Terri Chaffee Email & Phone Number

Greater Minneapolis-St. Paul Area

2023 Key AccomplishmentsNII % to Goal= 207.90%New TM Fee % to Goal= 140.43%New TM Relationships % to Goal=400% 2022 Key AccomplishmentsNII % to Goal= 405%New TM Fee % to Goal= 104%New TM Relationships % to Goal=200%

*Electronic Accounts Payable◦Cash Conversion Cycle◦Procure to Pay process◦Accounts Payable◦Invoice Management◦Payment Automation◦Corporate travel & expense management*Territory Sales Management*Strategic Sales

Greater Minneapolis-St. Paul Area

•Use insight and consultative selling techniques to teach customers about their industry and offer unique perspectives on their business, which link back to Capital One’s solutions•Design and implement sales strategies to ensure the company meets its revenue objectives•Coach customer stakeholders and build consensus for Capital One’s solutions within their organization•Responsible for building new customer relationships with Capital One’s commercial payments products (purchasing, travel, and electronic account payable solutions)•Sales lead generation through internal/external referral process, outbound marketing, and industry networking events•Manage multiple phases of sales cycle, including initial contact, identification of client needs, presentations/product demos, negotiation, underwriting, & implementation•Maintains and updates CRM system regarding sales calls, pipelines and closed sales

Greater Minneapolis-St. Paul Area

•Proficiently leveraging sales call channels to develop new business, maintain and deepen existing customer relationships, and shorten the sales process. •Complete personal sales targets and market goals within assigned customer segment. •Engage customers and develop value propositions that meet their needs, increase volume from existing customers, identify and acquire volume from new customers, and manage implementation through effective customer education•Salesforce and pipeline management•Demonstrated ability to establish excellent communication, interpersonal skills, proven presentation skills, ability to effectively prioritize tasks with a high level of accountabilityKey Accomplishments:•2015 President's Club Winner(Top 4%)•FY15 Q4 MD Attainment Award•FY15 Q3 MD Attainment Award•FY15 Q2 MD Attainment Award•FY16 Vital Link Award•FY16 Q1 Top Team Collaboration•FY16 Q2 Top Team Collaboration•FY16 Bravo Zulu Award •FY16 Outstanding Partner of the year award

•Generate new business within a geographic territory through research, cold calling, and networking with OnePoint partners and other industry professionals•Extensive cold calling and pipeline management •Review prospects’ credit card statements and apply business acumen, quantitative and analytical skills to prepare break-even analyses •Tailor value proposition and apply exceptional objection handing skills to change prior perceptions of card acceptance•Continuously build and manage an effective pipeline of quality targets•Prepare and present formal proposals to business owners and C-level executives•Well-versed in MS Office, Outlook, Excel, Powerpoint, Hoovers, Salesforce ,Google Alerts and other sales and organizational tools •Excellent time management and organization skills in an independent work environment •Build and leverage relationships with internal colleagues and support personnel•Excellent client relationship skills Key Accomplishments:•Signed more than 275 new clients in 3years•Finished 2010 at 254% of pro-rated goal•Finished 2011 at 169% of goal•Finished 2012 at 185% of goal•2012 Eastern Region Top Performer Award•Ranked 5th out of 95 MBD's in 2012

•Generated new business within a geographic territory through routine cold calling, door knocking and direct marketing•Extensive cold calling and pipeline management experience •Conducted account reviews with potential clients•Proposed solutions by integrating IKON Technologies to include the appropriate front end solutions, connectivity and hardware. •Established, maintained, and grew accounts by building relationships•With a team of specialists, coordinate necessary resources to respond to major corporations, vertical markets (e.g. Legal) or a professional institution and exhibits leadership qualities to direct people and projects. Key Accomplishments:•Finished FY09 at 125% of quota Net New Business•Consistently exceeded monthly forecast goals•Earned “Rep of the Month” five times for achieving the highest revenue on my sales team in 2009

•Profile prospective accounts from available leads and self-generated leads.•Proactively prospected, qualified, closed, grew and maintained a regional territory account base consistent with Branch and Corporate objectives•Established, maintained, and grew accounts by building relationships•Determined client needs and communicate benefits of products to each client.•Conducted sales presentations and training session for clients.•Actively engaged in on-going product, systems and sales training.•Established and demonstrated an effective sales process including setting call objectivities, time and territory management, weekly/monthly reporting of activity and enhanced market growth measured by client account penetration and number of 1st units closed/volume Key Accomplishments:•Created a new high performing territory in less the 12 months•Consistently exceeded my annual goals every year by 150%•Number one in Minnesota for exceeding goals with number of units per broker, pull through, active brokers and volume