Stephen S. Smith Email and Phone Number
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Stephen S. Smith personal email
We help business owners achieve breakthrough sales growth to realize their hopes, dreams, and aspirations through the creation and implementation of sales infrastructure components and sales leadership.Most small to mid-sized company’s dissatisfaction with their growth is a result of “hitting the wall”; trying to get to the next level of growth by using approaches, tactics, and tools that led to their early success. Founders and Entrepreneurs often used personal knowledge, skills, and relationships to drive early success as the "Rainmakers", however, scale and ultimately business valuations are sacrificed by not committing to professionalizing their sales organizations.What we’ll do:o Deliver a strategic sales plano Put the right process in placeo Find sales talent for youo Manage your sales teamo Craft a unique selling propositiono Build a long-term growth plano Train and certify your sales leadero Provide tools to drive sustainable growthOutcomes our Partnerships Deliver:o Accelerated, Purposeful and Predictable Growtho Appreciated and Cherished Interactionso Extraordinary Client Experience Launched by Sales Processo Greater Differentiation from Competitiono Greater Ability to Achieve Premium Pricingo Teachable, Transferable, and Scalable Processo Creation of a Virtual Sales Force- Clients and Centers of Influence/AdvocacyStructure, Discipline, and Intention will unlock the creativity and uniqueness of your organization and valued team members. Without organizational sales discipline, jumping from the Start Up/Growth Stage to the Establishment Stage is a significant challengeMy passion for driving growth and streamlining operations allowed me to build a reputation as an astute sales leader with an expertise for strategy, business development, and team leadership. Aligning with Salesxceleration that has an identical mission, industry leading programs/tools, and fractional sales leadership, amplifies the impact we can create with our Client Partners – all backed by real-world knowledge, insight, and experience… and wisdom.Nothing is more important to us than building long-lasting relationships with Business Owners and Leaders. We continue to remain focused on providing sound advice and strategies to help our Client Partners reach the top of their markets to achieve their business and personal goals.https://salesxceleration.com/sales-agility-assessment/?locationid=31255219
Sales Xceleration®
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President | S³ GrowthSales Xceleration® Jun 2022 - PresentIndianapolis, Indiana, UsMany businesses struggle to grow their sales. Sales Xceleration provides business owners with an experienced Sales Consultant to drive sales growth when you need it most. As your local Advisor utilizing the Sales Xceleration platform, I'll help you build a sales engine and create record-breaking growth for your business. Connect with me and build a path to more sales. • Create Your Sales Plan• Find Your Best Customers• Grow Your Sales
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Independent Business Development Consultant And Transition AdvisorSss Mar 2017 - Jun 2022Change Leadership and Transformation Advisor to o Corporate Sales Units in search of differentiated positioning and accelerated growth o Executives in transition o Young Professionals (re)defining their careers o Family Business seeking next level of growth and successBusiness Strategy o Value Discipline and Proposition Development o Analysis of current and redesign of future Positioning – Offering – Process – People to create higher level of value to chosen markets and clients o Organizational Structure and Team Development determination and fulfillment o Formulation of “Ideal Client” profile o On-going coaching to fulfill “Co-Responsible” promiseSales Process Evaluation and Elevation o Alignment with Value Proposition to ensure differentiation o Design of Value Creating Sales Process to establish/alter Ideal Clients’ decision-making criteria and process to accelerate growth and maximize life-time-value o Creation of “Ideal Salesperson” profile, evaluation of current and future salespeople, and sales coaching programs. o Sales and Relationship Management Training to ensure consistence Client ExperienceExecutive Coaching o Thorough personal and professional discovery to ensure solid decision-making foundation via significant interviews and personality, trait, and thinking preference tools o Development of strategy for growth with on-going coaching o Integration and coordination of Personal, Professional, and Business goals.Leadership Evaluation and Training
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Director Of Family RecruitmentFortis Wealth Oct 2015 - Mar 2017Wayne, Pennsylvania, Us•Chartered with establishing a client-centric process and environment for a Boutique Family Office as it transitioned to a Registered Investment Advisor while establishing a Sales Culture and Organization.•Led efforts to establish Vision, Mission, Positioning and Market Strategy•Designed, documented, and trained organization on Value Creating Sales -
Senior Business Development ExecutiveIndependent Consultant 2007 - 2015Change Leadership and Transformation Advisor too Same as aboveBusiness Strategyo Same as aboveSales Process Evaluation and Elevationo Same as aboveExecutive Coachingo Same as aboveLeadership Evaluation and Training
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Senior Vice PresidentSei 2005 - 2007Oaks, Pa, Us•Responsible for the design, testing, implementation, and training of a Relational Networking Program for the growth of the SEI Family Office and the Franchisees of SEI Life/Wealth. •Achieved true trusted advisor status by intentionally establishing personal and professional credibility for our intermediaries while creating value for the HNW Individual/Family and Personal and Professional Centers of Influence during the sales/recruitment process.•Program allowed for the: o Creation of Scale; often believed to be unattainable in a high touch business o Consistency across all representatives o Advancement of Relational Networking effectiveness•Net Result: o Market differentiation from initial contact o Creation of a Virtual Sales Force o Accelerated growth of sales -
