Robert Ullmann Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Experienced Relationship Manager and Leader with a demonstrated history of working in the Payments Industry. Skilled in Customer Retention, Sales, Business Development, Contact Centers, and Payments Technology.

Fortis delivers comprehensive payment solutions and commerce enablement to software partners and developers, processing billions of dollars annually. As the solution of choice for the future of payments, Fortis moves commerce closer to invisible with a proprietary platform that supports and strengthens the commerce and payments capabilities of software partners.

Greater Boston Area

20+ years experience helping businesses grow revenue, streamline payment processing and creating customer loyalty.Swype at Work is a merchant services provider for small and medium sized businesses. We provide the ability to accept all forms of payment, anytime, anywhere.Product integration is available for Sage Software, Acumatica, Magento and others.

New England

Managed the sales of business payment solutions including credit card processing, electronic fund transfer (EFT) and automated recurring billing. Sales process involved lead generation, cold-calling accounts, and cultivating and maintaining relationships. Consistently met or exceeded budged quota. • Employed a proven sales process to taking prospects from initial interest, built business value, developed proof of concept, delivered custom proposals, and completing contract closure.• Worked with industry channel partners assisting with aligning customers with a strategic, integrated business solutions utilizing Sage payment integration. • Identified customer with high volume valuation and established a long-term relationship by identifying appropriate product placement and negotiating an effective contract using unique pricing strategies.• Chosen by senior management to work on a collaborative team of sales engineers, technical support and business partners to establish successful integration with Magento. • Provided mentorship for new sales representatives in support of the established corporate training program and provided insight into acceptable sales practices to achieve sales goals. • Collaborated with senior management identifying and focusing efforts on vertical markets and provided a consultative approach to customer demonstrating value added benefits of Sage product line for increased sales and market share. • Utilized highly effective networking strategies within the industry to gain access to vertical markets for increased sales.• Closed 40 new accounts in first six months in the role against the required target of 20 new accounts resulting in being recognized at Top Rookie for two consecutive quarters. • Competed and won accounts based on thorough research and customer needs analysis.

Acquired new accounts through interaction with C-Level Executives. Achieved success through tailoring services to meet the specific needs of the client. Sales process involved lead generation, cold-calling and account maintenance.• Served as a member of executive team that established successful east-coast office.• Consistently achieved quota of 6 new accounts per month while maintaining existing accounts.• Conducted training of new currency brokers including sales techniques, cold calling, market trends, and regulatory compliance.

Established the organizational start-up of the company including articles of incorporation, accounting system, new hires, office location, banking relationships, and maintaining partnerships with west coast locations. Organization was comprised of 14 employees. • Completed all regulatory compliance documentation in accordance with Massachusetts Division of Banks providing certification for currency brokering. • Worked with CPA firm for the completion of all local, state, and federal taxes on a quarterly basis for four locations.

Team Leader for control accounts. Assisted in departmental staffing decisions. Issue all monthly, quarterly and yearly financial reports for the US annuity line of business. Analyze investment trends in fixed and variable markets. Profit and loss reporting. Accounts payable. Budget analysis

Reconciled daily output to ensure proper processing of all financial transactions. Prepare exception and general statistical reports. Daily and monthly bank reconcilement. Developed an escheatment system for outstanding checks. Involved in the conversion to an ACH/EFT system

Directly responsible for all trading. Completed N.A.V and yield calculations, income collection and procedural controls associated with the custody of several multi-million dollar Mutual Funds. Extensive knowledge of custody operations, procedures and controls.

Food brokerage firm representing major brands (Clorox, Starkist and Motts) in the New England marketplace

Bachelor Of Science (B.S.), Management

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