Steve Curtis Email & Phone Number

United States

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Cinch is a data analytics tool (SaaS) designed for brick and mortar businesses and their existing marketing teams, as well as for marketing agencies and ad agencies, to have access to quantitative techniques actionable for creating and implementing personalized marketing automation (patented technology) and direct mail campaigns (averaging 19%) across the customer lifecycle. Our unique value proposition includes calculating the lifetime value of each customer and customer segment (patented technology), strategically targeting new customers whilst maintaining the loyalty of existing customers, and improving customer experience leading to higher retention and increased revenue.

Utah

Multi-Family Office / Private Equity. Oversee Operations of C-Level Team and Office. Venture CapitalScrum Master to Sprints, created pitch decks and marketing collateral, project managementRaise capital for private equity investment in hotel acquisition, operation, and disposition. Present investment deals to prospective new sponsors, outside investors, and potential partners

Dedicated to building enterprise, corporate, and vendor relationships with key national accountsProvide customized solutions enabling SECURE omni-channel commerceElectronic Payment Exchange (EPX) is a wholly owned subsidiary of North American Bancard (NAB)7th largest industry acquirer | $50B+ transactions annually | 310,000+ satisfied merchantsEPX is a technology company implementing leading innovation into the payments space Largest selection of FREE cutting-edge equipment including EMV and NFC solutionsCredit Card, debit card, electronic check processingE-Commerce, MOTO, Mobile (convenience), Customized Reporting (Five Level Hierarchy)Virtual Terminals with real-time credit card authorizations including CVV and AVS checksState-of-the-art encryption, tokenization (BRIC), and end to end (E2EE) processingFraud management and PCI compliance solutionsCustomized integration services

Ut

Prospect for and execute sales of First Data technology suite to self-sourced and bank partner businesses. Consult with owners and C-Level executives to create and articulate compelling value propositions around Company’s payment solutions. Work with bank partner to extend reach and drive adoption among members. Demonstrated excellent customer service and partner relationship skills to accelerate member adoption. Grew revenue and recurring revenue for the Company.Engaged, built relationships, and sold solutions to SMB, Mid-market, and enterprise clients.Built and maintained effective long-term relationships with targeted customers.Consistently among top three executives on sales team for most monthly deals approved.

Ut

Proactively developed new retail and corporate business clients, and directed total P2P, B2B, and P2B sales operations and field marketing initiatives for fintech start-up venture in payments space (SAAS). Prepared financial analyses, sales forecasts, analyzed sales data, and created marketing and advertising strategies. Managed sales team with regular training on platform and platform development including complex sales process and sales strategies. Built and managed sales pipeline, and provided hands-on field support. Led sales team in new business development. Developed long-term strategic relationships with key accounts. Proactively monitored sales process; and drove expansion of new merchant clients and new consumer member networks. Successfully increased company retail and merchant customer base from less than 20 to 400+ businesses and overall consumer membership base from about 50 users to over 10,000 individual users. Created and launched company’s most successful marketing campaign, building $126 free, closed loop gift package distributed through strategic partnerships that achieved 1000 accepted offers in only 2 hours. Generated new appointment opportunities for self and sales team through networking, referral partner relationships, face to face prospecting, and cold calling. Cultivated and deepened C-suite and / or strategic client relationships in high paced, high intensity environment.

Ut, Id, Mt, Wy

Built collaborative relationships with advisors throughout independent channels in order to develop annuity sales. Developed and facilitated sales presentations and innovative ideas in practice management as well as solutions for business development within Jackson’s variable annuity suite. Recognized as one of the top sales executives nationally for two consecutive years; and received a substantial bonus for exceeding quota and contributing to Company achieving its national revenue goals.Drove revenue growth in assigned territory from $26M to $85M. Increased market share in territory to one of the highest (per territory) in the Company. Among the top in the Company at building new relationships through hunter activityEither #1 or #2 in the Company nationally in sales call activity for three consecutive years

Ut, Az, Nv

Built collaborative relationships with advisors throughout independent channels in order to develop annuity and mutual fund sales. Developed and facilitated sales presentations and innovative ideas in practice management as well as solutions for business development within Lincoln’s variable annuity suite and Delaware Mutual Funds.Increased annuity annual sales revenue and Company recurring revenue YOYIncreased mutual fund annual sales revenue and Company recurring revenue YOYAwarded #1 in Firm for total office visits during two annual focus periods. Performance appraisal - “Consistently among top in Firm in sales call activity.”Performance appraisal - “Among top in Firm in sharing sales ideas.”

Utah / No. California

**Increased outside BD VA sales 500%+ in 2001.**#1 External Wholesaler in the Western Division for Proprietary Annuity Sales 2001**#1 External Wholesaler in the Western Division for Total Annuity Production 2001

Ut, Az, Nv

Built collaborative relationships with advisors throughout Merrill Lynch Offices. Developed managed money and mutual fund sales, and annuity and insurance sales, with 500 advisor clients in three states. Facilitated sales presentations and innovative ideas in practice management as well as solutions for business development within Merrill Lynch’s suite of solutions.Increased net new accounts through consultative selling and new business development.Improved average net account retention through increased training and strong trust with clients.

Ut, Mt, Co, Wy, Id

Increased product sales within a six state region for three consecutive years. Received highest annual reviews every year -"Far Exceeds Expectation"