Peggy Kilroy Email and Phone Number
plano, texas, united states
Peggy Kilroy's Location
Greater Cleveland, United States
Peggy Kilroy's Contact Details
Peggy Kilroy work email
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Peggy Kilroy personal email
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Peggy Kilroy phone numbers
About Peggy Kilroy
Seasoned, highly-skilled presenter, writer, trainer, manager, marketing and sales professional with a deep background in technology and financial services. Strong record of success and experience in all phases of the sales support cycle. Passionate about producing focused communications, including sales presentations and marketing materials designed to move the sales process forward. Having worked in the FinTech industry for most of my career, I have always been a sounding board to sales reps on how best to sell to a bank or credit union based on their unique pain points. Additional skills include: • Experience managing both direct and remote team members• Specification documentation creation• Creation of departmental processes and procedures• Process Improvement• Hiring and mentoring• Ability to collaborate with cross-functional teams• Creation of product marketing, product documentation, presentation scripts, sales support processes and project plans
Peggy Kilroy's Current Company Details
Alkami Technology
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Sales Support Leader
plano, texas, united states
- Website:
- alkamitech.com
- Employees:
- 562
Peggy Kilroy Work Experience Details
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Director, Proposal ManagementAlkami Technology Jan 2023 - PresentGreater Cleveland
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Senior Manager, ProposalsAlkami Technology Jan 2022 - Jan 2023Remote - Cleveland, Ohio
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Manager, Proposal ManagementAlkami Technology Jun 2019 - Feb 2022Remote - Cleveland, Ohio
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Lead, Proposal ManagerAlkami Technology Nov 2018 - Jun 2019Remote - Cleveland, Ohio
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Senior Sales SupportAlkami Technology Jan 2018 - Oct 2018Remote - Cleveland, Ohio
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Manager Sales Engineering / Solutions ConsultantVenminder May 2016 - Jan 2018Remote - Cleveland, OhioAs the manager of the Sales Engineering team, I led the subject matter experts on the Venminder Sales team. We were the backbone of the sales process, representing the technical aspects of how the products solve specific customer problems. We collaborated with the Sales Executives to present our software and services in the best light possible to close deals. This included performing software demonstrations, slide deck presentations, and pricing consultations for all products offered. Additionally, we trained the Sales team members during onboarding and on-going training on the Venminder software, services, and sales process. Venminder offers a full suite of managed services and software to significantly reduce the vendor management workload for regulated financial institutions. As the lead, technical representative of the Sales team, I possessed extensive knowledge of the Venminder products and functions, in order to communicate how the processes work to bring benefit to our financial institution clients and prospects. • Performed all tier one bank, credit union, and non-bank lending company software demos.• Provided assistance to sales reps and prospects when product expertise is required.• Provided input to the layout and flow of the software as a member of the Design team.• Communicated Product Roadmap and schedules to the Sales team.• Trained all new members of the Sales and Business Development teams.• Planned and coordinated weekly ongoing Sales team training. • Created demo scripts to be utilized by new reps on services and software demo calls.• Created and maintained all process documents for sales activities, including Sales Playbook and Rules of Engagement. -
Chair Board Of DirectorsSt. Colman & Affiliates Fcu Apr 2014 - Dec 2017Cleveland/Akron, Ohio AreaRecruited by Management and Board of Directors to bring financial service and marketing acumen to the credit union seeking to grow within the marketplace. Elected to a strategic leadership role and as a member of the volunteer Board of Directors in April 2014.
