Bev Halliday
Tampa,FL
Summary
Customer focused, solution sales, accomplished fintech executive -outcome oriented and leadership skills to deliver excellence and to facilitate organizational effectiveness. Consistent top producing sales executive as well as an active partnership relationship advocate.
Demonstrated ability to mentor sales teams and enhance their performance through effective leadership and communication.
Overview
22
22
years of professional experience
Work History
Regional Sales Manager
Sync1 Systems
Remote
02.2024 - Current
- Billion Dollar Award recipient for 2024 and 2025
- Driving Partnership and sales through building relationships while attending national trade shows and regional conferences
- Collaborating with prospects to understand and manage current and future growth strategies
- Presenting and conducting live tech demos, design solutions to ensure customer satisfaction by aligning product capabilities with business needs
- Make process improvement recommendations for new clients while driving client requests
- Presenting proposals, managing deal negotiation, leading due diligence and redlining process prior to contract signing
- Communicating internally with product and CSM’s to insure smooth sales transition for implementation
- Closed $3M in new logo revenue for 2025
Vice President of Sales
FirstClose, Inc.
Remote
01.2022 - 02.2024
- Develop trusted relationships with Banks, Credit Unions and lenders through networking, attending conferences, webinars and social media promotion
- Leveraged strong partnership relationships to uncover and close new business
- Presented creative solutions to solve problems and provide efficiency uplift through automation
- Conducted live tech demos and presentations with prospects, conveying technology value proposition and presenting pricing for all new opportunities
- Plan for industry conferences, solicit vendor partners, schedule prospects, meetings/demos at events
- Travel to trade shows and client sites across the US
- Lead due diligence, contract requests and redlining for contract execution
- Closed 10 new logo clients for over $3.1M in 2023, quota attainment
Enterprise Account Executive / Manager
Fiserv, Inc.
Remote
10.2017 - 01.2021
- Fintech sales and relationship manager for existing account base of 60+ Financial Institution accounts with the responsibility of relationship management.
- Effectively interacted and communicated with various levels of management, leveraging sound reasoning to make informed decisions that supported client retention, saving 8 out of 10 at-risk clients.
- Presenting at QBR’s and annual review meetings for roadmap planning. Utilized Sales Force, forecasting, to track opportunities and measure business performance
- Upsell existing product vertical
- Contracts: scoped contract, presented to client, negotiated terms, participated in RFPs
Enterprise Sales Executive / Business Development
Fiserv
Alpharetta, GA
01.2017 - 01.2018
- Daily focus on lead generation, outreach to drive new opportunities within the CFO Suite of services.
- Marketing Campaign - organically expanded client base while collaborating internally and externally to engage clients and close business
Independent Real Estate Broker
Charles Rutenberg Realty
Naperville, IL
08.2013 - 05.2017
- Prospecting, networking to build relationships and referrals
- Planned client visits based on client’s budget and target location
- Conducted research based on client needs and market trends
- Proficient: Contracts and coordinating vendors for clients
Sales Consultant
Paychex
Naperville, IL
08.2011 - 02.2013
- Presented 401K Investment plans, through partner relationships and outreach within the CFO suite- Outside Sales- calling on CFO’s, Business Owners and Controllers
- Consistently exceeded quota, received fast-start award for new sales representative
- Managed contacts in SalesForce as CRM/ conducted enrollment meetings to increase account participation and drive new revenue
Loan Originator, Sr. Sales Consultant
HomeTown Lending
Schaumburg, IL
10.2007 - 11.2008
- Start-up broker business from the ground up
- Planned outreach program and correspondent partnership relationships to delivering loans in the secondary market
- Consumer Lending to prospective clients, meeting with clients, presenting pricing, taking loan through entire process from LOS to funding.
Regional Sales Team Trainer / Associate Sales Director / Loan Originator
Mortgage Lenders Network
Schaumburg, IL
01.2004 - 01.2007
- Elite retreat recipient - top 10% of sales team (out of 100 salespeople) #5 for IL office earning all expense paid Elite retreat trip to Cabo, Mexico
- Designed training around different levels of sales/industry experience.
- Demonstrated skills in hiring, onboarding, coaching, and developing people, contributing to overall team success and performance.
- Tracking in LOS (Encompass) documenting every stage of process
- Consistently exceeded over 100% of sales quota
Education
No Degree - Digital Marketing Executive Program
University of South Florida
Tampa, FLSix-Sigma Green Belt Certification (ICGB)
University of South Florida Mumba College of Business
BS - Business Administration / Marketing
Indiana Institute of Technology
Fort Wayne, INAS, AAS - undefined
Joliet Junior College
Skills
- Microsoft Suite- Sales Force, HubSpot, Encompass LOS, Microsoft Office, Word, Excel, Power Point, Outreach, Outlook, PowerBI, Zoom, Microsoft Teams, Asana, Confluence
Timeline
Regional Sales Manager
Sync1 Systems
02.2024 - Current
Vice President of Sales
FirstClose, Inc.
01.2022 - 02.2024
Enterprise Account Executive / Manager
Fiserv, Inc.
10.2017 - 01.2021
Enterprise Sales Executive / Business Development
Fiserv
01.2017 - 01.2018
Independent Real Estate Broker
Charles Rutenberg Realty
08.2013 - 05.2017
Sales Consultant
Paychex
08.2011 - 02.2013
Loan Originator, Sr. Sales Consultant
HomeTown Lending
10.2007 - 11.2008
Regional Sales Team Trainer / Associate Sales Director / Loan Originator
Mortgage Lenders Network
01.2004 - 01.2007
Six-Sigma Green Belt Certification (ICGB)
University of South Florida Mumba College of Business
BS - Business Administration / Marketing
Indiana Institute of Technology
AS, AAS - undefined
Joliet Junior College
No Degree - Digital Marketing Executive Program
University of South Florida