Senior Vice PresidentSei 2003 - 2005Oaks, Pa, Us• Responsible for the identification, education, and recruitment of franchisees for SEI’s Life/Wealth Franchise.• Worked with Organizational Psychologists, established Franchisors, and successful Franchisees to develop an Ideal Franchisee Profile for our recruitment efforts• Designed and executed a series of educational and recruitment forums to create awareness of new offering and franchise opportunities• Reviewed interested Advisors to understand their current business make up, their brand/reputation in their markets, and their fit to our Profile• Net Result: o Minimized disruption to current client based o Mitigated market concerns of abandonment of established business model o Increased our effectiveness and efficiency realizing only a small percentage of our current, entrepreneurial clients were a fit o Allowed for clarity in recruiting “intrapreneurs”• Keynote Speaker at several National Industry Conferences
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Senior Vice PresidentSei 2000 - 2003Oaks, Pa, Us• Responsible for the reinvention of the former Mutual Fund Services Group to become a broader, value creating partner to Money Managers to capture larger, more sustainable revenue streams from all of Money Managers’ current and future product lines• Researched the industry and the end investor to establish a Point of View to attain Thought Leadership to define best practices for a Money Manager’s organizational and operational infrastructures• Initiated the movement for Money Managers to realign and focus their resources to Investment Management and Client Acquisition/Management Processes and to outsource Operations and Investment product platforms• Offering resulted in a Transformational Outsourcing offering allowing Money Managers to package their investment expertise in any format necessary to be successful in their chosen markets without the distractions of proliferating platforms
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President And CeoSei Trust Company 1998 - 2000• Responsible for the operation and transformation of a $100B, 125 employee Trust Operational Unit to realign with its 8 internal client units to support their significant growth. o Original driving factor was the explosive growth in previously led Community Trust Group• With no professional background in operations, processing, or legal, the charter was to: o Realign with SEI Market Units o Reengineer processes o Re-staff o Become Y2K Ready and Compliant o Drive down costs of operation while increasing quality• Supported the sales process, including sales presentations and site visits• Set the long-term strategic direction of the Trust Company as it related to the elevated servicing of SEI Market Unit clients • Initiated the use of Activities Based Management at SEI to better understand the economics of the processing business• Established a culture of service, accountability, and ownership to regain confidence of SEI Market Units and their clients
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Senior Vice PresidentSei 1993 - 1998Oaks, Pa, Us• Created a new business unit and a whole new category of outsourcing, Transformational Outsourcing, that previously did not exist in our industry. o Responsible for all phases of a new business launch and the P&L. o Business Unit became the laboratory for SEI transitioning from Product Outsourcing to Process Outsourcing and eventually to company-wide Transformational Outsourcing. o Worked collaboratively with Operations, Legal, and Compliance to create the industry-altering offering• Hired, trained, and coached a combination of 12 recent college graduates and junior military officers with no previous business or sales experience to quickly become the industry’s premier consultative sales force• Unique positioning and approach raised the levels of discussion from Trust Operations/Investment levels to Head of Trust/Bank President and CEO/Board of Directors• Transformed 73 clients within 3 years to become the Thought and Results Leader as competitors chased but never caught• Mentored succession leaders, documented best practices, and established enduring culture to confidently leave the unit to re-engineer SEI Trust Company• Regular guest speaker at industry conferences due to the establishment of Thought Leadership status
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Sales ProfessionalSei 1988 - 1993Oaks, Pa, Us• Exceeded quota each year.• 1992 Salesperson of the Year.• Armed with previous experience in trust systems sales, chose to approach with a Business Solution versus just selling funds to create greater relevance/value and differentiation
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Sales ProfessionalPremier Systems Jul 1986 - Mar 1988Trust Accounting Systems Sales
Stephen S. Smith Skills
Stephen S. Smith Education Details
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Pennsylvania State UniversityQuantitative Business Analysis -
Neshaminy Maple Point High School
Frequently Asked Questions about Stephen S. Smith
What company does Stephen S. Smith work for?
Stephen S. Smith works for Sales Xceleration®
What is Stephen S. Smith's role at the current company?
Stephen S. Smith's current role is Outsourced Chief Revenue Officer- Building High Performance Sales Organizations for Small to Mid-Sized Businesses.
What is Stephen S. Smith's email address?
Stephen S. Smith's email address is sn****@****ast.net
What schools did Stephen S. Smith attend?
Stephen S. Smith attended Pennsylvania State University, Neshaminy Maple Point High School.
What skills is Stephen S. Smith known for?
Stephen S. Smith has skills like Financial Services, Entrepreneurship, New Business Development, Competitive Analysis, Banking, Sales Process, Outsourcing, Sales, Financial Advisory, Recruiting, Training, Mutual Funds.
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