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Member Board Of DirectorsSt. Colman & Affiliates Fcu Apr 2013 - Apr 2014Cleveland, Ohio
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Solutions Consultant, Proposal ManagerQ2 Software, Inc. Aug 2011 - Apr 2016Remote - Cleveland, OhioManage the proposal process for high growth electronic banking company that serves community and regional financial institutions in order to strengthen the communities in which they live. The Q2platform touts a unified user experience for online banking, voice banking, and mobile banking for all retail, business, corporate, and treasury users offering a world-class experience. As a member of the sales and marketing organizations, directly responsible for the request for information and proposal process. Working in collaboration with sales, product, solutions consulting, marketing, security and compliance, responsible for the creation of sales documentation and boilerplate messaging regarding the company and its offerings. Support the sales team by providing written communication and instruction regarding Q2 and the company’s product line.• Defined a process for responding to prospect and client requests for information during the sales and due diligence process. - Designed a workflow queue in Microsoft SharePoint. - Supported Q2 Marketing with branding document templates. - Work with Sales teams on the Q2 rebranding project. • Created and maintained the Q2 RFP database for the purpose of: - Expediting the process of responding to Requests For Proposal (RFPs) and Requests for Information (RFIs). - Providing a knowledgebase for new members of the Sales and Solutions Consulting teams. - Offering writing samples and verbiage for the sales teams to use in their communications to clients and prospects.• Developed a Sample Request For Proposal (RFP) geared toward features and benefits of Q2.• Create reusable sales documents to communicate a deeper level of knowledge in our products and processes. • Work with other departments to verify the accuracy of responses and talking points.• Keep up with industry trends.
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Sales Support SpecialistDigital Insight Dec 2005 - Sep 2010Remote Cleveland, OhioWorked as both employee and contractor for Digital Insight and Intuit (who acquired DI in 2007) during my duration of employment.• Managed and coordinated responses to Request for Proposal (RFP), Request for Information (RFI), and Security Questionnaire documents. This included ensuring the accuracy of proposal content, precise formatting of each document, and following industry best practices.• Submitted all newly researched and developed responses to the RFP Database for use by the entire sales team.• Provided assistance to the Sales Executives and Relationship Managers with product research, editing, and writing samples as needed.• Developed a generic RFP to be used as a sales tool geared toward the strengths of Intuit Financial Services.• Prepared competitive analysis documents to help drive online and mobile banking sales -
RealtorRealty One May 2004 - Aug 2006Westlake, OhioAssisted buyers and sellers with all aspects of the purchase of residential real estate including:• Created listing presentations, flyers, brochures, and advertisement for my listings.• Coordinated and hosted both broker only and public open houses.• Developed online search criteria for individual buyers based on the specific wants and needs.• Located appropriate properties and presented them to clients. -
ConsultantJm Kilroy Solutions Jan 2001 - Dec 2004Cleveland/Akron, Ohio AreaAs a consultant, supported the needs of the financial industry clients in preparing documentation for vendor evaluations and system specification. CONSULTANT – S1 CORPORATIONPrepared Request For Proposal responses to be submitted to banks and credit unions inquiring on software products, including the S1 Full Service Banking (teller, platform, and call center systems) and the S1 Internet Banking products.CONSULTANT – CHARTER ONE BANK• Wrote detailed system specifications to improve the Branch Platform Application.• Determined priorities and functionalities for improvements to the Branch Platform System as needed by management and branch staff.• Worked with programming staff to clarify improvements and schedule timely deliveries.
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Sales Engineer / Solutions ConsultantSoftware Dynamics, Inc. Apr 2000 - Sep 2000Remote - Cleveland, Ohio• Achieved proficiency in various ZEUS Call Center, Platform, and Teller applications in order to assist new clients in configuring their systems.• Assisted Sales Managers with product demonstrations to prospects throughout the US.
