2021 - 2022
    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.
  • Cpi Card Group
    Director Of Strategic Partnerships
    Cpi Card Group 2016 - 2020
    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.
  • Cpi Card Group
    Business Development Manager
    Cpi Card Group 2015 - 2016
    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.
  • Deluxe Corporation
    Market Sales Manager
    Deluxe Corporation 2007 - 2014
    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

Dave Lowman Skills

Salesforce.com Sales Management Account Management Sales Process Selling Sales Crm Leadership Customer Retention Lead Generation Strategic Partnerships Business Development New Business Development Strategy Management Strategic Planning Financial Services Marketing Strategy Team Building Process Improvement Customer Relationship Management B2b Cross Functional Team Leadership Competitive Analysis Executive Management Team Leadership Product Marketing P&l Management Contract Negotiation Sales Operations Channel Partners Marketing Business Process Improvement Training Solution Selling Vendor Management Banking Direct Sales Product Management Direct Marketing Saas Customer Experience Forecasting Analytics Start Ups Cold Calling Marketing Management Customer Acquisition Sales Presentations Relationship Management

Dave Lowman Education Details

Frequently Asked Questions about Dave Lowman

What company does Dave Lowman work for?

Dave Lowman works for Crm Assist

What is Dave Lowman's role at the current company?

Dave Lowman's current role is Sales Advisor - Financial Services.

What is Dave Lowman's email address?

Dave Lowman's email address is da****@****tra.com

What is Dave Lowman's direct phone number?

Dave Lowman's direct phone number is (651)-483*****

What schools did Dave Lowman attend?

Dave Lowman attended California Lutheran University.

What skills is Dave Lowman known for?

Dave Lowman has skills like Salesforce.com, Sales Management, Account Management, Sales Process, Selling, Sales, Crm, Leadership, Customer Retention, Lead Generation, Strategic Partnerships, Business Development.

Who are Dave Lowman's colleagues?

Dave Lowman's colleagues are Kim Wallace, Karen Sutherland, Carrie E. Calvi, David Weed, Cristina Avitia, Roneika Jefferson, Patrick Valentine.

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