Paul Chessare, Cmb, Amp Email & Phone Number

Chicago, Il, Us

Plano, Tx, Us

As a SaaS Account Executive for the Northeast United States, I focused on selling a variety of products and managing the sales pipeline effectively. Here’s an overview of my key responsibilities and achievements:Specialization in SaaS Products: I specialized in a range of products including Product and Pricing Engine, Hedging and Trading, Comergence, Marketplace Access, and Data. My role involved understanding each product's unique features and benefits to effectively communicate their value to potential clients.Utilizing Marketing Tools: I utilized marketing tools such as Outreach and Salesforce to enhance sales strategies and client management. These tools were instrumental in tracking sales progress, managing client interactions, and analyzing sales data.Collaborating with Pre-Sales Technical Resources: I collaborated with internal Pre-Sales technical resources to understand client needs and provide suitable technology solutions. This teamwork was key in ensuring that the solutions offered aligned perfectly with client requirements.Employing "Land and Expand" Sales Methodology: I employed a "land and expand" sales methodology, effectively growing account sizes and revenues. This approach involved initially securing a small deal and then expanding the account through additional services and products.Surpassing Sales Goals: I surpassed departmental sales goals in December 2022 and July 2023, demonstrating exceptional sales performance and my ability to exceed targets.In summary, my role as a SaaS Account Executive involved managing a diverse product portfolio, overseeing the sales pipeline, providing strategic insights to management, and employing effective sales methodologies. My focus on client needs, strategic use of marketing tools, and strong negotiation skills played a crucial role in achieving sales targets and contributing to the company's revenue growth.

Atlanta, Georgia, Us

In my role as a regional sales manager for the Midwest, including Texas, I was responsible for driving sales growth, developing client relationships, and utilizing data analysis for strategic planning. Here's an overview of my key responsibilities and achievements:Regional Sales Leadership: I demonstrated regional sales leadership and executed sales strategies effectively across my territory. This involved understanding the unique market dynamics of the Midwest and Texas, and tailoring sales approaches to meet regional demands.Utilizing Tableau for Data Visualization: I used Tableau daily for data visualization and analysis. This tool was instrumental in enhancing my sales strategies and deepening my understanding of market trends and customer behaviors, allowing for more targeted and informed sales tactics.Promoting MAXEX Growth Opportunities: I informed sellers and prospects about the growth opportunities provided by MAXEX. This involved clearly articulating the value proposition of our services and how they could benefit potential clients, aiding in the company's expansion.Surpassing Sales Goals: I surpassed volume sales goals by over 100% in my first year, demonstrating exceptional sales achievement. This success was a testament to my effective sales strategies and dedication to achieving targets.In summary, my role as a regional sales manager involved leading sales strategies, utilizing data for informed decision-making, maintaining client relationships, promoting company growth opportunities, collaborating with internal teams, and employing diverse prospecting tactics. My focus on data-driven sales strategies, effective communication, and achieving sales targets played a crucial role in driving regional sales success and contributing to the company's overall growth.

San Francisco, California, Us

In my role overseeing a regional sales territory in the Midwest, including Texas, I demonstrated leadership in regional management, strategic planning, and financial management. Here’s an overview of my key responsibilities and achievements:Regional Management and Strategic Planning: I oversaw a regional sales territory comprising twelve Midwestern states, including Texas. My role involved extensive regional management and strategic planning, tailoring approaches to the diverse markets within my territory.Leading Sales Support Team: I led a team of four sales support members, taking on responsibilities for hiring and training. My focus was on fostering a skilled and efficient team, ensuring that we had the capability to meet and exceed our sales objectives.Successful Client Onboarding: Annually, I successfully onboarded an average of five to seven new clients, contributing significantly to the expansion of the client base. During my tenure in this role, I increased the client base from seven to forty-five. Exceeding Sales Goals: From 2016 to 2021, I consistently exceeded sales team goals in terms of new clients, volume, and revenue. This achievement demonstrated my outstanding sales performance and ability to drive growth.Negotiating Competitive Pricing: I negotiated and established competitive pricing for clients. This strategy contributed to increased revenue for the bank, showcasing my negotiation skills and understanding of market dynamics.In summary, my role encompassed managing a large regional territory, generating leads, leading a sales support team, collaborating for client onboarding, managing financial statements, developing new business, and exceeding sales goals. My strategic approach, team leadership, and financial acumen played a crucial role in driving regional sales success and contributing to the overall growth of the company.

San Francisco, California, Us

In my role, I was responsible for maintaining relationships with hedge firms, performing pricing analytics, leading team training, and executing trading strategies. Here’s an overview of my key responsibilities and achievements:Maintaining Relationships with Hedge Firms: I communicated daily with hedge firms like MCT, MIAC, Flat Irons, Vice Capital, and Optimal Blue. Maintaining strong professional relationships with these firms was crucial for successful collaboration and keeping abreast of market trends.Performing Pricing Analytics: I conducted pricing analytics to determine weighted average prices for bidding on loan-specified bid packages. This task showcased my strong analytical skills and understanding of market dynamics.Developing and Executing Trading Strategies: I developed and executed trading strategies with clients, assisting with their implementation. My role was key in ensuring successful trading outcomes and client satisfaction.Negotiating Mortgage-Backed Securities Trades: I negotiated prices and executed mortgage-backed securities trades with correspondent clients nationwide. This task required effective communication and negotiation skills, ensuring favorable outcomes for both parties.Training Clients on Trading Software and Processes: I trained new and existing clients on trading software and processes, particularly associated with Wells Fargo. Enhancing client understanding and engagement with these tools was crucial for their successful use in trading activities.In summary, my role involved maintaining key industry relationships, performing market analysis, leading team training, utilizing financial analysis tools, executing trading strategies, training clients, and contributing to departmental goals. My focus on effective communication, analytical skills, and strategic planning played a crucial role in driving successful trading outcomes and supporting the team’s overall success.

San Francisco, California, Us

Mortgage operations department lead for the Correspondent Image Direct project Supported internal regional sales managers by working with their clients and senior management towards implementation of electronic mortgage loan delivery programsPartner with Institutional Risk Management to review client performanceCollaborated on action plans for clients who fell below acceptable performance standardsCommunicate with various internal business partners within Wells Fargo along with third party vendors Performed data validation and quality assurance for electronic data delivery of bulk loan submissionsWrite programming code in Java and Visual Basic

San Francisco, California, Us

Mortgage underwriter for residential property types, multi family and co-op property types. Reviewed loan submissions to make credit decisions within agency guidelines and Wells Fargo guidelines on non-conforming and conforming conventional loans. Reviewed asset, credit, and collateral documentation.Experienced with submitting loans through various automated underwriting systems. Advanced from an Underwriter I to Underwriter III within one year.

Graduate Course Work, Management Information Systems, General

Bachelor'S Degree, Business Administration, Management And Operations