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Account ManagerSoftware Dynamics, Inc. Aug 1996 - Sep 2000Cleveland/Akron, Ohio Area• Managed the first satellite office for SDI (Chatsworth, California) in Independence, Ohio.• Acted as liaison between customers and the SDI implementation staff.• Managed multiple implementation teams in order to meet the stated deadlines. - Prepared and communicated project plans to customers. - Wrote specifications for approval by SDI programming staff and banking clients. - Prepared work orders, determined cost, and presented to banking clients.• Assisted Regional Sales Managers with sales calls and demos as needed.• Clients included TCF Bank (Minneapolis, MN), Charter One Bank (Cleveland, OH), Mercantile Bank (St. Louis, MO), FirstMerit Bank (Akron, OH), HUBCO (Mahwah, New Jersey), Citizens Bank (Flint, MI), DataOne Financial Systems (Pittsburgh, PA), First Federal of Youngstown (Youngstown, OH), Watertown Bank (Watertown, MA) and Cuyahoga Savings (Cleveland, OH).
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Senior Customer Support RepresentativeSoftware Dynamics, Inc. Aug 1996 - Sep 1996Cleveland/Akron, Ohio Area• Played a key role in the development of a “Proof of Concept” system for Rabobank International, Zeist, Netherlands.• Supported customers with software development questions.• Acted as liaison between banking clients and programming staff for all software problem and improvement requests.
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Systems & Operations AdministratorThe Cuyahoga Savings Association Jun 1992 - Aug 1996Cleveland/Akron, Ohio AreaResponsible for communicating and compliance of branch procedures and policies as well as maintaining the branch automation systems (both teller and platform). • Created and maintained Branch Procedures and Policy Manuals as well as assisting branches with questions and concerns. • Worked with Office of Thrift Supervision (OTS) regulators regarding procedures and policies during examinations.• Developed companywide Community Reinvestment Act (CRA) and Bank Secrecy Act (BSA) training for all employees. • Responsible for all vendor management including software and hardware suppliers.• Debugged and finalized development of account opening, sales, reporting system as the source for all sales incentive payout for the branch platform system.• Implemented Reg DD – Truth In Savings Act (TISA) throughout bank including writing procedures, authoring the account opening process in the Platform (PLUS) system, training staff.• Played a key role in relocating the Eastgate Branch and opening the Strongsville Branch.• Maintained Branch Computer Networks.• Completed development and continued to improve the Branch Teller and Platform Systems (SDI Platform/PLUS System).• Was responsible for Truth In Savings Act and Bank Secrecy Act Compliance including review all CTRs and Money Order Log for BSA Compliance.• Trained and managed Float Platform Staff.• Committee memberships: Charitable Contributions Committee (Secretary), Product Planning Committee, CRA Committee (Secretary), Technology Committee.
Peggy Kilroy Skills
Management
Banking
Leadership
Salesforce.com
Vendor Management
Strategic Partnerships
Program Management
Financial Services
Marketing
Internet Banking
Enterprise Software
Payments
Sales Operations
Crm
Relationship Management
Product Management
Data Center
Software Development
Saas
Software As A Service
Business Process Improvement
Business Analysis
Project Management
Customer Relationship Management
Business Development
Process Improvement
Peggy Kilroy Education Details
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Public Relations And Management
Frequently Asked Questions about Peggy Kilroy
What company does Peggy Kilroy work for?
Peggy Kilroy works for Alkami Technology
What is Peggy Kilroy's role at the current company?
Peggy Kilroy's current role is Sales Support Leader.
What is Peggy Kilroy's email address?
Peggy Kilroy's email address is pe****@****ces.com
What is Peggy Kilroy's direct phone number?
Peggy Kilroy's direct phone number is +181363*****
What schools did Peggy Kilroy attend?
Peggy Kilroy attended University Of Dayton.
What skills is Peggy Kilroy known for?
Peggy Kilroy has skills like Management, Banking, Leadership, Salesforce.com, Vendor Management, Strategic Partnerships, Program Management, Financial Services, Marketing, Internet Banking, Enterprise Software, Payments.
Who are Peggy Kilroy's colleagues?
Peggy Kilroy's colleagues are Emily Fagan, Sydney Hodgson, Brennan Young, Tomas Abella, Frances Wilm, Dave M., Tex Grubbs.
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Peggy Kilroy
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